Short Insurance Specialist II
$66,164,800–$76,128,000 year
HybridHillsboro, Oregon, United States
Job Summary
Handle end-to-end loan casework with minimal supervision, including intake, processing, reviewing, and decisioning to meet policy guidelines and protect the credit union from risk. Evaluate and audit complex loan files for contracts, monitor departmental SLAs via dashboard, and process financial transactions such as auto settlements, refunds, payoffs, and general ledger reconciling. Negotiate to ensure financial payments are satisfied and recover maximum claims and refunds by reviewing supplemental requests. Develop legal compliance procedures, assist leadership with research, and lead departmental special projects. Train associates and partner with business units for seamless total loss account transitions.
Required Qualifications
- Minimum 3 years' experience in customer service or administration
- Experience in the financial services industry
- Default management experience
- Strong understanding of Bankruptcy code and Loan Modifications
- Working knowledge of GAAP guidance pertaining to Troubled Debt Restructure (TDR)
- Solid understanding of GSE & Participation servicing guidelines
- Proficiency with consumer contract structure and default clauses
- Ability to anticipate needs and prioritize projects in a fast-paced environment with tight deadlines and high-volume peaks while producing high-quality work
- Ability to identify risk and provide recommendations to mitigate loss
- Strong business communication skills
- Ability to write/speak clearly and professionally for a variety of audiences
- Ability to foster strong relationships with internal and external stakeholders
- Proven ability to professionally handle sensitive documents
- Strong research, analytical, problem solving and critical thinking skills
- Excellent attention to detail
- Solid knowledge of the financial services industry operating areas
- Working knowledge of Microsoft Office Suite
- Bachelor's degree in Business Administration or equivalent education and work experience
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