What are the responsibilities and job description for the Associate Lender Review Analyst position at Lockton?
Your Responsibilities
- Manages renewal transactions, certificate reviews, and lender relationships.
- First point of contact for all lending clients.
- Reviews initial information provided by clients to ensure completion and accuracy.
- Manages project board pipeline.
- Adds incoming transactions to the project board, prepares files in the system and assigns an analyst.
- Coordinates via email and phone with lenders and outside insurance contacts or brokers for additional remaining items.
- Coordinates with internal resources and research topics as needed.
- Tracks and provide weekly/monthly reporting to leadership.
- Attends and occasionally lead department meetings.
- Prepares invoices for lenders based upon fee agreements and follow up for payments.
- Make a positive contribution to customer satisfaction and strive to improve client service experience.
- Other additional responsibilities as assigned.
- High school diploma (or GED) required.
- One (1) year of insurance experience. May consider a college degree or some college hours in lieu of insurance experience.
- Adept in the Microsoft Office Suite (Word, Excel, PowerPoint and Outlook).
- Strong attention to detail.
- High aptitude for accuracy in mathematical calculations.
- Strong organizational and time-management skills, with the ability to prioritize and meet sensitive deadlines.
- Strong verbal, written and interpersonal communication skills.
- Self-initiation, desire and willingness to further insurance knowledge and keep current on trends impacting the industry.
- Ability to travel and work outside of normal hours due to business demands.
- Legally authorized to work in the United States.