Associate Lender Review Analyst
About The Position
Manages renewal transactions, certificate reviews, and lender relationships. First point of contact for all lending clients. Reviews initial information provided by clients to ensure completion and accuracy. Manages project board pipeline. Adds incoming transactions to the project board, prepares files in the system and assigns an analyst. Coordinates via email and phone with lenders and outside insurance contacts or brokers for additional remaining items. Coordinates with internal resources and research topics as needed. Tracks and provide weekly/monthly reporting to leadership. Attends and occasionally lead department meetings. Prepares invoices for lenders based upon fee agreements and follow up for payments. Make a positive contribution to customer satisfaction and strive to improve client service experience. Other additional responsibilities as assigned.
Requirements
- High school diploma (or GED) required.
- One (1) year of insurance experience.
- Adept in the Microsoft Office Suite (Word, Excel, PowerPoint and Outlook).
- Strong attention to detail.
- High aptitude for accuracy in mathematical calculations.
- Strong organizational and time-management skills, with the ability to prioritize and meet sensitive deadlines.
- Strong verbal, written and interpersonal communication skills.
- Self-initiation, desire and willingness to further insurance knowledge and keep current on trends impacting the industry.
- Legally authorized to work in the United States.
Nice To Haves
- May consider a college degree or some college hours in lieu of insurance experience.
- Ability to travel and work outside of normal hours due to business demands.
Responsibilities
- Manages renewal transactions, certificate reviews, and lender relationships.
- Serves as the first point of contact for all lending clients.
- Reviews initial information provided by clients to ensure completion and accuracy.
- Manages project board pipeline.
- Adds incoming transactions to the project board, prepares files in the system and assigns an analyst.
- Coordinates via email and phone with lenders and outside insurance contacts or brokers for additional remaining items.
- Coordinates with internal resources and research topics as needed.
- Tracks and provide weekly/monthly reporting to leadership.
- Attends and occasionally leads department meetings.
- Prepares invoices for lenders based upon fee agreements and follows up for payments.
- Makes a positive contribution to customer satisfaction and strives to improve client service experience.
- Performs other additional responsibilities as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
