Servicing Analyst

Servicing Analyst

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.
• 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.