Commercial Tracking Specialist

General Description (SUMMARY, Scope, Purpose)

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.

Essential Duties And 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
• Note any coverage limitations not in line with lender specifications
• 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 accurate training materials, to ensure adherence to all policies and procedures
• Accurately handle inbound/outbound calls and email inquiries from client, borrower, or agent
• Contact insurance companies to confirm insurance coverage and request additional documentation
• Initiate and sustain communication with clients, agent, and employees, as needed
• 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

• 10 key typing: Minimum 32 WPM
• Reading Comprehension: Understanding company manuals step-by-step
• A working knowledge of Windows computer environment & Office software
• Skills testing may be required prior to an interview
• Prior P&C Insurance, Mortgage, or Forced Placed Insurance related experience is a plus
• Ability to work in fast-paced, multi-tasking environment
• Detail-oriented
• Prior data analysis experience is a plus
• Knowledge of mortgage agreements/lending, is a plus

Licensing Or Certification Requirements

None required

Department Account Management & Service Required Experience

1-2 years of relevant experience

Required Education

High school or equivalent