Member Service Representative jobs at American Heritage

Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Please share your updated resume - *******************************. CCaaS USCAN Functional Implementation Consultation VISA - Any Visa Except CPT Job description Responsibilities Requirements Gathering oCollaborate with stakeholders to understand business processes customer service workflows and pain points oUnderstand caller profiles and their intentobjectivesneeds when making a call oAnalyze call data and statistics from Avaya system to inform future design oCollaborate with marketing and branding team to understand their key design and messaging considerations oIdentify caller touch points call center chat social media email my GEHCcom mobile app text media blending Solution Design oDemonstrate Genesys capabilities and features along with best practices and use of AI for a modern customer experience oPresent design choices of flows menus and routing logic and help select the most appropriate option oOptimize design and automation to reduce wait times and improve customer experience oPropose functionality to drive self service and reduce need for interaction with a live agent oConsider integrations with CRM and other systems to streamline the process and provide an omnichannel experience Testing and Validation Planning oDefine and document test cases and validation steps oSelect testers and articulate testing expectations oBuild test execution plan and defect tracking process Documentation and training oDocument design and propose a process for keeping the documentation up to date as the system evolves oCreate training material SOPs Knowledge articles for users and functional owners oDefine KPIs and ways to ensure customer satisfaction with the experience Qualifications Official Genesys implementation partner with relevant certifications 5 years Genesys design and implementation experience Experience designing call systems for B2B Prior experience incorporating marketingbrand identity in caller experience Industry experience Proven experience with documentation and training material References of prior implementations US hours availability Skills Mandatory Skills : Genesys Contact-Center,Avaya Collaboration Suite,Cisco Webex,NICE Contact Center

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Our Ultra High Net Worth team is apart of the broader Investor Services Organization and is primarily responsible for advice and counsel to individuals and families with their wealth management financial needs, including retirement planning, education, investment management, estate and tax planning, active investing, managed banking, and lending needs. As a Client Relationship Specialist (CRS)- Ultra High Net Worth, you will have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of the Wealth Services Schwab branches, under the guidance of your Client Relationship Manager, you will assist to help deliver an unparalleled client experience. You will pursue this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a resolution that meets the needs/wants of the client, Wealth Services Branches, and the company. Building strong, personal relationships with our clients is a key component of our business strategy. Development and growth are at the core of this role. In this role, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. Although licensing (Series 7 and 63 licenses) are not a required qualification for the CRS role, it is highly preferred and will be recommended for the Ultra High Net Worth team. Schwab will support you to achieve the Series 7 and 63/66, licenses to support you in your grow with Schwab career path goals. What you have What you are good at: Building strong, personal relationships with our clients is a key component of our business strategy. Our Client Relationship Specialist will pursue this mission through: Delivering unparalleled value, excellent service and providing a positive client experience Required Qualifications: Must have 2+ years of Client/Customer Service experience Must have previous experience in Banking, Financial Services, Wealth Management, and or Securities industry Highly Preffered qualifications: Active and valid FINRA Series 7 and 63 licenses We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Ability to adapt to changes in the market and business Strong written and oral communication skills in addition to attention to detail Robust communication, influencing and client engagement skills Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Building and fostering good cross enterprise working relationships Ability to manage multiple client situations, needs, and inquiries simultaneously, and prioritize accordingly Demonstrated experience handling client concerns and issues with tact and diplomacy Outstanding written and oral communication skills Effective time management skills, with the ability to prioritize issues and invest time where appropriate Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Build and maintain good cross enterprise working relationships In addition to the base salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. To read more about our client offerings visit: Charles Schwab - Investor Services What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 63 license is required (may be obtained under a condition of employment) Notary preferred Minimum 12 months in a client service industry Basic understanding of brokerage regulations and rules that govern client accounts Demonstrated experience handling client concerns and issues with tact and diplomacy Outstanding written and oral communication skills Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to manage multiple client situations, needs and inquiries simultaneously Need be able to build and maintain good cross enterprise working relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in September, October and November we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix office. This schedule requires working evenings until 8:30PM Local Time to include a permanent Saturday or Sunday. This role include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $47,529 - $50,029. