Associate Lender Review Analyst

Lockton Companies; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Lockton is seeking a detail-oriented Lender Review Analyst in Houston to evaluate annual insurance certificates and ensure lender compliance. You will communicate insurance risks and coordinate with lenders and brokers to close items.

The role requires a high school diploma, insurance experience, and proficiency with Microsoft Office. Some travel and after-hours work may be necessary, with opportunities to contribute to a collaborative, client-focused team.

Qualifications

• High school diploma or GED required.
• 1 year of insurance experience, or college hours in lieu.
• Adept in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Strong attention to detail and accuracy.
• Excellent organizational and time-management skills.
• Strong verbal, written and interpersonal communication.

Responsibilities

• Evaluates annual insurance certificates and reviews reports for accuracy.
• Communicates potential insurance risks and lender requirements to ensure compliance.
• Manages renewal transactions, certificate reviews and lender relationships.
• Acts as first point of contact for lending clients.
• Coordinates with lenders, brokers, and internal resources to close items.
• Maintains project board, prepares files, and assigns analysts as needed.
• Tracks, analyzes and reports weekly/monthly to leadership.

Skills

Attention to detail

Time management

Communication skills

Organizational skills

Self-motivation

Education

High school diploma or GED

1 year insurance experience or college hours

Tools

Microsoft Office Suite

Job description

Houston, Texas, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

About the Position

Lockton is currently seeking a highly motivated, analytical expert to join our Houston Lender Review Team! If you enjoy the challenge of research, problem solving and executing tasks that positively impact our day-to-day operations and support our overall business strategies – The Associate

Lender Review Analyst is a detail-oriented individual, responsible for the evaluation of annual insurance certificates and reviewing reports. You will communicate potential insurance risks and lender requirements to ensure commercial insurance compliance.

• Manages renewal transactions, certificate reviews, and lender relationships.
• First point of contact for all lending clients.
• Reviews initial information provided by clients to ensure completion and accuracy.
• Adds incoming transactions to the project board, prepares files in the system and assigns an analyst.
• Coordinates via email and phone with lenders and outside insurance contacts or brokers for additional remaining items.
• Coordinates with internal resources and research topics as needed.
• Tracks and provide weekly/monthly reporting to leadership.
• Attends and occasionally lead department meetings.
• Prepares invoices for lenders based upon fee agreements and follow up for payments.
• Make a positive contribution to customer satisfaction and strive to improve client service experience.
• Other additional responsibilities as assigned.

Qualifications

• High school diploma (or GED) required.
• One (1) year of insurance experience. May consider a college degree or some college hours in lieu of insurance experience.
• Adept in the Microsoft Office Suite (Word, Excel, PowerPoint and Outlook).
• Strong attention to detail.
• High aptitude for accuracy in mathematical calculations.
• Strong organizational and time-management skills, with the ability to prioritize and meet sensitive deadlines.
• Strong verbal, written and interpersonal communication skills.
• Self-initiation, desire and willingness to further insurance knowledge and keep current on trends impacting the industry.
• Ability to travel and work outside of normal hours due to business demands.
• Legally authorized to work in the United States.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.