[Remote] Loan Processing Coordinator (Entry Level)
Note: The job is a remote job and is open to candidates in USA. Input 1 is seeking a Loan Processing Coordinator to join their team. The role involves reviewing and processing accounts, communicating with customers, and ensuring timely funding of policies.
Responsibilities
- Review and process auto-created accounts with precision
- Proactively communicate with customers to obtain necessary items for policy funding
- Verify relationships between agents, general agents, and insurance companies
- Identify and implement necessary account changes
- Foster strong business relationships through superior service
- Enter approved premium finance agreements into our system
- Ensure timely funding of policies through daily review of disbursement holding reports
- Provide management with updated statuses of premium finance agreements and unfunded policies
Skills
- High school diploma required; college education preferred
- 0-3 years of related experience (Banking, Financial Services, Insurance, Retail, Customer Service, or Admin roles)
- Ability to communicate effectively with customers, peers, and management
- General computer literacy (Microsoft Outlook, Word, Excel)
- Service-oriented mindset with a focus on customer satisfaction
- Strong attention to detail
Company Overview