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Job Description The Loan Services Representative is responsible for payment of items escrowed for mortgage customers; verifying payment of real estate taxes for those accounts that do not escrow; processing of daily mail payments; verifying that new loan information input to the core is accurate; scanning and indexing loan files to the document imaging system. Handling customer phone calls to answer questions, resolve problems, etc. GENERAL DUTIES AND RESPONSIBILITIES: Daily processing of mail payments. Verify new loan input by other Loan Services employees. Monitor and disburse taxes, homeowners and PMI insurance for escrow accounts. Update records on the core system. Monitor non-escrow customer accounts for proof of tax payments. Scan and index loan files. Verify imaged file is accurately scanned. Sort loan documentation to be retained in file. Process incoming electronic payments and wires for customers. Track required insurance coverage on loan collateral. Force-place insurance and collect payment when proof of coverage cannot be obtained. Bill customer, assess fee or set up escrow accounts as needed for force-placed insurance policies. Compute and process Consumer, Commercial, and Mortgage loan pay-offs. Research to determine legal fees, proper fees to release liens, and if collateral should continue to be held for another QNB loan. Complete paid loan documentation process, including preparation of satisfaction pieces and financing statement terminations, process Release of Mortgage documentation, forward paid documentation to customers, monitor commercial and consumer lines to verify restriction of lines prior to the satisfaction of collateral. Serve as telephone contact for Loan Services. Research and solve customer requests including inquiries for proper re-application of payments, Pre-paying loan accounts, change in automatic payment cycles, explaining statement items, all other systems related questions. Liaison for consumer loan life, accident, and health insurance claims for borrowers. Reconciling and remitting of new premiums and refunds. Perform various maintenance functions on the core system including input of recording information for consumer and mortgage loans and proper credit bureau codes for closed lines. Verify loan satisfaction fees paid and reconcile related general ledger account. Research and respond to credit bureau disputes via E-Oscar web-based technology. Complete assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Assume other job-related duties as requested. REQUIRED TRAINING, EXPERIENCE AND EDUCATION: Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers. High School Diploma or equivalent. Basic math skills Keyboarding skills PREFERRED TRAINING, EXPERIENCE AND EDUCATION: Experience with Jack Henry Silverlake. Working knowledge of Microsoft Office Applications (Word, Excel, Outlook) Previous experience in Loan Services/Operations. Accounting I

The Loan Services Representative is responsible for payment of items escrowed for mortgage customers; verifying payment of real estate taxes for those accounts that do not escrow; processing of daily mail payments; verifying that new loan information input to the core is accurate; scanning and indexing loan files to the document imaging system. Handling customer phone calls to answer questions, resolve problems, etc. GENERAL DUTIES AND RESPONSIBILITIES: Daily processing of mail payments. Verify new loan input by other Loan Services employees. Monitor and disburse taxes, homeowners and PMI insurance for escrow accounts. Update records on the core system. Monitor non-escrow customer accounts for proof of tax payments. Scan and index loan files. Verify imaged file is accurately scanned. Sort loan documentation to be retained in file. Process incoming electronic payments and wires for customers. Track required insurance coverage on loan collateral. Force-place insurance and collect payment when proof of coverage cannot be obtained. Bill customer, assess fee or set up escrow accounts as needed for force-placed insurance policies. Compute and process Consumer, Commercial, and Mortgage loan pay-offs. Research to determine legal fees, proper fees to release liens, and if collateral should continue to be held for another QNB loan. Complete paid loan documentation process, including preparation of satisfaction pieces and financing statement terminations, process Release of Mortgage documentation, forward paid documentation to customers, monitor commercial and consumer lines to verify restriction of lines prior to the satisfaction of collateral. Serve as telephone contact for Loan Services. Research and solve customer requests including inquiries for proper re-application of payments, Pre-paying loan accounts, change in automatic payment cycles, explaining statement items, all other systems related questions. Liaison for consumer loan life, accident, and health insurance claims for borrowers. Reconciling and remitting of new premiums and refunds. Perform various maintenance functions on the core system including input of recording information for consumer and mortgage loans and proper credit bureau codes for closed lines. Verify loan satisfaction fees paid and reconcile related general ledger account. Research and respond to credit bureau disputes via E-Oscar web-based technology. Complete assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Assume other job-related duties as requested. REQUIRED TRAINING, EXPERIENCE AND EDUCATION: Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers. High School Diploma or equivalent. Basic math skills Keyboarding skills PREFERRED TRAINING, EXPERIENCE AND EDUCATION: Experience with Jack Henry Silverlake. Working knowledge of Microsoft Office Applications (Word, Excel, Outlook) Previous experience in Loan Services/Operations. Accounting I

