Lender Task Administrator
Core
Administer lender-placed insurance (CPI/LPI) programs, managing billing, reporting, notices, and account activity to ensure compliance and service quality.
Role type
Lender Task Administrator (Insurance Operations)
Builds
Insurance coverage data, billing reports, and client notices for lenders and borrowers
Domain
Financial Services / Mortgage Lending / Insurance Administration
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Insurance data management, billing processing, root cause analysis, issue escalation, portfolio reporting, regulatory compliance, workflow administration, premium collection/refunds, documentation verification
Preferred skills
Associate degree or vocational training, analytical thinking, process improvement
Technologies
Loan servicing systems, insurance coverage platforms, reporting tools
Responsibilities
Manage daily administration of CPI/LPI programs including notices, certificates, premiums, and client requests; Process, audit, and maintain insurance information for lenders and borrowers; Manage premium collection and refunds; Identify, escalate, track, and resolve operational issues affecting clients and loan servicing teams; Research discrepancies and recommend process improvements; Analyze loan-level indicators and client portfolio reporting to identify potential issues; Review and verify insurance information across vehicle, flood, windstorm, and hazard coverage types.