Responsible for supporting core servicing and claims administration processes across the mortgage insurance lifecycle, from activation through claim payment. This role focuses on executing standardized tasks with accuracy, timeliness, and strong customer service while building foundational knowledge of MI operations.
What you'll do
Process routine servicing transactions, including activation support, premium processing, and basic certificate maintenance
Assist with claims intake and documentation review for completeness
Respond to standard customer inquiries via phone, email, and portal
Ensure adherence to established policies, procedures, and service level agreements (SLAs)
Support the Online Self-Service Portal by assisting users and escalating issues as needed
Perform data entry, validation, and reconciliation activities across systems and reports
Assist in generating operational reports and tracking basic metrics
Identify discrepancies and escalate issues to senior team members
Participate in training and development activities to build MI knowledge
Maintain accurate documentation of work performed
Deliver stellar customer service to our Customers (Internal and External, Vendors and Business Partners
Service the Anza book of business with an innovative and automation mindset to drive results while maintaining integrity and great attention to detail
Assist other departments in their needs with a teamwork mindset and an overall big picture outlook of the Anza MI Corporation
Qualifications
Minimum Education
Bachelor’s degree preferred or equivalent experience
Minimum Experience
3-5 years of relevant mortgage and/or financial services experience
Minimum Skills
Strong attention to detail and accuracy
Basic understanding of customer service principles
Ability to follow processes and procedures consistently
Good organizational and time management skills
Effective written and verbal communication
Ability to learn quickly in a structured environment
What We Offer
We’re committed to creating an environment where our team members can thrive both professionally and personally. We currently offer:
Competitive Compensation – Including salary and performance bonuses.
Comprehensive Benefits – Health, dental, vision, and mental wellness support.
Retirement Savings – 401(k) with company matching.
Career advancement opportunities with business growth.
Inclusive Culture – A diverse, collaborative, and supportive workplace where every voice is valued.
Perks & Extras – Generous PTO, team events, wellness programs, and more.
Numbers & Facts
Location
North Carolina
Skills
Analysis Skillsunmatched
Automationunmatched
Business Growthunmatched
Claims Processingunmatched
Customer Escalationsunmatched
Customer Support/Serviceunmatched
Data Entryunmatched
Detail Orientedunmatched
Documentationunmatched
Documentation Reviewunmatched
Insurance Claimsunmatched
Internet/Online Serviceunmatched
Maintain Complianceunmatched
Metricsunmatched
Mortgage Insuranceunmatched
Mortgage Servicingunmatched
Organizational Skillsunmatched
Policy Developmentunmatched
Presentation/Verbal Skillsunmatched
Procedure Developmentunmatched
Reconciliationunmatched
Reporting Skillsunmatched
Service Level Agreement (SLA)unmatched
Team Playerunmatched
Time Managementunmatched
Training/Teachingunmatched
Transaction Processing/Managementunmatched
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