Insurance Analyst - Compliance

Greystone Servicing Company LLC; Irving (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Greystone is seeking an Analyst to join our Insurance Compliance team. This role 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 and agency guidelines.

Responsibilities include reviewing certificates and policies for compliance, data entry, processing waivers, and communicating with internal and external clients.

Qualifications

• Bachelor's degree in Finance, Accounting or Business Administration or three years of relevant work experience.
• Thorough understanding of loan documentation and agency guidelines for insurance.
• Experience with Fannie Mae/Freddie Mac servicing is a plus.

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 property related insurance risk information and related data into servicing system.
• Process Insurance waivers/exceptions/variances with supporting documentation.
• Communicate with internal and external clients regarding insurance payments and requests for information.
• Prepare and process reports and forms related to insurance processing.
• Be familiar with Third Party Reports such as Appraisals, PCAs, Zoning Reports and Seismic Risk Assessments.
• Assist with special projects and other related duties.

Skills

Attention to detail

Self-motivation

Multi-tasking

Strong communication

Interpersonal skills

Numerical accuracy

Education

Bachelor's degree in Finance/Accounting/Business Administration

Tools

MS Office

Excel

Word

Data entry systems

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 analyses with 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 Insurance waivers/exceptions/variances with 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.