Loan Servicing Coordinator

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The Loan Servicing Coordinator will support families in the lending program from pre-closing through final mortgage payment in collaboration with our third-party loan servicer, while completing high-quality record keeping and data entry. The Loan Servicing Coordinator will also work collaboratively with other departments to complete eligibility reviews for Acts Housing’s down payment assistance program.

What You’ll Do:

  • Work with third party loan servicer to monitor loan portfolio and provide support to families who need assistance
  • Work with homebuyer coaching department and administration department to complete eligibility assessments for families applying for down payment assistance with Acts
  • Complete timely and accurate data entry in Salesforce, Acts’ customer relationship management platform, and assist with implementing CRM expansion and improvements
  • Work with families to ensure they have obtained and paid for acceptable homeowners’ insurance prior to closing on their mortgage, and maintain insurance post-closing
  • Assist families and title companies who request mortgage/grant satisfactions or payoff quotes
  • Assist with creating and implementing a post-purchase education series to assist families with sustainable homeownership
  • Complete required monthly and quarterly reports and review for accuracy
  • Organize, file and maintain proper records of paper and digital loan, insurance, and down payment assistance paperwork
  • Complete process to log new loans with accounting department and transfer loan servicing to third party loan servicer
  • Schedule and conduct intake meeting with newly pre-approved families to help introduce them to the Lending program
  • Assist with translating between Spanish speaking families and non-Spanish speaking Lending Department staff
  • Occasional nights and weekend work to accommodate families’ schedules and to represent Acts at events
  • Travel periodically to the Acts Housing Beloit office
  • Other duties as assigned by the Director, Lending Operations

What We’re Looking for:

  • Bilingualism (Spanish and English) required
  • Effective customer service skills, including demonstrating empathy with families, and maintaining composure when working with frustrated customers
  • Effective business skills, including time-management, resource allocation, teamwork and analyzing problems and implementing solutions
  • High school graduate or equivalent
  • Experience in mortgage lending, loan servicing or related field is preferred
  • Valid driver’s license and reliable personal vehicle
  • Ability to learn and proficiently use Acts’ CRM database and loan servicing software
  • Proficiency with Microsoft Office and Google Suite
  • Ability to communicate internally and externally in a professional manner

Physical Requirements:

  • Ability to sit for extended periods of time
  • Light lifting that includes moving objects up to 20 pounds
  • Occasional local travel

Benefits & Perks: 

  • Paid Time Off (15+ days based on tenure) plus 12 Paid Holidays and 4 Personal Half Days
  • Medical, Dental, and Vision Insurance (United Healthcare)
  • Flexible Spending Account (FSA)
  • Health Savings Account (HSA)
  • 401(k) with 3% Company Contribution
  • Welfare Benefits Plan – term life, personal accident, and disability insurance
  • Voluntary Life and Personal Accident Insurance
  • Adoption Assistance Program
  • Maternity/Paternity/Adoption Leave
  • Paid Bereavement Leave
  • Commuter Benefits Program
  • Payroll Direct Deposit and Debit Card Options
  • Access to online library of 3,000 courses and 20,000 digital books
  • Discounts to various goods and services via the Insperity MarketPlace

About Acts Housing: 

Over its 27-year history, Acts housing has helped more than 3,500 low-to-moderate income families achieve homeownership; 1000 of those families reclaimed distressed properties with Acts’ support.  Acts’ full suite of homeownership services makes it a nationally recognized leader in homeownership, with significant demand both from our neighbors and community stakeholders to do even more to support new and existing markets. In 2022 alone, Acts supported more than 300 families to transition from renters to owners.

Acts is a dynamic and growing organization that added 19 new employees in 2022 to better meet the needs of families in the markets we currently serve (Milwaukee and Beloit) and future markets that are eager to benefit from our homeownership services. Key programs include homebuyer education, real estate brokerage, home rehab coaching, and lending. Additionally, in 2022 Acts launched a homeownership acquisition fund with a goal of combatting predatory investment by purchasing 100+ homes annually and offering them exclusively to owner occupants.

Click on this link to watch a short 3-minute video about Acts Housing before applying.  

Acts Housing embraces equity and inclusion. We seek a diverse pool of candidates for our open positions knowing that a team comprised of people with unique characteristics, experiences and identity allow us to better serve our communities.

Please apply using this link: Loan Servicing Coordinator

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