Mortgage Tracking Analyst

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.

Required Skills:

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Review and input insurance documentation in proprietary loan-insurance tracking system
  • 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 90% or better
  • Maintain minimum monthly average of Quality Assurance Action Sheet inquiries, based on dept standard
  • Maintain accurate training materials, to ensure adherence to all policies and procedures
  • May be required to train/act as backup to Customer Service, answering overflow phone calls and requests for expertise, as needed, to ensure 95% service level is met each day
  • Contact insurance companies to confirm insurance coverage and request additional documentation
  • Initiate and sustain communication with clients and employees, as needed, to maintain accurate information in insurance tracking system
  • 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
  • Other job responsibilities as assigned by management

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Detail oriented.
  • Ability to work in fast-paced, multi-tasking environment
  • Prior data analysis experience
  • Knowledge of mortgage agreements, lending

PREFERRED QUALIFICATIONS

  • Prior data analysis experience
  • Knowledge of mortgage agreements, lending

Commercial Mortgage Tracking Analyst

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 and the ability to grasp the workings of numerous insurance tracking system reports.

Required Skills:

ESSENTIAL DUTIES & 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
  • 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 90% or better
  • Maintain minimum monthly average of Quality Assurance Action Sheet inquiries, based on dept standard
  • Maintain accurate training materials, to ensure adherence to all policies and procedures
  • May be required to train/act as backup to Customer Service, answering overflow phone calls and requests for expertise, as needed, to ensure 95% service level is met each day
  • Contact insurance companies to confirm insurance coverage and request additional documentation
  • Initiate and sustain communication with clients and employees, as needed, to maintain accurate information in insurance tracking system
  • Maintain necessary relationship with clients and employees to ensure quality customer service standards are met
  • Maintain a working knowledge, growing expertise in mortgage insurance and lending
  • Other job responsibilities as assigned by management

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Detail oriented.
  • Ability to work in fast-paced, multi-tasking environment
  • Prior data analysis experience
  • Knowledge of mortgage agreements, lending
  • 1-2 years of customer service experience
  • Strong written and verbal communication skills

PREFERRED QUALIFICATIONS

  • Prior data analysis experience
  • Familiarity with commercial insurance terminology
  • Commercial Lines insurance knowledge beneficial

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