Lender Review Analyst - Real Estate & Corporate Finance

Lockton; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Lockton in Houston, TX seeks an experienced Lender Review Analyst to analyze insurance and lending documents, interpret exposure, and ensure coverage meets lending requirements. You will author detailed reports and advise clients and brokers on coverage.

The role requires 3–5+ years of insurance experience, a P&C license, and strong MS Office skills. You may mentor junior staff and participate in departmental meetings as needed.

Qualifications

• Bachelor’s degree in a business-related program or equivalent experience is required.
• Three to five plus years of insurance experience.
• P&C Insurance License is required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Ability to compile, analyze, and interpret financial information to facilitate decision-making.

Responsibilities

• Analyze insurance, lending, corporate documents, as well as contracts and lending requirements.
• Assess and interpret exposure information from the Client/borrower to ensure all meet lending requirements.
• Interpret and evaluate policy terms to ensure adequate coverage to meet lending requirements.
• Author high-quality detailed reports outlining findings, red flags/issues, recommendations and coverages for Real Estate, Real Estate Construction and Corporate Finance transactions.
• Advise on coverage recommendations to clients, borrowers and outside brokers.
• Peer review junior-level associate’s reports as needed.
• Mentor and be a resource for junior-level associates as needed.
• Attend and occasionally lead departmental meetings.
• Conduct coverage research and collaborate with internal resources, as well as research and understand industry trends.
• Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer.
• Service visits to clients may be required.

Skills

Attention to detail

Communication skills

Mathematical accuracy

MS Office proficiency

Time management

Education

Bachelor’s degree in business-related field

Job description

Lockton in Houston, TX seeks an experienced Lender Review Analyst to analyze insurance and lending documents, interpret exposure, and ensure coverage meets lending requirements. You will author detailed reports and advise clients and brokers on coverage.

The role requires 3–5+ years of insurance experience, a P&C license, and strong MS Office skills. You may mentor junior staff and participate in departmental meetings as needed.