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.
  • Aid 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).
• Issue resolution (20%)
  • Ensure resolution of significant issues through the coordination and collaboration with internal teams.
  • Research issues quickly and thoroughly to develop clear messaging based on data and facts; ability to present information effectively to client and internal teams.
  • Mature critical thinking and analysis capabilities; able to evaluate information, identify key issues and solutions based on sound, practical judgement, experience, and common sense.
  • Track and report any issues to management, and diligently follow through until resolution is achieved.
• 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.