Mortgage Tracking Analyst Team Lead

Duties include utilizing tracking system, reports, and imaging system to maintain daily service standards while leading Mortgage Tracking Analyst team members, and taking ownership of higher level responsibilities.

Responsible for accurately handling all escrow reports, special lender requests and insurance documentation / processing.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Leads a team of Mortgage Tracking Analysts and assists Supervisor in handling mortgage tracking related items.
• Answers borrower, client, or associate questions in a timely manner.
• Responsible for assisting with the training and coaching of new hires and existing employees.
• Responsible for overseeing and managing workflows of the Mortgage Tracking Analyst team, ensuring that all service commitments are met for all incoming insurance documents, including mail, faxes, and emails.
• Handles client requested loan updates and lender or internal reports in a timely manner, ensuring all inquiries receive attention within 24 hours.
• Assists with special projects as assigned.
• Maintains necessary relationship with clients and Insurance Center employees to ensure quality service standards are met.
• Provides feedback to management on process, performance, productivity, and service standards improvement opportunities.
• Motivates team members through leading by example , coaching, and mentoring in conjunction with Supervisor and Manager.
• Other job responsibilities as assigned by management.

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility.

It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED :

• Detail oriented.
• Ability to supervise office operations and multiple tasks.
• Prior data analysis experience.
• Skills testing may be required prior or during the interview process.
• Prior P&C Insurance, Mortgage, or Forced Placed Insurance related experience is a plus.
• Requires a working knowledge of Windows computer environment & Office software.

Licensing or certification Requirements

None required

PHYSICAL DEMANDS

The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

QUALIFICATIONS

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

Department Account Management & ServiceRequired Experience : 1-2 years of relevant experienceRequired Travel : No Travel RequiredRequired 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.

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