Commercial Tracking Analyst

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. This position also requires an excellent working knowledge of a Windows computer environment, Excel and the ability to grasp the workings of numerous insurance tracking system reports.

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
• Recognize and 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

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

Minimum Knowledge, skills and abilities required:

• Organized, responsible, detail orientated and thorough
• Strong communication skills, both written and oral
• Ability to work in a fast‐paced, multi‐tasking environment
• Prior data analysis experience preferred
• Knowledge of commercial mortgage agreements, lending, or familiarity with commercial insurance terminology preferred

education requirements

• Requires a high school diploma or GED

Licensing or certification Requirements

None required

PHYSICAL DEMANDS

The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

QUALIFICATIONS

To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law.  If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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