Why work at PFI?

Proctor Financial Inc., (PFI) is a leading provider of lender-placed insurance for mortgage servicers, sub- servicers, credit unions and financial institutions. With 1,500 clients nationally, PFI’s headquarters and operational center in Troy, Michigan supports and services insurance products for its clients.

PFI has expanded its client base and number of employees by providing high quality workmanship and exceptional customer service.  If you have the motivation, dedication, and skill set to become part of our winning company, please submit your resume and cover letter with salary requirements to resume@pfic.com.

PFI offers 4-6 weeks paid training for most positions. PFI’s benefits package includes medical, dental, vision, life insurance, tuition reimbursement, 401K with a generous employer match and a supportive work-life balance. PFI recognizes and demonstrates its appreciation to all teammates through our incentive programs, quarterly quality of service luncheons, elite teammate of the month program, annual teammate appreciation Week and many more spirited company-wide events.

Available Positions

.Net Web Developer/Software Engineer

REPORTS TO: Manager, Web Development and Quality

DEPARTMENT: Client Technology

POSITION SUMMARY:

Our Developers work alongside with Quality Assurance, Business Analysts and End Users. We work primarily in the Microsoft stack, using Visual Studio and SSMS, primarily using C#, JavaScript and T-SQL. We count on our Developers to contribute their ideas and explore new solutions as we continually strive to improve the performance and security of our software.

MINIMUM REQUIREMENTS:

  • Five year’s experience working with .Net and SQL Server
  • College degree in computer-science is preferred, but not required; what is required is serious, in-depth education whether acquired at university or on the job

 

SKILLS AND ABILITIES:

  • Strong understanding of the .NET framework.
  • Proficient in C#.
  • Strong ability to work in Asp.Net, with ability to work in both MVC and WebForms.
  • Strong understanding of AJAX.
  • Proficient in JavaScript and JQuery.
  • Strong ability to work in SQL Server. Must be able to create stored procedures and functions using T-SQL, and understand how to optimize same.
  • Understands the vital importance of source control and versioning.
  • Able to write functional and technical specifications, and able to interview end users and business analysts to collect requirements.

 
TECHNICAL SKILLS SUMMARY:

  • .NET Framework
  • Visual Studio
  • ASP.Net MVC
  • ASP.Net webforms
  • C#
  • SQL Server
  • T-SQL
  • JavaScript
  • JQuery
  • AJAX
  • LINQ
  • XML
  • WCF and REST

 

PHYSICAL REQUIREMENTS:

  • Repetitive motions
  • Typing
  • Sight

 

Apply Now

Accounting Leader

REPORTS TO: Brown & Brown

DEPARTMENT: Accounting

POSITION SUMMARY:
Participate in the establishment of corporate accounting, budgeting and financial reporting policies and procedures, which will provide effective control and satisfy the requirements of the internal auditors and independent auditors. Ensure internal control for all phases of accounting and financial transactions.
Maintain good banking relationships with all banks utilized by the corporation in the maintenance of corporate and carrier funds. Review and evaluate daily corporate cash flow requirements. Initiate and participate in the development of capital and operating budgets.
Prepare detailed analysis of monthly financial statements to Brown & Brown.
Help ensure that the corporation meets its profit goals. Timely reporting of variances and threats to revenue and budget.

ESSENTIAL ACCOUNTABILITIES FORM:

  • Establish, direct and monitor policies, procedures and controls for the receipts and disbursements of corporate funds.
  • Coordinate accounting functions and systems to achieve maximum operating efficiency and effectiveness.
  • Establish and direct a supporting staff, which can effectively perform all activities essential to the accounting and finance operations.
  • Develop continuous cash flow projections and requirements.
  • Direct the preparation and analysis of monthly financial statements and quarterly bank reporting requirements.
  • Report and interpret financial results from operations to senior managers.
  • Oversee the month-end, quarter-end and year-end closing process of the corporate books.
  • Initiate and participate in the development of capital and operating budget program. Oversee implementation, and monitor results.
  • Establish and maintain efficient banking arrangements necessary for the management of bank account balances and investments.
  • Oversee the maintenance of depreciation and prepaid insurance schedules.
  • Investigate opportunities for improving or further automating existing accounting, budgeting, depreciation and reporting systems.
  • Manage the human resources of the organization according to authorized personnel policies and procedures that fully conform to current laws and regulations.
    Ensure that the accounting staff practices all appropriate accounting procedure in compliance with GAAP.

