Loan Servicing Support Specialist
Description

About the Role

The Loan Servicing Support Specialist is the steady, behind-the-scenes presence supporting Homewise homeowners after they've closed on their homes. While other roles focus on getting a customer to close, your work begins where theirs ends, making sure the loan stays on track, the records stay clean, and every homeowner has someone to call when a question comes up.


You'll report to Homewise's Loan Servicing Manager and work alongside our coaching, lending, and real estate teams to ensure every client experiences a seamless transition into homeownership — and steady support long after. People who thrive in this role enjoy both halves of the work: the methodical satisfaction of keeping records in good order, and the live, in-the-moment human side be it a quick question or a harder conversation.


You'll Be a Great Fit If:

  • You appreciate that customer service comes from understanding the issue, not from a script. 
  • You listen first, solve problems second. 
  • You're warm and respectful, people leave every interaction feeling seen and understood.
  • You stay composed under pressure. 
  • You're detail-oriented. 
  • You're flexible. 
  • You're a strong collaborator who builds working relationships across teams and reaches out for help when you need it.
  • You're comfortable with technology, and you pick up new systems readily.
  • You’re bilingual in Spanish and English, since some Homewise homeowners are Spanish speakers.

What You'll Be Doing

  • Auditing, tracking, and managing the receipt of final mortgage documents — including recorded security instruments, title policies, and assignments of mortgage.
  • Coordinating with title companies, county offices, and document custodians to resolve missing or inaccurate documentation.
  • Maintaining an accurate tracking system that keeps all required documents on schedule and in compliance.
  • Helping customers with loan servicing questions and issues, in person and over the phone.
  • Supporting monthly collection efforts through outbound calls and follow-up communication, with a customer-service-first      approach.
  • Preparing Verification of Mortgage (VOM) documentation as requested.
  • Coordinating with title companies and financial institutions to prepare and verify the accuracy of payoff requests.
  • Partnering with internal teams to maintain a high service standard, while ensuring compliance with all applicable regulations, policies, and procedures. 

Full Job Description available upon request.


Requirements

 Minimum Requirements

  • Some Customer Service experience  
  • High School Diploma or equivalent  
  • Ability to work in office during Homewise’s core hours: Monday-Friday, 8:00AM-5:00PM  
  • This is largely a sedentary role; it requires the ability to sit or stand for extended periods of time.  
  • Must be able to occasionally lift objects up to 20 pounds  
  • This position is located in our Santa Fe office