Servicing Analyst

Creative Solutions Services, LLC; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Creative Solutions Services, LLC is seeking a Servicing Analyst for the Loan Services Tax and Insurance team. You will manage insurance documentation, coordinate with borrowers and agents, and ensure compliance with loan documents and investor requirements.

Key duties include obtaining SOVs, processing invoices, submitting new vendor payees, and tracking outstanding requests. You’ll work in a collaborative, detail-driven environment with a focus on timely resolutions.

Qualifications

• Bachelor’s degree preferred.
• Strong written and verbal communication skills.
• 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.
• Demonstrated 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

Communication skills

Microsoft Word

Microsoft Excel

Power BI

Microsoft Copilot

Analytical thinking

Problem-solving

Teamwork

Education

Bachelor’s degree preferred

Tools

Power BI

Lender portals

Job description

The Loan Services Tax and Insurance team is looking for a Servicing Analyst who will focus on the following 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
• 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