דרושים Commercial Loan Insurance Specialist ב-גיי פי מורגן ב-United States, Fort Worth

Job Summary

You will oversee the finalization of closing packages, including HUD Settlement Statements, and manage a national portfolio with accountability for turn time. Your responsibilities include reviewing hold-backs, escrows, and related fees, requiring knowledge of real estate tax and escrow setups. You’ll work closely with internal and external partners to resolve issues and ensure smooth closings.

Job responsibilities

• Review documented transactions based on credit approval and note receipt of collateral, file, or policy exceptions
• Interact with business teams, management, and third-party vendors to close transactions in a timely manner
• Identify closing and collateral-related issues using basic knowledge of title policy and survey exceptions
• Apply current real estate laws in a multi-state environment, including zoning, title, and escrow regulations
• Understand and review complex borrowing entities such as LLCs, corporations, and trusts
• Review SNDA’s, estoppels, tenant leases, and abstracts
• Audit loan documents to ensure compliance with policy and servicing procedures
• Oversee and coordinate the finalization of the Closing Funding Package, including HUD Settlement Statements
• Manage national portfolio and ensure accountability for turn time
• Review applicable hold-backs, escrows, and related fees to be paid at closing
• Apply knowledge of real estate tax and escrow setups during the closing process

Required qualifications, capabilities, and skills

• High School Diploma or GED
• One year of related experience in loan closing or real estate transactions
• Strong organizational skills demonstrated in previous roles
• Attention to detail in reviewing documents and transactions
• Ability to make independent decisions and solve problems
• Superior customer service skills in a professional environment
• Clear and coherent written and verbal communication skills
• Ability to work with minimal supervision
• Dependable and adaptable in a fast-paced, deadline-driven environment
• Proficient computer skills, including Microsoft Word and Excel
• Willingness to work overtime as needed

Preferred qualifications, capabilities, and skills

• Associate’s or Bachelor’s Degree in business, finance, or related field
• Three years of experience in multifamily or commercial loan closings
• Experience with HUD Settlement Statements
• Familiarity with SNDA’s, estoppels, and tenant lease abstracts
• Experience working with complex borrowing entities (LLCs, corporations, trusts)
• Advanced proficiency in Microsoft Excel
• Experience coordinating with third-party vendors in real estate transactions

Required or additional information

• Visa sponsorship is not available for this position.
• Work schedules will be full-time in office, on a 40-hour per week schedule.

Job Summary:

As a Collateral Perfection Specialist in the Real Estate Team, you will ensure the lien on collateral is accurately managed and documented. You will support Business Banking, Commercial & Investment Banking, and the Commercial Term Lending portfolio by reviewing collateral files, preparing legal documentation, and assisting internal departments with collateral disposition.

Job Responsibilities:

• Research and obtain outstanding recorded loan documents via phone/email contact with third parties.
• Conduct quality reviews of recorded loan documents to ensure accuracy and lien position.
• Obtain and review outstanding title policies for accuracy and lien position.
• Perform notary duties.
• Conduct collateral file reviews and prepare/mark-up schedules, including for loan Consolidation Extension Modification Agreements (CEMAs).
• Prepare commercial loan documents accurately and with high attention to detail.
• Provide back-up support for peers.
• Participate in projects and working groups as required.
• Understand and follow Bank policy and established procedures.
• Meet or exceed established Service Level Agreements.
• Perform other duties as needed and assigned.

Required Qualifications, Capabilities, and Skills:

• 5 years of loan operations experience in a banking or financial services industry.
• Experience reading, interpreting, and/or preparing real estate legal loan documents.
• Detail-oriented with a methodical approach to tasks.
• Customer service oriented with strong communication skills.
• Team-oriented and technologically adept.
• Strong organizational, time management, and prioritization skills.
• Must be willing to interact verbally and in writing with third parties professionally.
• Must be able to lift 30LBs (collateral files/boxes).
• Must be (or be able to become) a Notary.

