Inbound Mortgage Customer Service Specialist

Allied Solutions, LLC; United States; On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) options with company match

Paid time off

Job summary

Allied Solutions, LLC is seeking a detail-oriented professional with a focus on customer service. This role involves handling a significant volume of borrower, agent, and lender calls. Candidates should have strong communication skills and the ability to manage various insurance-related duties, ensuring compliance with relevant regulations.

The position offers a robust benefits package, including health insurance, 401(k) match, and paid time off, making it an attractive opportunity for those looking to advance their careers in a supportive environment.

Qualifications

• High school diploma or GED required.
• Strong attention to detail and organizational skills.
• Excellent customer service and communication skills.

Responsibilities

• Handle incoming borrower and lender calls professionally.
• Manage insurance information and loan histories.
• Resolve customer issues and aid co-workers.

Skills

Attention to detail

Analytical abilities

Communication skills

Problem-solving

Organizational skills

Education

High school diploma or GED

Job description

Job Duties and Responsibilities

• Inbound Calls – 75%: Handle incoming borrower, agent and lender calls at a professional level.
• Accurately compose written information for loan histories and verify, key and/or memo insurance information in relation to all Creditor Placed Insurance (CPI) product types and CPI cancels.
• Resolve customer problems or issues, mentor co‑workers as requested, and report any system and related issues.
• Correctly work Mortgage, Escrow, Commercial, Condo, and Flood accounts; key escrow premium; resolve difficult accounts and problem‑solve; ensure all accounts are handled in accordance with regulations and take ownership to prevent escalation.
• Manage Level 3 inbox emails from borrowers to help rectify outstanding issues.
• CPI Cancel – 15%: Review insurance policies for compliance and lender requirements, cancel vehicle CPI policies, and ensure CPI Cancel protocol and procedures are followed while maintaining quality to minimize premium loss.
• Metrics – 10%: Meet set goals and workload expectations for productivity, exceed Quality audits and metrics, and attend monthly scorecard meetings.

Qualifications

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

Benefits

We offer a robust compensation package, including medical, dental, and vision insurance coverage; 100% company‑paid life and disability coverage; 401(k) options with company match; and three weeks of paid time off by the end of the first year, among many additional benefits.

Equal Opportunity

All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.