Insurance Analyst - Compliance

Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with $13 billion in loan originations in 2025. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac by multifamily loan volume and is the #1 Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. At Greystone, charity is at the heart of who we are and what we do, driven by our purpose of improving others’ lives. Our culture of caring and support is central to maintaining our ranking as a top national commercial real estate lender.

About the role

We are seeking an Analyst to join our Insurance Compliance team. This position handles the organizational and insurance compliance functions on the Post Closing team for our Fannie Mae and Freddie Mac Loan Portfolios in accordance with departmental policy, procedures, and agency guidelines.

Responsibilities

• Review Insurance certificates/Acord forms and policies for compliance with minimal supervision.
• Perform comprehensive compliance reviews including blanket or aggregation analyses with minimal supervision.
• Review, verify, and enter specific property-related insurance risk information and related insurance coverage data into the servicing system, meeting company guidelines for data integrity.
• Process Insurance waivers/exceptions/variances with supporting documentation for non-compliant insurance issues.
• Regular communication with internal and external clients related to insurance payments, including research and response to requests for information and other insurance-related matters.
• Prepare and process various reports and forms related to insurance processing.
• Be familiar with Third Party Reports such as Appraisals, Property Condition Assessments, Zoning Reports, and Seismic Risk Assessments.
• Assist and/or perform special projects and other related duties as assigned.

Requirements

• A Bachelor’s degree in Finance, Accounting, or Business Administration, or three (3) years of relevant work experience.
• Thorough understanding of loan documentation and agency guidelines for insurance.
• Exhibit self-motivation whether working independently or in a group.
• Loan Servicing experience is a plus.
• Strong understanding of insurance documentation and terminology.
• Understand company guidelines for data integrity.
• Knowledge of Fannie Mae and Freddie Mac servicing and insurance guidelines.
• Clear knowledge of Commercial Insurance Coverage (Property & Liability).
• Strong verbal, written, and electronic communication skills.
• Proficient in MS Office with an emphasis on Excel and Word.
• Strong interpersonal skills, accuracy with numbers, and attention to detail.
• Ability to multi-task and meet frequent deadlines.
• Consistently produces work that is high quality.
• Ability to present data in a professional manner.

About Greystone

At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build a work environment that empowers all individuals with opportunities to channel their entrepreneurial spirit.