Mortgage Servicing Specialist

Mortgage Servicing Associate

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.

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!