Back-Office Servicing Specialist
About the role
Fusion CX is hiring a Back-Office Servicing Specialist in San Ignacio to support loan servicing operations: processing documents accurately, managing shared inboxes, keeping account records up to date and coordinating administrative tasks, including documentation for manufactured-home relocations.
Responsibilities
- Monitor shared servicing inboxes, respond where appropriate and route requests to other departments
- Retrieve returned mail, process and index scanned documents, update account records and follow-up logs, and complete weekly reconciliations
- Scan, upload, organize and retain servicing documents, linked to the correct loan and document category
- Send customer document requests and follow-ups, and track outstanding items
- Review manufactured-home relocation requests against eligibility, documents, restrictions, investor requirements and approvals
- Monitor servicing tickets, check them for completeness, route them and follow up on open items
- Maintain tracking logs, work queues and reconciliations, and escalate time-sensitive concerns
- Protect the accuracy and confidentiality of customer and account information
Requirements
- High school diploma or equivalent
- Strong organizational skills and able to prioritize multiple tasks, inboxes and work queues
- Excellent written and verbal communication
- Close attention to detail and consistent follow-through
- Integrity in handling confidential customer information
- Willing to learn digital tools such as OneDrive, Microsoft systems, Asana, RadStar, Earth Class and FICS Mortgage Servicer
- Dependable, self-motivated and open to feedback
Preferred qualifications
- Experience in customer service, financial services, loan servicing, document processing or administrative support
Benefits
- Experience supporting loan servicing and administrative operations
- Develop document management, workflow coordination and records skills
- Exposure to digital servicing systems and cross-functional processes