Principal Agency Insurance Associate
3 months ago
The Principal Agency Insurance Associate will be responsible for monitoring insurance and related documents and making insurance disbursements for the Agency Finance portfolio of loans that are underwritten through Fannie Mae, Freddie Mac and Ginnie Mae (Government-Sponsored Enterprises or GSEs). This individual will also be responsible for providing information to both internal stakeholders (other LOBs) and external stakeholders (borrowers, insurance agents, third party providers, and the GSEs). Additionally, they will be responsible for identifying, researching, solving and/or responding to requests, inquiries and problematic situations in a timely manner.
Responsibilities:
Follow-up with insurance agents and borrowers to obtain current proof of insurance
Review insurance documentation to ensure adherence to GSE insurance requirements
Perform follow-up on outstanding documents and exceptions to bring coverage into compliance
Identify opportunities to improve processes to increase control and efficiency
Perform analysis of blanket insurance policies and large borrower programs
Review full insurance policies
Draft and submit waivers to investors and master servicers
Assist with the oversight of insurance monitoring and vendors
Basic Qualifications:
High School Diploma, GED or equivalent certification
At least 3 years of experience working in loan operations
At least 2 years of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
Preferred Qualifications:
Bachelor’s Degree or Military Experience
3+ years of experience in commercial or small business banking operations
3+ years of experience with Government-Sponsored Enterprise (GSEs) backed multifamily loans
3+ years of experience processing insurance disbursements
3+ years of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
How our hybrid model works:
This role is hybrid meaning associates typically spend about half their time (2-3 days per week) in-person at one of our offices listed on this job posting. Monday and Fridays are enterprise- wide virtual work days. Tuesday, Wednesday and Thursday are in-person days for associates to spend time together working in our beautifully-designed team areas.
#CommOps #CREOps
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.-
Principal Agency Insurance Associate
4 weeks ago
CHARLOTTE, United States Capital One Careers Full timeCenter 1 (19052), United States of America, McLean, VirginiaPrincipal Agency Insurance AssociateThe Principal Agency Insurance Associate will be responsible for monitoring insurance and related documents and making insurance disbursements for the Agency Finance portfolio of loans that are underwritten through Fannie Mae, Freddie Mac and Ginnie Mae...
-
Insurance Sales Associate
2 months ago
Charlotte, United States Comparion Insurance Agency Full timePay Philosophy The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as...
-
Insurance Sales Representative
1 month ago
Charlotte, North Carolina, United States Comparion Insurance Agency Full timeJob SummaryWe are seeking a highly motivated and results-driven Insurance Sales Associate to join our team at Comparion Insurance Agency. As an Insurance Sales Associate, you will play a key role in driving profitable growth through new business sales and customer retention. Your ability to listen and empathize with customers will be essential in building...
-
Insurance Associate Specialist
3 weeks ago
Charlotte, North Carolina, United States Capital One Full timeJob SummaryThe Principal Agency Insurance Associate will be responsible for monitoring insurance and related documents and making insurance disbursements for the Agency Finance portfolio of loans that are underwritten through Fannie Mae, Freddie Mac, and Ginnie Mae (Government-Sponsored Enterprises or GSEs).Key Responsibilities:Follow-up with insurance...
-
Insurance Operations Coordinator
4 weeks ago
Charlotte, North Carolina, United States Rose Insurance Agency Inc. Full timeJob DescriptionThe Rose Insurance Agency Inc. is a leading insurance agency that values teamwork, integrity, and dedication. We strive to provide a supportive work environment for our employees and serve our clients with excellence.We are seeking a detail-oriented Admin Assistant to maintain office operations, support team members, and ensure smooth...
-
Insurance Agency Entrepreneur
1 month ago
Charlotte, North Carolina, United States AAA The Auto Club Group Full timeInsurance Agency Owner OpportunityThe Auto Club Group is seeking ambitious and business-minded individuals to lead our team as Insurance Agency Owners. This opportunity offers a competitive compensation package, including bonuses and commissions. As an Insurance Agency Owner, you will sell property and casualty, life insurance, and AAA memberships to a loyal...
-
Agency Operations Assistant Director
4 weeks ago
Charlotte, North Carolina, United States PDCM Insurance Full timeAbout the Role:This position is with a well-established independent insurance agency that has been in business for close to 50 years.The mission of this role is to assist in the day-to-day operations of the agency through the performance of administrative tasks that benefit the efficiency and effectiveness efforts of the agency as a whole.Key...
-
Sales Development Associate
3 weeks ago
Charlotte, North Carolina, United States Comparion Insurance Agency Full timeJob SummaryWe are seeking an Insurance Sales Associate to work alongside a Comparion Insurance Sales Agent in profitable growth through new business sales and customer retention.This role requires building a strong local network and in-person relationship in the community.As an Insurance Sales Associate, you will utilize consultative sales techniques to...
-
Commercial Account Manager
2 weeks ago
Charlotte, United States Scott Insurance Full timeCOMMERCIAL ACCOUNT MANAGER With 160 years' experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty, employee benefits, captive insurance and surety bonds solutions, as well as personal risk services. An employee-owned company, we are one of...
