• Provide outstanding service to internal and external clients
• Aid in the effective management of our complex insurance portfolio
• Serve as a subject matter expert to both the department and the leadership team
• Demonstrate a high level of knowledge of the insurance compliance review process and overarching insurance market trends
• Provide management, leadership and direction to the insurance analysts
• Maintain a portfolio of loans
• Ensure all insurance files include accurate representation of loan requirements
• Review policy documentation from borrowers and insurance agents prior to the due date
• Make timely requests for additional information and corrective measures
• Remediate non-compliant insurance with clients
• Monitor reports and deadlines to ensure work is completed in advance of set timelines
• Assist junior team members with workflow to ensure deadlines are met
• Train and develop junior team members on core position requirements and functions

Senior Associate, Asset Tax & Insurance

Senior Tax Associate

Senior Tax Associate

Federal Tax Advisory – Research & Credits Manager

Software Engineer – Federal Tax Advisory, Senior Analyst

Senior Associate, Tax