Lender Review Analyst

Houston, Texas, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
you belong here.

Lockton is currently seeking a highly motivated, analytical expert to join our Houston Lender Review Team! If you enjoy the challenge of research, problem solving and executing tasks that positively impact our day-to-day operations and support our overall business strategies – Apply Today!

The Lender Review Analyst is a detail-oriented individual, responsible for the professional evaluation of insurance policies, insurance certificates, loss data, modeling reports, along with other market data to provide a comprehensive assessment of commercial insurance compliance. You will communicate potential insurance risk, lender requirements, and provide guidance when a waiver or exception is necessary.

• Collaborates internally and externally with Associate Analysts, Consultants, Advisors, Lenders, Brokers and Legal Counsel to ensure all data is received for initial review.
• Reviews insurance certificates and policies for any “red flag” issues and confirm all coverages, terms and conditions meet requirements for respective Lender.
• Drafts correspondence to Lender, borrower and broker outlining needed prior to closing to satisfy requirements.
• Authors detailed reports outlining findings, red flags/issues, recommendations and coverages for Lenders.
• Coordinates with outside insurance contact or broker to make necessary changes to insurance policies to effectively meet insurance programs.
• Audits property and casualty insurance certificates and closing documents for accuracy and completeness.
• Manages renewal transactions, certificate reviews, and Lender relationships.
• Attends and occasionally leads departmental meetings.
• Prepares invoices for Lenders based on fee agreements and follow up for payments.
• Makes a positive contribution to customer satisfaction and constantly strive to improve service.
• Other duties or tasks as assigned.

• High school diploma (or GED) required.
• Two (2) years of insurance experience – college degree or college hours will be taken into consideration.
• Strong knowledge of Microsoft Office Suite (Word, Excel, PowerPoint and Outlook).
• Strong attention to detail.
• High aptitude for accuracy in mathematical calculations.
• Organizational and time management skills to prioritize workloads and successfully meet time-sensitive deadlines. Must be results-oriented with the ability to prioritize as needed.
• Excellent written, verbal and interpersonal communication skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy.
• Desire and willingness to further insurance knowledge by participating in self-study, Lockton provided classes, and on-the-job training.
• Ability to travel and work outside of regular business hours as needed.
• Legally able to work in the United States.

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed…