Lender Task Administrator

Allied Solutions; Dakota Dunes (SD); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Company-paid life and disability

401k with company match

Three weeks PTO

Job summary

Allied Solutions is seeking a Lender Task Administrator to partner with client and internal teams, ensuring day-to-day management of CPI/LPI and timely notices for lenders and borrowers.

The role emphasizes workflow administration, issue resolution, and data analysis to improve product performance and client experience. Ideal candidates have strong communication, reliability, and organizational skills.

Qualifications

• High school diploma or GED required.
• Associate degree or technical/vocational training preferred.
• Excellent verbal and written communication.
• Ability to work independently and handle multiple tasks.

Responsibilities

• Process and audit notices, certificates, premiums, and client requests for CPI/LPI.
• Manage premium collection and refunds for timeliness and accuracy.
• Serve as SME for CPI/LPI day-to-day inquiries.
• Forecast client requirements to deliver exceptional service.
• Track workloads and SLA performance; resolve issues promptly.

Skills

Strong communication

Attention to detail

Customer service mindset

Time management

Independent worker

Education

High School Diploma or GED

Associate’s degree or vocational/technical degree preferred

Job description

The Lender Task Administrator position will partner with client and internal teams to ensure long-term professional relationships by providing day-to-day management of the CPI/LPI and review of the lender cycle. Working closely with internal business units, the Lender Task Administrator will be responsible for ensuring Lenders receive billings and reports correctly and borrowers receive Notices accordingly.

Job Duties and Responsibilities

Work Flow Management/Administration (60%)

• Process and audit notices, certificates, premium, images, client requests, and other aspects of day-to-day management of CPI and LPI.
• Manage premium collection and refunding for timeliness and accuracy
• Subject Matter Expert for internal employees on day-to-day operational questions pertaining to CPI/LPI.
• Forecast the client’s requirements to deliver exceptional service and solutions.
• Identify, elevate, and manage tasks related to program impacts to the client, sales and loan servicing teams.
• Answer questions, correct errors, and resolve discrepancies.
• Follow up and resolve problems or issues relative to insurance coverage.
• Track and report this information to Management.
• Track accounts to ensure timely processing, manage premium collection and refunding for timeliness and accuracy.
• Provide communication in response to issues presented.
• Assist with internal requests to research issues, determine root cause, and recommend procedures to eliminate/reduce repetition.
• Ensure high standards of quality are maintained.
• Process queues/reports/products.
• Maintain timely workloads (SLA’s).
• Other responsibilities and duties as assigned.

Issue resolution (20%)

• Ensure resolution of significant issues through the coordination and collaboration with internal teams.
• Research issues quickly and thoroughly to develop clear messaging based on data and facts; ability to present information effectively to client and internal teams.
• Mature critical thinking and analysis capabilities; able to evaluate information, identify key issues and solutions based on sound, practical judgement, experience, and common sense.
• Track and report any issues to management, and diligently follow through until resolution is achieved.

Data Analysis and Operational Processing (20%)

• Analyze loan level indicators for overall awareness and issue prevention; provide strategic guidance to optimize product performance and improve overall client experience.
• Review and analyze reporting for client portfolio; work directly with management to implement process changes.
• Accurately verify, key, and/or memo insurance information in relation to all product/coverage types (Vehicle, Flood, Windstorm, Hazard, etc.).
• Update loan history based on research and documentation received (either written or verbal).
• Accurately compose written information for loan histories.
• Meet or exceed set goals and assigned workload expectations for productivity and quality.
• Other responsibilities and duties as assigned.

Qualifications (Education, Experience, Certifications & KSA)

• Strong communication skills; both verbal and written, necessary to develop and foster positive relationships with multiple internal teams and co-workers.
• Less than 12 months of related experience required.
• High School Diploma or GED required.
• Associate’s degree or Vocational or Technical School Degree preferred.
• Be resourceful, assertive, detail-oriented, and highly self-motivated to resolve critical client servicing needs.
• Ability to work independently and take ownership of client issues, perform successfully under minimal supervision.
• Strong organizational skills; must be able to prioritize workload based on importance; adaptable to change and must be able to work individually and part of a team.
• Be proactive and find problems before they occur; be resourceful and have the drive to find the root cause.
• Adapt to change in workload, department changes, and internal processes.

Benefits

• medical, dental and vision insurance coverage
• 100% company-paid life and disability coverage
• 401k options with company match
• three weeks PTO by the end of the first year

and much more.

Culture & Commitment

Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels.

Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.

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.

When you join Allied Solutions, you are part of a company that’s been recognized for its commitment to making an impact.

Allied has been ranked by Forbes as one of America's Best Midsize Employers.

Allied's customer service team has received the Center of Excellence certification by BenchmarkPortal for eight consecutive years.

And in 2022, Allied was honored with a Spirit United award, acknowledging our 13-year relationship with United Way of Central Indiana.

As Allied continues to expand into new markets and reach new clients, opportunities to join the company and advance your career grow as well.

Allied continually invests in learning and development resources to help you build new skills and advance your career.

Come grow with us!

Thank you for your interest in Allied Solutions.

Allied Solutions roles are listed with Job Category beginning with ALD.