Reviewing insurance provisions within loan documentation for new originations
Ensuring all insurance requirements are met accurately and efficiently
Partnering with borrowers, insurance brokers, third-party vendors, and prior servicers
Collaborating closely with internal teams to deliver a high-quality, client-focused experience
Notifying borrowers of expirations/deficiencies where insurance does not align with loan documents
Auditing insurance renewals, completing comparison against the Insurance Module and documents received
Obtaining evidence of renewal of certificates/policies/policy endorsements
Completing insurance disbursements, as needed
Assisting Borrowers/Agents regarding incoming inquiries involving insurance disputes, insurance requirements, premium payments and cancellation notices
Identifying loans where expired insurance requires force placed insurance
Connecting with Asset Management and Servicing, as necessary
Assisting with Escrow Analysis and Tax payments, as needed

3+ years of experience with commercial insurance (Real Estate)
A detailed understanding of loan terms, complex loan documents, capital structures, pooling, investor reporting and servicing agreements, servicing functions, and process flows
Proven written/verbal communication, analytical, and problem-solving skills
Ability to multi-task and work independently in a time sensitive environment.
Experience with HUD/FHA, Fannie Mae and/or Freddie Mac
Property and Casualty Insurance License or other insurance designations

Market competitive base salaries, with a yearly bonus potential at every level
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave
401(k) plan with company match (up to 4%)
Company-funded pension plan
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

Senior Insurance Analyst, Real Estate Loan Services

Key skills