Servicing Analyst Position Available In Palm Beach, Florida

Servicing Analyst DRB Capital Boca Raton, FL Job Details Temporary | Full-time $50,000 – $52,000 a year 23 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Paid time off Vision insurance Employee discount Life insurance Referral program Qualifications CRM software Customer communication Practicing in a finance role Customer retention Customer service Salesforce Mid-level Finance Analysis skills Bachelor’s degree Attention to detail Accounting Financial services Business Administration 1 year Analytical thinking 2 years Accounting Communication skills Experience in a finance role (1-2 years) Full Job Description Job Summary / Objective As a Servicing Analyst, you’ll collaborate with insurance carriers and third-party servicers to manage delinquent payments, conduct proactive reviews of lump sum payments, ensure completeness of documentation for newly funded deals, and provide exceptional customer service while maintaining accurate records and supporting data integrity through our CRM system and various financial processes. Duties & Responsibilities Collaborate with insurance carriers and third-party servicers to address delinquent payments, ensuring timely resolution and adherence to payment schedules. Conduct proactive reviews of large lump sum payments, verifying accuracy and completeness, and addressing any discrepancies or issues that may arise. Obtain missing acknowledgment letters for newly funded deals, ensuring all required documentation is complete and accurate. Work with sellers to obtain verification of life letters, method of payment details, and reconcile split and escrow payments. Provide the highest level of customer service to sellers and stakeholders, addressing inquiries related to payment inquiries, reconciliation, and documentation requirements. Manage escalation calls with courtesy and professionalism, resolving issues effectively to promote customer retention. Use the company’s CRM system to manage seller accounts and document discussions with sellers, insurance carriers, and third-party servicers with detail and clarity. Develop a strong understanding of the CRM system and support data integrity by ensuring accurate and up-to-date information. Enter and create vouchers and payments in the general ledger system as needed, ensuring accuracy and compliance with accounting standards. Process daily funding requests for payments via check, ACH, and wires, collaborating with the finance department to facilitate timely payments Collaborate with various departments including servicing, treasury, accounting, and accounts payable to ensure seamless communication and coordination of activities. Respond to inquiries and supply supporting documentation as requested, facilitating effective communication and resolution of issues. Perform special projects, various other tasks, and ad hoc analysis as assigned by management, contributing to operational efficiency and effectiveness. Maintain accurate documentation and records, including delinquency reports, mortality tracker reports, and contact matrices, ensuring transparency and compliance. Qualifications Education Bachelor’s degree in Finance, Accounting, Business Administration.

Skills / Certifications

Proficiency in CRM systems, particularly Salesforce, for managing customer accounts and documentation. Excellent communication skills, both verbal and written, to provide high-level customer service and manage escalations effectively. Strong analytical skills to perform financial reconciliation, analyze data, and undertake ad hoc analysis. Attention to detail to ensure accuracy in documentation, record- keeping, and financial transactions. Ability to multitask and prioritize tasks in a fast-paced environment to meet deadlines and manage workload efficiently. Familiarity with insurance or financial services industry terminology and processes. Professional Experience Minimum of 2 years of experience in accounting, with exposure to payment processing, financial reconciliation and experience in reconciling accounts and balancing transactions. Experience in using CRM systems, preferably Salesforce, for managing customer accounts, documenting interactions, and tracking activities. Proven ability to provide exceptional customer service, manage escalations, and resolve issues effectively to promote customer retention. Experience in collaborating cross-functionally with various departments, such as finance, accounting, and treasury, to ensure seamless communication and coordination of activities. Strong problem-solving skills and the ability to work independently as well as part of a team to address complex issues and drive solutions.

Job Types:

Full-time, Temporary Pay:

$50,000.00 – $52,000.00 per year

Benefits:

401(k) Dental insurance Employee discount Health insurance Health savings account Life insurance Paid time off Referral program Vision insurance

Schedule:

8 hour shift Monday to Friday Application Question(s): Background Check Ability to

Commute:

Boca Raton, FL 33431 (Required)

Work Location:

In person