Mortgage Tracking Analyst

Title: Mortgage Tracking Analyst

Location: Irving, TX US

Work Type: Hybrid, Full Time

Job Description:

Fast-track your job search at our "one-and-done" Job Fair!

HUB Financial Services is hosting an in-person hiring event where you can meet with our managers and interview on the spot for the following positions:

• Commercial Tracking Analyst

• Customer Service Representative

• Mortgage Tracking Analyst

• Lender-Placed Underwriter

8222 N Belt Line Rd, Ste 100, Irving, TX 75063

Don't miss your chance to connect directly with our team and take the next step in your career!

General Description (SUMMARY, Scope, Purpose)

Responsible for analyzing and accurately processing insurance documentation into a loan tracking system.

About HUB 

Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio.

Why Choose HUB?

Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

ESSENTIAL DUTIES AND 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

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 work in fast-paced environment

• Prior data analysis experience

• Skills testing may be required prior to an interview.

• Prior P&C Insurance, Mortgage, or Forced Placed Insurance related experience is a plus.

• Requires a working knowledge of Windows computer environment & Office software especially Excel.

Job Title: Mortgage Tracking Analyst

Licensing or certification Requirements

None required

BENEFITS

• HSA and PPO Medical plans available through BlueCross BlueShield of Illinois (BSBCSIL)

• FSA available

• Dental plans through BCBSIL

• Vision insurance through VSP

• Employer paid Short Term Disability

• 5 Weeks of Paid Parental Leave

• Employer paid Life Insurance - 2x your salary

• 401k -Company matching

• 10 paid Holidays

• Floating Holidays and Personal days

• Accrue Vacation and Sick time from day 1

• Tuition Reimbursement

All full-time employees working 30+ hours a week are eligible for benefits. Benefits are effective the first of the month, following their first 30 days.

PHYSICAL DEMANDS

Work Location:

In-office

• Potential for a Hybrid schedule, 3 days in-office, 2 days remote depending on performance after 90-day New Hire probationary period.

Schedule:

Monday-Friday 8:00am-5:00pm CT with an hour lunch.

Working Conditions:

• A shared office environment with moderate noise levels (e.g., phone conversations, typing)

• Frequent use of computer monitors, keyboard, and mouse

• Extended viewing of multiple screens for seven or more hours a day.

• Extended periods of sitting.

YOU WILL NEED

• A safe home office or quiet workspace with high speed and reliable internet connectivity when working remote.

All duties and responsibilities outlined in this position are considered essential job functions, and reasonable accommodations will be made to enable individuals with disabilities to perform them. The requirements listed represent the minimum knowledge, skills, and abilities necessary to perform the job proficiently. This description is not exhaustive, and employees may be required to perform other job-related duties as assigned by their supervisor, subject to reasonable accommodation.

To perform this job successfully, the incumbent must meet the qualifications and perform each essential duty satisfactorily. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, or local law. If the position requires licensing or certification, the incumbent must maintain compliance with all continuing education and other requirements.

Work Experience Requirements :

• Skills testing may be required prior to an interview.

• Prior P&C Insurance, Mortgage, or Forced Placed Insurance related experience is a plus.

• Requires a working knowledge of Windows computer environment & Office software especially Excel.

#LI-KP1

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity 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.