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Hub International Commercial Tracking Analyst in Coppell, Texas

GENERAL FUNCTION:

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 & 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

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

PREFERRED QUALIFICATIONS

  • Prior data analysis experience

  • Knowledge of commercial mortgage agreements, lending, or familiarity with commercial insurance terminology

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required 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 at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy at https://hubinternational.jobs/eeo/

E-Verify Program at https://hubinternational.jobs/e-verify/

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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