This position is In-Office and PT M-W-Fridays
Summary:
The Capital Markets Specialist 3 is responsible for reconciling investor purchase advice, filing and monitoring claims with investors and insurance carriers, and tracking the receipt of claims. This role involves assisting with filing claims for loans with manufacturing defects and acting as a liaison with indemnification and repurchase insurance carriers.
- Reconcile daily investor purchase advices.
- Identify, research, and determine reasons for purchase advice discrepancies.
- File claims with investors in a timely manner to ensure that money owed to the company is collected.
- Monitor receipt of investor claims and create daily monitoring reports.
- Assist the EVP in filing claims with indemnification and repurchase insurance carriers for loans with defects.
- Act as a liaison with indemnification and repurchase insurance carriers on claims.
- Administer and monitor insurance claims.
- Computer literate with strong Excel skills.
- Ability to function efficiently in a high-stress environment.
- Familiarity with insurance environments.
- Customer-service oriented with good mathematical skills.
Skills:
Language Skills: Ability to read and interpret documents and writes routine correspondence. Ability to speak effectively with customers/vendors or other employees.
Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.
Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situation.
Computer Skills: Sound working knowledge of computer and office software operations and systems.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to walk and stoop.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level and temperature in the work environment is usually moderate.
