Policy Procurement Associate
- Makes outbound contacts on a variety of loan and policy types in an attempt to secure policy renewals.
- Follows workflow directive from the leadership team to determine priority of work
- Notates accounts to maintain record of due diligence and attempts made to obtain documentation
- Updates residential policies to maintain coverage and keep policies in an active status
- Communicates with leadership team over potential issues that will have a negative impact on the loan
- Communicates with borrowers and their agencies to make sure client standards are upheld
- Maintains database and spreadsheet files. 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.
- Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.
- High School Diploma/GED
- Strong organizational and analytical skills
- Computer knowledge - Windows based environment
- Attention to detail
- Ability to prioritize workflow and work in a fast paced environment
- Customer service oriented
- Works well in a team environment
- Excellent written and verbal communication skills
- Attendance/Quality/Production must meet PFI standards
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
- Some College work
- Previous property insurance and or mortgage servicing experience
- Proficient with MS Office
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