Correspondence specialist job description
Updated March 14, 2024
9 min read
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Example correspondence specialist requirements on a job description
Correspondence specialist requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in correspondence specialist job postings.
Sample correspondence specialist requirements
- Excellent written communication skills
- Proficiency in Microsoft Office Suite
- Ability to manage multiple projects simultaneously
- Attention to detail
- Experience with customer service
Sample required correspondence specialist soft skills
- Strong interpersonal skills
- Ability to work independently and as part of a team
- Flexibility and adaptability
- Problem-solving skills
- Time management skills
Correspondence specialist job description example 1
Selene Finance correspondence specialist job description
About Us:
Selene Holdings, LLC is one of the top residential mortgage companies uniquely positioned to customize loan servicing options for each homeowner. We have separate Title and Diligence businesses that enable us to provide comprehensive services to our partners and customers. Since launching in 2007, we passionately work to provide creative loan resolution strategies designed to preserve homeownership. With the power of Pretium behind us we are positioned for continued expansion and growth. Join us on our mission to transform mortgage servicing and help preserve home ownership throughout the United States.
Position Summary: The Outbound Correspondence Specialist responds to written customer complaints and inquiries by providing written responses that follow established policies and procedures.
Essential Duties and Responsibilities: include the following. Other duties may be assigned.
Conducts general research including, but not limited to, verifying loan data such as payments posted, ARM (Adjustable-Rate Mortgage) adjustments, escrow disbursements, escrow analysis and loan balance information.
Works closely with internal departments to resolve inquiry, dispute, or complaint.
Generates response letters in accordance with RESPA (Real Estate Settlement and Procedures Act) /CFPB (Consumer Financial Protection Bureau).
Utilizes knowledge of mortgage loan documentation and escrow; RESPA and FCRA (Fair Credit Reporting Act).
Categorizes incoming correspondence and follow established assignment / escalations process.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The qualified candidate must have:
Excellent attention to detail
Ability to multi-task and consistently meet multiple deadlines
Strong verbal and written communication skills
Ability to work in a team environment
Strong customer-service orientation
Ability to use good judgment
Education/Experience: High school diploma or general education degree (GED) required. No prior experience or training required. One to two years' experience preferred.
Computer Skills: Working knowledge of and experience with Microsoft Office (Word, Excel, and Outlook). Previous experience with MSP, Black Knight/LPS and Fiserv preferred.
Why Selene?
Selene Holdings, LLC is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes:
Paid Time Off (PTO)
Medical, Dental &Vision
Employee Assistance Program
Flexible Spending Account
Health Savings Account
Paid Holidays
Company paid Life Insurance
Matching 401(k) Plan
The job requirements listed above are representative of the knowledge, skills, and/or abilities required. This job description is not an inclusive list of all duties and responsibilities of this position. Incumbents will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Selene Holdings, LLC reserves the right to amend and change responsibilities to meet business and organizational needs.
Selene Holdings, LLC is one of the top residential mortgage companies uniquely positioned to customize loan servicing options for each homeowner. We have separate Title and Diligence businesses that enable us to provide comprehensive services to our partners and customers. Since launching in 2007, we passionately work to provide creative loan resolution strategies designed to preserve homeownership. With the power of Pretium behind us we are positioned for continued expansion and growth. Join us on our mission to transform mortgage servicing and help preserve home ownership throughout the United States.
Position Summary: The Outbound Correspondence Specialist responds to written customer complaints and inquiries by providing written responses that follow established policies and procedures.
Essential Duties and Responsibilities: include the following. Other duties may be assigned.
Conducts general research including, but not limited to, verifying loan data such as payments posted, ARM (Adjustable-Rate Mortgage) adjustments, escrow disbursements, escrow analysis and loan balance information.
Works closely with internal departments to resolve inquiry, dispute, or complaint.
Generates response letters in accordance with RESPA (Real Estate Settlement and Procedures Act) /CFPB (Consumer Financial Protection Bureau).
Utilizes knowledge of mortgage loan documentation and escrow; RESPA and FCRA (Fair Credit Reporting Act).
Categorizes incoming correspondence and follow established assignment / escalations process.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The qualified candidate must have:
Excellent attention to detail
Ability to multi-task and consistently meet multiple deadlines
Strong verbal and written communication skills
Ability to work in a team environment
Strong customer-service orientation
Ability to use good judgment
Education/Experience: High school diploma or general education degree (GED) required. No prior experience or training required. One to two years' experience preferred.
