Configure new CPI/LPI and Tracking lenders within Unitrac per the specifics of each unique lender
Support department leaders in improving metrics while achieving operational excellence
Partner with Development Team on loan and collateral tracking system enhancements and bug fixes
Research and analyze service agreements, needs analysis, and meeting summaries to capture requirements needed to create and configure new CPI/LPI and Tracking lenders within Unitrac
Collaborate with Implementation Managers, Client Experience Account Managers, and Loan File Analysts to investigate and direct data transformation projects
Lead the product analysis calls to review configuration of new lenders prior to loan files being imported
Process incoming help desk tickets related to notice timing changes, notice template changes, report changes, configuration, and general lender updates
Identify and present solutions and suggestions to department leadership to improve or enhance current systems
Participate in self and group training to ensure a thorough comprehension of CPI/LPI Compliance as it relates to vehicle, mortgage, and commercial real estate
Take on special projects for compliance updates spanning all lenders, changes to systems from QA, new Unitrac enhancements, etc.
Troubleshoot lender set ups scenarios brought forward from Client Experience Account Manager / CRRM teams
Process General Change Forms submitted by CPFM for vehicle & mortgage portfolios, update Unitrac, and validate changes
Collaborate with carriers on master policy set up issues
Set up new carriers in Unitrac based on carrier filings and new CPI offerings
Verify accuracy of forms and report inconsistencies between system and requested changes to CPFM staff
Send appropriate information to CPI/LPI carriers for the creation of endorsements to master policies
Update/add CPI/LPI carriers Add/change rates, cancellation methods within the loan, and collateral tracking system
Generate month end files for CPI/LPI carriers and assist with any issues that may occur
Partner with legal and compliance on tax corrections or changes for LPI
Requirements
High School Diploma required
Bachelor’s Degree in a related field preferred
2+ years of directly related work experience required
Ability to manage multiple highly visible projects
Proven ability to create and drive strategies to prevent and resolve client issues
Excellent problem solving and analytical abilities
Strong interpersonal skills to interact with clients, management, and peers
Effective cross-department communication with strong attention to detail
Adaptable to change and ability to make independent decisions
Ability to handle confidential information in a responsible manner
Sound decision making and critical thinking skills
Expert organization, time management, and prioritization skills