Insurance Analyst - Post Closing

Greystone; Irving (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

Greystone, a national commercial real estate finance leader, seeks an Insurance Analyst for its Post-Closing team in Irving, TX. You will handle insurance processing, documentation review, and premium payments to align with agency guidelines.

The role emphasizes data accuracy, timely communications with lenders and clients, and familiarity with Fannie Mae/Freddie Mac insurance standards. A Bachelor’s degree or equivalent experience is required, with strong Excel/Word skills and attention to

Qualifications

• Bachelor’s degree in Finance, Accounting or Business Administration or three (3) years of relevant work experience.
• Loan Servicing experience is a plus.
• Exhibit self-motivation whether working independently or in a group.
• 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.
• Proficient understanding of insurance documentation and terminology.
• 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.

Responsibilities

• Maintain evidence and invoice tracking in servicing systems within established timeframes.
• Communicate regularly with internal and external clients on insurance matters.
• Prepare insurance premium invoices for processing.
• Review Insurance Accords and Policies for compliance with agency guidelines.
• Complete insurance non-compliant transfer forms as needed.
• Review loan documents and third-party reports to determine insurance requirements.
• Verify and enter data into servicing systems related to insurance.
• Assist with special projects and related duties as assigned.
• Communicate with clients regarding insurance payments and respond to information requests.

Skills

Attention to detail

Strong communication

MS Office (Excel/Word)

Analytical aptitude

Independent work

Education

Bachelor’s degree in Finance, Accounting or Business Administration

Three (3) years relevant work experience

Tools

MS Office

Insurance documentation terminology

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 Insurance Analyst to join our Post-Closing team. The Insurance Analyst is a highly motivated individual who possesses a strong analytical aptitude and attention to detail. The Insurance Analyst handles the insurance process preparation and payment of the insurance premiums for our Agency (Fannie Mae and Freddie Mac) Loan Portfolios in accordance with departmental policy, procedures, and Agency guidelines. Responsibilities include but are not limited to reviewing Insurance certificates and policies to ensure compliance with the Agency guidelines. Preparation of insurance processing documentation, insurance payments, and maintaining insurance data.

Primary Duties And Responsibilities

• Maintain evidence and invoice tracking in our servicing systems ensuring that evidence and invoices are received and processed within an established timeframe preventing cancellations and protecting the Lender’s interest in the property.
• Regular communication with internal and external clients related to insurance matters.
• Prepare insurance premium invoices for processing.
• Review Insurance Accords and Insurance Policies for compliance, with minimal supervision.
• Complete insurance non-compliant transfer forms as needed.
• Review Loan Documents, Appraisals , Property Condition Assessments and other Third Party Reports to determine loan specific insurance requirements.
• Verifying and entering data into the servicing systems related to insurance.
• Assist and/or perform special projects and other related duties as assigned.
• Regular communication with internal and external clients related to insurance payments, including research and response to requests for information and other insurance related matters

Experience, Skills, And Abilities Required

• A Bachelor’s degree in: Finance, Accounting or Business Administration or three (3) years of relevant work experience.
• Loan Servicing experience is a plus.
• Exhibit self-motivation whether working independently or in a group.
• 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.
• Proficient understanding of insurance documentation and terminology.
• 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.”