Job Information

Policy Specialist


Pittsburgh, PA


Policy Department

Job Description

- Receive file with recorded documents - Enter Recording information into operating system - Review/Mark up file in title system -Review Tax Management Screen to ensure all taxes are paid current -Review vesting on deed tab and compare with recorded documents -Review mortgage tab to ensure all liens were addressed -Review lien tab to ensure all liens were addressed -Review requirements/exceptions and remove as appropriate Other Duties: - Inform client of issues related to the issuance of the policy - Provide timely responses to requests for recorded documents/policies - Request/Monitor policy from Field Agent’s - Process incoming mail (scan and upload into operating system) - File mail in assigned underwriter’s cabinet - Monitor policy inbox -Confirm Loan amounts, endorsements and fees by reviewing Lender’s instructions -Verify correct title fees were collected -If no, document the correct amount, versus the incorrect amount -Deliver a monthly report to the Director of operations that outlines the files with incorrect fees -Generate Policy number with underwriter -Print forms -Sign and scan forms -Save policy to operating system -Complete underwriter spreadsheet, if applicable -Send recorded documents to client, and deed to Buyer -Send Lender’s policy to lender, and Owner’s policy to the Owner of Record. -Complete events and notes in Magellan


    Skills and Expertise

      Skills & Abilities: -Intermediate skills in Microsoft Office, with a focus on Excel and Word. -1+ years’ policy issuance experience required -Demonstrates accuracy and thoroughness. - Time management a plus - Strong organizational skills Decision Making: -On a regular and continuous basis, exercises administrative judgment and assumes responsibility for decisions, consequences and results having an impact on people, costs and/or quality of service within the functional area. Authority: -May oversee or coordinate the work of others. Communication: -Exchanges non-routine information using tact and persuasion as appropriate requiring good oral and written communication skills. Education: -Required: High School Diploma or GED -Preferred: Two years college or equivalent work experience Experience: -One year of related experience required. -Additional education may be substituted for years of work experience. Certification: -No Requirements Physical Requirements: -Sitting in a normal seated position for extended periods of time -Reaching by extending hand(s) or arm(s) in any direction -Finger dexterity required to manipulate objects with fingers rather than whole hand(s), for example, using a keyboard -Communication skills using the spoken word -Ability to see within normal parameters -Ability to hear within normal range -Ability to move about *Regular, consistent, and predictable attendance is an essential function of this job. *This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with this job. The incumbent may be asked to perform other duties as assigned.