Primary Purpose:
Provide accurate and efficient service to lenders within area of responsibility by researching loan level requests, processing various loan-related task queues and modifying policy information as required to meet productivity and quality requirements.
Essential Duties and Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Modify policies at loan level by following established guidelines and utilizing internal tracking system to update information as required and contribute to routine documentation processing workflows
- Resolve information gaps by contacting carriers and agencies as required to gather policy information and other missing data and update systems and records as appropriate
- Communicate with lenders by answering inbound service calls and researching within loan database to extract required information and provide comprehensive, timely responses to inquiries and requests
- Meet auditing requirements by accurately entering data and maintaining data integrity in loan tracking applications to minimize risk and uphold internal standards
- Complete high volume of data entry by quickly and accurately processing loan-related task queues to meet productivity and quality requirements
- Manage individual performance by setting work-related goals, tracking personal achievements and communicating with management to report on success and identify improvement strategies
- Build insurance servicing skills and knowledge by soliciting performance feedback, participating in cross-training and learning additional processes and procedures to support multiple workflows and contribute to effectiveness of team operations
- Contribute to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value "can do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity and fun
- Support National General Insurance values in personal work behaviors, decision-making, contributions and interpersonal interactions; manage own career development by soliciting feedback and valuing other perspectives
Minimum Skills and Competencies:
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.
- High school diploma or general education degree (GED)
- 1+ years of relevant experience
- Experience following established procedures to complete processing tasks; experience working in the banking or insurance industry
- Terminology, function and fundamental capabilities of common computer, software, information and communication technology devices, components, and concepts
- Basic knowledge of data entry processes and procedures
- Policies, practices, trends, technology and information affecting the business and organization
- Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Analyze data on a problem-to-problem solution
- Quickly and accurately perform data entry
- Follow established guidelines to focus on details and complete tasks attentively and thoroughly
- Manage one's own time to perform job functions quickly and efficiently
- Ability to adapt to new situations and learn quickly
- Represent the organization to customers and other external sources by phone or e-mail
- Build constructive and cooperative working relationships
- Motivational, inspirational and enthusiastic approach to team involvement and engagement
- Must possess effective verbal and written communication skills
- Manage confidential information with sensitivity and maturity
- Escalate issues when necessary
- Utilize established procedures to guide decision-making
- High attention to detail
- Provide personalized and quality service to meet the expectations of internal and external customers
- Demonstrated interest in personal learning and enhancing knowledge
- Works independently with little supervision
Desired Skills:
- Associate's Degree or in-lieu of degree equivalent education, training and work-related experience
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