Responsible for maintaining the integrity of the entity data on Premium Finance loan processing systems, including insurance carriers, intermediaries, submitting producers and borrowers. This function supports the overall quoting, loan origination, cancellation and risk management activities. This data is essential for loan generation and processing and to ensure that Premium Finance's legal forms and notices are delivered to the correct party, thereby preserving Premium Finance's collateral position. This fast paced function requires a high level of detail and accuracy, the ability to troubleshoot quickly, knowledge of the PF/Insurance industries and familiarity with legal requirements around borrower name changes and required legal documents to ensure that PF& Afco's position as a secured lender is maintained.
Position is fully remote-requires ability to read legal contracts-documents.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Monitor various entity change requests and prioritize handling.
Process entity changes accurately and advise appropriate associates when change is complete.
Correspond with Premium Finance's Legal Department to resolve any discrepancies prior to processing.
Advise manager of issues and recommendations resulting from problem analysis.
Assist in entity maintenance training to designated associates, as needed.
Identify, research and resolve customer issues using the various loan processing systems.
Investigate user problems and needs, identify their source and determine possible solutions.
Provide support for multiple internal and external users of the loan processing applications. Troubleshoot problems and determine source and advise on appropriate action.
Assist manager in performing clean desk reviews and reporting of results to Truist Corporate Information Security.
Assist manager in maintaining the overall integrity of various entity data on the loan applications.
QUALIFICATIONS
Required Qualifications:
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.
High School diploma or equivalent
Five years of experience in customer service, preferably in the insurance industry
Good communication and analytical skills
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Must be detail oriented with excellent time management and organization skills
Ability to travel, occasionally overnight