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Residential Loan Servicing Representative in Clearfield, PA. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Position Overview The Residential Loan Servicing Representative is responsible for performing a variety of duties to support the residential loan servicing function. As an integral member of the lending team, this individual will monitor pending and current loans, and related transactions. The Residential Loan Servicing Representative will provide support for internal and external customers and team members and must fully demonstrate the organization's Unwavering Service Standards. Essential Duties and Responsibilities Performs loan maintenance changes to the core system in accordance with current maintenance procedures as needed to include: Processes address changes, in accordance with current address change procedures. Adds, and maintains, AFT and ACH loan payment information in the core system. Completes billing maintenance and creates manual billing notices. Responds to internal and external customer inquiries via phone and the ticketing system. Reviews new notes audit report for accurate escrow boarding. Produces disbursement checks for escrow excesses/refunds. Remits daily/monthly reporting and funds to Freddie Mac, Fannie Mae & Federal Home Loan Bank. Reconciles secondary market serviced loan portfolio accounts. Processes money wire to Federal Home Loan Bank Reports active/delinquent status updates to USDA; remits USDA servicing fees. Requests paid serviced loan documents from the third-party document custodian. Reviews daily transaction exception reports and makes appropriate corrections. Prepares and processes loan payments. Processes incoming hazard and flood insurance correspondence. Completes work with exceptional accuracy and attention to detail. Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy. Handles direct communications, both written and verbal, with customers and other parties. Handles customer telephone calls. Completes account research and makes appropriate corrections, including payment adjustments. Performs Branch Capture end of day processing. Performs duties of other Loan Servicing personnel as needed. Ensures work tasks and activities are completed in compliance with company policies and industry regulations. Maintains confidentiality of customer information. Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities. Regular and predictable attendance is required. Education & Qualifications A high school diploma or equivalent. A minimum of one (1) year related experience required. Familiarity with various types of loans preferred. Banking experience and/or knowledge of residential loans strongly preferred. Skill(s) Moderate reading, writing, grammar, and mathematics skills; moderate interpersonal relations and communicative skills; moderate typing and PC skills, including knowledge of Microsoft Excel, Access, and Word; loan processing; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills. Equipment/Machines Telephone PC/Computer keyboard Printer Calculator Fax machine Copy machine Document scanner Branch capture machine Skill(s) Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; demonstrated management and supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Residential Loan Servicing Representative in Clearfield, PA. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Position Overview The Residential Loan Servicing Representative is responsible for performing a variety of duties to support the residential loan servicing function. As an integral member of the lending team, this individual will monitor pending and current loans, and related transactions. The Residential Loan Servicing Representative will provide support for internal and external customers and team members and must fully demonstrate the organization's Unwavering Service Standards. This is a 100% onsite position in Clearfield, PA Essential Duties and Responsibilities * Performs loan maintenance changes to the core system in accordance with current maintenance procedures as needed to include: * Processes address changes, in accordance with current address change procedures. * Adds, and maintains, AFT and ACH loan payment information in the core system. * Completes billing maintenance and creates manual billing notices. * Responds to internal and external customer inquiries via phone and the ticketing system. * Reviews new notes audit report for accurate escrow boarding. * Produces disbursement checks for escrow excesses/refunds. * Remits daily/monthly reporting and funds to Freddie Mac, Fannie Mae & Federal Home Loan Bank. Reconciles secondary market serviced loan portfolio accounts. * Processes money wire to Federal Home Loan Bank * Reports active/delinquent status updates to USDA; remits USDA servicing fees. * Requests paid serviced loan documents from the third-party document custodian. * Reviews daily transaction exception reports and makes