Associate, Asset Tax & Insurance

Purpose and Job Summary

The Associate role is primarily responsible for a portfolio of loans to ensure the insurance obligations as required through loan documents and various investor requirements are maintained by analyzing property, liability, and regional perils to mitigate coverage limits, deductible and other identified deficiencies through correspondence with the Borrower and the Agent to bind adequate coverage on an annual basis.

Knowledge of core insurance coverages such as Property, Liability, Auto, Crime, Wind/Named Storm, Flood, and Earthquake etc.

• Review insurance policy renewal information from borrowers and/or agents prior to the due date to ensure policy compliance with loan documents, investor, and lender requirements.
• Remediate non‑compliant insurance issues through timely requests for additional information and corrective measures via correspondence with the Agent, Broker, and/or Borrower.
• Respond promptly to inquiries from internal and external customers, ensuring proper notification, escalation, communication, and coordination with management as needed.
• Monitor reports and deadlines to ensure work is completed well ahead of set timelines, proactively communicating portfolio status with manager or team lead as needed.
• Utilize the Servicing System and other software applications to facilitate insurance reviews.
• Stay abreast of regulatory requirements regarding various product types and ensure team members are aware of internal or external policy and regulatory changes when applicable.
• Other projects and duties as assigned.

• At least 1-3 years of experience in commercial real‑estate mortgage industry insurance compliance processing and/or experience in commercial insurance selling, underwriting, or claims.
• Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; sense of urgency and attention to detail.
• Ability to manage multiple assignments and transactions simultaneously.
• Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities.
• Ability to learn quickly and demonstrated ability to work independently and as part of a high‑performance team.
• Flexibility and ability to work under pressure with tight deadlines and constant interruptions; ability to adjust priorities in a changing environment.
• Proficiency in Microsoft Office.

• At least 2-3 years of experience in insurance selling, underwriting, claims, or CRE insurance.
• Experience in commercial real‑estate mortgage industry of commercial insurance compliance processing or risk.

We are committed to the health and well‑being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

ORIX associates enjoy the advantages of our hybrid working model with a 3‑day in‑office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.