Senior Insurance Analyst, Real Estate Loan Services
Prudential Financial
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • United States
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Job Level
About the role
- Reviewing insurance provisions within loan documentation for new originations
- Ensuring all insurance requirements are met accurately and efficiently
- Partnering with borrowers, insurance brokers, third-party vendors, and prior servicers
- Collaborating closely with internal teams to deliver a high-quality, client-focused experience
- Notifying borrowers of expirations/deficiencies where insurance does not align with loan documents
- Auditing insurance renewals, completing comparison against the Insurance Module and documents received
- Obtaining evidence of renewal of certificates/policies/policy endorsements
- Completing insurance disbursements, as needed
- Assisting Borrowers/Agents regarding incoming inquiries involving insurance disputes, insurance requirements, premium payments and cancellation notices
- Identifying loans where expired insurance requires force placed insurance
- Connecting with Asset Management and Servicing, as necessary
- Assisting with Escrow Analysis and Tax payments, as needed
Requirements
- 3+ years of experience with commercial insurance (Real Estate)
- A detailed understanding of loan terms, complex loan documents, capital structures, pooling, investor reporting and servicing agreements, servicing functions, and process flows
- Proven written/verbal communication, analytical, and problem-solving skills
- Ability to multi-task and work independently in a time sensitive environment.
- Experience with HUD/FHA, Fannie Mae and/or Freddie Mac
- Property and Casualty Insurance License or other insurance designations
Benefits
- Market competitive base salaries, with a yearly bonus potential at every level
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave
- 401(k) plan with company match (up to 4%)
- Company-funded pension plan
- Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
- Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service
- Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance provisionsloan documentationinsurance requirementsinsurance renewalsinsurance disbursementsEscrow Analysiscapital structuresinvestor reportingservicing agreementsprocess flows
Soft Skills
communicationanalytical skillsproblem-solvingmulti-taskingindependencetime managementcollaborationclient-focused experience
Certifications
Property and Casualty Insurance License