Customer Service Specialist

Customer Service Specialist

Immediate need for a talented Customer Service Specialist with experience in the Banking Industry. This is a 12+ Months contract opportunity with long-term potential and is located in St. Paul, MN.

Key Responsibilities:

• Maintain excellent written and verbal communication with the customer to obtain all the necessary information to complete daily tasks.
• Researches various document related questions for Document Custody Services clients to ensure the quality of the collateral review and compliance with custodial agreements.
• Lead assigned projects, identify potential issues, problem solve, and know when to escalate
• Reviews mortgage documents, e.g. mortgage notes, endorsements and riders, deed of trust, title policies, loan assignments, etc., for accuracy and noting exceptions on SOR.
• Data entry, generate reports, and deliver to customer.
• Labeling files, organizing carts, sorting/filing documents, and completing inventories
• Operating internal programs for research and activity movements of files and/or documents
• Communicate with various levels of staff in all areas of the office to promote collaboration
• Meet deadlines and daily production requirements.

Key Requirements and Technology Experience:

• College degree or equivalent work experience in financial industry.
• Ability to push, pull, and/or lift 20-30lbs, sitting for long periods (75-100% of working day), able to bend or squat, and willingness to climb step ladders up to 10 feet high.
• Solid and proven customer service skills, including written and verbal (phone or in-person)
• Strong attention to detail, ability to meet deadlines, adapt to new processes, take direction, work independently but work with leadership and peers.
• Capacity to complete repetitive tasks daily and meet production goals, including deadlines
• Intermediate to Advanced knowledge of Microsoft applications, including Outlook and Excel (vLookups, Pivot Tables, Charts, etc.).
• Familiarity with mortgage documents preferred, familiarity with SOR: emBTRUST a benefit
• Well-developed ability to identify and resolve/escalate problems.
• Work independently and able to work with team to meet goals and deadlines.
• Strong time management, organization, and problem-solving skills.