2-5

Customer Service Representative

1/7/2026

The Customer Service Representative will answer customer inquiries regarding financial products and resolve issues via phone and email. They will also perform various servicing processes and assist team members to ensure timely completion of daily tasks.

Working Hours

40 hours/week

Company Size

1,001-5,000 employees

Language

English

Visa Sponsorship

About The Company

SecurityNational Mortgage Company was established in 1993. Dedicated to servicing residential mortgage loans, SNMC currently operates hundreds of professional branch offices across the United States with nearly one thousand loan professionals nationwide. SecurityNational Mortgage Company headquarters is located in Salt Lake City, Utah. SNMC has established relationships with the some of the nation’s leading mortgage investors to provide a wide range of residential, rural, business and commercial mortgage loans to the mortgage originators we serve. That means we are able to provide programs and options many of our competitors can’t. We value you and that’s why we are always finding new ways to provide the best loan experience possible. Our professional loan officers keep you updated along the loan process. We want to be your lender for life and assist your family and friends with their home financing needs. Our growing team of finance experts and processors are committed to you. SecurityNational Mortgage Company (SNMC) is one of the fastest growing subsidiaries of the Security National family, a publicly traded company (SNFCA – NASDAQ). This is not a commitment to make a loan. Loans are subject to borrower qualifications, including income, property evaluation, sufficient equity in the home to meet LTV requirements, and final credit approval. Approvals are subject to underwriting guidelines, interest rates, and program guidelines, and are subject to change without notice based on applicant’s eligibility and market conditions. Refinancing an existing loan may result in total finance charges being higher over life of loan. Reduction in payments may reflect longer loan term. Terms of the loan may be subject to payment of points and fees by the applicant. SecurityNational Mortgage Company is an Equal Housing Lender NMLS# 3116. https://snmc.com/disclaimer https://snmc.com/state-licensing/ www.nmlsconsumeraccess.org

About the Role

Description

What You'll Do

The Customer Service Representative is an integral part of our company's success. We are seeking candidates that have a professional and courteous approach with an enthusiasm to problem solve.

Duties will include:

Follow all applicable rules and regulations surrounding proper phone etiquette and financial servicing
Answer customer and internal client questions about their financial products such as: payments, escrow, insurance, taxes, year-end interest statements, and solving customer issues via phone and email
Contact customers, insurance agents, tax agencies, title companies, business partners and other internal departments/branches
Perform several different servicing processes such as: Payment processing, Escrow disbursement and analysis, Loan purchase and servicing transfers, Payoff processing, Reconveyances, Reconciliation reports, Early stage collections
Track due dates and pay insurance and/or property tax on behalf of borrowers from escrow accounts by expiration or due dates
Assist other team members when necessary to ensure daily work is completed timely for the department

Requirements

What We'll Love About You

Three years mortgage experience is required
Bilingual in Spanish is a plus
Attention to detail, efficiency in work, and being open to feedback
Good data entry skills and phone etiquette are required.
Letter writing skills are needed for professional email responses
Must be able to prioritize daily tasks for efficient completion
Ability to validate information from the closed loan documents to the Servicing system to set up mortgage loans for servicing
Proficiency in Microsoft Office Suite of Products: Word, Excel and the ability to learn new systems. We use Encompass, Servicing Director and OnBase for our Loans and Documents. We access MERS and investor portals via the web

Key Skills

Customer ServiceProblem SolvingPhone EtiquetteFinancial ServicingData EntryAttention to DetailBilingualEmail CommunicationMicrosoft OfficeEscrow ProcessingLoan ServicingReconciliationCollectionsPrioritizationFeedback AcceptanceProfessionalism