Lender Task Administrator
New
J
JobgetherFinancial Services
Based in United StatesFull-TimeEntry
Salary not disclosed
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Job Details
- Experience
- Less than 12 months
- Required Skills
- Data AnalysisAccount ManagementReporting
Requirements
- High school diploma or GED is required; an associate degree or vocational/technical education is preferred.
- Less than 12 months of related professional experience is required.
- Strong written and verbal communication skills.
- Strong attention to detail and organizational skills.
- Ability to prioritize competing workloads according to urgency and business impact.
- Demonstrated resourcefulness, initiative, and self-motivation when researching issues.
- Ability to work independently with limited supervision.
- Strong analytical and critical-thinking abilities to evaluate information and develop solutions.
- Ability to proactively identify potential problems and recommend improvements.
- Adaptability to changing workloads, processes, and departmental priorities.
- Ability to collaborate effectively as part of a team while maintaining individual accountability.
Responsibilities
- Manage the daily administration and workflow associated with CPI/LPI programs, including notices, certificates, premiums, images, client requests, queues, reports, and related products.
- Process, audit, and maintain insurance information accurately while ensuring lenders receive appropriate billing and reporting and borrowers receive required notices.
- Manage premium collection and refunds, ensuring transactions are completed accurately and within established timelines.
- Serve as a subject matter resource for internal teams on day-to-day CPI/LPI operational questions and anticipate client requirements to provide effective solutions.
- Identify, escalate, track, and resolve issues affecting clients, sales teams, loan servicing teams, or insurance coverage.
- Research discrepancies and operational problems, determine root causes, recommend process improvements, and communicate findings to management.
- Maintain workloads in accordance with established service-level agreements and quality standards.
- Coordinate with internal teams to resolve significant issues and provide clear, fact-based updates until resolution is achieved.
- Analyze loan-level indicators and client portfolio reporting to identify potential issues, improve product performance, and enhance the overall client experience.
- Review and verify insurance information across coverage types such as vehicle, flood, windstorm, and hazard insurance, updating loan histories based on available documentation.
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