Senior Associate, Insurance Compliance

Orix

Multiple Locations (Remote)

#R0003610

Position summary

and insurance agents prior to the due date, ensuring insurance policy compliance with loan documents and/or lender insurance requirements.

  • Ability to understand and analyze complex insurance policy structures such as blanket policies, layered programs, and multiple policies covering single or multiple collateral loans.

  • Remediate non-compliant insurance with clients, engaging in proactive communication with both the borrower, asset manager, and insurance agent to obtain clarification on insurance such as coverage limits, policy structure, or deductibles.

  • Respond timely to inquiries from internal and external customers, ensuring that the proper notification, escalation, communication, and coordination occurs with management related to the performance of job duties, as needed.

  • Strong attention to detail on both insurance and loan-specific characteristics that may impact communication with internal and external partners. The ability to tailor customer service approaches and needs

  • based on the loan status while engaging in proactive communication with internal partners.

  • Leaning into challenging situations where there may be no precedence, being comfortable with ambiguity while maintaining a positive mindset, and using each situational experience as an opportunity to learn and grow in your role.

  • Monitor reports and deadlines to ensure work is completed in advance 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 for all troubled/watchlist commercial real estate assets

  • Other projects and duties as assigned.

Education, Skills & Experience

  • Bachelor's degree preferred but not required

  • 5-7 years of experience in insurance selling, underwriting, claims, or CRE insurance

  • At least 5 years of experience in commercial real estate mortgage industry of commercial insurance compliance processing

  • Ability to educate others, able to translate insurance concepts into clear actionable information/instruction. List additional Skills/Experience

  • Proficiency in Microsoft Office and list other relevant systems or software

  • Excellent organizational, communication, presentation, and interpersonal skills

  • Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; 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.

Life at ORIX

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.

You Time

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.

Family Care

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.

Flexible Work Arrangements

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.