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Insurance Analyst

Insurance Analyst

GreystoneIrving, TX, USA
30+ days ago
Job type
  • Full-time
Job description

Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with over $13 billion in loan originations in 2023. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac multifamily loan originations and is the #1 Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. A highly philanthropic company, Greystone donates more than half of its profits to charity each year.

We are seeking an Insurance Analyst to join our Servicing and Asset Management team. The Insurance Analyst handles the insurance process for our Fannie Mae, Freddie Mac, FHA, USDA, and Conventional Loan Portfolios in accordance with departmental policy, procedures, and agency guidelines.

Primary Duties and Responsibilities :

  • Maintain evidence and invoice tracking in Microsoft Dynamics ensuring that evidence and invoices are received and processed within an established timeframe preventing cancellations and protecting the Lender’s interest in the property.
  • Communicate regularly with internal and external clients related to insurance matters.
  • Prepare insurance premium invoices for processing.
  • Perform compliance review with supervision.
  • Obtain proper documentation and prepare waivers for submission for senior-level or management review.
  • Prepare insurance non-compliant transfer forms as needed for senior-level or management review.
  • Verifying and entering data information into the servicing system related to insurance.
  • Performing other related duties as assigned.

Experience, Skills, and Abilities Required :

  • A Bachelor’s degree in Finance, Accounting, or Business Administration or one (1) years of relevant work experience.
  • Basic understanding of general loan documentation and agency guidelines for insurance.
  • Understand company guidelines for data integrity.
  • Basic understanding of general insurance documentation and terminology.
  • Exhibit self-motivation whether working independently or in a group.
  • Basic verbal, written, and electronic communication skills.

    • Basic knowledge of MS Office with an emphasis on Excel and Word.

  • Beginning knowledge of insurance documentation and terminology.
  • 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 exercise intellectual honesty when presenting information.
  • Ability to present data professionally.

    • At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer.