Associate, Tax & Insurance

Role Overview

• Responsible for a portfolio of loans to ensure the insurance obligations are maintained by analyzing property, liability, and regional perils
• Review insurance policy renewal information from borrowers and or agents prior to the due date to ensure policy compliance with loan documents/investor and lender requirements
• Ability to remediate non-compliant insurance issues through timely requests for additional information and corrective measures through correspondence with the Agent/Broker and/or Borrower
• Respond timely to inquiries from internal and external customers
• Monitor reports and deadlines to ensure work is completed in advance of set timelines
• Utilize the Servicing System and other software applications to facilitate insurance reviews
• Ensure team members are aware of any internal or external policy or regulatory changes

Requirements

• At least 1-3 years of experience in commercial real estate mortgage industry of insurance compliance processing and/or experience in Commercial Insurance selling, underwriting or claims
• Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; sense of urgency and attention to detail
• Ability to manage multiple assignments and transactions simultaneously
• Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities
• Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team
• Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment
• Proficiency in Microsoft Office

Benefits

• competitive benefits package that provides valuable healthcare and financial protection for our workforce
• competitive vacation policy
• floating personal holidays
• extensive leave options
• annual observed holidays
• infertility coverage
• adoption support
• child and elder care
• fully paid maternity
• generous parental leave benefits
• hybrid working model with a 3 day in-office minimum requirement