Insurance Coordinator

MicroSourcing; Manila; On-site; PHP 223,000 - 391,000; Full time

Job summary

MicroSourcing in the Philippines is seeking a detail-oriented Insurance Coordinator to manage insurance documentation throughout the US mortgage loan pipeline, ensuring compliance, proper coverage, and smooth collaboration among homeowners, insurers, and internal teams.

In this fast-paced role, you will use Calyx Point and other processing systems, verify coverage, coordinate dockets, communicate with homeowners and vendors, and escalate issues as needed to keep files moving toward loan closing.

Qualifications

• Minimum 1+ years in Mortgage Processing, Escrow, Insurance, or related admin/processing role.
• Direct background in US Real Estate and/or Mortgage Processing is preferred.

Responsibilities

• Insurance Documentation Management: Order, upload, and organize homeowner, flood, and condo master policies using Calyx Point and other systems.
• Coverage Verification & Review: Verify accuracy, loss payee clauses, and adequate coverage per standards.
• Pipeline & Docket Management: Use status reports to prioritize active dockets and assist processing and closing teams.
• Homeowner & Vendor Communication: Gather documentation, resolve issues, and manage insurance orders.
• Issue Escalation: Elevate complex orders or discrepancies promptly.
• Cross-Functional Collaboration: Work with processors, closers, and funders to drive applications to closing.
• Post-Closing Support: Assist servicing with updating loss payee after funding.
• Compliance & Continuous Learning: Adhere to policies and regulations while expanding skills.

Skills

Communication

Attention to detail

Workflow management

Adaptability

English proficiency

Tools

Calyx Point

Microsoft Office / Google Workspace

Job description

We are looking for a detail-oriented and customer-focused Insurance Coordinator to join our team. In this role, you will play a critical part in managing insurance documentation throughout the US mortgage loan pipeline and ensuring full compliance, adequate coverage, and seamless collaboration between internal teams, homeowners, and insurance vendors.

If you thrive in a fast-paced environment, possess exceptional communication skills, and enjoy utilizing specialized processing systems to drive closing success, we want to hear from you.

Key Responsibilities

• Insurance Documentation Management: Order, upload, and organize homeowner, flood, and condo master insurance policies using Calyx Point and other proprietary processing systems.
• Coverage Verification & Review: Review insurance documents thoroughly to verify accuracy, correct loss payee clauses, and ensure adequate coverage according to company and regulatory standards.
• Pipeline & Docket Management: Utilize status reports to prioritize active dockets, assisting processing and closing teams in moving files efficiently toward loan closing.
• Homeowner & Vendor Communication: Communicate and follow up promptly with homeowners and insurance providers to gather required documentation, resolve property insurance issues, and manage insurance orders.
• Issue Escalation: Identify and elevate complex insurance orders or title/coverage discrepancies to the appropriate parties in a timely manner.
• Cross-Functional Collaboration: Partner closely with internal processors, closers, and funders to drive applications across the finish line smoothly.
• Post-Closing Support: Assist the servicing department with updating or amending the loss payee once loan funding has occurred.
• Compliance & Continuous Learning: Ensure strict adherence to company policies, industry regulations, and legal guidelines while continually expanding your mortgage processing and pipeline management skills.

Qualifications & Requirements

Education & Experience

• Minimum Experience: 1+ years of experience as a Mortgage Processor, Escrow Assistant, Insurance Agent, or in a closely related administrative/processing role.
• Preferred Experience (Nice to Have): Direct background in US Real Estate and/or Mortgage Processing.

Hard Skills

• Primary Skills:
• Proficiency in mortgage LOS software (e.g., Calyx Point) and insurance policy validation.
• Fluency in Microsoft Office Suite and/or Google Workspace (Docs, Sheets, Drive).
• Preferred Skills (Nice to Have):
• Prior experience using real estate fintech software or automated document routing platforms.

Core Competencies

• English Language Proficiency: Excellent written and verbal communication skills with a strong command of professional customer service principles.
• Fastidious Attention to Detail: High accuracy in reviewing complex documents and identifying policy gaps or missing data.
• Pipeline & Priority Management: Strong organizational ability to track multiple files simultaneously and meet strict closing deadlines.
• Adaptability & Drive: Enthusiasm for joining an agile, growth-oriented company at the intersection of real estate and consumer fintech.