Mortgage Services Specialist

Xtend, Inc. is seeking a Mortgage Servicing Associate for our Mortgage Services team to support daily mortgage servicing operations for credit union clients. This role is responsible for processing mortgage payments, escrow transactions, investor reporting, and end-of-month balancing while ensuring accuracy, compliance, and excellent service.

What You’ll Do:

• Process daily mortgage payments and deposits.
• Handle escrow disbursements (taxes, insurance, PMI).
• Post payments and process sold loan activity.
• Complete month-end participation processing and balancing.
• Communicate with credit unions via Zendesk, email, and phone.
• Maintain accuracy, confidentiality, and compliance.

What You Bring:

• High school diploma or equivalent required.
• 1+ year mortgage servicing experience preferred.
• Self-motivated, organized, and capable of managing multiple tasks in a fast-paced environment.
• Proficient with Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Strong attention to detail and data entry skills.
• Excellent written and verbal communication.
• Ability to handle confidential financial information.
• CU*BASE experience preferred.
• Able to make sound decisions and use good judgment when handling challenges.
• Discreet and able to handle confidential information appropriately.
• Reliable, with regular and predictable attendance.
• Positive, professional, and team-oriented in all interactions.
• Able to communicate effectively with diverse audiences in person, over the phone, and in virtual settings.

Why You’ll Love Working With Us:

• Opportunity to support credit unions nationwide and make a meaningful impact for members.
• A collaborative environment aligned with cooperative values.
• Continuous learning through hands-on experience with CU*BASE and industry-leading tools.
• Unlimited growth potential.

What is Xtend?:

Xtend, Inc. is a Credit Union Service Organization (CUSO) that is owned by its credit union clients that we support. We offer a multitude of services to these credit unions that allow them to serve their members, including bookkeeping, back-office support, and contact center services. Join us and help advance a mission-driven cooperative culture built on innovation and industry leadership!

CU*Answers offers a wide array of career opportunities ranging from software development to customer service roles. With our employee development initiatives, we focus on our employees finding a career, not just a job. CU*Answers has a proven track record of developing staff members and promoting from within. If you are ready to join a team built on the principles embedded throughout the credit union industry, check out our career opportunities today!