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.
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