appropriate corrections. * Prepares and processes loan payments. * Processes incoming hazard and flood insurance correspondence. * Completes work with exceptional accuracy and attention to detail. * Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy. * Handles direct communications, both written and verbal, with customers and other parties. * Handles customer telephone calls. * Completes account research and makes appropriate corrections, including payment adjustments. * Performs Branch Capture end of day processing. * Performs duties of other Loan Servicing personnel as needed. * Ensures work tasks and activities are completed in compliance with company policies and industry regulations. * Maintains confidentiality of customer information. * Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities. * Regular and predictable attendance is required. Education & Qualifications * A high school diploma or equivalent. * A minimum of one (1) year related experience required. * Familiarity with various types of loans preferred. * Banking experience and/or knowledge of residential loans strongly preferred. * Ability to work 100% onsite in Clearfield, PA Skill(s) Moderate reading, writing, grammar, and mathematics skills; moderate interpersonal relations and communicative skills; moderate typing and PC skills, including knowledge of Microsoft Excel, Access, and Word; loan processing; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills. Equipment/Machines * Telephone * PC/Computer keyboard * Printer * Calculator * Fax machine * Copy machine * Document scanner * Branch capture machine Skill(s) Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; demonstrated management and supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Residential Loan Servicing Representative in Clearfield, PA. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Position Overview The Residential Loan Servicing Representative is responsible for performing a variety of duties to support the residential loan servicing function. As an integral member of the lending team, this individual will monitor pending and current loans, and related transactions. The Residential Loan Servicing Representative will provide support for internal and external customers and team members and must fully demonstrate the organization's Unwavering Service Standards. This is a 100% onsite position in Clearfield, PA Essential Duties and Responsibilities * Performs loan maintenance changes to the core system in accordance with current maintenance procedures as needed to include: * Processes address changes, in accordance with current address change procedures. * Adds, and maintains, AFT and ACH loan payment information in the core system. * Completes billing maintenance and creates manual billing notices. * Responds to internal and external customer inquiries via phone and the ticketing system. * Reviews new notes audit report for accurate escrow boarding. * Produces disbursement checks for escrow excesses/refunds. * Remits daily/monthly reporting and funds to Freddie Mac, Fannie Mae & Federal Home Loan Bank. Reconciles secondary market serviced loan portfolio accounts. * Processes money wire to Federal Home Loan Bank * Reports active/delinquent status updates to USDA; remits USDA servicing fees. * Requests paid serviced loan documents from the third-party document custodian. * Reviews daily transaction exception reports and makes appropriate corrections. * Prepares and processes loan payments. * Processes incoming hazard and flood insurance correspondence. * Completes work with exceptional accuracy and attention to detail. * Responds to inquiries relating to his/her particular area, or to requests from customers, other personnel, etc., within given time frames and within established policy. * Handles direct communications, both written and verbal, with customers and other parties. * Handles customer telephone calls. * Completes account research and makes appropriate corrections, including payment adjustments. * Performs Branch Capture end of day processing. * Performs duties of other Loan Servicing personnel as needed. * Ensures work tasks and activities are completed in compliance with company policies and industry regulations. * Maintains confidentiality of customer information. * Plays an active role in protecting the organization and its customers against fraud by incorporating risk awareness and prevention into daily responsibilities. * Regular and predictable attendance is required. Education & Qualifications * A high school diploma or equivalent. * A minimum of one (1) year related experience required. * Familiarity with various types of loans preferred. * Banking experience and/or knowledge of residential loans strongly preferred. * Ability to work 100% onsite in Clearfield, PA Skill(s) Moderate reading, writing, grammar, and mathematics skills; moderate interpersonal relations and communicative skills; moderate typing and PC skills, including knowledge of Microsoft Excel, Access, and Word; loan processing; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills. Equipment/Machines * Telephone * PC/Computer keyboard * Printer * Calculator * Fax machine * Copy machine * Document scanner * Branch capture machine Skill(s) Proficient reading, writing, grammar, accounting, analytical, and mathematics skills; moderate computer skills; proficient interpersonal relations and communicative skills; moderate typing and office machine skills; demonstrated management and supervisory skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual, auditory and speaking skills; valid driver's license is required. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.

