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Mortgage Tracking Analyst

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Data
  • Irving

AI generated summary

  • You need 1-2 years of relevant experience, 32 WPM typing, reading comprehension, Windows/Office knowledge, data analysis skills, and detail orientation. P&C, mortgage, or insurance experience is a plus.
  • You will input insurance documentation, ensure quality assessments, communicate with clients, train on customer service, identify process improvements, and maintain relationships to uphold service standards.

Requirements

  • Required- 10 key typing: Minimum 32 WPM
  • Required- Reading Comprehension: Understanding company manuals step-by-step
  • Required- a working knowledge of Windows computer environment & Office software
  • Skills testing may be required prior to an interview
  • Prior P&C Insurance, Mortgage, or Forced Placed Insurance related experience is a plus
  • Ability to work in fast-paced environment
  • Prior data analysis experience
  • Detail-oriented
  • Required Experience: 1-2 years of relevant experience
  • Required Education: High school or equivalent

Responsibilities

  • Review and input insurance documentation in proprietary loan-insurance tracking system
  • Accurately complete all assigned tasks and/or additional tasks if needed
  • Identify and report areas of needed process improvement to immediate supervisor
  • Maintain a monthly QA assessment average of 90% or better
  • 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
  • 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 of mortgage insurance and lending
  • Develops and maintains positive working relationships
  • Other job responsibilities as assigned by management

FAQs

What is the primary responsibility of a Mortgage Tracking Analyst?

The primary responsibility of a Mortgage Tracking Analyst is to analyze and accurately process insurance documentation into a loan tracking system.

What are the essential duties of this position?

Essential duties include reviewing and inputting insurance documentation, maintaining a monthly QA assessment average, identifying process improvements, and communicating with clients and employees to ensure accurate information in the insurance tracking system.

Is training available for this role?

Yes, training may be provided, and the analyst may also act as backup to Customer Service to assist with overflow phone calls and requests.

What qualifications are required for this position?

A high school diploma or equivalent is required, along with 1-2 years of relevant experience. Skills such as 10-key typing, reading comprehension, and a working knowledge of Windows and Office software are also necessary.

Is any prior experience preferred for this role?

Yes, prior experience in P&C insurance, mortgage, or forced-placed insurance is considered a plus.

How much typing speed is expected for this role?

The candidates are expected to have a minimum typing speed of 32 words per minute.

Is there any certification required for this position?

No licensing or certification is required for this position.

What is the work environment like for a Mortgage Tracking Analyst?

The work environment is fast-paced, requiring strong attention to detail and the ability to manage multiple tasks efficiently.

Is travel required for this job?

No travel is required for this position.

What are the performance expectations for quality assurance?

The expectation is to maintain a monthly QA assessment average of 90% or better.

Finance
Industry
10,001+
Employees

Mission & Purpose

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. About Hub International Headquartered in Chicago, Illinois, Hub International Limited (Hub) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.