Customer Service Representative - Mortgage Processing

What You Will Be Doing

• Communicating daily with customers, third parties and other employees of the organization via phone.
• Responding to all written communications received from clients and third parties.
• Resolving written and verbal customer inquiries and requests for documents.
• Quoting payoff information.
• Handling short payoffs received from title companies and customers.
• Sending correspondence to appropriate parties.
• Updating Adjustable Rate Mortgage loan information, including setting up new ARM loans, reviewing ARM notification letters, and updating ARM indexes in the computer.
• Processing address change requests and returned mail.
• Working with record‑retention software by scanning original documents into the program, reviewing any errors, and completing document purges as needed.
• Assisting in the New Loan Set‑Up process.
• Working with third‑party vendors to order supplies and maintenance for copy machines and scanners.
• Preparing releases for recently paid‑off loans.
• Assisting with preparation of releases for prior paid‑in‑full loans and assignments for current loans.
• Assisting with external and internal audit requests as needed.
• Assisting with special loan functions including loan assumptions, partial releases, loan modifications, assignments, and additional duties as needed.

• Strong customer‑service skills.
• High school diploma or general education degree (GED).
• 3 to 5 years of related experience and/or training; or equivalent combination of education and experience.
• Computer proficiency.
• Attention to detail and accuracy.
• Ability to read, write, and comprehend simple instructions, short correspondence, and memos.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions in one‑on‑one and small group situations to customers, clients, and other employees of the organization.

Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.

At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills.

First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance for a San Francisco‑based position.

The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to prior experience, skill set, training, and other internal business and organizational factors. The range is driven by the geographic location of the estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions.

Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay is $19.00 to $24.00.