Computer Skills: Working knowledge of and experience with Microsoft Office (Word, Excel, and Outlook). Previous experience with MSP, Black Knight/LPS and Fiserv preferred.
Why Selene?
Selene Holdings, LLC is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes:
Paid Time Off (PTO)
Medical, Dental &Vision
Employee Assistance Program
Flexible Spending Account
Health Savings Account
Paid Holidays
Company paid Life Insurance
Matching 401(k) Plan
The job requirements listed above are representative of the knowledge, skills, and/or abilities required. This job description is not an inclusive list of all duties and responsibilities of this position. Incumbents will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. Selene Holdings, LLC reserves the right to amend and change responsibilities to meet business and organizational needs.
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Correspondence specialist job description example 2
Citizens Alliance correspondence specialist job description
Are you passionate about assisting customers? Citizens is searching for a customer focused Home Mortgage Written Correspondence Specialist to provide outstanding service to our customers by answering questions and researching issues related to our customers’ mortgage loans. This role will be responsible for ensuring the timely research and response to all written correspondence from our customers including mail and secure messages. At times, this role will need to interact with customers by phone to relay information or obtain clarification on requests. . The role requires time management, organization, attention to detail, research skills and the ability to execute multi-step procedures. The Home Mortgage Written Correspondence Specialist will be empowered to prioritize their tasks dues to ensure required timeframes are met and to make decisions on how to resolve customer issues to ensure the needs of our customers are met. This role will collaborate across teams when needed to resolve complex customer issues.
Primary responsibilities include:
Provide excellent service to customers and business partners
Uses tact and diplomacy to exchange information and address sensitive issues
Create standard written correspondence templates
Review legal documents for accuracy
Understanding of procedures and practices within department and basic knowledge of other areas
Comply with relevant company policies, procedures, regulations and laws
Review incoming letters, chats/messages and open tasks to be assigned to colleagues to work
May collaborate with other departments on special projects or to identify efficiency opportunities
May assume department administrative duties as required
Perform other duties as assigned
Qualifications
Required Skills/Experience:
Must possess ability to work efficiently in a high volume, fast paced, deadline oriented environment
Advanced research/problem solving skills and analytical skills
Positive and customer-focused mindset
Exceptional verbal and written communication skills
Ability to multi-task
Strong organizational skills
Customer centric mindset
Attention to detail
Computer proficiency
Advanced knowledge of department computer applications and systems (Microsoft Word, Excel, Outlook)
Preferred Skills/Experience:
Knowledge of mortgage servicing operations
Knowledge of mortgage servicing applications and systems (MSP, imaging systems)
Education, Certifications and/or Other Professional Credentials
High school degree or equivalent
Associates degree preferred
Hours & Work Schedule
Hours per Week: 40
Overtime Required: Yes
Work Schedule: Monday-Friday and occasional weekends
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.Equal Employment and Opportunity Employer/Disabled/Veteran
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Primary responsibilities include:
Provide excellent service to customers and business partners
Uses tact and diplomacy to exchange information and address sensitive issues
Create standard written correspondence templates
Review legal documents for accuracy
Understanding of procedures and practices within department and basic knowledge of other areas
Comply with relevant company policies, procedures, regulations and laws
Review incoming letters, chats/messages and open tasks to be assigned to colleagues to work
May collaborate with other departments on special projects or to identify efficiency opportunities
May assume department administrative duties as required
Perform other duties as assigned
Qualifications
Required Skills/Experience:
Must possess ability to work efficiently in a high volume, fast paced, deadline oriented environment
Advanced research/problem solving skills and analytical skills
Positive and customer-focused mindset
Exceptional verbal and written communication skills
Ability to multi-task
Strong organizational skills
Customer centric mindset
Attention to detail
Computer proficiency
Advanced knowledge of department computer applications and systems (Microsoft Word, Excel, Outlook)
Preferred Skills/Experience:
Knowledge of mortgage servicing operations
Knowledge of mortgage servicing applications and systems (MSP, imaging systems)
Education, Certifications and/or Other Professional Credentials
High school degree or equivalent
Associates degree preferred
Hours & Work Schedule
Hours per Week: 40
Overtime Required: Yes
Work Schedule: Monday-Friday and occasional weekends
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.Equal Employment and Opportunity Employer/Disabled/Veteran
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Dealing with hard-to-fill positions? Let us help.
