Lender Task Administrator

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

Benefits offered by this job

Medical, dental, and vision insurance

100% company-paid life and disability coverage

401(k) options with company match

Three weeks PTO by the end of the first year

Job summary

Allied Solutions, LLC is seeking a Lender Task Administrator to manage client relationships and oversee the CPI/LPI processes. This role requires processing notices, audits, and resolving discrepancies while maintaining strong communication with internal teams.

The ideal candidate will possess strong organizational skills, be detail-oriented, and have a high school diploma or GED, with an associate's degree preferred. Benefits include medical insurance, a 401(k) plan, and generous PTO.

Qualifications

• Strong communication skills to develop relationships with internal teams.
• Less than 12 months of related experience required.
• Resourceful and self-motivated to resolve client servicing needs.

Responsibilities

• Process and audit notices and certificates for CPI and LPI.
• Ensure resolution of significant issues through coordination with teams.
• Analyze loan-level indicators for product performance.

Skills

Strong verbal and written communication skills

Detail-oriented

Strong organizational skills

Proactive problem identification

Education

High School Diploma or GED

Associate’s degree or Vocational/Technical School Degree

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.
  • Serve as 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 or reduce repetition.
  • Ensure high standards of quality are maintained.
  • Maintain queues, reports and products.
  • Maintain timely workloads (SLAs).
  • Other responsibilities and duties as assigned.
• Issue Resolution (20%)
  • Ensure resolution of significant issues through coordination and collaboration with internal teams.
  • Research issues quickly and thoroughly to develop clear messaging based on data and facts and present information effectively to client and internal teams.
  • Demonstrate mature critical‑thinking and analysis capabilities; evaluate information, identify key issues and solutions based on sound 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 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 for all product/coverage types (Vehicle, Flood, Windstorm, Hazard, etc.).
  • Update loan history based on research and documentation received (written or verbal).
  • Accurately compose written information for loan histories.
  • Meet or exceed set goals and workload expectations for productivity and quality.
  • Other responsibilities and duties as assigned.

Qualifications (Education, Experience, Certifications & KSA)

• Strong verbal and written communication skills, 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/Technical School Degree preferred.
• Resourceful, assertive, detail‑oriented, and highly self‑motivated to resolve critical client servicing needs.
• Ability to work independently and take ownership of client issues, performing successfully under minimal supervision.
• Strong organizational skills; ability to prioritize workload based on importance, adaptable to change, and able to work individually and part of a team.
• Proactive in identifying problems before they occur, resourceful, and driven to find root causes.
• Adaptable to changes in workload, departmental changes, and internal processes.

Benefits

• Medical, dental, and vision insurance coverage.
• 100% company‑paid life and disability coverage.
• 401(k) options with company match.
• Three weeks PTO by the end of the first year.
• Other benefits as part of a robust compensation package.

Equal Employment 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.