Servicing Analyst

Spectraforce Technologies; Dallas (TX); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Spectraforce Technologies is seeking a Servicing Analyst in Dallas, TX on a hybrid schedule. The role focuses on insured loan servicing tasks including insurance tracking, documentation, and compliance with loan agreements.

The candidate should have strong communication, analytical abilities, and experience with HUD/Fannie Mae/Freddie Mac systems. Proficiency in Word, Excel, and Power BI is preferred, with a customer-focused, team-oriented approach.

Qualifications

• Bachelor's degree preferred.
• Experience with HUD, Fannie Mae, Freddie Mac systems preferred.
• Strong written and verbal communication.
• Proficiency in Microsoft Word and Excel.
• Knowledge of Power BI preferred.
• Experience in commercial mortgage servicing, insurance, tax, or real estate finance preferred.
• Analytical and problem-solving skills.
• Customer-focused, team-oriented with professionalism and sound judgment.

Responsibilities

• Notify borrowers/agents of expired or non-compliant insurance.
• Request required insurance documentation for waivers.
• Upload renewal docs to lender portals.
• Obtain SOVs for policies and apply to templates for compliance.
• Request insurance invoices and receipts.
• Request tax/insurance shortage amounts.
• Prepare submissions for new insurance vendor payees.
• Submit overnight payment alerts.
• Request insurance reinstatements.
• Order Marshall & Swift evaluations to support value updates.
• Ensure insurance and tax servicing complies with documents and investor requirements.
• Track outstanding requests and follow up for resolution.
• Escalate issues and ensure timely resolutions.
• Maintain documentation in servicing systems.

Skills

Communication

Analytical skills

Problem solving

Teamwork

Customer focus

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Power BI

HUD systems

Job description

Title:- Servicing Analyst

Location:- Dallas, TX (Hybrid)

Duration:- 12 months

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.

Qualifications

• Bachelor's degree preferred
• Experience with HUD, Fannie Mae, Freddie Mac, and related systems is 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 is 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.