Mortgage Servicing Specialist

Job Description

Job Description

Description:

Xtend is seeking a Mortgage Servicing Associate to support daily mortgage servicing operations for credit union clients. This role is responsible for processing mortgage payments, escrow transactions, investor reporting, and end-of-month balancing while ensuring accuracy, compliance, and excellent service.

What You’ll Do

• Process daily mortgage payments and deposits
• Handle escrow disbursements (taxes, insurance, PMI)
• Post payments and process sold loan activity
• Complete month-end participation processing and balancing
• Communicate with credit unions via Zendesk, email, and phone
• Maintain accuracy, confidentiality, and compliance

What You Bring

• High school diploma or equivalent required
• Self-motivated, organized, and capable of managing multiple tasks in a fast-paced environment.
• Proficient with Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Strong attention to detail and data entry skills
• Excellent written and verbal communication
• Ability to handle confidential financial information
• Able to make sound decisions and use good judgment when handling challenges.
• Discreet and able to handle confidential information appropriately.
• Reliable, with regular and predictable attendance.
• Positive, professional, and team-oriented in all interactions.
• Able to communicate effectively with diverse audiences in person, over the phone, and in virtual settings.

Why You’ll Love Working With Us

• Opportunity to support credit unions nationwide and make a meaningful impact for members
• A collaborative environment aligned with cooperative values
• Continuous learning through hands-on experience with CU*BASE and industry-leading tools
• Unlimited growth potential
• Health insurance, dental insurance, 401(k), paid time off, and vision insurance.

What is Xtend?

Xtend is a Credit Union Service Organization (CUSO) that is owned by its credit union clients that we support. We offer a multitude of services to these credit unions that allow them to serve their members including bookkeeping, back-office support, and contact center services. Join us and help advance a mission-driven cooperative culture built on innovation and industry leadership!

WORK ENVIRONMENT & PHYSICAL ACTIVITIES

Xtend operates in a professional office building setting. Some job assignments at Xtend are primarily conducted within the office building(s) while others have moderate to extensive travel responsibilities as described in the Job Functions and/or Job Qualifications section(s) above. Xtend is committed to working with its employees to reasonably accommodate them with the physical aspects of the position.

Notice

This job description is not intended to be, nor should be construed as a contract for employment. Xtend makes no guarantee of permanent employment. This job description is to be used as a guideline to give the employee an understanding of what Xtend has defined this position to be.

Xtend will make reasonable accommodations for the known physical or mental disabilities of qualified applicants unless to do so would cause an undue hardship. Disabled individuals who feel accommodation is needed to perform their job, or the job for which they have applied, must notify Xtend in writing of the need for reasonable accommodation within 180 days after the date the individual knew or reasonably should have known that an accommodation was needed. Xtend, thereafter, will make all reasonable accommodations unless to do so would pose an undue hardship.

Xtend is willing to accommodate disabilities to the extent a financial service organization can without impacting financial control or member service. Xtend is an Equal Opportunity Employer.