Insurance Compliance Analyst – CRE Finance

Greystone; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

Greystone is seeking an Analyst to join our Insurance Compliance team in Atlanta, GA. This role handles organizational and insurance compliance duties for our Fannie Mae and Freddie Mac loan portfolios in accordance with policy and agency guidelines.

Key responsibilities include reviewing insurance certificates and policies for compliance, performing compliance reviews, and maintaining data integrity in servicing systems, while communicating with internal and external clients.

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.
• Strong Excel and Word skills; able to multi-task and meet deadlines.
• Excellent verbal and written communication.

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 data into servicing systems.
• Process Insurance waivers/exceptions/variances with supporting documentation for non-compliant insurance issues.
• Regular communication with internal and external clients related to insurance payments and information requests.
• 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.

Skills

Insurance compliance knowledge

Data entry accuracy

MS Excel

MS Word

Communication skills

Attention to detail

Education

Bachelor’s degree in Finance, Accounting or Business Administration

Three years of relevant work experience

Job description

Greystone is seeking an Analyst to join our Insurance Compliance team in Atlanta, GA. This role handles organizational and insurance compliance duties for our Fannie Mae and Freddie Mac loan portfolios in accordance with policy and agency guidelines.

Key responsibilities include reviewing insurance certificates and policies for compliance, performing compliance reviews, and maintaining data integrity in servicing systems, while communicating with internal and external clients.