Lender Task Administrator managing day-to-day operations of lender cycles and client communication related to insurance processes. Ensuring timely billing and effective management of insurance documentation.
Responsibilities
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.
Maintain timely workloads (SLA’s)
Requirements
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.
Be resourceful, assertive, detail-oriented, and highly self-motivated to resolve critical client servicing needs
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
Be 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
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