[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