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, Proctor supports and services insurance products for its clients at operational centers in Troy, Michigan and Daytona Beach, Florida.

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.

Proctor Financial provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to religion, race, color, national origin, age, sex, height, weight, sexual orientation, gender identity, marital status, or status as a protected veteran, among other things, or status as a qualified individual with disability or any other category protected under applicable federal and state laws.

Available Positions

Internal Control Auditor/Analyst (FL)

REPORTS TO: SVP, Lender Solutions

DEPARTMENT: Quality Control

POSITION SUMMARY:
Internal Auditor plans audits by understanding organization objectives, structure, policies, processes, internal controls, and external regulations. Responsible for identifying risk areas, preparing audit scope and objectives; preparing a comprehensive audit program. Assesses compliance with regulations and controls by executing audit program steps; testing general processes; examining and analyzing records, reports, operating practices, and documentation. Maintains internal control systems by updating audit programs and questionnaires; recommending new policies and procedures. Complies with federal, state, and local security legal requirements by studying existing and new security legislation; enforcing adherence to requirements. Improves protection by recommending changes in management monitoring, assessment, and motivational practices, in the internal control structure, and in operating processes; identifying root causes. Protects organization’s reputation by keeping information confidential.

 

MINIMUM REQUIREMENTS:

  • Bachelor’s Degree in Finance or Accounting Preferred
  • 2-5 years of financial auditing or similar experience
  • Proficient in Microsoft office (Excel and Word)
  • Insurance experience is a plus but not required
  • Some travel required, minimal

 

SKILLS AND ABILITIES:

  • Ability to analyze data and prepare reports, statements and projections
  • Ability to work with mathematical concepts such as a probability and statistical inference
  • Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
  • Methodical, analytical and process oriented
  • Research and analysis skills
  • Responsible for personal ongoing development
  • Employment law and regulations knowledge (helpful)
  • Strong interpersonal, verbal and written communication skills
  • Proficiency with office computer equipment and software
  • Candidate must be self-directed and highly motivated

PHYSICAL REQUIREMENTS:

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

Apply Now

Call Center Associate (MI)

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) (MI & FL)

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) (MI)

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