Plays a critical part in ensuring the efficient processing of loans, including handling new and closed loan files, facilitating communication with members, and providing administrative support for various loan and escrow-related tasks. Possesses expertise in vehicle title management and is highly skilled in tracking, processing, and ensuring the accuracy of loan-related documentation. RESPONSIBILITIES AND DUTIES Efficiently process new and closed loan files, ensuring accurate documentation, including the recording and satisfaction of mortgages and vehicle title work. Serve as the primary expert for vehicle title-related processes, including title tracking, coordinating communication with loan officer and members to resolve any issues, and assisting with adding liens to titles when necessary. Administer the tracking and facilitation of insurance requirements for both vehicle and real estate loans, ensuring compliance with credit union policies. Accurately process complex loan payments, ensuring proper application of funds and timely updates to member accounts. Book and fund real estate loans, ensuring all necessary documentation and approvals are in place. Manage incoming payoffs and provide accurate payoff quotes for members, ensuring that all necessary details are included. Prepare and mail various notices to members related to their loans. Conduct account research to resolve loan-related issues, ensuring accuracy and making necessary corrections to account information as needed. Provide support to loan officers and assist members with loan-related inquiries and processes professionally and courteously. Serve as the backup for the escrow processor, ensuring continuity of service in their absence. Perform a quality control review on a random sampling of loans to ensure compliance with credit union policies, accuracy of documentation, and underwriting standards. Generate and distribute various loan-related reports as needed, ensuring timely and accurate delivery to appropriate team members and departments. Perform other duties and special projects as assigned to support the credit union's lending operations. QUALIFICATIONS Education: High school diploma or equivalent (Associate's or Bachelor's degree in a related field preferred) Experience: Prior experience in loan servicing or a similar role, preferably within a credit union or financial institution Skills and Abilities: Strong understanding of vehicle title work, mortgages, insurance tracking, and loan servicing Excellent attention to detail, organization, and time management skills Strong communication skills, both written and verbal, with the ability to explain complex information to members and colleagues Proficiency in using loan servicing software and other related systems Ability to work independently, as well as part of a team, to achieve departmental goals SUPERVISORY RESPONSIBILITIES: None SCHEDULE: Full-time

How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: Under close supervision, this position is responsible for performing high-level maintenance and departmental audit functions on commercial loans, commercial real estate loans, construction loans, ready reserve and small business loans. This position is considered at the senior level. Incumbent performs complex routine and non-routine duties of the job. Incumbent is expected to show initiative by training less experienced staff members or take on more challenging and/or complex assignments. KEY RESPONSIBILITIES: Assists with managing various commercial loan servicing activities, including but not limited to application of funds, payment of real estate taxes and customer inquiries. Ensures that areas of responsibility meet required deadlines for both internal and external customers. Evaluates and resolves high priority or complex issues through communication and negotiation with customers. Is responsible for setting up all borrower and financial information for entire portfolio of new loan closings on the appropriate Horizon and ACBS systems. Reads and interprets loan documents and approvals for verification of system accuracy. Tracks all future interest rate adjustments and verifies accuracy of system-generated letters for compliance with loan documents. Alerts management of any upcoming changes where may need special attention. Processes all loan modifications, including extensions of maturity, interest rate adjustments, borrower transfers, etc on entire portfolio. Inputs and verifies that all modified data has been approved by Credit Committee and/or designated loan officer. Administers real estate tax escrow disbursement report for prevention of negative escrow transactions for all loans. Directly contacts local municipalities as needed for clarification of amounts due and resolving any discrepancies regarding borrower real estate tax payments made by The Provident Bank. Responds to all borrower inquiries for reconciliation of escrow transactions. Re-analyzes escrow accounts where deficiencies are noted. Handles entire monthly billing process, which includes assuring that all commercial account bills are generated and mailed to