Provide financial advice to clients on retirement planning, investing, education savings, and life insurance protection, generating leads and presenting customized financial proposals.
Responsibilities
Generate leads and meet with clients
Complete financial needs analysis
Present customized financial proposals
Strategize with Area Managers and Relationship Managers to identify potential customers
Follow up with potential customers after appointments
Requirements
Minimum Diploma in Finance or another related field
Responsible for managing and ensuring compliance of commercial property insurance for mortgage loans, including policy review, premium disbursement, loss administration, and coordination with borrowers and insurers.
Compensation
This position is eligible to earn a base hourly rate in the range of $20.67 - $31.25 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Responsibilities
Review, analyze and interpret all types of property and liability insurance policies, operating statements and property appraisals for commercial loans to ensure compliance with the loan documents, investor requirements and internal policies and procedures.
Manage and ensure the data contained in the servicing system is updated to reflect the current status regarding insurance policy effective dates and coverage amounts.
Monitor and manage the disbursement of payment of all insurance premiums for the commercial mortgage loans for which there are escrow funds being held and any force place insurance premiums.
Monitor and collect the necessary documentation to determine that all non-escrowed loans have adequate insurance policies in force.
Initiate and oversee any forced place insurance coverage that is required due to inaction of the borrower.
Perform basic research, data entry, and documentation tasks while supporting project teams with administrative and analytical work in the claims domain.
Responsibilities
Perform basic research, data entry, and documentation tasks
Support project teams with administrative and analytical work
Learn claims processes and consulting methodologies
Participate in training and knowledge sessions
Maintain accuracy and timeliness in assigned deliverables