Loan Servicing Specialist – Bankruptcy Team

Loan Servicing Specialist – Bankruptcy Team

Requirements

• High school diploma or GED equivalent
• 2-3 years of relevant experience in a loan servicing and/or telecommunications environment
• Experience with real estate transactions
• Ability to work independently and to adapt to a fast-changing environment
• Self-disciplined and capable of identifying and completing critical tasks
• Proficiency in Microsoft Suite including Excel, Word, and PowerPoint
• Experience with Salesforce
• Customer Service experience
• Strong written and verbal communication skills
• Ability to multitask while retaining high attention to detail
• Must be able to reason, exercise sound judgment, show initiative and solve problems

Responsibilities

• Develops new systems for reporting exchange, as growth continues will need to develop FTP (file transfer protocol) process for data transfer as requested by vendor
• Initiates outbound contact for properties listed for sale to ensure for payoff of loan or monitor loan assumption to buyer
• Drafts waivers and other documents determined by the Legal team for files where loan panels have been moved to another address
• Routinely corresponds with third party real estate agents, escrow agents, mortgage lenders, current Dividend Finance customers and Buyers interested in purchasing homes with solar panels financed through Dividend Finance
• Coordinates partial payment delivery and receipt of 30% ITC payments prior to transferring loan, or requests sales and appraisal information if sellers are requesting ITC waiver
• Manually drafts contingent assumption agreement (new homeowner loan contract) using account statement from loan servicing department with high attention to detail to reflect correct figures and dates for when payment switches from seller to buyer
• Review open accounts for modification purposes
• Make outbound efforts in a professional manner while maintaining customer relations
• Work with vendors to coordinate modification processing
• Identify issues with account delinquency and drafting loan modification terms within company compliance and credit facility guidelines
• Proactively work with borrowers and provide timely follow-up on payment arrangements
• Compile data and reports as needed to provide weekly activity and status reporting
• Strong ability to analyze data in order to effectively identify and manage stressed accounts
• Other duties as assigned

Preferred Qualifications

No preferred qualifications provided.