- Employee needs to have extensive knowledge around reviewing loan history and research what actions are needed to effectively obtain and key renewal premiums.
- Employee needs the understanding of the different coverage types such as: flood, commercial, and condos while maintaining compliance regulations. Can understand and report any learning opportunities to upper management.
- Employee needs to have extensive knowledge in Mortgage Escrow
- Performing Mortgage Outbound Calls to Insurance Agents/Regional offices or utilizing various electronic means such as websites for verification of loan collateral coverage.
- Conduct Web inquires to insurance companies to verify insurance and process the escrow work queue images with accuracy while meeting or exceeding department benchmark
- Ability to read and understand insurance documents for mortgage, in loan history, to perform the correct task that is needed for that loan while following lender particulars.
- Analyze loan level files and policies and procedures on behalf of Allied and our clients. Review and analyze servicing reporting for escrow advances, lender placed insurance, and fee research. Accurately verify, key, and/or memo insurance information in relation to all escrow product/coverage types (windstorm, hazard, wind, etc). Update loan history based on research and documentation received (either written or verbal).
- Report any system related issues
- Assist supervisor with special projects
- Assist with mentoring of other employees in the Document & Data Processes Department as required
- Answers questions, corrects errors, and resolves discrepancies
- Performs other duties as assigned
- Ability to meet the department goal of 6+ accounts per hour by performing website verifications and phone calls to insurance agents.
- Needs the ability to be able to multitask to assist the department in meeting our department SLA’s of 92% in -14 days completed.
- High School Diploma required
- 1-2 years of directly related work experience required
- Use of clear, concise, and effective oral communication; accurately composes written materials as required by the position.
- Handle confidential information in a responsible manner.
- Ability to convey thoughts in a focused and concrete manner.
- Ability to identify, analyze, and resolve problems.
- Adaptable to change and has the ability to make independent decisions.
- Ability to self-prioritize and has strong organization workflow skills.
- Ability to meet service level expectations.
- Ability to multi-task to maximize efficiency and follow through to completion.
- Data entry and keyboard knowledge.
- Ability to work independently and within a team environment to complete work assignments and meet department goals.
- Professional interaction with employees, peers and customers required.
- Ability to receive and provide feedback with a respectful approach.
- Ability to present ideas and input to assist in workflow improvements.
- Ability to remain composed and effective under pressure.
All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.