Insurance Analyst - Compliance

Greystone; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Greystone, a national private commercial real estate lender, seeks an Analyst to join the Insurance Compliance team. You will handle organizational and insurance compliance for Post Closing loan portfolios, ensuring data integrity and adherence to agency guidelines.

The role requires a Bachelor’s degree in Finance/Accounting or related experience, strong knowledge of insurance documentation, and proficiency in MS Office.

Qualifications

• Bachelor's degree in Finance, Accounting or Business Administration or 3 years of relevant work experience.
• Thorough understanding of loan documentation and agency guidelines for insurance.
• Exhibit self-motivation whether working independently or in a group.
• Loan Servicing experience is a plus.
• Strong understanding of loan documentation and agency guidelines for insurance.
• Strong understanding of insurance documentation and terminology.
• Understand company guidelines for data integrity.
• Knowledge of Fannie Mae and Freddie Mac servicing and insurance guidelines.
• Clear knowledge of Commercial Insurance Coverage (Property & Liability).
• Strong verbal, written, and electronic communication skills; MS Office proficiency.

Responsibilities

• Review Insurance certificates/Acord forms and policies for compliance with minimal supervision.
• Perform comprehensive compliance reviews including blanket or aggregation analyses with minimal supervision.
• Review, verify and enter insurance risk data into servicing system.
• Process Insurance waivers/exceptions/variances with supporting documentation.
• Communicate with internal and external clients regarding insurance payments and information requests.
• Prepare and process reports and forms related to insurance processing.
• Be familiar with Third Party Reports such as Appraisals, Property Condition Assessments, Zoning Reports and Seismic Risk Assessments.
• Assist with special projects and other related duties.

Skills

Bachelor's degree/Finance/Accounting/

Loan servicing knowledge

Fannie Mae/Freddie Mac guidelines

Excel proficiency

Strong communication

Attention to detail

Education

Bachelor's degree in Finance/Accounting/Business Administration

Tools

MS Office

Excel

Word

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 $13 billion in loan originations in 2025. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac by multifamily loan volume 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. At Greystone, charity is at the heart of who we are and what we do.

At Greystone, everything we do is driven by our purpose of improving others' lives. As we work hard to maintain our ranking as a top national commercial real estate lender, our culture of caring and support is just as important. We don't just say "Where People Matter" - we lead with this mantra every day to guide our actions and behaviors. Greystone is committed to fostering and preserving a culture of inclusion. Belonging is at the heart of our culture of caring, integrity and excellence and is a driving force behind our entrepreneurial spirit and creativity.

We are seeking an Analyst to join our Insurance Compliance team. This position handles the organizational and insurance compliance functions on the Post Closing team for our Fannie Mae and Freddie Mac Loan Portfolios in accordance with departmental policy, procedures, and agency guidelines.

Primary Duties and Responsibilities:

• Review Insurance certificates/Acord forms and policies for compliance with minimal supervision.

• Perform comprehensive compliance reviews including blanket or aggregation analyseswith minimal supervision.

• Review, Verify and enter specific property related insurance risk information and related insurance coverage data into servicing system meeting company guidelines for data integrity.

• Process Insurancewaivers/exceptions/varianceswith supporting documentation for non-compliant insurance issues.

• Regular communication with internal and external clients related to insurance payments, including research and response to requests for information and other insurance related matters.

• Prepare and process various reports and forms related to insurance processing

• Be familiar with Third Party Reports such as Appraisals, Property Condition Assessments, Zoning Reports and Seismic Risk Assessments.

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

Knowledge, Skills, and Abilities Required:

• A Bachelor's degree in: Finance, Accounting or Business Administration or three (3) years of relevant work experience.

• Thorough understanding of loan documentation and agency guidelines for insurance.

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

• Loan Servicing experience is a plus.

• Strong understanding of loan documentation and agency guidelines for insurance.

• Strong understanding of insurance documentation and terminology.

• Understand company guidelines for data integrity.

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

• Clear knowledge of Commercial Insurance Coverage. (Property & Liability)

• Strong verbal, written, and electronic communication skills.
  Proficient in MS Office with an emphasis on Excel and Word.

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

• Ability to multi-task and meet frequent deadlines.

• Consistently produces work that is high quality.

• Ability to present data in a professional manner.

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 a work environment that empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer.

*For HUD's 2025 fiscal year ending September 30, 2025. Based upon combined firm commitments received by Greystone Funding Company LLC and Greystone Servicing company LLC and excludes risk sharing and hospital loans.