Commercial Tracking Analyst
About The Position
Responsible for analyzing and accurately keying insurance documentation and loan related forms into a loan tracking system; analyzing and processing complex lender data reports; utilizing an imaging system; meeting daily production standards, goals and service commitments. This position also requires an excellent working knowledge of a Windows computer environment, Excel and the ability to grasp the workings of numerous insurance tracking system reports. Starting Pay Rate: $19.00 an hour The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned by management, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.
Requirements
- Required- 10 key typing: Minimum 32 WPM
- Required- Reading Comprehension: Understanding company manuals step-by-step
- Required- A working knowledge of Windows computer environment & Office software
- Skills testing may be required prior to an interview
- Ability to work in fast-paced, multi-tasking environment
- Detail-oriented
- Required Experience: 1-2 years of relevant experience
- Required Education: High school or equivalent
Nice To Haves
- Prior P&C Insurance, Mortgage, or Forced Placed Insurance related experience is a plus
- Prior data analysis experience is a plus
- Knowledge of mortgage agreements/lending, is a plus
Responsibilities
- Review and input insurance documentation in proprietary loan‐insurance tracking system
- Review commercial insurance documentation to ensure that coverages (Hazard and any other special coverage required) and deductibles, are adequate to protect the lenders interest
- Recognize and note any coverage limitations not in line with lender specifications
- Accurately complete all assigned tasks and/or additional tasks if needed
- Analyze and process a multitude of client and program related reports
- Identify and report areas of needed process improvement to immediate supervisor
- Maintain a monthly assessment average of 80% or better
- Maintain accurate training materials, to ensure adherence to all policies and procedures
- Accurately handle inbound/outbound calls and email inquiries from client, borrower, or agent
- Contact insurance companies to confirm insurance coverage and request additional documentation
- Initiate and sustain communication with clients, agent, and employees, as needed
- Maintain necessary relationship with clients and employees to ensure quality customer service standards are met
- Maintain a working knowledge, grow expertise in mortgage insurance and lending
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
