Analyze loan documents and data to verify accuracy and identify any items that pose risk or compliance conflicts Identify data gaps and request required documents to meet investor and/or regulatory guidelines Manage a loan pipeline daily to address any items that delay loans from progressing through the process Break down and communicate next steps for clients who have varying levels of experience with mortgage process Answer underwriting questions from business partners to assist with moving loans quickly and accurately through process Monitor existing policies and guidelines to ensure loans comply with any policy or guideline changes Show less

* Reinsurance accounting and reporting – monthly, quarterly and year-to-date * Prepare reinsurance billing, payments, and follow up inquiries * Reconciling and resolving outstanding suspense balances * Reviewing and understanding of underlying reinsurance contracts * Working with the administrators and reinsurers to properly handle all aspects of the treaties assigned

* Manage assigned life insurance cases from application submission to policy placement. * Relationship management with assigned team of general agencies. * Proactively updated agents on underwriting status and requirement submission * Assigned to large face amount cases and policy insured’s over age 60. Products include Indexed Universal Life, Variable Universal Life and Term * Familiar with ING computer systems: Wise, Common New Business(CNB), Adminserver and Vantage * Support underwriters, Sales Vice Presidents and Internal Wholesalers Show less

* Verify licensing status for insurance producers; coordinate with licensing specialist to obtain all required forms * Identify and review all needed requirements for underwriting and policy issue * Review medical exams and labs to determine if medical records need to be ordered * Review medical records for field underwriting, providing quotes on rating classification * Process Term, Permanent Life insurance, Long Term Care and Disability Income

* Point of contact for our Agents as it relates to pending applications for life insurance, Long Term Care, Disability Income and Annuities submission to policy placement. * Communicate effectively and efficiently with the producer/agent, our carrier case managers/underwriters and various vendors when needed. * Cultivate relationships and handle all inquiries in a timely and professional manner to ensure customer needs and service standards are met. * Ordering of medical requirements (exams, telephone interviews, medical records), provided case status, problem solving, and rating negotiation as needed * Identify and review all needed requirements for underwriting and policy issue * Review medical records for field underwriting, providing quotes on rating classification * Work cooperatively with Data Entry, Marketing Associates and your Supervisor to ensure an excellent customer service experience and timely conclusion for the client and the broker * Document case activities thoroughly so others can understand the current status of a case at any given time Show less