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Phoenixville, PA

Loan Servicing Representative I

Phoenixville, PA, Phoenixville, Pennsylvania, United States

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Description

Department : Loan Servicing I

Reports to : Loan Servicing Manager

Summary : Join our community-focused bank as a Loan Servicing Representative, where you will play a vital role in maintaining strong relationships with our customers by providing exceptional service and support throughout the loan lifecycle. This is an excellent opportunity for a detail-oriented professional passionate about banking and customer service to contribute to a trusted financial institution committed to community growth and financial well-being.

Requirements Key Responsibilities

Manage and process loan payments, escrow accounts, and other related transactions accurately and efficiently

Respond to customer inquiries regarding loan accounts, payment schedules, and account status via phone, email, or in person

Ensure compliance with banking policies, procedures, and regulatory requirements in all loan servicing activities

Maintain detailed and organized records of loan transactions and customer interactions

Collaborate with loan officers and other banking staff to resolve customer issues and facilitate loan modifications or adjustments

Monitor loan accounts for delinquencies and coordinate with customers to develop repayment plans when necessary

Assist in the preparation of loan documentation and reports for internal and external audits

Assist with front-desk coverage as assigned, including answering phones and greeting visitors

Skills & Qualifications

High school diploma or equivalent; associate’s or bachelor’s degree in finance, business, or related field preferred

Previous experience in loan servicing, banking, or customer service is highly desirable

Strong attention to detail and organizational skills

Excellent communication and interpersonal skills

Knowledge of loan products, banking regulations, and compliance standards

Proficiency in banking software and Microsoft Office Suite

Must be able to maintain the highest level of confidentiality; ability to handle sensitive material concerning the Company and borrowers

Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands This is largely a sedentary role. This position frequently communicates with customers, coworkers, managers. Must be able to exchange accurate information in these situations requirements listed below are representative of the knowledge, skills, and/or abilities required for this position.

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