Sr. Insurance Analyst
About The Position
Independently review and analyze complex annual insurance renewal documents for Real Estate, Commercial, and SBA loan portfolios. Evaluate insurance policies for compliance with loan documents, servicing agreements, and investor guidelines. Identify insurance deficiencies and communicate directly with insurance agents, borrowers, and internal stakeholders. Monitor cancellation notices and ensure continuous insurance coverage is maintained. Review insurance documents for new loan originations and resolve compliance issues prior to closing. Maintain accurate insurance data within McCracken and other internal systems. Exercise professional judgment and escalate high-risk issues when appropriate. Support audits, loan sales, and special projects. Provide informal mentoring and technical guidance to junior analysts. Participate in cross-training and departmental initiatives. Identify and recommend workflow and process improvements. Complete all required compliance and cybersecurity training.
Requirements
- Two (2) years of experience in insurance, lending/ banking
- Strong judgment, organization, communication, and independent work capability
- Accuracy and quality of insurance reviews
- Timeliness of renewals and new-loan reviews
- Customer service responsiveness and professionalism
- System accuracy and data integrity
- Audit readiness and loan sale support
- Ongoing professional development and compliance adherence
- Professional communication with agents, borrowers, and internal teams
- Strong technical insurance knowledge and analytical capability
- Collaborative teamwork and departmental support
- Proficiency in Microsoft Office and internal banking systems
Nice To Haves
- Minimum of 2 years of property and casualty insurance experience preferred
- AINS, AU, CPCU coursework or progress preferred
- Associate or bachelor’s degree preferred
Responsibilities
- Independently review and analyze complex annual insurance renewal documents
- Evaluate insurance policies for compliance
- Identify insurance deficiencies and communicate with relevant parties
- Monitor cancellation notices
- Review insurance documents for new loan originations
- Maintain accurate insurance data within systems
- Escalate high-risk issues
- Support audits, loan sales, and special projects
- Mentor junior analysts
- Participate in training and departmental initiatives
- Recommend workflow and process improvements
- Complete required compliance and cybersecurity training
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
251-500 employees
