• Responsible for a portfolio of loans to ensure insurance obligations are met
• Analyze property, liability, and regional perils to mitigate coverage limits
• Communicate with the Borrower and the Agent for annual coverage binding
• Review insurance policy renewal from borrowers and/or agents for compliance
• Remediate non-compliant insurance issues through correspondence
• Respond to inquiries from internal and external customers
• Monitor reports and deadlines for timely completion of work
• Utilize the Servicing System and other software applications for insurance reviews
• Stay updated on regulatory requirements

Associate, Asset Tax & Insurance

Tax Intern

Tax Manager

Manager, Indirect Tax, Technology, Platform Application Support

Client Operation Services Lead – Property Tax, Mortgage, Real Estate

Tax Representative