-
Life Insurance Agent
4 weeks ago
Charlotte, North Carolina, United States Pope Insurance Group (A Security National Life Insurance Company Agency) Full timeJob DescriptionCandidates must hold a valid Life Insurance Producer's license at the time of application.Pope Insurance Group is an exclusive Security National Life Insurance Company Agency, offering a unique opportunity to work with a market leader in end-of-life insurance products and services.Our agency prides itself on providing agents with daily pay,...
-
Insurance Advisor
1 month ago
Charlotte, North Carolina, United States Brewer Agency Full timeJob OverviewThe Brewer Agency is seeking a skilled Insurance Advisor to join our team of dedicated professionals. As a key member of our team, you will be responsible for building strong relationships with clients, educating them on life insurance options, and providing exceptional customer service.Key Responsibilities:Client Engagement: Develop and maintain...
-
Agency Compliance Officer
2 months ago
Charlotte, United States PeopleSolutionsNOW Full timePeopleSolutionsNOW is conducting a confidential search on behalf of a Financial Services Company MUST LIVE IN CHARLOTTE. Four days per week in office | 1 day remote. ONLY APPLICANTS HOLDING AN ACTIVE SERIES 7, 24 & 63 WILL BE CONSIDERED.This position is a great entry point for applicants who are interested in a career in compliance.OverviewThe Associate...
-
Agency Compliance Officer
2 weeks ago
charlotte, United States PeopleSolutionsNOW Full timePeopleSolutionsNOW is conducting a confidential search on behalf of a Financial Services Company MUST LIVE IN CHARLOTTE. Four days per week in office | 1 day remote. ONLY APPLICANTS HOLDING AN ACTIVE SERIES 7, 24 & 63 WILL BE CONSIDERED.This position is a great entry point for applicants who are interested in a career in compliance.OverviewThe Associate...
-
Agency Compliance Officer
1 month ago
charlotte, United States PeopleSolutionsNOW Full timePeopleSolutionsNOW is conducting a confidential search on behalf of a Financial Services Company MUST LIVE IN CHARLOTTE. Four days per week in office | 1 day remote. ONLY APPLICANTS HOLDING AN ACTIVE SERIES 7, 24 & 63 WILL BE CONSIDERED.This position is a great entry point for applicants who are interested in a career in compliance.OverviewThe Associate...
-
Agency Compliance Officer
2 months ago
Charlotte, United States PeopleSolutionsNOW Full timePeopleSolutionsNOW is conducting a confidential search on behalf of a Financial Services Company MUST LIVE IN CHARLOTTE. Four days per week in office | 1 day remote. ONLY APPLICANTS HOLDING AN ACTIVE SERIES 7, 24 & 63 WILL BE CONSIDERED.This position is a great entry point for applicants who are interested in a career in compliance.OverviewThe Associate...
-
Agency Compliance Officer
3 days ago
Charlotte, United States PeopleSolutionsNOW Full timePeopleSolutionsNOW is conducting a talent search on behalf of a MassMutual Firm (The Pelora Group)MUST LIVE IN CHARLOTTE. Four days per week in office | 1 day remote. ONLY APPLICANTS HOLDING AN ACTIVE SERIES 7, 24 & 63 WILL BE CONSIDERED.This position is a great entry point for applicants who are interested in a career in compliance.OverviewThe Associate...
-
Agency Compliance Officer
3 days ago
Charlotte, United States PeopleSolutionsNOW Full timePeopleSolutionsNOW is conducting a talent search on behalf of a MassMutual Firm (The Pelora Group)MUST LIVE IN CHARLOTTE. Four days per week in office | 1 day remote. ONLY APPLICANTS HOLDING AN ACTIVE SERIES 7, 24 & 63 WILL BE CONSIDERED.This position is a great entry point for applicants who are interested in a career in compliance.OverviewThe Associate...
-
Insurance Broker
1 month ago
Charlotte, North Carolina, United States Metzen Agency Full timeJob OverviewWe are seeking a highly motivated and disciplined Insurance Broker to join our team at The Metzen Agency. As a key member of our team, you will be responsible for actively seeking out and engaging prospective customers, following our sales process and system to achieve success, and being coachable and ready to learn.The ideal candidate is...
-
Final Expense Insurance Sales Representative
1 month ago
Charlotte, North Carolina, United States Pope Insurance Group (A Security National Life Insurance Company Agency) Full timeJob SummaryWe are seeking a highly motivated and results-driven Final Expense Insurance Sales Representative to join our team at Pope Insurance Group (A Security National Life Insurance Company Agency). As a Final Expense Insurance Sales Representative, you will be responsible for identifying sales opportunities for final expense insurance plans, overseeing...
-
Charlotte, North Carolina, United States Pope Insurance Group (A Security National Life Insurance Company Agency) Full timeJob OpportunityWe are seeking experienced Life Insurance Agents with a background in Consolidated Benefits to join our team at Pope Insurance Group (A Security National Life Insurance Company Agency).Key Benefits:Day 1 VestingDaily PayLifetime RenewalsFree Survey Lead Generation Program (Zero Lead Costs)Requirements:Life Insurance Producer LicenseGood...