 

EDUCATION/EXPERIENCE:

  • Master’s Degree in Finance or Accounting Preferred
  • 7+ years of experience in senior-level finance or accounting position and/or CPA
  • 7+ years of experience in coaching/mentoring, process mapping, data analysis, problem solving, performance measurement and sustainability
  • Up to date knowledge of current financial and accounting computer applications

 
SKILLS/KNOWLEDGE:

  • Experience in strategic planning and execution. Knowledge of contracting, negotiating, and change management. Knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles. Knowledge of automated financial and accounting reporting systems. Knowledge of federal and state financial regulations. Ability to analyze financial data and prepare financial reports, statements, and projections.
  • Proven ability to cope with conflict, stress and confidential situations.
  • Excellent interpersonal, verbal and written communication skills.
  • Proficiency with office computer equipment and software.
  • Candidate must be self-directed and highly motivated.
  • Strong leadership skills with the ability to manage and motivate others.
  • Experience in promoting customer service and teamwork oriented environment.
  • Ability the see “big picture” and small steps needed to achieve goals.
  • Creative problem solver.
  • Consistent, reliable, attention to detail.
  • High energy level, abundant self-confidence, need to succeed.
  • Work requires professional written and verbal communication and interpersonal skills. Ability to motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects. Ability to participate in and facilitate group meetings.

 

PHYSICAL REQUIREMENTS:

  • Hand finger dexterity
  • Talking
  • Hearing
  • Repetitive motion
  • Sedentary work
  • Sight
  • Worker not substantially exposed to adverse environmental conditions

 

Apply Now

Call Center Workforce Management Analyst

REPORTS TO: Call Center Senior Manager

DEPARTMENT: Lender Solutions

POSITION SUMMARY:

This position is part of the Call Center Department, and is responsible for real time managing and directing of all Contact Center traffic utilizing the Interaction Client (system) application. Primary responsibilities also include making effective decisions to effectively handle these volumes such as approved time off, shift changes and contact center activities that affect staffing and the department’s ability to meet established Service Level objectives. This position requires strong analytical skills and the desire to embrace and initiate continuous improvement in the center. This role also requires an effective communicator who can work with employees and leadership at all levels of the organization to assist in meeting business unit goals, client goals, and corporate objectives.

The core hours for this position are Monday through Friday 9:00 am.-6:00 pm.

MINIMUM REQUIREMENTS:

  • High School Diploma/equivalent required, college experience a plus.
  • 1-5 years Customer Service experience required.
  • Prior supervisory experience is beneficial.
  • Experience with WFM applications and working with call routing strategies preferred.
  • Strong Analytical skills and ability to make sound real time decisions based on that analysis required.
  • Demonstrated ability to handle visual monitoring and data entry simultaneously
  • Strong attention to Detail with strategic thinking and planning skills required.
  • A good sense of judgment, strong confidence and a high degree of confidentiality required.
  • Excellent interpersonal skills including strong listening, written and verbal communication, with ability to clearly and professionally communicate with others required.
  • Strong computer skills and working knowledge of Microsoft Office applications including Outlook Email, Power Point, Word and Excel required.

 

SKILLS AND ABILITIES:

  • Communication skills (verbal and written)
  • Strong Excel Background required
  • Decision Making/Judgment
  • Job Knowledge
  • Problem Solving/Analysis
  • Quality
  • Sense of Urgency
  • Teamwork
  • Service Orientation/Passion

 

RESPONSIBILITIES:

  • Assist and direct the day to day contact center traffic, assuring that service level objectives are consistently met. This assistance will occur real-time and historical, as well as proactively planning for future requirements.
  • Analyze multi-routing result of call volumes, call patterns, call trends and staff productivity; use this information to build, coordinate, and accurately maintain employee long-term schedules.
  • Assure staffing levels meet monthly, weekly, daily and intraday forecasts and assure alliance with routing applications.
  • Conducts analysis of call center management information and operational impacts, including work assignments schedules, staff productivity levels, long-term staffing needs, letters and acquisitions.
  • Produce daily Attendance reports including approved and unscheduled time off obtained from the “attendance line”, and make timely updates to the WFM application to assure proper trending.
  • Provide ongoing internal communications with call center staff and leadership on staffing requirements on a real time, and historical basis, including ability to schedule meetings, training, coaching, etc.
  • Assist with leading daily Playbook meetings with Call Center Management Team, to ensure everyone is proactively prepared for the expected events of the day.
  • Handle exceptions and administration of workforce management features such as Shift Bids, Flexible Schedules, and Time Off approval (paid and unpaid), making recommendations on PTO allowances and assuring a positive end user experience.
  • Provide real time and historical contact center data to management team, including call volumes, staffing, historical call trends and key performance indicators such as AHT, Shrinkage, Adherence, Conformance, Service Level etc. Expectations are that the Workforce Planning Analyst will become a central repository of call center data.
  • Develop recommendations on ways to improve results, based on data and facts.
  • Communicate staff and department performance metrics to management.
  • Ensures that the capacity planning processes are compatible with Contact Center infrastructure and complies with business requirements.
  • Other duties and special projects as assigned.

