Data Reporting Admin

Summary:

The Loss Draft Reporting Admin (Intern) will work excel reports and complete corresponding tasks in the loss draft module.  This will include outbound phone calls.  All activity pertaining to the claim must be documented in the loss draft module and in some cases the client’s servicing system as well.

Essential Duties and Functions: include the following. Other duties may be assigned.

Make outbound phone calls to insurance carriers to follow up on claims

Understand and apply business rule and investor requirements

Document claim activity in the loss draft module

Review reports and complete them per provided job instructions

Competencies:

Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.

Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.

Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.

Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.

Problem-solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.

Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.

Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.

Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required:

High School Diploma/GED

Computer knowledge required - Proficient in Windows based environment

Microsoft Office Skills

Strong analytical skills

Customer Service Skills

Strong communication skills both written/verbal

Strong organizational skills

Attention to detail

Ability to prioritize workflow and work in a fast paced environment

Works well in a team environment

Attendance/Quality/Production must meet or exceed PFI standards

Preferred:

Customer Service Experience

College degree

Insurance/Mortgage Servicing knowledge

Property insurance claim experience

Physical Requirements Necessary on a Regular Basis:

1. Repetitive motion. Manual dexterity, arm and upper body range of motion are sufficient

for use of a keyboard, mouse, and telephone 7-8 hours per day.

2. Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.

3. Vision sufficient for use of a computer monitor.

4. Sedentary position. Ability to sit at a desk for 7-8 hours per day.

This job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.

EEO Statement:

The above statements are intended to describe the general nature and level of work being performed.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Proctor Loan Protector provides equal employment opportunities (EEO) to all employees and applicants including Veterans and those with disabilities.