Loan services representative vs finance service representative

Differences between loan services representative and finance service representative duties and responsibilities

Loan services representative example responsibilities.

• Manage customer relations with internal personnel, group administrators, brokers and members as related to Medicare insurance.
• Track, compile, and send HUD and VA binders off to respective government agency.
• Approve final numbers on HUD closing contract, turn in final sign contract to lender for funding.
• Provide research support functions to management and sales representatives on check copies, ACH maintenance and speed-pay income.
• Complete address changes, respond to emails, opt out requests, return mail, ACH inquiries and enrollment.
• Provide internal and external customers with require foreclosure documents while meeting require deadlines.
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Finance service representative example responsibilities.

• Manage correspondent services including but not limit to wire processing, coin and currency, ACH support and international payments.
• Gain excellent customer service skills and achieve award for completing voluntary MSR exams.1
• Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
• Maintain cleanliness and presentation of member service area and marketing information.
• Originate and develop new business through effective profiling, relationship building, consultative customer service in a retail banking environment.
• Count upon for accuracy and math skills.
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