Job Title: Insurance Analyst - Loan Services Team
Location: Dallas, TX (Hybrid 3 Days onsite), Tuesday and Wednesday are mandatory days in the office, and workers can choose their third day onsite.
Hours: Can not start before 7 am, but flexible after that.
Duration: 3+ Months can also turn into an RTH (Right-to-hire) based on performance
Position Overview
The Loan Services team is seeking an
Insurance Analyst to support the management of insurance-related functions for borrowers and loan portfolios. This role requires strong analytical skills, attention to detail, and effective communication with internal teams, borrowers, and insurance providers.
Key Responsibilities
- Order current property valuations from vendor websites by reviewing appraisals and identifying key property details (e.g., number of buildings, stories, construction type, etc.).
- Compile summaries of outstanding items for borrowers with multiple loans.
- Communicate with insurance agencies, prior services, and borrowers to obtain renewal evidence of certificates, policies, and policy endorsements.
- Request insurance and tax premium shortages, as needed.
- Review escrow analyses for accuracy.
- Assist borrowers and agents with inquiries related to insurance disputes, requirements, premium payments, and cancellation notices.
- Keep the manager informed on issues, production flow, and potential risks.
- Provide support on special projects as assigned.
Qualifications
- Bachelor's Degree or Insurance License preferred; equivalent experience considered.
- Minimum 2+ years of related commercial insurance experience and/or training required.
- Familiarity with HUD, Fannie Mae, and Freddie Mac guidelines, as well as tax-related processes, is a plus.
- Strong analytical and problem-solving skills.
- Proven ability to multitask and work independently in a time-sensitive environment.
- Excellent verbal and written communication skills, with the ability to collaborate effectively with insurance industry professionals.
- Demonstrated teamwork, professionalism, and leadership qualities in a customer-oriented environment.
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