Insurance Analyst

Summary

The Insurance Analyst is responsible for monitoring and managing the insurance exception report, assisting with internal vendor insurance audits, compliance, and document management, as well as confirming reporting and data integrity. This position works directly with the Insurance Operations Manager, Asset Managers, Escrow Managers, and Closers to provide and maintain the integrity of insurance coverage for the BWE loan portfolio.

• Satisfy Exception (material and non-material) and Expiration Lists.
• Manage the integrity of the data that is provided internally as well as to and from Agents and Borrowers including mortgagee clauses, lender requirements, insurable values, etc.
• Assist with lender and internal compliance audits which may include Fannie, Freddie, Fitch, or quarterly audits or insurance audits.
• Manage own portfolio.
• Provide insurance guidance and support acting as an insurance subject matter expert to servicing, production and senior management as needed.
• Partner effectively with Asset Managers, Closers, and Escrow Managers to help maintain the integrity of insurance coverage for the portfolio.

• 10 years’ experience with insurance for commercial real estate.
• Relevant experience in commercial real estate finance and loan servicing preferred.
• Experience on the insurance agency or carrier side. Insurance underwriting a plus.
• High school diploma.
• Undergraduate business degree preferred.
• Possess current insurance designations (i.e. CPCU, CISR, CIC, AIS, CRM, etc.) is a plus.
• Fluency in Microsoft Excel and Word programs.
• Ability to manage multiple assignments, meet deadlines, coordinate, and communicate effectively in a team environment.
• Excellent organizational and communication skills.
• Must be detail oriented.

We encourage you to explore the career opportunities we have available here at BWE!