customers. Adheres to finest quality control standards. Contacts borrowers on returned mail items for address verification. Processes all monetary transactions including, monthly payments, fees, payoffs, construction and commercial line/loan advances and pay-downs and performs any corrections and adjustments as warranted. Trains new staff on Bank's policies and procedures needed to perform their respective job function. Perform other duties as assigned by management. MINIMUM QUALIFICATIONS: 5 - 7 years of related experience High school diploma or GED Interpretation of all loan documentation. Ability to exchange information clearly and concisely and to present ideas and report facts. Working knowledge of Horizon System, ACBS System, PC skills. Ability to create Excel Spread Sheet and utilize formulas for creating bills and various reports. Take ownership of workflow and resolve problems with minimal to no supervision. Ability to multi-tasking is imperative. Excellent communication and organizational skills. Strong mathematical background required. WORKING CONDITIONS Work is typically performed in an office environment. Noise levels are usually moderate. Prolonged sitting Lifting from 5 to 10 lbs. (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) The hazards are mainly those present in a normal office setting. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $22.26 - $27.79 hourly Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.

How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: Under close supervision, this position is responsible for performing high-level maintenance and departmental audit functions on commercial loans, commercial real estate loans, construction loans, ready reserve and small business loans. This position is considered at the senior level. Incumbent performs complex routine and non-routine duties of the job. Incumbent is expected to show initiative by training less experienced staff members or take on more challenging and/or complex assignments. KEY RESPONSIBILITIES: Assists with managing various commercial loan servicing activities, including but not limited to application of funds, payment of real estate taxes and customer inquiries. Ensures that areas of responsibility meet required deadlines for both internal and external customers. Evaluates and resolves high priority or complex issues through communication and negotiation with customers. Is responsible for setting up all borrower and financial information for entire portfolio of new loan closings on the appropriate Horizon and ACBS systems. Reads and interprets loan documents and approvals for verification of system accuracy. Tracks all future interest rate adjustments and verifies accuracy of system-generated letters for compliance with loan documents. Alerts management of any upcoming changes where may need special attention. Processes all loan modifications, including extensions of maturity, interest rate adjustments, borrower transfers, etc on entire portfolio. Inputs and verifies that all modified data has been approved by Credit Committee and/or designated loan officer. Administers real estate tax escrow disbursement report for prevention of negative escrow transactions for all loans. Directly contacts local municipalities as needed for clarification of amounts due and resolving any discrepancies regarding borrower real estate tax payments made by The Provident Bank. Responds to all borrower inquiries for reconciliation of escrow transactions. Re-analyzes escrow accounts where deficiencies are noted. Handles entire monthly billing process, which includes assuring that all commercial account bills are generated and mailed to customers. Adheres to finest quality control standards. Contacts borrowers on returned mail items for address verification. Processes all monetary transactions including, monthly payments, fees, payoffs, construction and commercial line/loan advances and pay-downs and performs any corrections and adjustments as warranted. Trains new staff on Bank's policies and procedures needed to perform their respective job function. Perform other duties as assigned by management. MINIMUM QUALIFICATIONS: 5 - 7 years of related experience High school diploma or GED Interpretation of all loan documentation. Ability to exchange information clearly and concisely and to present ideas and report facts. Working knowledge of Horizon System, ACBS System, PC skills. Ability to create Excel Spread Sheet and utilize formulas for creating bills and various reports. Take ownership of workflow and resolve problems with minimal to no supervision. Ability to multi-tasking is imperative. Excellent communication and organizational skills. Strong mathematical background required. WORKING CONDITIONS Work is typically performed in an office environment. Noise levels are usually moderate. Prolonged sitting Lifting from 5 to 10 lbs. (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) The hazards are mainly those present in a normal office setting. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $22.26 - $27.79 hourly Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.

