Insurance Compliance Analyst (Mortgage Loans)

The Community Preservation Corporation • Dallas, TX

3d • $60,000 - $75,000 • Hybrid

About The Position

To analyze and monitor insurance coverage placement in accordance with CPC and Investor guidelines for CPC’s commercial real estate loan portfolio. To assist borrowers in acquiring appropriate coverage based on loan-level specific exposures that support CPC’s mission of transforming underserved neighborhoods into thriving and vibrant communities.

Requirements

• BA/BS required
• 1+ years’ experience in the property and casualty insurance industry preferred. (e.g. CRE Portfolio Administrator, CSR, Account Manager, Underwriter Assistant, Processor, etc.,)
• Experience in loan documentation and agency guidelines preferred
• Familiarity using financial institution software, e.g., McCracken Strategy
• Strong interpersonal skills, accuracy with numbers, ability to multi-task and attention to detail
• Exhibit self-motivation and ability to multi-task whether working independently or on a team

Responsibilities

• Communicate regularly with borrowers and insurance agents to obtain evidence of required insurance coverage within established timeframes
• Perform compliance reviews of insurance certificates and policies and work with internal and external stakeholders to ensure insurance requirements are met
• Maintain accurate, up-to-date insurance data in the servicing systems for all assigned loans
• Assist in gathering insurance information needed for lender and internal audits
• Work with senior team members on insurance waiver and exception request submissions for non-compliant insurance issues
• Take on challenges, acknowledge growth opportunities, and demonstrate patience when learning new processes
• Perform other administrative duties and tasks, as assigned.

Benefits

• Competitive compensation
• 401(k) retirement plans with employer match
• Medical, dental, and vision benefits for employees and their dependents
• Commuter benefits
• PTO for vacation, personal days, sick leave, holidays, jury duty, bereavement, parental leave, and disability
• Tuition assistance program
• Two “work from anywhere” weeks per year
• Summer Fridays
• Collaborative working spaces
• Service days to support our communities
• Employee development and engagement events

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 101-250 employees