Inbound Mortgage Customer Service Specialist at Allen Integrated Solutions LLC

Carmel, Indiana, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Mortgage, Financial Services, InsuranceIndustries

Requirements

High school diploma or GED required
Ability to distribute and exchange information with others
Strong attention to detail and organization skills required
Strong problem solving and analytical abilities
Dependable and reliable
Ability to acknowledge and respect confidential information
Excellent telephone, written and verbal communication skills with strong customer service focus
Professional interaction with employees, peers and customers
Answers questions, corrects errors and resolves discrepancies
Ability to learn quickly
Ability to remain composed and effective under pressure

Responsibilities

Handle incoming borrower, agent and lender calls at a professional level (Inbound Calls – 75%)
Accurately compose written information for loan histories
Accurately verify, key and/or memo insurance information in relation to all Creditor Placed Insurance (CPI) product types and CPI cancels
Ability to follow up and resolve customer problems or issues
Mentor fellow co-workers as requested by supervisor
Report any system and related issues
Correctly work Mortgage, Escrow, Commercial, Condo and Flood accounts
Keying escrow premium
Resolving difficult accounts / problem solving
Work all accounts in accordance to all regulations
Taking ownership of account to assure further escalation does not transpire
Level 3 inbox emails from borrower to help rectify outstanding issues
Review insurance policies for compliance and lender requirements as well as cancel vehicle CPI policies (CPI Cancel – 15%)
Assure CPI Cancel protocol/procedures are being followed
Quality must be maintained to minimize premium loss
Meet set goals and assigned workload expectations for productivity (Metrics – 10%)
Meet and exceed Quality audits and metrics
Ability to be coached and learn from previous errors and know what is needed to improve
Meet monthly regarding scorecard metrics
Updating database with insurance for various collateral
Ensures delivery of high quality and accurate customer service while maintaining solid customer relationships by handling their questions and concerns with speed and professionalism
Receives inbound calls and completes outbound calls or web inquiries to insurance companies to verify insurance
Canceling of Auto CPI per procedures and lender particulars
Working Mortgage, Escrow, Commercial, Condo and Flood accounts thoroughly per procedures and to resolution
Working level 3 inbox emails

Skills

Customer Service

Inbound Calls

Outbound Calls

Insurance Verification

CPI Management

Escrow Processing

Database Updating

Problem Solving

Email Handling

Compliance

Metrics Tracking

Mentoring

Allen Integrated Solutions LLC

Provides technical and management services for government security missions

About Allen Integrated Solutions LLC

Allen Integrated Solutions LLC specializes in a range of technical and management services aimed at enhancing performance in government and security sectors. With a focus on integration management, intelligence, cyber security, and more, the company expertly handles missions related to national security and defense. This firm stands out as a reliable provider of comprehensive systems engineering, technical assistance, and advisory services, making it a pivotal support system for complex federal operations.

Stafford, VA 22554, USAHeadquarters

2015Year Founded

VENTURE_UNKNOWNCompany Stage

Consulting, AerospaceIndustries

11-50Employees