Insurance Analyst - Pre Closing

Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with over $13 billion in loan originations in 2023. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac multifamily loan originations and is the #1 Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. A highly philanthropic company, Greystone donates more than half of its profits to charity each year.

We are seeking an Insurance Analyst to join our Loan Administration Pre-Closing team who is motivated, detail-oriented, and experienced in multifamily loan closing. Accuracy and attention to detail are critical along with the ability to multi-task and problem-solve. The Insurance Analyst handles the organizational and analytical support function on the Pre-Closing team for our Fannie Mae, Freddie Mac, and Bridge Loan Portfolios in accordance with departmental policy, procedures, and agency guidelines. Responsibilities include but are not limited to the preparation of insurance processing documentation.

Primary Duties and Responsibilities:

• Communicate regularly with internal and external clients related to insurance matters.
• Review insurance certificates/ Acord forms for compliance independently.
• Process Insurance waivers/ exceptions with supporting documentation for non-compliant insurance issues.
• Verify and enter insurance data into the Freddie Mac insurance compliance tool.
• Review loan documents, appraisals, property condition assessments, and other third-party reports to determine loan-specific insurance requirements.
• Create new loan folders for insurance review and obtain supporting documents.
• Download documents from Closer to the appropriate pre-closing folders.
• Prepare closing folder for loan boarding, and loan administration and prepare OnBase documents for uploading.
• Assist and/or perform special projects and other related duties as assigned.

Experience, Skills, and Abilities Required:

• A Bachelor’s Degree in Finance, Accounting, or Business Administration or three (3) years of relevant work experience.
• Familiarity with third-party reports such as appraisals, property condition assessments, zoning reports, and seismic risk assessments.
• Loan servicing experience is a plus.
• Understanding of loan documentation and agency guidelines for insurance.
• Understanding of company guidelines for data integrity.
• Strong time management and organizational skills.
• Clear knowledge of commercial insurance coverage (property & liability).
• Proficient understanding of insurance documentation and terminology.
• Knowledge of Fannie Mae and Freddie Mac servicing and insurance guidelines.
• Exhibit self-motivation whether working independently or in a group.
• Strong verbal, written, and electronic communication skills.
• Proficient in Microsoft Office with an emphasis on Excel and Word.
• Strong interpersonal skills, accuracy with numbers, and attention to detail are essential.
• Ability to multi-task and meet frequent deadlines.
• Consistently produces work that is high quality.
• Ability to present data in a professional manner.

At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer.