Senior Insurance Associate
About the role
The primary focus of the position is to provide outstanding service to internal and external clients and to aid in the effective management of our complex insurance portfolio. The role serves as a subject matter expert for the department and leadership team, demonstrating a high level of knowledge of the insurance compliance review process and overarching insurance market trends. The position provides management, leadership and direction to insurance analysts while maintaining a portfolio of loans. Analysts complete insurance compliance reviews for each collateral in the servicing portfolio aligned with pre‑funding or post‑close annual compliance review, including ACORD and/or insurance policy review, third‑party report analysis, annual premium documentation, and corresponding insurance waiver risk analysis. The role also provides leadership and direction to more junior team members, ensuring high accuracy and responsiveness to meet time‑sensitive requests and maintain lender compliance with investor requirements.
Responsibilities
- Utilize the Servicing System and other software applications to facilitate insurance reviews and accurately document the status of the annual compliance review.
- Maintain strong knowledge of lender insurance requirements, including Freddie Mac, Fannie Mae, FHA and other lenders as assigned.
- Ensure all insurance files, pre‑close or servicing, include accurate representation of loan requirements, third party report confirmation, flood