**Essential Duties and** **Responsibilities**

+ Process routine and moderately complex loan servicing transactions accurately and within established service level expectations.
+ Establish new loans within the servicing system following documented procedures and quality standards.
+ Process loan payments, principal reductions, advances, payoffs, and loan maintenance requests.
+ Set up and maintain automatic payment instructions based on client authorization.
+ Review and process client collateral release requests and routine servicing documentation.
+ Monitor insurance coverage, collateral documentation, escrow requirements, and other tracked servicing exceptions.
+ Research and resolve routine servicing discrepancies while escalating complex issues to senior associates or management.
+ Respond to inquiries from Financial Advisors, Private Bankers, Relationship Managers, and clients via phone, email, and written correspondence.
+ Maintain complete and...