Mortgage Service Specialist
peyton resource groupSan Antonio (TX)
About the role
Mortgage Service Specialist Our client is seeking an experienced Mortgage Service Specialist to support customers with Home Equity Line of Credit (HELOC) servicing. This role will focus primarily on proactive outbound outreach to customers approaching the end of their HELOC draw period, providing information about available options and connecting members with the appropriate team for additional assistance.
Key Responsibilities:
Make outbound calls to customers nearing the end of their HELOC draw period.
Explain available options and answer customer questions regarding HELOC servicing.
Transfer customers seeking additional assistance to the appropriate internal team.
Provide inbound call center support as needed, responding to HELOC questions and customer inquiries.
Update Excel spreadsheets with customer information, call results, and activity tracking.
Accurately document and notate customer accounts following each interaction.
Use Word, Excel, and Outlook to communicate results, maintain records, and collaborate with internal teams.
Required Qualifications:
- 2+ years of Mortgage/Home Equity experience 2+ years of outbound sales or service experience 5+ years of customer service experience
- Strong verbal and written communication skills
- Strong attention to detail and accurate documentation skills
- Proficiency with Microsoft Excel, Word, and Outlook
- Ability to work onsite 5 days a week
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
More like this