Advocate Technologies

Compliance

• Serve as the compliance lead for a designated portfolio of loans from key GSE and/or HUD lenders.
• Conduct timely and accurate insurance reviews using our automated compliance platform.
• Maintain up-to-date insurance records, flag and resolve exceptions, and ensure clean data in real time.
• Utilize our compliance platform to manage document tracking, risk triage, exception workflows, and client reporting.
• Ensure that the platform reflects current portfolio and insurance statuses through disciplined data management.
• Identify system improvements or edge cases and partner with Product & Engineering to enhance automation logic and UI/UX.
• Act as the front-line compliance contact for 1-2 strategic client accounts.
• Provide thoughtful guidance on insurance acceptability, investor requirements, and exception resolution.
• Deliver risk summaries, reporting, and strategic recommendations backed by system data and policy interpretation.
• Apply Fannie Mae, Freddie Mac and HUD servicing insurance guidelines to real-time compliance decisions.
• Stay informed on investor updates and communicate relevant impacts to clients and internal teams.
• Document decisions and actions clearly within the system and client-facing logs.

Manager, Insurance Compliance

• Perform timely and accurate insurance reviews using our compliance platform
• Maintain up-to-date insurance records and ensure data accuracy across assigned loans
• Identify and flag exceptions based on defined guidelines
• Support resolution of exceptions through structured workflows
• Use internal systems to track documentation, manage workflows, and update compliance statuses
• Follow established processes for data entry, exception handling, and reporting
• Escalate system issues, edge cases, or inconsistencies to senior team members
• Contribute feedback to improve workflows and platform usability
• Support senior team members in managing lender portfolios
• Assist in preparing compliance summaries and reports
• Monitor assigned tasks and ensure SLAs are met
• Learn and apply Fannie Mae / Freddie Mac / HUD insurance requirements
• Build foundational knowledge of policy interpretation and risk assessment
• Maintain clear and accurate documentation of reviews and decisions

Manager, Insurance Compliance

Insurance Compliance Analyst