Job Description

Overview

The purpose of this position is to process all automatic mortgage payments, assumptions, address/name changes, deceased borrower notifications plus assist with the verbal payoff quote processing. Additional duties may apply to assist the Escrow Department and customers as needed.

Responsibilities

• Scan and log incoming escrow documents and payments received
• Setup new owner accounts including but not limited to taxes, insurance, leaseholds, and other applicable items
• Assist with administrative support including data entry, batch scanning and document processing
• Provide customer service in the form of answering and directing incoming calls
• Set up/Cancel automatic drafts for customers and process a daily exception report
• Process Ownership changes (death certificates, name changes, assumptions)
• Process Return Mail & Address Changes
• Assist with the verbal payoff quotes from the Trustmark Branches and customers
• Perform additional duties as assigned

• High school diploma or GED
• Detail oriented and highly organized
• Ability to work independently, and prioritize multiple tasks
• Ability to meet deadlines
• Possess good written and verbal communication skills
• Practical and functional computer knowledge to include Excel, Word, Email, and Internet research
• Open and receptive to change and must have the ability to operate in a fast-paced environment
• General math skills and ability to analyze information
• Data entry-alpha and numeric (test required)
• 10-key (test required)
• Professional and respectful demeanor with all internal and external customers always
• Basic understanding of escrow preferred
• 2+ years of customer service experience as a Teller, accounting clerk, cashier, data entry clerk, Customer Service, or similar role
• 2+ years of mortgage servicing experience

Trustmark National Bank