Account Processor - Successor in Interest Specialist

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Account Processor will assist in establishing Successors in Interest for mortgage accounts for deceased borrowers. The process consists of following state regulations and requirements to review, update and upload documents on the system in a timely manner. Interactions with internal departments and peers will be required to obtain and review the required documentation. The Account Processor will be responsible for end-to-end processing, data entry, and pipeline management. All work is reviewed by Quality Management and individual results must meet monthly performance standards and objectives.

• Responsible for providing a broad variety of administrative and operational support for an assigned group(s) or manager(s).

• Actively engaged in report tracking and compiling; research, exception processing, data entry, record keeping, and/or data maintenance.

• Responsible for ensuring proper application of and compliance with internal and regulatory standards, guidelines, and procedures.

• May have responsibility to review reports, loan files and other policies and procedures to promote quality execution of the loan operations functions and the related transactions that impact the financial statements.

• May use PC based software packages for word processing, graphics, spread sheets, databases, etc. Specified job duties may vary by area.

Basic Qualifications

• High school diploma or equivalent

• Four or more years of experience in business and general office environment

Preferred Skills/Experience

• One or more years of experience in reviewing mortgage related documentation (i.e. Successor in Interest, death certificates, and trust documents)

• Strong understanding of the business and perfected office skills

• Demonstrated administrative skills and acute attention to detail

• Strong reading and writing skills

• Ability to manage multiple tasks/projects and deadlines simultaneously

• Ability to identify and resolve exceptions and to interpret data

• Strong personal computer skills and knowledge of other office equipment

• Well-developed verbal, grammatical, and written communication skills

Location expectations:
This role requires working from a U.S. Bank location three (3) or more days per week.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits: 

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

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