Overview:

Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.0 billion in assets under management and supervision (as of June 30, 2024). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed To Local giving program is one of the things that differentiates us. In 2023, Univest donated $2.4 million to our local nonprofits and our employees volunteered more than 13,100 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We're hiring a Post Loan Servicing Specialist II to join our Loan Operations Team in Souderton, PA.

Responsibilities:

Accountable for interpreting and translating complex loan documents to the JH operation system, including CIF input, AFT setup, FASB 91 fee and cost records, and input manually and via software (Laser Pro and Compliance One)

Perform file maintenance necessary to record loan extensions and modifications, including interest accruals and billing calculations

Resolve documentation issues with lenders, CBA’s or administrative assistants

Reply to telephone requests for commercial, consumer and mortgage loan information for internal and external customers through the telephone hunt group

Perform other routine department tasks such as payoff statements, correspondence, insurance, reports and filing servicing related documents

Oversee workflow of input, scanning, and filing loan documents, including meeting month end deadlines for input of critical loan documents

Accountable for tracking, scanning, and verification of documents to the Synergy Imaging System

Verification of Jack Henry loan input to file documents including CIF, loan master record, AFT, FASB costs and fees

Learn, perform and assist with all daily loan settlements and remittances

Coordinate storage and tracking of current loan files and removal of closed files from the loan vault.

Process telephone and E-mail requests to provide documents and files

Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.

Perform other duties as assigned.

Qualifications:

High School Diploma or GED equivalent with 3 years or more experience

Excellent customer service, communication, and telephone skills

Advanced comprehension of mortgage, commercial, consumer loans

General comprehension of bank accounting practices, GL reconciliation and loan accounting computations including interest accruals, payment amortizations, billing calculations

Ability to read and comprehend complex loan contracts and translate into appropriate computer system coding

Ability to work independently, organize, prioritize and enter data quickly and accurately to meet deadlines, including end of month activity

Advanced PC, Word, Excel skills

Ability to operate conventional office equipment including copy machine, fax machine, adding machine, personal computer and telephone



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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, or protected veteran status and will not be discriminated against on the basis of disability.