How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: Under close supervision, this position is responsible for performing high-level maintenance and departmental audit functions on commercial loans, commercial real estate loans, construction loans, ready reserve and small business loans. This position is considered at the lead level. Incumbent performs complex routine and non-routine duties of the job. Incumbent is expected to show initiative by training less experienced staff members or take on more challenging and/or complex assignments. Typically, the incumbent is in charge of the particular specialty area. KEY RESPONSIBILITIES: Assists with managing various commercial loan servicing activities, including but not limited to application of funds, payment of real estate taxes and customer inquiries. Ensures that areas of responsibility meet required deadlines for both internal and external customers. Evaluates and resolves high priority or complex issues through communication and negotiation with customers. Is responsible for setting up all borrower and financial information for entire portfolio of new loan closings on the appropriate Horizon and ACBS systems. Reads and interprets loan documents and approvals for verification of system accuracy. Tracks all future interest rate adjustments and verifies accuracy of system-generated letters for compliance with loan documents. Alerts management of any upcoming changes where may need special attention. Processes all loan modifications, including extensions of maturity, interest rate adjustments, borrower transfers, etc on entire portfolio. Inputs and verifies that all modified data has been approved by Credit Committee and/or designated loan officer. Administers real estate tax escrow disbursement report for prevention of negative escrow transactions for all loans. Directly contacts local municipalities as needed for clarification of amounts due and resolving any discrepancies regarding borrower real estate tax payments made by The Provident Bank. Responds to all borrower inquiries for reconciliation of escrow transactions. Re-analyzes escrow accounts where deficiencies are noted. Handles entire monthly billing process, which includes assuring that all commercial account bills are generated and mailed to customers. Adheres to finest quality control standards. Contacts borrowers on returned mail items for address verification. Processes all monetary transactions including, monthly payments, fees, payoffs, construction and commercial line/loan advances and pay-downs and performs any corrections and adjustments as warranted. Trains new staff on Bank's policies and procedures needed to perform their respective job function. Perform other duties as assigned by management. MINIMUM QUALIFICATIONS: High school diploma or GED 7 or more years of related experience Interpretation of all loan documentation. Ability to exchange information clearly and concisely and to present ideas and report facts. Working knowledge of Horizon System, ACBS System, PC skills. Ability to create Excel Spread Sheet and utilize formulas for creating bills and various reports. Take ownership of workflow and resolve problems with minimal to no supervision. Ability to multi-tasking is imperative. Excellent communication and organizational skills. Strong mathematical background required. WORKING CONDITIONS Work is typically performed in an office environment. Noise levels are usually moderate. Prolonged sitting Lifting from 5 to 10 lbs. (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) The hazards are mainly those present in a normal office setting. HAZARDS Mainly those present in a normal office setting. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $25.33 - $31.69 hourly Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.

