Proctor and Company
Business Support Analyst
Proctor and Company - Dallas, Texas, United States, 75215
Work at Proctor and Company
Overview
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Overview
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Summary:
The Service Transfer Analyst is responsible for the analysis, data exceptions, issue resolution, and loan boarding through the LoanSphere Loan Boarding application and the ability to manually board loans to Black Knight. This role ensures all loan data is accurately mapped and boarded within a timely fashion. Essential Functions:
Run LoanSphere Loan Boarding programs to convert and transmit seller data onto Black Knight. Map sellers data fields to corresponding Black Knight fields. Create and/or update tables used to convert data. Review error reports and make necessary corrections to prevent data issues at final conversion. Review data reports and exceptions, determine testing and identify operational impacts. Participate in conference calls with prior servicers, management, and internal departments to ensure smooth conversion and transition. Facilitate conversion-related inquiries and maintain detailed records of each conversion. Complete all assigned tasks, including post-conversion responsibilities. Maintain department standards and meet deadlines, ensuring quality control and accuracy. Proactively inform Servicing Transfer AVP about project status, issues, root causes, solutions, productivity, and concerns. Assess, prioritize, and respond to Loan Boarding team requests. Engage in special projects, adapt to change, and be open to new ideas and responsibilities. Perform other duties as assigned. Education and/or Experience:
Bachelors degree required; High school diploma/GED required. 3-5+ years experience managing customer success. 3-5+ years experience training and managing small to mid-size clients. 2+ years of experience managing process improvement. Strong follow-up, interpersonal, and communication skills. Strong organizational and time management skills. Analytical skills for resource distribution and calendar management. Ability to investigate, understand, and solve complex requests. Proficiency in Microsoft Office products. Ability to work independently under tight deadlines. Knowledge, Skills, and Competencies:
Leadership with ability to foster positive employee engagement. Ability to establish credibility and support organizational priorities. Client-focused with strong execution and results orientation. High attention to detail and analytical skills. High learning agility and problem-solving skills. Excellent communication skills across organizational levels. Interpersonal skills to develop effective relationships. Collaborative work style and multitasking ability. Decision-making abilities and sound judgment. Ability to manage priorities in a fast-paced environment. Self-directed with comfort working with ambiguity. Professional maturity, integrity, and confidentiality. Business acumen with technical aptitude. Advanced skills in Microsoft Project, Word, Excel, PowerPoint. Physical Requirements:
Occasional standing, walking, sitting, reaching, bending, manual tasks. Verbal communication and phone use. Visual acuity, including color and depth perception. Occasional lifting up to 15 pounds. Work Environment:
Professional office setting with standard equipment. The description is not exhaustive of all duties. Employees may perform other job-related tasks as directed. Pay Ranges:
Competitive pay based on skills, experience, and location, with potential for growth. EEO Statement:
Proctor Loan Protector provides equal employment opportunities to all, including Veterans and individuals with disabilities. We focus on total well-being, offering comprehensive benefits such as health, financial, mental health, wellness, paid time off, holidays, and discounts. Enrollment and eligibility vary by benefit. About Us
Proctor Loan Protector is a leader in insurance solutions for the mortgage and property industries, committed to innovation, collaboration, and customer service for over four decades. Part of Brown & Brown, Inc., we invest in technology and talent to enhance client and borrower experiences. We are a silver-level certified veteran-friendly employer. #J-18808-Ljbffr
The Service Transfer Analyst is responsible for the analysis, data exceptions, issue resolution, and loan boarding through the LoanSphere Loan Boarding application and the ability to manually board loans to Black Knight. This role ensures all loan data is accurately mapped and boarded within a timely fashion. Essential Functions:
Run LoanSphere Loan Boarding programs to convert and transmit seller data onto Black Knight. Map sellers data fields to corresponding Black Knight fields. Create and/or update tables used to convert data. Review error reports and make necessary corrections to prevent data issues at final conversion. Review data reports and exceptions, determine testing and identify operational impacts. Participate in conference calls with prior servicers, management, and internal departments to ensure smooth conversion and transition. Facilitate conversion-related inquiries and maintain detailed records of each conversion. Complete all assigned tasks, including post-conversion responsibilities. Maintain department standards and meet deadlines, ensuring quality control and accuracy. Proactively inform Servicing Transfer AVP about project status, issues, root causes, solutions, productivity, and concerns. Assess, prioritize, and respond to Loan Boarding team requests. Engage in special projects, adapt to change, and be open to new ideas and responsibilities. Perform other duties as assigned. Education and/or Experience:
Bachelors degree required; High school diploma/GED required. 3-5+ years experience managing customer success. 3-5+ years experience training and managing small to mid-size clients. 2+ years of experience managing process improvement. Strong follow-up, interpersonal, and communication skills. Strong organizational and time management skills. Analytical skills for resource distribution and calendar management. Ability to investigate, understand, and solve complex requests. Proficiency in Microsoft Office products. Ability to work independently under tight deadlines. Knowledge, Skills, and Competencies:
Leadership with ability to foster positive employee engagement. Ability to establish credibility and support organizational priorities. Client-focused with strong execution and results orientation. High attention to detail and analytical skills. High learning agility and problem-solving skills. Excellent communication skills across organizational levels. Interpersonal skills to develop effective relationships. Collaborative work style and multitasking ability. Decision-making abilities and sound judgment. Ability to manage priorities in a fast-paced environment. Self-directed with comfort working with ambiguity. Professional maturity, integrity, and confidentiality. Business acumen with technical aptitude. Advanced skills in Microsoft Project, Word, Excel, PowerPoint. Physical Requirements:
Occasional standing, walking, sitting, reaching, bending, manual tasks. Verbal communication and phone use. Visual acuity, including color and depth perception. Occasional lifting up to 15 pounds. Work Environment:
Professional office setting with standard equipment. The description is not exhaustive of all duties. Employees may perform other job-related tasks as directed. Pay Ranges:
Competitive pay based on skills, experience, and location, with potential for growth. EEO Statement:
Proctor Loan Protector provides equal employment opportunities to all, including Veterans and individuals with disabilities. We focus on total well-being, offering comprehensive benefits such as health, financial, mental health, wellness, paid time off, holidays, and discounts. Enrollment and eligibility vary by benefit. About Us
Proctor Loan Protector is a leader in insurance solutions for the mortgage and property industries, committed to innovation, collaboration, and customer service for over four decades. Part of Brown & Brown, Inc., we invest in technology and talent to enhance client and borrower experiences. We are a silver-level certified veteran-friendly employer. #J-18808-Ljbffr