Specialty Loan Advisor Servicing

• Manage a portfolio of Business Purpose Loans by providing consistent, high-quality servicing and support to internal and external stakeholders
• Serve in an advisory capacity to customers, providing guidance tailored to their unique business needs
• Handle inbound and outbound calls, email, and text communications to support clients, attorneys, and authorized third parties
• Perform moderately complex administrative, transactional, and operational tasks, including research, analysis, and documentation
• Generate reports and analyze data to support strategic initiatives and improve customer outcomes
• Ensure compliance with company policies, procedures, and investor requirements
• Leverage systems and tools to ensure accuracy, efficiency, and strong customer experience
• Meet and exceed production goals (KPIs)
• Collaborate cross-functionally to resolve escalations and improve servicing effectiveness
• Follow other job-related instructions and perform other assigned job-related duties

• 3-5 years of experience in mortgage servicing, contact center, or related roles
• Working knowledge of Business Purpose Loans (BPLs)
• Strong understanding of escrow, billing, payment histories, and 1098 statements
• Experience with cross-collateralized servicing and partial lien releases
• Knowledge of property preservation processes
• Strong analytical and problem-solving skills with high attention to detail
• Ability to manage high-volume workload and meet deadlines
• Excellent communication skills
• Ability to work independently and in a team environment
• Strong advisory and relationship management skills
• High school diploma or GED required
• Associate's or Bachelor's degree preferred
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, One Drive, Outlook)
• Experience with MSP, Black Knight/LPS, or Sagent preferred

Demonstrates expertise in managing Business Purpose Loans with a strong focus on customer service, compliance, and data analysis. Proficient in leveraging technology and tools to enhance operational efficiency and meet production goals.

• Business Purpose Loans Management
• Mortgage Servicing Experience
• Analytical Skills
• Microsoft Office Proficiency
• Communication Skills

• Business Purpose Loans
• Escrow Knowledge
• Billing Understanding
• Payment History Analysis
• Cross-Collateralized Servicing
• Partial Lien Releases
• Property Preservation Processes
• Data Analysis
• Report Generation
• KPI Achievement

• Advisory Skills
• Relationship Management
• Problem-Solving Skills
• Attention to Detail
• Team Collaboration

• High School Diploma
• GED
• Associate's Degree
• Bachelor's Degree

• Mortgage Servicing
• Contact Center
• Compliance
• Customer Experience
• Operational Tasks

• MSP
• Black Knight/LPS
• Sagent
• One Drive
• Outlook