Mortgage Representative, HOA

Posted 4 Days Ago
Be an Early Applicant
Hiring Remotely in CO
Remote
3M-4M Annually
Junior
Software
The Role
Provides customer service to homeowners and mortgage companies by answering calls, issuing policy documents, verifying coverage, accepting payments, researching inquiries, and responding to questions. The representative manages high call volumes, documents customer interactions, follows service procedures and authority limits, resolves issues, and escalates matters to underwriters when appropriate.
Summary Generated by Built In

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by

1) providing the best services for homebuyers

2) led by advantaged underwriting in insurance

3) to protect the whole home.

As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies.

In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED.

Job Title: Mortgage Representative

Location: Colombia 

Workplace Type: Remote  

This role is employed through RemoFirst, Porch Group's Employer of Record partner in Colombia. Your employment will be legally administered through RemoFirst, while your day-to-day work is led by Porch Group.

 

Job Summary 

The future is bright for the Porch Group, and we’d love you to be a part of it as a Mortgage Representative

The Mortgage Representative, HOA provides customer care to established customers and their mortgage companies by providing policy documents, verifying coverage, accepting payments and answering product and service questions.

 

The Mortgage Representative prepares correspondence and fulfills customer needs to ensure customer satisfaction. This position will report directly to the Customer Service Supervisor.  

  

What You Will Do As A Mortgage Representative

  • Answer incoming calls and respond to basic customer questions and/or forward call to appropriate personnel as needed  

  • Understand and comply with the assigned level of authority taking payments and mortgage verifications  

  • Research customer inquiries and respond to appropriate parties in a timely manner  

  • Process calls in a manner that ensures service levels are met or exceeded   

  • Process requests within authority level and properly document files

  • Interface with team members, management, and customers in reference to customer service issues  

  • Recognize when to refer callers to underwriters and ability to do so in a timely manner  

  • Manage large volume of inbound and outbound calls  

  • Provide accurate, valid and complete information by using the right methods/tools  

  • Follow communication procedures, guidelines and policies 

  

What You Will Bring As A Mortgage Representative

  • High school diploma or general education degree (GED)   

  • 2+ years of Property and Casualty Insurance experience and/or training; or equivalent combination of education and experience 

  • Proficiency with Microsoft Suite (Outlook, Word, Excel and PowerPoint)  

  • Excellent listening and verbal/written communication skills   

  • Ability to work independently and effectively in a fast paced, high volume call center  

  • Strong attention to detail and good decision-making skills  

  • Proven business and analytical problem-solving skills  

  • Product knowledge of Property and Casualty Insurance  

  • Gather and analyze information skillfully  

  • Ability to learn and properly process information with Company specific software   

  • Ability to follow policies and procedures  

  • Ability to maintain confidentiality  

  • Demonstrated ability to effectively manage difficult or emotional customer situations  

  • Insurance experience required, preferably with an insurance agency or direct carrier  

  • Experience with homeowners insurance preferred  

  • Experience working with global and/or US based business teams  

  • Excellent written and communication skills in English language  

  • Regular, predictable attendance   

  • A proven team player  

  • A positive attitude and takes pride from doing great work  

  • Self-motivated with a desire to succeed 

  • Workspace: A quiet space to work, an internet connection of at least 30 Mbps download | 10 Mbps upload 

 

What You Will Get Supporting Porch Group 

Monthly Salary: COP 3,200,000.00 to COP 3,600,000.00

 

#LI-JR1

#LI-Remote

What’s next?

Submit your application below and our Talent Acquisition team will be reviewing your application shortly! If your resume gets us intrigued, we will look to connect with you for a chat to learn more about your background, and then possibly invite you to have virtual interviews. What's important to call out is that we want to make sure not only that you're the right person for us, but also that we're the right next step for you, so come prepared with all the questions you have!

Skills Required

  • High school diploma or GED
  • At least 2 years of Property and Casualty Insurance experience or equivalent education and experience
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
  • Excellent English-language written and verbal communication skills
  • Ability to work independently in a fast-paced, high-volume call center
  • Strong listening, attention to detail, decision-making, analytical, and problem-solving skills
  • Property and Casualty Insurance product knowledge
  • Ability to learn and properly use company-specific software
  • Ability to follow policies and procedures and maintain confidentiality
  • Ability to manage difficult or emotional customer situations effectively
  • Insurance experience with an agency or direct carrier
  • Homeowners insurance experience
  • Experience working with global or US-based business teams
  • Regular, predictable attendance
  • Demonstrated teamwork, self-motivation, positive attitude, and desire to succeed
  • Quiet workspace and internet connection of at least 30 Mbps download and 10 Mbps upload
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The Company
HQ: Seattle, WA
682 Employees
Year Founded: 2013

What We Do

Seattle-based Porch, the vertical software platform for the home, provides software and services to more than 28,500 home services companies such as home inspectors, moving companies, real estate agencies, utility companies, and warranty companies. Through these relationships and its multiple brands, Porch provides a moving concierge service to homebuyers, helping them save time and make better decisions on critical services, including insurance, moving, security, TV/internet, home repair and improvement, and more. To learn more about Porch, visit porchgroup.com.

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