Mortgage Specialist - LHH : Job Details

Position Overview: We are seeking a detail-oriented and organized Mortgage Specialist to provide support to clients. This role involves managing insurance-related communications, addressing member inquiries, and ensuring all loans have adequate homeowners' insurance coverage.

Key Responsibilities:

• Insurance Policy Monitoring: Daily tracking of existing homeowners' insurance policies to ensure adequate coverage.
• Communication Management: Promptly respond to insurance-related phone calls, emails, and voicemails.
• External Coordination: Collaborate with insurance agencies and external partners to collect necessary policy documentation and perform follow-ups as needed.
• Collateral Protection Insurance (CPI) Oversight: Monitor reports and manage CPI policies for force-placed insurance.
• Cancellation Management: Review cancellation reports, address cancellation notices, and contact members before placing CPI.
• Data Accuracy: Ensure current insurance policy information is accurate in all relevant Servicing systems, verifying core range, deductible, and mortgagee clauses, and making necessary updates.
• Documentation Management: Upload insurance letters into the imaging system.
• Customer Service Support: Serve as a secondary backup for answering incoming Servicing phone calls.
• Additional Duties: Perform other related tasks as assigned.

Qualifications:

• Experience: One to three years of similar or related experience. ( Insurance / Mortgage experience )
• Education: High school diploma or GED.
• Interpersonal Skills: Strong relationship-building and customer service skills; ability to handle confidential discussions with diplomacy and tact.
• Technical Skills:
• Excellent verbal and written communication skills.
• Strong attention to detail.
• Effective time management and organizational skills.
• Ability to prioritize and perform multiple tasks simultaneously.
• Proficiency in Microsoft Office (Word and Excel).