Senior Consultant

Role Overview

• Responsible for providing advisory services to institutional clients focused on financing commercial real estate.
• Manages pre-closing risk review of commercial real estate transactions, liaising with lenders, borrowers, 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 requirements.
• 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 for resolution.
• Collaborate with clients and existing team to review newly originated loan information for commercial real estate properties to determine construction liability exists.
• Identify and remediate coverage issues and discrepancies thus alleviating loan closing barriers.
• Function as team and client subject matter expert, staying current on existing and future risk issues, coverage, and market changes.
• Liaises with underwriting and credit review teams to explain and mitigate potential risk exposures by proposing customized solutions.
• Reviews proposed restrictions and exclusions and prepares analyses for discussion purposes.
• Works with borrower representatives to ensure the appropriate coverages are in place at time of closing and that evidence is provided.
• Delivers complete deal package including certificates of insurance when working independently on stand-alone transactions.
• Complies with business management system data standards and data integrity (enter and maintain complete and accurate information).
• Participates in a relationship management role developing client processes, annual meetings, and standards maintenance.
• Ability to train new associates, guide transaction management and willingness to lead a small team. Other duties as assigned.

Requirements

• Bachelor’s degree or equivalent combination of education and experience, with Risk and Insurance Management and Business-related curriculum preferred.
• 10 or more years of experience related to Commercial Insurance Risk, claims management, risk management, or lender side financing; specific experience with high value or portfolio commercial property and liability preferred.