Job Details

Job Title: Insurance Analyst - Loan Services Team

Location: Dallas, TX (Hybrid 3 Days onsite), Tuesday and Wednesday are mandatory days in the office, and workers can choose their third day onsite.

Hours: Can not start before 7 am, but flexible after that.

Duration: 3+ Months can also turn into an RTH (Right-to-hire) based on performance

Position Overview

The Loan Services team is seeking an Insurance Analyst to support the management of insurance-related functions for borrowers and loan portfolios. This role requires strong analytical skills, attention to detail, and effective communication with internal teams, borrowers, and insurance providers.

Key Responsibilities

• Order current property valuations from vendor websites by reviewing appraisals and identifying key property details (e.g., number of buildings, stories, construction type, etc.).
• Compile summaries of outstanding items for borrowers with multiple loans.
• Communicate with insurance agencies, prior services, and borrowers to obtain renewal evidence of certificates, policies, and policy endorsements.
• Request insurance and tax premium shortages, as needed.
• Review escrow analyses for accuracy.
• Assist borrowers and agents with inquiries related to insurance disputes, requirements, premium payments, and cancellation notices.
• Keep the manager informed on issues, production flow, and potential risks.
• Provide support on special projects as assigned.

• Bachelor's Degree or Insurance License preferred; equivalent experience considered.
• Minimum 2+ years of related commercial insurance experience and/or training required.
• Familiarity with HUD, Fannie Mae, and Freddie Mac guidelines, as well as tax-related processes, is a plus.
• Strong analytical and problem-solving skills.
• Proven ability to multitask and work independently in a time-sensitive environment.
• Excellent verbal and written communication skills, with the ability to collaborate effectively with insurance industry professionals.
• Demonstrated teamwork, professionalism, and leadership qualities in a customer-oriented environment.