Mortgage Tracking Analyst

General Description (SUMMARY, Scope, Purpose)

Responsible for analyzing and accurately processing insurance documentation into a loan tracking system.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Review and input insurance documentation in proprietary loan-insurance tracking system
• Accurately complete all assigned tasks and/or additional tasks if needed
• Identify and report areas of needed process improvement to immediate supervisor
• Maintain a monthly QA assessment average of 90% or better
• May be required to train/act as backup to Customer Service, answering overflow phone calls and requests for expertise, as needed, to ensure 95% service level is met each day
• Initiate and sustain communication with clients and employees, as needed, to maintain accurate information in insurance tracking system
• Maintain necessary relationship with clients and employees to ensure quality customer service standards are met
• Maintain a working knowledge of mortgage insurance and lending
• Develops and maintains positive working relationships
• 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:

• Required- 10 key typing: Minimum 32 WPM
• Required- Reading Comprehension: Understanding company manuals step-by-step
• Required- 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 environment
• Prior data analysis experience
• Detail-oriented

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.

EEOAA Policy

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