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Document Administrator II - Wholesale Flood & Insurance

Jacksonville, Florida;

Job Description:

Post funding analysis of insurance requirements, timely processing/resolution of insurance exceptions, and monitoring system of record for upcoming expirations of insurance policies, acting to extend or obtain renewals of the items prior to their expiration. Maintains ticklers on systems of record for these items. Acts to resolve exceptions related to insurance requirements. Must have the ability to multitask with attention to detail and accuracy. Must be customer oriented with effective comprehension, listening, verbal and written communication skills. Must have the ability to work well in a high volume production environment and meet established goals. Must have the ability to work well with others and follow directions.

Essential Job Functions:

  • Generate Insurance requirement letters and send to client/agent/broker.
  • Receive/Review incoming insurance policies for compliance with bank and federal guidelines.
  • Contact client/agent/broker to resolve items out of compliance.
  • Gives technical advice and guidance to business units and interdisciplinary teams on a project.
  • Maintain systems of record for continued monitoring of insurance.
  • Work in a paperless environment and adhere to compliance guidelines.
  • Professional and positive team player, with ability to promote collaboration, and communicate with impact.
  • Learn and adapt quickly, hold self and others accountable for high performance standards.

Enterprise Role Overview:

Primary responsibility is to prepare/review documentation in accordance with Bank policies and procedures, to facilitate closings with the client and to ensure lien perfection. Works on routine to more complex documentation as assigned by Market Leader or designee. Interfaces with company vendors, legal counsel, line partners and clients to ensure world-class documentation accuracy. Completes primary financial booking and initial loan funding. Maintains primary responsibility for accuracy of documentation and SOR financial data, timely delivery of documents, and elimination of controllable re-work.

Required Skills: (Must have these skills to be minimally qualified)

  • Must know BOA platform system knowledge (LoanIQ, CTS, EDR, Genesis) or understanding of commercial property and casualty insurance requirements.
  • Strong verbal and written communication skills.
  • Ability to build partnerships across the organization to ensure efficiency and achieve customer satisfaction.
  • Effective prioritization of multiple tasks, balancing quality and productivity.
  • Proficient time management and attention to detail.

Other Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
  • Excels in working among diverse viewpoints to determine the best path forward.
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Post funding analysis of insurance requirements, timely processing/resolution of insurance exceptions, and monitoring system of record for upcoming expirations of insurance policies, acting to extend or obtain renewals of the items prior to their expiration. Maintains ticklers on systems of record for these items. Acts to resolve exceptions related to insurance requirements. Must have the ability to multitask with attention to detail and accuracy. Must be customer oriented with effective comprehension, listening, verbal and written communication skills. Must have the ability to work well in a high volume production environment and meet established goals. Must have the ability to work well with others and follow directions.

Essential Job Functions:

  • Generate Insurance requirement letters and send to client/agent/broker.
  • Receive/Review incoming insurance policies for compliance with bank and federal guidelines.
  • Contact client/agent/broker to resolve items out of compliance.
  • Gives technical advice and guidance to business units and interdisciplinary teams on a project.
  • Maintain systems of record for continued monitoring of insurance.
  • Work in a paperless environment and adhere to compliance guidelines.
  • Professional and positive team player, with ability to promote collaboration, and communicate with impact.
  • Learn and adapt quickly, hold self and others accountable for high performance standards.

Enterprise Role Overview:

Primary responsibility is to prepare/review documentation in accordance with Bank policies and procedures, to facilitate closings with the client and to ensure lien perfection. Works on routine to more complex documentation as assigned by Market Leader or designee. Interfaces with company vendors, legal counsel, line partners and clients to ensure world-class documentation accuracy. Completes primary financial booking and initial loan funding. Maintains primary responsibility for accuracy of documentation and SOR financial data, timely delivery of documents, and elimination of controllable re-work.

Required Skills: (Must have these skills to be minimally qualified)

  • Must know BOA platform system knowledge (LoanIQ, CTS, EDR, Genesis) or understanding of commercial property and casualty insurance requirements.
  • Strong verbal and written communication skills.
  • Ability to build partnerships across the organization to ensure efficiency and achieve customer satisfaction.
  • Effective prioritization of multiple tasks, balancing quality and productivity.
  • Proficient time management and attention to detail.

Other Qualifications:

  • Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.
  • Excels in working among diverse viewpoints to determine the best path forward.
  • Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner.
  • Commitment to challenging the status quo and promoting positive change.
  • Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
  • Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21072379

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Viviana Renshaw

Referral Bonus:

0