
Jon S
@jons2
I resolve complex mortgage servicing matters with compliance, accuracy, and compassionate borrower support.
What I'm looking for
At U.S. Bank, I review complex Successor in Interest requests involving probate filings, trusts, wills, death certificates, affidavits, Letters Testamentary, and powers of attorney. I determine servicing rights, maintain accurate loan records in MSP and Black Knight, and help heirs, attorneys, executors, and representatives navigate sensitive borrower situations.
I've also guided homeowners through mortgage assistance and loan modification programs, managed delinquent mortgage portfolios, and supported foreclosure documentation review. My work balances CFPB regulations, investor requirements, data integrity, and timely resolutions for escalated concerns.
Earlier, I managed 300+ customer accounts at Rent-A-Center and led a 30-member customer service team at Verizon Wireless, where I coached employees and built training programs. I enjoy improving processes, mentoring teams, and delivering clear, compassionate service.
Experience
Work history, roles, and key accomplishments
Review and evaluate complex Successor in Interest requests by analyzing probate filings, trusts, wills, and legal documentation. Ensure compliance with CFPB regulations and investor requirements while maintaining data integrity.
Education
Degrees, certifications, and relevant coursework
Owensboro High School
High School Diploma, General Studies
2008 - 2012
Completed general studies curriculum at Owensboro High School in Owensboro, Kentucky.
Availability
Location
Authorized to work in
Salary expectations
Job categories
Skills
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