Quality Assurance Associate

Proctor Financial, Inc.; Daytona Beach (FL); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Health benefits

401k plan

Student loan assistance

Mental health services

Paid time off

Job summary

Proctor Financial, Inc. in Daytona Beach, FL is seeking a detail-oriented reviewer to validate data updates across data entry, loss drafts and call center processes.

You will compare document images with updates in multiple servicing systems and ensure accuracy per client rules. The role requires strong organizational skills, attention to detail, and the ability to prioritize in a fast-paced team environment.

Qualifications

• High School Diploma or equivalent; strong organizational and analytical skills.
• Proficient in Windows-based environment – Word, Excel, Access.
• Quality/Production must meet or exceed standards.
• Attendance, professionalism and a positive attitude must be maintained.
• Quality, insurance and claims experience helpful; mortgage servicing a plus.

Responsibilities

• Review client instructions and ensure data updates match specifications.
• Understand servicing platforms and lender placed processes.
• Identify discrepancies and document for training and trend analysis.
• Prioritize workflow and maintain production metrics in a fast-paced environment.
• Collaborate with team and perform additional duties as necessary.

Skills

Strong organizational skills

Analytical skills

Attention to detail

Communication skills

Education

High School Diploma

Tools

Word

Excel

Access

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

SUMMARY:

Responsible for performing quality reviews to assure that staff is updating insurance information accurately and taking calls according to the client’s specifications for one of the following areas: Data Entry, Loss Drafts and Call Center. Key elements are reviewed from the document image and compared to the update performed in IIM, Loss Drafts module, EasyTrack and the client(s) servicing system.

Essential Duties and Functions include the following:

• Must have a clear understanding of all processes and various servicing platforms
• Must understand the clients business rules
• Understanding of insurance documents and the lender placed process
• Understanding of the Loss Draft process
• Understanding of procedures to ensure information is updated accurately and production metrics are reached
• Compile and document discrepancies to be used for training and trend analysis
• Identify error trends within processes and report to leadership
• Attention to detail
• Ability to prioritize workflow and work in a fast paced environment
• Works well in a team environment
• Perform additional duties as necessary

Competencies:

• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.
• Interpersonal skills—the individual maintains confidentiality, remains open to others’ ideas and exhibits willingness to try new things.
• Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
• Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
• Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
• Quality control—the individual demonstrates accuracy, thoroughness, and monitors own work to ensure quality.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required:

• High School Diploma; or equivalent work experience helpful
• Strong organizational and analytical skills
• Proficient in Windows based environment – specifically Word, Excel, and Access
• Quality/Production must meet or exceed standards
• Attendance, professionalism and a positive attitude must be maintained
• Quality, insurance and claims experience helpful
• Mortgage servicing, customer service, data entry experience a plus

Physical Requirements Necessary on a Regular Basis:

Repetitive motion. Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day. Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day. Vision sufficient for use of a computer monitor. Sedentary work. Ability to sit at a desk 7-8 hours per day. Worker not substantially exposed to adverse environmental conditions

This job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health &Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.