Lender Task Administrator

Job Duties And Responsibilities

Work Flow Management/Administration (60%)

• Process and audit notices, certificates, premium, images, client requests, and other aspects of day-to-day management of CPI and LPI.
• Manage premium collection and refunding for timeliness and accuracy.
• Subject Matter Expert for internal employees on day-to-day operational questions pertaining to CPI/LPI.
• Forecast the client’s requirements to deliver exceptional service and solutions.
• Identify, escalate, and manage tasks related to program impacts to the client, sales and loan servicing teams.
• Answer questions, correct errors, and resolve discrepancies.
• Follow up and resolve problems or issues relative to insurance coverage.
• Track and report this information to Management.
• Track accounts to ensure timely processing, manage premium collection and refunding for timeliness and accuracy.
• Provide communication in response to issues presented.
• Assist with internal requests to research issues, determine root cause, and recommend procedures to eliminate/reduce repetition.
• Ensure high standards of quality are maintained.
• Process queues/reports/products.
• Maintain timely workloads (SLA’s).

Data Analysis and Operational Processing

(20%)

• Analyze loan level indicators for overall awareness and issue prevention; provide strategic guidance to optimize product performance and improve overall client experience.
• Review and analyze reporting for client portfolio; work directly with management to implement process changes.
• Accurately verify, key, and/or memo insurance information in relation to all product/coverage types (Vehicle, Flood, Windstorm, Hazard, etc.).
• Update loan history based on research and documentation received (either written or verbal).
• Accurately compose written information for loan histories.
• Meet or exceed set goals and assigned workload expectations for productivity and quality.

Qualifications

• Strong communication skills; both verbal and written, necessary to develop and foster positive relationships with multiple internal teams and co-workers.
• Less than 12 months of related experience required.
• High School Diploma or GED required.
• Associate's degree or Vocational or Technical School Degree preferred.
• Ability to work independently and take ownership of client issues, perform successfully under minimal supervision.
• Strong organizational skills; must be able to prioritize workload based on importance; adaptable to change and must be able to work individually and part of a team.
• Proactive and find problems before they occur; be resourceful and have the drive to find the root cause.
• Adapt to change in workload, department changes, and internal processes.