 

MINIMUM REQUIREMENTS:

  • Working primarily with fingers
  • Talking
  • Hearing
  • Repetitive motion
  • Sedentary work
  • Sight

 

Apply Now

Verifier

REPORTS TO: Manager

DEPARTMENT: Imaging/Scanning

POSITION SUMMARY:

Performs all duties required to capture insurance document information utilizing AnyDoc OCR software. Emphasis is on accuracy, requires attention to detail and knowledge of procedures. This includes learning to use the AnyDoc Software and identifying key words on an insurance document.

MINIMUM REQUIREMENTS:

  • Mortgage servicing or insurance experience a plus
  • Strong organizational skills
  • Ability to prioritize workflow and work in a fast paced environment
  • Proficient in Windows based environment – specifically Word, Excel, and Access
  • Works well in a team environment
  • Attention to detail -Excellent verbal and written communication skills
  • Perform various data entry functions as needed.
  • Perform additional duties as requested by supervisors.

 

PHYSICAL REQUIREMENTS

  • Hand finger dexterity
  • Talking
  • Hearing
  • Repetitive motion
  • Sedentary work
  • Sight
  • Worker not substantially exposed to adverse environmental conditions

 

Apply Now

Policy Procurement Associate (Customer Service)

REPORTS TO: Manager of Servicing Solutions

DEPARTMENT: Servicing Solutions

POSITION SUMMARY:

Responsible for handling outbound phone calls pertaining to property insurance. The associate will also be responsible for outbound contacts such as letters, e-mails, and faxes to insurance agencies, carriers, and borrowers. The associate must be able to multi-task between various systems to research and document the phone calls. Problem solving and problem resolutions skills are required as well as the ability to handle all calls in a professional manner. The associate must be able to work in a production environment and must be familiar with various insurance documents. Will be responsible for other duties as assigned.

MINIMUM REQUIREMENTS:

  • High School Diploma; Some College work preferred
  • Strong organizational and analytical skills
  • Computer knowledge – Windows based environment
  • Previous property insurance and or mortgage servicing experience a plus
  • Attention to detail
  • Ability to prioritize workflow and work in a fast paced environment
  • Customer service oriented -Works well in a team environment
  • Excellent written and verbal communication skills

 

Apply Now

Call Center Associate

REPORTS TO: Call Center Manager

DEPARTMENT: Lender Solutions

POSITION SUMMARY:

Responsible for handling inbound phone calls pertaining to property insurance questions. The CSR may receive questions from borrowers, insurance agents, and financial institutions. In addition to answering questions and assisting clients, the CSR must be able to multi-task between various systems to research and document the phone calls. The CSR has to respond quickly and accurately ensuring that both our internal and external standards are being met on a consistent basis. Problem solving and problem resolutions skills are required as well as the ability to handle all calls in a professional manner. Outbound calls are also often necessary.

MINIMUM REQUIREMENTS:

  • College Degree preferred or equivalent work experience
  • Strong organizational experience -Previous call center experience required
  • Customer service orientated -Proficient in Windows based environment -Works well in a team environment
  • Strong analytical skills -Attention to detail
  • Excellent verbal and written communication skills
  • Previous property insurance and or mortgage servicing experience a plus

 

RESPONSIBILITIES:

  • Support all incoming telephone calls for clients
  • Respond to questions and requests from clients/customers/agents quickly and accurately
  • Have solid verbal and written communication skills
  • Excellent organization skills with the ability to work as a team and independently
  • Analytical skills
  • Ability to multi-task between various software programs, make outbound calls
  • Ensure both the internal and external standards are being met on a consistent basis
  • Problem solving and problem resolutions skills

 

Apply Now

Loss Draft Associate (Hazard Claims)

REPORTS TO: Loss Draft Manager

DEPARTMENT: Servicing Solutions

POSITION SUMMARY:

This position encompasses the understanding of all processes involving Mortgage Insurance Tracking and property claims. The specialist manages the loss claim from the point of reporting through completion of the repairs. Must have strong verbal and written communication skills to respond to questions and requests from clients, staff, borrowers, contractors, adjustors, and agents quickly and accurately. All activity pertaining to the claim must be documented and draws are issued for the repairs as needed. Processing must meet all compliance requirements. The specialist must demonstrate the ability to make decisions, problem analysis, and promptness to ensure the client’s needs are met on a timely basis.