Job DescriptionDescription: Department: Loan Servicing I Reports to: Loan Servicing Manager Summary: Join our community-focused bank as a Loan Servicing Representative, where you will play a vital role in maintaining strong relationships with our customers by providing exceptional service and support throughout the loan lifecycle. This is an excellent opportunity for a detail-oriented professional passionate about banking and customer service to contribute to a trusted financial institution committed to community growth and financial well-being. Requirements: Key Responsibilities: • Manage and process loan payments, escrow accounts, and other related transactions accurately and efficiently • Respond to customer inquiries regarding loan accounts, payment schedules, and account status via phone, email, or in person • Ensure compliance with banking policies, procedures, and regulatory requirements in all loan servicing activities • Maintain detailed and organized records of loan transactions and customer interactions • Collaborate with loan officers and other banking staff to resolve customer issues and facilitate loan modifications or adjustments • Monitor loan accounts for delinquencies and coordinate with customers to develop repayment plans when necessary • Assist in the preparation of loan documentation and reports for internal and external audits • Assist with front-desk coverage as assigned, including answering phones and greeting visitors Skills & Qualifications: • High school diploma or equivalent; associate's or bachelor's degree in finance, business, or related field preferred • Previous experience in loan servicing, banking, or customer service is highly desirable • Strong attention to detail and organizational skills • Excellent communication and interpersonal skills • Knowledge of loan products, banking regulations, and compliance standards • Proficiency in banking software and Microsoft Office Suite • Must be able to maintain the highest level of confidentiality; ability to handle sensitive material concerning the Company and borrowers Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands: This is largely a sedentary role. This position frequently communicates with customers, coworkers, managers. Must be able to exchange accurate information in these situations requirements listed below are representative of the knowledge, skills, and/or abilities required for this position.

Department: Loan Servicing I Reports to: Loan Servicing Manager Summary: Join our community-focused bank as a Loan Servicing Representative, where you will play a vital role in maintaining strong relationships with our customers by providing exceptional service and support throughout the loan lifecycle. This is an excellent opportunity for a detail-oriented professional passionate about banking and customer service to contribute to a trusted financial institution committed to community growth and financial well-being. Requirements Key Responsibilities: • Manage and process loan payments, escrow accounts, and other related transactions accurately and efficiently • Respond to customer inquiries regarding loan accounts, payment schedules, and account status via phone, email, or in person • Ensure compliance with banking policies, procedures, and regulatory requirements in all loan servicing activities • Maintain detailed and organized records of loan transactions and customer interactions • Collaborate with loan officers and other banking staff to resolve customer issues and facilitate loan modifications or adjustments • Monitor loan accounts for delinquencies and coordinate with customers to develop repayment plans when necessary • Assist in the preparation of loan documentation and reports for internal and external audits • Assist with front-desk coverage as assigned, including answering phones and greeting visitors Skills & Qualifications: • High school diploma or equivalent; associate's or bachelor's degree in finance, business, or related field preferred • Previous experience in loan servicing, banking, or customer service is highly desirable • Strong attention to detail and organizational skills • Excellent communication and interpersonal skills • Knowledge of loan products, banking regulations, and compliance standards • Proficiency in banking software and Microsoft Office Suite • Must be able to maintain the highest level of confidentiality; ability to handle sensitive material concerning the Company and borrowers Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands: This is largely a sedentary role. This position frequently communicates with customers, coworkers, managers. Must be able to exchange accurate information in these situations requirements listed below are representative of the knowledge, skills, and/or abilities required for this position.

American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for an Account Services Representative. This position handles many different aspects of member accounts; answers member questions, and maintains member account records. RESPONSIBILITIES: * Conduct quality control audits for all new membership applications and\/or updates for errors and notify applicable parties accordingly of items that require correction. * Assist with cross-training Account Services staff and branch staff during departmental training. * Process all Business Development membership application requests. * Process all Fulfillment requests received through fax or email. * Virtually assist members\/co-workers with questions regarding all products and services within the credit union including, but not limited to: CD's, New Accounts, Account Modifications, Declaration of Loss, and Money Order stop payments. * Perform follow up correspondence to obtain missing application information via phone, mail, or email to applicants that applied for membership either through the mail or on‑line. * Prepare and mail Welcome Packets when member doesn't receive the packet in the mail. * Complete SSA and Medicaid account verifications by the required due date and in accordance with department procedures. * Review and enter account owners CIP (Customer Identification Program) data into Verafin. * Prepare, scan, and process negotiable items received through Image Center. * Answer phone calls, emails and HelpDesk tickets from employees and\/or members. REQUIREMENTS: * At least one to two years of experience in a credit union or other financial institution. * Intermediate mathematical skills required (calculations involving decimals, percentages, fractions, etc.). * Must be available to work rotating evening and Saturday hours. Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees. ","