Loan Insurance Analyst

Loan Insurance Analyst I Role Responsibilities

• Review and analyze annual insurance renewal documents for assigned loans.
• Evaluate policies for compliance with loan documents, servicing agreements, and investor standards.
• Identify deficiencies and determine appropriate follow-up actions.
• Maintain accurate and timely insurance data within internal systems.
• Respond to inquiries from agents, borrowers, and internal customers within 48 hours.
• Maintain regulatory accuracy for flood packages, audits, and compliance tasks.
• Support audit requests, loan sales, and special projects.
• Provide cross‑training and backup coverage for team members.
• Participate in ongoing training and cybersecurity compliance.
• Identify opportunities for operational improvements.
• Communicates clearly and professionally with agents, borrowers, and teams.
• Works well with peers and supports department goals.
• Skilled in Excel, Word, Outlook, and online systems.
• Quick to learn internal platforms like McCracken, Fiserv and vendor systems.

• 0–1 year of experience in insurance, lending, banking, customer service, or administrative work.
• Exposure to any of the following is helpful but not required:
  • insurance documents
  • mortgage or loan servicing
  • real estate industry
  • financial institutions
• Internship experience in a related field is a plus.
• Strong attention to detail and accuracy when reviewing documents and data.
• Ability to learn and apply insurance and loan‑servicing concepts with training.
• Strong organizational skills; able to manage multiple tasks and deadlines.
• Effective verbal and written communication skills with internal and external customers.
• Ability to exercise sound judgment when identifying discrepancies or issues.

• High school diploma or GED required.
• Associate degree or bachelor’s degree preferred (fields such as Business, Finance, Insurance, Risk Management, Real Estate, or related areas).

• AINS (associate in general insurance) coursework
• Mortgage Bankers Association/Real Estate Finance coursework
• FEMA/NFIP flood training modules
• Intro-level insurance or compliance courses via The Institutes

AA/EOE

Equal Opportunity Employer

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