Job Details

SUMMARY

Manages and oversees all aspects of insurance due diligence for a loan transaction. Has overall responsibility for managing scope, review, timeline, and deliverables.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Assist the lead Project Manager in the Property & Casualty insurance due diligence process, from the initial engagement through the loan/transaction close

Partners with internal resources to ensure project-related activities are carried out in accordance with established specifications, schedules, and budgets

Collecting, organizing, and summarizing relevant data related to borrower's insurance coverage and insurance premium costs and its impact to lender

Creates and manages project implementation plans, explains data requirements and reviews/scrubs data as needed

Communicate with internal and external stakeholders

Prepares data and reports to ensure information is accurate and communicated to management in a timely manner

Monitors and is engaged in quality control efforts on all department projects

Seeks opportunities to implement process improvements

Complies with management system data standards and data integrity (enters and maintains complete and accurate information)

Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degree or equivalent combination of education and experience

2 years experience experience Insurance due diligence, underwriting, broking or related field

Valid insurance license

SKILLS

Excellent verbal and written communication skills

Good problem solving and listening skills

Good problem solving and time management skills including the ability to work independently

Ability to work within team and to foster teamwork

Ability to prioritize work for multiple projects, deadlines and owners

Proficient in Microsoft Office Suite#LI-RF1