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Company

Greystone · 1 day ago

Insurance Analyst ll - Pre Closing

Memphis, TN

Full-time

Onsite

Mid Level

3+ years exp

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Business DevelopmentFinance

Growth Opportunities

H1B Sponsor Likely

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Responsibilities

Communicate regularly with internal and external clients related to insurance matters.

Review insurance certificates/ Acord forms for compliance independently.

Process Insurance waivers/ exceptions with supporting documentation for non-compliant insurance issues.

Verify and enter insurance data into the Freddie Mac insurance compliance tool.

Review loan documents, appraisals, property condition assessments, and other third-party reports to determine loan-specific insurance requirements.

Create new loan folders for insurance review and obtain supporting documents.

Download documents from Closer to the appropriate pre-closing folders.

Prepare closing folder for loan boarding, and loan administration and prepare OnBase documents for uploading.

Assist and/or perform special projects and other related duties as assigned.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Pre-Closing Insurance reviewsCommercial insurance coverageThird-party reportsLoan documentationInsurance documentationFannie Mae guidelinesFreddie Mac guidelinesLoan servicingData integrityMicrosoft OfficeExcel

Required

A Bachelor’s Degree in Finance, Accounting, or Business Administration or three (3) years of relevant work experience.

Pre-Closing Insurance reviews for Agency loans.

Familiarity with third-party reports such as appraisals, property condition assessments, zoning reports, and seismic risk assessments.

Understanding of loan documentation and agency guidelines for insurance.

Understanding of company guidelines for data integrity.

Strong time management and organizational skills.

Clear knowledge of commercial insurance coverage (property & liability).

Proficient understanding of insurance documentation and terminology.

Knowledge of Fannie Mae and Freddie Mac servicing and insurance guidelines.

Exhibit self-motivation whether working independently or in a group.

Strong verbal, written, and electronic communication skills.

Proficient in Microsoft Office with an emphasis on Excel and Word.

Strong interpersonal skills, accuracy with numbers, and attention to detail are essential.

Ability to multi-task and meet frequent deadlines.

Consistently produces work that is high quality.

Ability to present data in a professional manner.

Preferred

Loan servicing experience is a plus.

Company

Greystone

Glassdoor

4.3

Greystone is a financial services and private investment company.

Founded in 1988

New York, New York, USA

1001-5000 employees

https://www.greystone.com

H1B Sponsorship

Greystone has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2021 (1)

2020 (1)