Responsibilities • Notify borrowers and/or insurance agents of expired or non-compliant insurance coverage that does not meet loan document requirements. • Request required insurance documentation to support insurance waiver submissions. • Upload renewal documents, policies, and waiver support documentation to lender portals, as needed. • Obtain Schedules of Values (SOVs) for insurance policies and apply information to internal templates for compliance validation. • Request insurance invoices and paid receipts from borrowers and/or insurance agents. • Request shortage amounts related to tax or insurance obligations. • Prepare submissions for new insurance vendor payees. • Create and submit overnight payment alerts, as required. • Request insurance reinstatements from borrowers and/or insurance agents. • Order Marshall & Swift evaluations to support verification of updated property values. • Ensure insurance and tax-related servicing activities are completed in accordance with loan documents, investor requirements, and internal policies. • Track outstanding requests and follow up in a timely manner to ensure resolution of open insurance, tax, and compliance items. • Exercise sound judgment in identifying issues, escalating concerns, and ensuring timely resolution of borrower, insurance, tax, and servicing-related matters. • Maintain accurate documentation and status updates within applicable servicing systems and tracking tools.
Qualifications: • Bachelor’s degree preferred • Experience with HUD, Fannie Mae, Freddie Mac, and related systems is preferred. • Demonstrate strong written and verbal communication skills. • Maintain proficiency in Microsoft Word and Excel. • Knowledge of Microsoft Copilot and Power BI is preferred. • Prior commercial mortgage servicing, insurance, tax, or real estate finance experience is preferred. • Must demonstrate analytical and problem-solving skills. • Ability to perform effectively in a customer-focused, team-oriented environment while demonstrating professionalism, collaboration, and sound judgment.
Applicant Notices & Disclaimers
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At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws.This position's pay range is $31.18/hr - $39.02/hr.
