Resilience Insurance Analytics

Consultant

• Responsible for providing sophisticated risk advisory services to institutional clients specialized in complex commercial real estate transactions
• Manages pre-closing risk review of commercial real estate transactions, liaising with lenders, borrowers and brokers on new loan originations on behalf of institutional, investment and government sponsored lenders
• Responsible for providing financial risk management and insurance requirements based on deal type, geography and lender requirements
• Analyzes proposed insurance coverage and related risk mitigants including financial reserves and borrower guaranties, identifying, and communicating insurance coverage gaps to borrower and broker for resolution
• Prepares exception waivers and exclusion reporting as appropriate
• Creates and submits client Final Risk Review deliverables including accurate risk assessment and documentation
• Liaises with lenders, borrowers and brokers pre-closing and ensure that proposed insurance coverage is in place at closing
• Liaises with underwriting and credit review teams to explain and mitigate potential risk exposures by proposing customized solutions
• Delivers complete deal package including certificates of insurance
• Educates clients and borrowers in risk management, risk transfer, market issues, and relevant trends
• Serves as a trusted business advisor on all pertinent issues
• Responsible for deal flow management and tracking, client status reporting and issue tracking and resolution
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)

Associate Consultant

• Responsible for providing advisory services to institutional clients focused on financing commercial real estate.
• Manages pre-closing risk review of commercial real estate transactions, liaising with lenders, borrowers, and brokers on new loan originations on behalf of institutional, investment and government sponsored lenders.
• Provides financial risk management and insurance requirements based on deal type, geography and lender requirements.
• Analyzes proposed insurance coverage and related risk mitigation including financial reserves and borrower guarantees and identifying and communicating insurance coverage gaps to borrower and broker for resolution.
• Collaborate with clients and existing team to review newly originated loan information for commercial real estate properties to determine construction liability exists.
• Identify and remediate coverage issues and discrepancies thus alleviating loan closing barriers.
• Function as team and client subject matter expert, staying current on existing and future risk issues, coverage, and market changes.
• Liaises with underwriting and credit review teams to explain and mitigate potential risk exposures by proposing customized solutions.
• Reviews proposed restrictions and exclusions and prepares analyses for discussion purposes.
• Works with borrower representatives to ensure the appropriate coverages are in place at time of closing and that evidence is provided.
• Delivers complete deal package including certificates of insurance when working independently on stand-alone transactions.
• Complies with business management system data standards and data integrity (enter and maintain complete and accurate information).
• Participates in a relationship management role developing client processes, annual meetings, and standards maintenance.
• Ability to train new associates, guide transaction management and willingness to lead a small team. Other duties as assigned.

Senior Consultant

• Responsible for providing sophisticated risk advisory services to institutional clients specialized in complex commercial real estate transactions
• Manages pre-closing risk review of commercial real estate transactions, liaising with lenders, and brokers on new loan originations on behalf of institutional, investment and government sponsored lenders
• Provides financial risk management and insurance requirements based on deal type, geography, and lender
• Analyzes proposed insurance coverage and related risk mitigation including financial reserves and borrower guarantees and identifying and communicating insurance coverage gaps to borrower and broker
• Prepares exception waivers and exclusion reporting
• Creates and submits client Final Risk Review deliverables including accurate risk assessment and documentation
• Liaises with lenders, borrowers, and brokers pre-close and ensures that proposed insurance coverage is in place at closing
• Liaises with underwriting and credit review teams to explain and mitigate potential risk exposures by proposing customized solutions
• Delivers complete deal package including certificates of insurance
• Educates clients and borrowers in risk management, risk transfer, market issues, and relevant regulations
• Serves as a trusted business advisor on all pertinent transactions
• Responsible for deal flow management and tracking, client status reporting and issue tracking
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)