Correspondence specialist job description example 3
Citizens Financial Group correspondence specialist job description
Are you passionate about assisting customers? Citizens is searching for a customer focused Home Mortgage Written Correspondence Specialist to provide outstanding service to our customers by answering questions and researching issues related to our customers' mortgage loans. This role will be responsible for ensuring the timely research and response to all written correspondence from our customers including mail and secure messages. At times, this role will need to interact with customers by phone to relay information or obtain clarification on requests. . The role requires time management, organization, attention to detail, research skills and the ability to execute multi-step procedures. The Home Mortgage Written Correspondence Specialist will be empowered to prioritize their tasks dues to ensure required timeframes are met and to make decisions on how to resolve customer issues to ensure the needs of our customers are met. This role will collaborate across teams when needed to resolve complex customer issues.
Primary responsibilities include:
* Provide excellent service to customers and business partners
* Uses tact and diplomacy to exchange information and address sensitive issues
* Create standard written correspondence templates
* Review legal documents for accuracy
* Understanding of procedures and practices within department and basic knowledge of other areas
* Comply with relevant company policies, procedures, regulations and laws
* Review incoming letters, chats/messages and open tasks to be assigned to colleagues to work
* May collaborate with other departments on special projects or to identify efficiency opportunities
* May assume department administrative duties as required
* Perform other duties as assigned
Qualifications
Required Skills/Experience:
* Must possess ability to work efficiently in a high volume, fast paced, deadline oriented environment
* Advanced research/problem solving skills and analytical skills
* Positive and customer-focused mindset
* Exceptional verbal and written communication skills
* Ability to multi-task
* Strong organizational skills
* Customer centric mindset
* Attention to detail
* Computer proficiency
* Advanced knowledge of department computer applications and systems (Microsoft Word, Excel, Outlook)
Preferred Skills/Experience:
* Knowledge of mortgage servicing operations
* Knowledge of mortgage servicing applications and systems (MSP, imaging systems)
Education, Certifications and/or Other Professional Credentials
* High school degree or equivalent
* Associates degree preferred
Hours & Work Schedule
Hours per Week: 40
Overtime Required: Yes
Work Schedule: Monday-Friday and occasional weekends
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
View Benefits
Awards We've Received
Dave Thomas Foundation for Adoption Top 100 Best Adoption-Friendly Workplace
DiversityInc
Noteworthy Company for Diversity
Human Rights Campaign Best Places to Work for LGBTQ Equality
Military Friendly Employer
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer/Disabled/Veteran
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Citizens is committed to ensuring that all interested candidates can successfully participate in our recruitment process. If you are an individual with a disability or require a reasonable accommodation, please see our Job Seeker Help policy.
Primary responsibilities include:
* Provide excellent service to customers and business partners
* Uses tact and diplomacy to exchange information and address sensitive issues
* Create standard written correspondence templates
* Review legal documents for accuracy
* Understanding of procedures and practices within department and basic knowledge of other areas
* Comply with relevant company policies, procedures, regulations and laws
* Review incoming letters, chats/messages and open tasks to be assigned to colleagues to work
* May collaborate with other departments on special projects or to identify efficiency opportunities
* May assume department administrative duties as required
* Perform other duties as assigned
Qualifications
Required Skills/Experience:
* Must possess ability to work efficiently in a high volume, fast paced, deadline oriented environment
* Advanced research/problem solving skills and analytical skills
* Positive and customer-focused mindset
* Exceptional verbal and written communication skills
* Ability to multi-task
* Strong organizational skills
* Customer centric mindset
* Attention to detail
* Computer proficiency
* Advanced knowledge of department computer applications and systems (Microsoft Word, Excel, Outlook)
Preferred Skills/Experience:
* Knowledge of mortgage servicing operations
* Knowledge of mortgage servicing applications and systems (MSP, imaging systems)
Education, Certifications and/or Other Professional Credentials
* High school degree or equivalent
* Associates degree preferred
Hours & Work Schedule
Hours per Week: 40
Overtime Required: Yes
Work Schedule: Monday-Friday and occasional weekends
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
View Benefits
Awards We've Received
Dave Thomas Foundation for Adoption Top 100 Best Adoption-Friendly Workplace
DiversityInc
Noteworthy Company for Diversity
Human Rights Campaign Best Places to Work for LGBTQ Equality
Military Friendly Employer
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability or perceived disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer/Disabled/Veteran
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Citizens is committed to ensuring that all interested candidates can successfully participate in our recruitment process. If you are an individual with a disability or require a reasonable accommodation, please see our Job Seeker Help policy.
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Updated March 14, 2024
Updated March 14, 2024