Consultant

Role Overview

• Responsible for providing sophisticated risk advisory services to institutional clients specialized in complex commercial real estate transactions
• Manages pre-closing risk review of commercial real estate transactions, liaising with lenders, and brokers on new loan originations on behalf of institutional, investment and government sponsored lenders
• Provides financial risk management and insurance requirements based on deal type, geography, and lender
• Analyzes proposed insurance coverage and related risk mitigation including financial reserves and borrower guarantees and identifying and communicating insurance coverage gaps to borrower and broker
• Prepares exception waivers and exclusion reporting
• Creates and submits client Final Risk Review deliverables including accurate risk assessment and documentation
• Liaises with lenders, borrowers, and brokers pre-close and ensures that proposed insurance coverage is in place at closing
• Liaises with underwriting and credit review teams to explain and mitigate potential risk exposures by proposing customized solutions
• Delivers complete deal package including certificates of insurance
• Educates clients and borrowers in risk management, risk transfer, market issues, and relevant regulations
• Serves as a trusted business advisor on all pertinent transactions
• Responsible for deal flow management and tracking, client status reporting and issue tracking
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)

Requirements

• Bachelor’s degree or equivalent combination of education and experience
• 5
• 7 years of property and casualty insurance
• Deal closing and/or transaction management
• Closing and/or servicing documentation review
• In-depth working knowledge of the commercial real estate transaction flow and the assigned clients’ needs
• Experience with Builders Risk Policies

Benefits

• 100% remote work