Associate Lender Review Analyst

Lockton • Houston, TX

2d

About The Position

Manages renewal transactions, certificate reviews, and lender relationships. This role serves as the first point of contact for all lending clients, reviewing initial information provided by clients to ensure completion and accuracy. The Associate Lender Review Analyst manages the project board pipeline, adds incoming transactions, prepares files in the system, and assigns an analyst. This position coordinates via email and phone with lenders and outside insurance contacts or brokers for additional remaining items, and also coordinates with internal resources and researches topics as needed. The role involves tracking and providing weekly/monthly reporting to leadership, attending and occasionally leading department meetings, and preparing invoices for lenders based upon fee agreements and following up for payments. A key aspect of this role is to make a positive contribution to customer satisfaction and strive to improve the client service experience. Other additional responsibilities may be assigned.

Requirements

• High school diploma (or GED) required.
• One (1) year of insurance experience. May consider a college degree or some college hours in lieu 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.
• Ability to travel and work outside of normal hours due to business demands.
• Legally authorized to work in the United States.

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 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED