Business Analyst

• Examine insurance provisions within newly boarded loan files to confirm alignment with governing loan agreements and servicing expectations
• Contact borrowers and related parties when coverage is nearing expiration or when submitted documentation does not satisfy required standards
• Evaluate renewal records by comparing incoming insurance materials with internal tracking data and loan documentation for accuracy and completeness
• Work with insurance brokers, prior servicers, and borrowers to secure updated certificates, endorsements, and policy evidence as needed
• Process insurance-related disbursements promptly while maintaining accurate supporting records
• Respond to questions involving coverage disputes, insurance obligations, premium activity, and cancellation notifications from borrowers and agents
• Flag accounts with lapsed coverage and initiate next steps for force-placed insurance when required under servicing guidelines
• Partner with servicing and asset management teams to address exceptions, resolve issues, and support ongoing portfolio administration
• Keep leadership informed of workflow status, operational concerns, and items that may affect turnaround times or service quality

• Bachelor’s degree, insurance license, or comparable combination of education and relevant experience preferred
• At least five years of commercial insurance experience, ideally within loan servicing, loan administration, or a related financial operations environment
• Working knowledge of loan terms, complex credit documents, capital structures, servicing processes, and investor-related requirements
• Strong analytical and problem-solving ability with careful attention to detail when reviewing policies, renewals, and deficiencies
• Excellent written and verbal communication skills, including the ability to present information clearly to staff and management
• Proven ability to balance multiple assignments independently in a time-sensitive, customer-focused setting
• Collaborative mindset with a detail-focused approach to teamwork, issue resolution, and cross-functional coordination
• Familiarity with agency or investor guidelines such as Fannie Mae and Freddie Mac is a plus

Familiarity with agency or investor guidelines such as Fannie Mae and Freddie Mac is a plus

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan