Acquisition & Lender Compliance Associate

Franklin Street is currently seeking an Acquisition & Lender Compliance Associate to join our team in Tampa, FL.

The ideal candidate must possess a bachelor's degree from an accredited college, Insurance, Risk Management, Actuarial Sciences, or Finance / Business major preferred. 1-3 years of experience working in the mortgage or lender industry. Commercial insurance experience is preferred but not required to be considered for this role.

Position Overview :

The Acquisitions & Lender Compliance Associate - Commercial Insurance will assist the Managing Partner / Producer and Vice President in support of a group of insurance agents in order to enable them to reach a high level of production and provide exceptional customer service to our clients.It is a developmental role designed for those just entering the Commercial Insurance field.

• Activities primarily related to Acquisitions and Lender Compliance :
• Evaluates client's exposures and will create premium estimates for client's potential commercial real estate acquisitions.
• Updates and actively manages the Acquisitions Tracking Sheet.
• Analyze portfolio loss histories, identify frequency trends and presents recommendations for risk management solutions to client.
• Discusses exposures with clients to create insurance Statements of Value (SOV) to capture client's locations and property exposures for client's approval and submission to carriers.
• Stays current on the latest Fannie Mae and Freddie Mac insurance requirements to be able to review contracts and secure proper coverage, negotiate terms with carrier and properly execute evidence of insurance for clients.
• Generates and analyzes Marshall & Swift valuations utilizing Marshall & Swift online software and respond to lender's questions concerning the valuations and negotiate changes in values with lender and carrier.
• Creates and provides Acquisition Pricing Spreadsheet per property once a property goes under contract.
• Utilize our web-based Agency Management System to set up new clients.
• Performs ongoing tasks related to assisting Agents / Brokers with proper client documentation.
• Responds in a timely manner to various inquiries from clients. Gathers and delivers signed documents to underwriters and obtains any additional information to finalize bind requests from agents (ex : loss runs, No Known Loss Letters, binder subjectivities).
• Creates client summary packages, marketing materials, proposals, etc. for agents utilizing Microsoft Publisher and AMS.
• Produces general correspondence, client binders, memos, charts, tables, graphs, business, and financial reports, etc.
• Adheres to Franklin Street's Insurance best practices and procedures.
• Assists agents / brokers with day-to-day tasks and special projects.
• Performs other duties as assigned.

Requirements

About Franklin Street :

Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions to meet clients' evolving needs. Through a collaborative philosophy of leveraging the resources, expertise, and experience of each of its divisions-Real Estate, Capital, Insurance, Property Management, and Project Management-Franklin Street offers unmatched value and optimal solutions for clients nationwide.

Make your next career move with Franklin Street. With seven lines of business and nine offices across, that perfect opportunity you've been looking for is here. We believe in hiring a mix of experienced and new talent to join our team of professionals. Whatever your expertise, wherever you are on your career path, Franklin Street is your destination for success.

Learn more about Franklin Street and our award-winning culture at www.FranklinSt.com .

Franklin Street offers competitive salaries, medical - including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events.

Must be able to successfully pass pre-employment (post-offer) drug screen and background check.

Franklin Street and Lighthouse HR Services is an Equal Opportunity Employer : Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, or any other classification protected by law.

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