Servicing Analyst

JSR Tech Consulting

  • Dallas, TX
  • 10 days ago

    Highlights

    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. " Exercise sound judgment in identifying issues, escalating concerns, and ensuring timely resolution of borrower, insurance, tax, and servicing-related matters.

    Numbers & Facts

    LocationDallas, TX

    Description

    Right to hire contract position with a major real estate investments firm.

    Hybrid, Downtown Dallas, TX. Accessible via public transportation. Parking available.

    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
    " Experience with HUD, Client, Freddie Mac, and related systems is preferred. ICT/CRT/MAMP
    " 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.

    #LI-AR1

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