Allied Solutions LLC · 18 hours ago
Inbound Mortgage Customer Service Specialist
Carmel, IN
Full-time
Onsite
New Grad, Entry LevelAllied Solutions LLC is seeking an Inbound Mortgage Customer Service Specialist to provide high-quality customer service and maintain solid customer relationships. The role involves handling inbound and outbound calls, verifying insurance information, and resolving customer issues related to various mortgage accounts.
FinanceInformation TechnologyFinancial Services
Responsibilities
Handle incoming borrower, agent and lender calls at a professional level
Accurately compose written information for loan histories
Accurately verify, key and/or memo insurance information in relation to all Creditor Placed Insurance (CPI) product types and CPI cancels
Ability to follow up and resolve customer problems or issues
Mentor fellow co-workers as requested by supervisor
Report any system and related issues
Correctly work Mortgage, Escrow, Commercial, Condo and Flood accounts
Keying escrow premium
Resolving difficult accounts / problem solving
All accounts need worked in accordance to all regulations
Taking ownership of account to assure further escalation does not transpire
Level 3 inbox emails from borrower to help rectify outstanding issues
Review insurance policies for compliance and lender requirements as well as cancel vehicle CPI policies
Assure CPI Cancel protocol/procedures are being followed
Quality must be maintained to minimize premium loss
Meet set goals and assigned workload expectations for productivity
Meet and exceed Quality audits and metrics
Ability to be coached and learn from previous errors and know what is needed to improve
Meet monthly regarding scorecard metrics
Qualification
Required
High school diploma or GED required
Ability to distribute and exchange information with others
Strong attention to detail and organization skills required
Strong problem solving and analytical abilities
Dependable and reliable
Ability to acknowledge and respect confidential information
Excellent telephone, written and verbal communication skills with strong customer service focus
Professional interaction with employees, peers and customers
Answers questions, corrects errors and resolves discrepancies
Ability to learn quickly
Ability to remain composed and effective under pressure
Benefits
Medical, dental and vision insurance coverage
100% company-paid life and disability coverage
401k options with company match
Three weeks PTO by the end of the first year
Much more
Company
Allied Solutions LLC
Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 6,000 financial institutions in North America.
Founded in 2000
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brian Urbanski
EVP Corporate Services & CFO
Jeff Kircher
Senior Vice President and Chief Financial Officer
Recent News
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