Advocate Technologies

• 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.

• 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