Lender Task Administrator

Allied Solutions

. Partner with client and internal teams to maintain long-term professional relationships .

Posted 9/22/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational and communication skills while managing client relationships and operational tasks in CPI/LPI processes. Capable of analyzing information, resolving client issues, and ensuring timely and accurate service delivery.

Highest-signal resume keywords

CPI/LPI Operations ManagementClient Relationship ManagementVerbal And Written Communication SkillsProblem Solving And Root Cause AnalysisOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CPI/LPI ProcessingBilling And ReportingPremium Collection And RefundingLoan-Level AnalysisInsurance Information Verification

Soft Skills

Detail-OrientedSelf-MotivatedResourcefulAdaptabilityTeam Collaboration

Certifications & Qualifications

High School DiplomaGEDAssociate's DegreeVocational Or Technical School Degree

Industry Keywords

Client ServicingInsurance CoverageSLA TimelinessQuality StandardsPortfolio Reporting

About the role

Key responsibilities & impact

Partner with client and internal teams to maintain long-term professional relationships
Manage day-to-day CPI/LPI operations and review the lender cycle
Ensure lenders receive billings and reports correctly and borrowers receive Notices accordingly
Process and audit notices, certificates, premiums, images, client requests, and other CPI/LPI activities
Manage premium collection and refunding for timeliness and accuracy
Serve as subject matter expert for internal employees on CPI/LPI operational questions
Forecast client requirements and deliver service solutions
Identify, escalate, and manage program-impact tasks for clients, sales, and loan servicing teams
Answer questions, correct errors, resolve discrepancies, and follow up on insurance coverage issues
Track accounts, workloads, queues, reports, and products while maintaining SLA timeliness and quality standards
Coordinate with internal teams to resolve significant issues
Research issues, develop fact-based messaging, and report issues to management through resolution
Analyze loan-level indicators to prevent issues and optimize product performance
Review client portfolio reporting and implement process changes with management
Update loan histories based on research and documentation and compose accurate written information
Meet or exceed productivity and quality goals

Requirements

What you’ll need

Less than 12 months of related experience required
High School Diploma or GED required
Associate's degree or Vocational or Technical School Degree preferred
Strong verbal and written communication skills
Ability to work independently and take ownership of client issues under minimal supervision
Strong organizational skills and ability to prioritize workload
Ability to adapt to change in workload, department changes, and internal processes
Ability to work individually and as part of a team
Resourceful, assertive, detail-oriented, and highly self-motivated
Ability to identify root causes and resolve critical client servicing needs
Ability to analyze information and identify key issues and solutions
Ability to accurately verify, key, and/or memo insurance information for Vehicle, Flood, Windstorm, Hazard, and other coverage types

Benefits

Comp & perks

Medical, dental and vision insurance coverage
100% company-paid life and disability coverage
401k options with company match
Three weeks PTO by the end of the first year
Career growth opportunities
Promotion from within
Broad career options within the same organization