HUB International

Mortgage Tracking Projects Specialist

1 month agoCoppell, TX


Responsible for accurately keying insurance documentation, loan related forms and reports into a loan tracking system; utilizing an imaging system; meeting turn around times for completion of reports in accordance with the run reports, goals and service commitments. This position also requires an excellent working knowledge of a Windows computer environment & Office software with a heavy emphasis on Excel. Excellent communication and organization skills are a must as this position will require daily communication with clients as well as the responsibility of managing a shared inbox.


  • Review and update insurance reports in proprietary loan-insurance tracking system
  • Accurately complete all assigned tasks and/or additional tasks if needed
  • Maintain a monthly assessment average of 90% or better
  • 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
  • Manage shared inbox of client and agent emails by importing documents and reports and assuring completion
  • Other job responsibilities as assigned by management
  • Detail oriented
  • Ability to work in fast-paced, multi-tasking environment
  • Prior insurance data analysis experience
  • Knowledge of mortgage agreements, lending
  • Accurate typing skills
  • Strong communication abilities, especially written
  • A high school diploma or equivalent
  • Working knowledge of Windows computer environment & Office software
  • Skills testing may be required prior or during the interview process
  • None required

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at

EEOAA Policy

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Client-provided location(s): Coppell, TX, USA
Job ID: hub-851124011

Perks and Benefits

  • Health and Wellness
    • Wellness Program
    • HSA With Employer Contribution
    • Long-Term Disability
    • Short-Term Disability
    • Life Insurance
    • Vision Insurance
    • Dental Insurance
    • Health Reimbursement Account
    • Health Insurance
    • HSA
    • FSA
  • Work Flexibility
    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks
    • Commuter Benefits Program
    • Company Outings
    • Happy Hours
  • Vacation and Time Off
    • Leave of Absence
    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
  • Financial and Retirement
    • 401(K) With Company Matching
    • 401(K)
  • Professional Development
    • Access to Online Courses
    • Shadowing Opportunities
    • Mentor Program
    • Promote From Within
  • Diversity and Inclusion
    • Diversity, Equity, and Inclusion Program