Loan Servicing Analyst - Insurance & Tax Compliance

Spectraforce Technologies, Inc.; Dallas (TX); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Spectraforce Technologies, Inc. is seeking a Hybrid Business Analyst/Servicing Analyst in the Dallas, TX area to support the Loan Services Tax and Insurance team. You will review and manage insurance compliance, coordinate document submissions, and assist with tax-related servicing tasks.

The role requires strong communication, attention to detail, and experience in mortgage servicing or related finance fields. Collaboration with borrowers, agents, and internal teams is essential.

Qualifications

• Bachelor's degree preferred.
• Experience with HUD, Fannie Mae, Freddie Mac systems preferred.
• Demonstrate strong written and verbal communication skills.
• Maintain proficiency in Microsoft Word and Excel.
• Knowledge of Microsoft Copilot and Power BI is preferred.
• Prior commercial mortgage servicing, insurance, tax, or real estate finance experience preferred.
• Must demonstrate analytical and problem-solving skills.
• Ability to perform effectively in a customer-focused, team-oriented environment while demonstrating professionalism, collaboration, and sound judgment.

Responsibilities

• Notify borrowers and/or insurance agents of expired or non-compliant insurance coverage that does not meet loan document requirements.
• Request required insurance documentation to support insurance waiver submissions.
• Upload renewal documents, policies, and waiver support documentation to lender portals, as needed.
• Obtain Schedules of Values (SOVs) for insurance policies and apply information to internal templates for compliance validation.
• Request insurance invoices and paid receipts from borrowers and/or insurance agents.
• Request shortage amounts related to tax or insurance obligations.
• Prepare submissions for new insurance vendor payees.
• Create and submit overnight payment alerts, as required.
• Request insurance reinstatements from borrowers and/or insurance agents.
• Order Marshall & Swift evaluations to support verification of updated property values.
• Ensure insurance and tax-related servicing activities are completed in accordance with loan documents, investor requirements, and internal policies.
• Track outstanding requests and follow up in a timely manner to ensure resolution of open insurance, tax, and compliance items.
• Exercise sound judgment in identifying issues, escalating concerns, and ensuring timely resolution of borrower, insurance, tax, and servicing-related matters.
• Maintain accurate documentation and status updates within applicable servicing systems and tracking tools.

Skills

Written and verbal communication

Word proficiency

Excel proficiency

Power BI

Microsoft Copilot

Analytical skills

Problem solving

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Power BI

Microsoft Copilot

Job description

Spectraforce Technologies, Inc. is seeking a Hybrid Business Analyst/Servicing Analyst in the Dallas, TX area to support the Loan Services Tax and Insurance team. You will review and manage insurance compliance, coordinate document submissions, and assist with tax-related servicing tasks.

The role requires strong communication, attention to detail, and experience in mortgage servicing or related finance fields. Collaboration with borrowers, agents, and internal teams is essential.