Associate Lender Review Analyst

Responsibilities

• Manages renewal transactions, certificate reviews, and lender relationships
• Serves as the first point of contact for all lending clients
• Reviews initial information provided by clients to ensure completion and accuracy
• Manages project board pipeline
• Adds incoming transactions to the project board, prepares files in the system, and assigns an analyst
• Coordinates with lenders and outside insurance contacts or brokers via email and phone
• Coordinates with internal resources and researches topics as needed
• Tracks and provides weekly/monthly reporting to leadership
• Attends and occasionally leads department meetings
• Prepares invoices for lenders based on fee agreements and follows up for payments
• Makes a positive contribution to customer satisfaction and strives to improve the client service experience
• Performs other additional responsibilities as assigned

Qualifications

• High school diploma (or GED) required
• One (1) year of insurance experience, or a college degree/some college hours in lieu of insurance experience
• Proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
• Strong attention to detail and high aptitude for accuracy in mathematical calculations
• Strong organizational and time-management skills, with the ability to prioritize and meet sensitive deadlines
• Strong verbal, written, and interpersonal communication skills
• Self-initiation, desire, and willingness to further insurance knowledge and keep current on trends impacting the industry
• Ability to travel and work outside of normal hours due to business demands
• Legally authorized to work in the United States