MINIMUM REQUIREMENTS:

  • College degree preferred; or equivalent work experience
  • Computer knowledge required – Proficient in Windows based environment
  • Microsoft Office Skills
  • Strong analytical skills
  • Customer Service Skills
  • Strong communication skills both written/verbal
  • Insurance/Mortgage Servicing knowledge helpful -Property insurance claim experience preferred
  • Strong organizational skills
  • Attention to detail
  • Ability to prioritize workflow and work in a fast paced environment
  • Works well in a team environment

 

Apply Now

Insurance Processing Associate (Data Entry)

REPORTS TO: Data Entry Manager

DEPARTMENT: Lender Solutions

POSITION SUMMARY:

This is an entry level position. Processors will be responsible for updating insurance information according to client defined business rules. The representative should have a basic understanding of insurance documents and the lender placed process. It is important to be able to follow procedures that ensure information is updated accurately while meeting the defined quality and production metrics. Attendance and professionalism must be followed in accordance with the corporate standards set forth in the company handbook. The Data Entry personnel is responsible for ensuring that mail correspondence received at Proctor Financial Inc., is processed in accordance to the Service Level Agreement set forth by the client and in conjunction with the Business Rules. Each Data Entry Specialist needs to work with his/her team lead and with the Quality Assurance department to manage positive quality scores of 97% or better at all times. Additionally, the employee must possess a clear understanding of every mail process and how to process in necessary servicing platform while maintaining productivity standards. This position includes the ability to problem solve and sustain adequate workflow volume. Processes that will be completed include but are not limited to the following hazard insurance processes: cancellations, reinstatements, declarations, endorsements, and payments. The candidate may also have to make phone calls to agents and carriers to obtain insurance information.

MINIMUM REQUIREMENTS:

  • High School Diploma; some college work preferred
  • Property insurance and/or mortgage servicing experience a plus
  • Strong organizational and analytical skills
  • Computer knowledge – Windows based environment
  • Attention to detail
  • Ability to prioritize workflow and work in a fast paced environment
  • Customer service oriented
  • Works well in a team environment
  • Attendance and professionalism must be within guidelines

 

Apply Now

Quality Assurance Analyst
REPORTS TO: QA Manager
DEPARTMENT: Client Technology
POSITION SUMMARY:

  • The primary responsibility of the Technical QAA is to insure that all software products conform to the approved functional specifications upon which the product design and development are based. The QAA does this by creating test plans which comprehend all applicable test cases and scenarios which insure that the software accomplishes the functional goal. Responsibilities include, but are not limited to:
  • Design, development and execution of custom test plans by application
  • Defect tracking, resolution and documentation via QA rework system
  • Creation / maintenance of software Master Test Plans
  • Design and creation of test scenarios (i.e., test cases, conditions) for inclusion in test plans
  • Execution of test cases for software programs
  • Development and execution of software program functionality tests
  • Development and execution of software program regression tests
  • Preparation of defect reports as needed
  • Interaction / communication/ follow through with development team throughout testing phase to facilitate iterative cycle

SKILLS AND ABILITIES:

  • Ability to create technical Master Test plans from functional business requirements
  • Ability to identify and catalogue software defects and work effectively with development team throughout the iterative functional testing phase of software development
  • Ability to create test plans / test cases for each system enhancement / fix and integrate ongoing test cases into Master Test plan
  • Working knowledge of manual testing methods
  • Strong analytical and problem solving skills
  • Good written and oral communication skills
  • Hands-on knowledge of ESS
  • Ability to demonstrate knowledge of technical quality assurance practices, processes, and standards including testing methods

REQUIREMENTS:

  • Practical working knowledge of software testing methodology
  • Excellent oral and written communication skills; Ability to communicate effectively with development staff
  • Ability to work independently, often as the only QAA assigned to a project

PHYSICAL REQUIREMENTS

  • Repetitive motions
  • Typing
  • Sight


Apply Now

Quality Control Coordinator
REPORTS TO: Quality Control Team Lead/Supervisor
DEPARTMENT: Quality Control – Lender SolutionsPOSITION SUMMARY:
Responsible for performing quality reviews to assure that data entry staff is entering insurance information correctly. Key elements are reviewed from imaging and compared to the system information. Review calls for different departments for quality assurance. Discrepancies are compiled and documented in an Access database for training and trend analysis. Must have a clear understanding of all processes and various servicing platform’s business rules. Respond to error disputes in a timely manner. Back-up existing staff when needed. Bring any process improvements to leadership/management’s attention.MINIMUM REQUIREMENTS:

  • Some college or equivalent work experience
  • Previous Call Center or Data Entry experience helpful
  • QC, insurance or claims experience helpful

SKILLS AND ABILITIES:

  • Strong organizational skills
  • Strong analytical skills
  • Attention to detail
  • Excellent verbal and written communication skills
  • Mortgage servicing experience a plus
  • Ability to prioritize workflow and work in a fast paced environment
  • Customer service orientated
  • Proficient in Windows based environment – specifically Word, Excel, and Access
  • Works well in a team environment

PHYSICAL REQUIREMENTS

  • Hand finger dexterity
  • Talking
  • Hearing
  • Repetitive motion
  • Sedentary work
  • Sight
  • Worker not substantially exposed to adverse environmental conditions


Apply Now