• Analyze insurance, lending, corporate documents, as well as contracts and lending requirements. • Assess and interpret exposure information from the Client/borrower to ensure all meet lending requirements. • Interpret and evaluate policy terms to ensure adequate coverage to meet lending requirements. • Author high-quality detailed reports outlining findings, red flags/issues, recommendations and coverages for Real Estate, Real Estate Construction and Corporate Finance transactions. • Advise on coverage recommendations to clients, borrowers and outside brokers. • Peer review junior-level associate’s reports as needed. • Mentor and be a resource for junior-level associates as needed. • Attend and occasionally lead departmental meetings. • Conduct coverage research and collaborate with internal resources, as well as research and understand industry trends. • Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer. • Service visits to clients may be required. • Bachelor’s degree in a business-related program preferred or equivalent education and/or experience required. • Three to Five plus years of insurance experience. • Two plus years as Lender Review Analyst or high-level client service experience in a sales environment. • P&C Insurance License. • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint). • Strong attention to detail required. • High aptitude for accuracy in mathematical calculations. • Ability to compile, analyze, and interpret financial information and data to facilitate decision-making. • Willingness to expand knowledge and effectiveness in the insurance industry by completing extended insurance education beyond continuing education requirements for licensing. • Organizational and time management skills to prioritize workloads to meet time-sensitive deadlines required. • Must be results-oriented with the ability to change priorities as needed. • Must have strong verbal, written, and interpersonal communication skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy. • Stays current on issues impacting the industry by maintaining expertise in a functional area. • Ability to work outside of regular business hours as needed. • Legally able to work in the United States.