Hub International Mortgage Tracking Analyst in Coppell, Texas

About Us:

HUB Financial Services provides insurance solutions and products for small- to mid-sized financial institutions. We enjoy the resources and structure of HUB International (currently the 7th largest insurance brokerage in the world), while maintaining a tight-knit and fun local office culture.

Summary of Duties :

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

  • 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 minimum monthly average of Quality Assurance Action Sheet inquiries, based on dept standard

  • Maintain accurate training materials, to ensure adherence to all policies and procedures

  • 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

  • Contact insurance companies to confirm insurance coverage and request additional documentation

  • 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, grow expertise in mortgage insurance and lending

  • Other job responsibilities as assigned by management

Minimum Knowledge, Skills and Abilities Required:

  • Detail oriented.

  • Ability to work in fast-paced, multi-tasking environment

  • Prior data analysis experience

  • Knowledge of mortgage agreements, lending

Preferred Qualifications :

  • Prior data analysis experience

  • Knowledge of mortgage agreements, lending

To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. The requirements listed 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.

Location: United States, Texas, Coppell
Required Education: High school or equivalent
Required Experience: 1-2 years
Date published: 12-Jul-2018
Department: Account Management & Service
Ref#: P227_20180421

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 .

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