Loan Servicing Analyst

CBRE Group, Inc.; Houston (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

CBRE Group, Inc. is seeking an Insurance Analyst to manage insurance compliance reviews for agency, institutional, private client and high-profile borrowers in Houston. You will review loan documents and coordinate with insurers and borrowers to ensure coverage meets lender requirements.

The role emphasizes collaboration with loan servicing, renewal documents, and data reviews in CBRE systems, while upholding RISE values and ensuring timely, accurate insurance information for audits and closings.

Qualifications

• Experience analyzing commercial insurance to meet lender requirements.
• Ability to assess risk between lender and borrower needs.
• Strong attention to detail in reviewing loan closing documents for insurance compliance.

Responsibilities

• Conduct analysis of Commercial Insurance to ensure compliance with Lender requirements.
• Communicate and provide support in assessing risk between Lender and Borrower needs.
• Review Loan Closing Documents for insurance compliance at loan level.
• Collaborate with Insurer and Borrower to address deficiencies or missing coverage.
• Work with Loan Servicing team to resolve insurance related issues.
• Obtain insurance renewal documents and invoices from relevant parties.
• Utilize CBRE proprietary client systems to review insurance data and run reports.
• Assist in gathering insurance documentation for audits.
• Uphold CBRE RISE values and demonstrate excellence in work quality.
• Adhere to standardized procedures to achieve objectives and meet deadlines.
• Facilitate effective information exchange and mutual understanding within the team.

Skills

Insurance analysis

Risk assessment

Lender communications

Tools

CBRE proprietary client systems

Job description

About the Role:

As an Insurance Analyst, you will perform various tasks within the insurance team. Manage insurance compliance reviews for Agency, institutional, private client and high-profile borrowers as required. Manage flood determination process, force placed insurance and insurance claims as required.

What You’ll Do:

• Conduct analysis of Commercial Insurance to ensure compliance with Lender requirements.
• Communicate and provide support in assessing risk between Lender and Borrower needs.
• Review Loan Closing Documents for insurance compliance at loan level.
• Collaborate with Insurer and Borrower to address deficiencies or missing coverage.
• Work with Loan Servicing team to resolve insurance related issues.
• Obtain insurance renewal documents and invoices from relevant parties.
• Utilize CBRE proprietary client systems to review insurance data and run reports.
• Assist in gathering insurance documentation for audits.
• Uphold CBRE RISE values and demonstrate excellence in work quality.
• Adhere to standardized procedures to achieve objectives and meet deadlines.
• Facilitate effective information exchange and mutual understanding within the team.