Preferred Qualifications, Capabilities, and Skills:

• Experience with commercial real estate legal loan documents.
• Understanding of Consolidation Extension Modification Agreements (CEMAs).
• Production-oriented with a quality focus.
• Critical and independent thinking skills.

Job Summary:

As a Loan Servicing Analyst in the Global Securitized Product team, you will process funding and paydown requests from Mortgage Finance customers. You will ensure daily balancing of accounts and provide end-of-day reports, managing each assigned customer facility to meet Service Level Agreements.

Job Responsibilities:

• Process customer funding and paydown requests
• Balance customer funding and operating accounts
• Perform warehouse facility maintenance and facilitate training for new application users
• Report, research, and review cash flows
• Ensure timely escalation and resolution of inquiries
• Utilize technology to analyze client disputes and offer solutions
• Report on defects and enhancements to applications/processes
• Participate in application user acceptance testing
• Drive risk and control agenda
• Prioritize and manage workflow, escalating when required
• Read and analyze loan level activity with resolution

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree from an accredited university
• 5+ years’ experience in accounting and collateral management
• Proven ability to work independently with excellent judgment
• Experience reading and interpreting loan documentation
• Experience managing high volume workflow to comply with SLA
• Experience in approval and release of agency forms
• Team-oriented with excellent communication and client service skills
• Self-reliant, requires minimal supervision
• Highly organized with ability to manage multiple priorities
• Intermediate knowledge in performance metrics and client invoices
• Intermediate Excel and PowerPoint knowledge

Preferred Qualifications, Capabilities, and Skills:

• Experience communicating with clients over the phone

Optional Additional Information:

• Schedule: 100% in office, Monday – Friday, 9:30am – 6:30pm (CST)

As a Trust & Estate Operations Insurance Officer in our Asset Wealth Management team, you will oversee and manage insurance operations within Trust & Estate client accounts. You will coordinate with various stakeholders to ensure effective management of insurance policies, claims, and renewals, enhancing operational efficiency and mitigating risks.

Job Responsibilities:

• Manage and oversee Real Estate and Oil & Gas insurance operations within Trust & Estate client accounts.
• Coordinate with internal and external stakeholders, including vendors, underwriters, and property managers, to ensure effective management of insurance policies, claims, and renewals.
• Leverage expertise in Real Estate, Oil & Gas, and insurance to enhance operational efficiency and mitigate risks.
• Handle documentation and renewal of external insurance policies for real estate properties, tenants, and Oil & Gas working interests.
• Conduct insurance assessments during triennial appraisals and annual reviews to ensure adequate coverage.
• Prepare and maintain monthly reports to monitor financial activities, new assets, and claim statuses.
• Support the annual renewal process of the Master Insurance Program (MIP).
• Assist in evaluating existing policies, carrier quality, and coverage limits to ensure compliance and adequacy.
• Develop and maintain detailed procedures, workflows, and models to optimize operational efficiency.
• Collaborate with external vendors and internal business partners to resolve issues and implement process improvements.
• Work closely with management to prioritize and implement improvement opportunities.

Required Qualifications, Capabilities, and Skills:

• Minimum of 3 years of experience managing Real Estate and Oil & Gas insurance industry operations.
• Strong expertise in Real Estate, Oil & Gas, and insurance fields.
• Excellent coordination and communication skills to work with internal and external stakeholders.
• Experience in conducting insurance assessments and preparing financial reports.
• Ability to collaborate effectively across multiple lines of business, suppliers, and various levels of management.
• Excellent written and verbal communication skills.
• Strong attention to detail and organizational skills.
• Must be able to work efficiently and independently.
• Highly proficient in Microsoft Suite of Applications, including Access, Excel, OneNote, and PowerPoint.

Preferred Qualifications, Capabilities, and Skills:

• Insurance License.
• Strong resilience when working in high-pressure, deadline-oriented environments.
• Ability to prioritize and manage multiple simultaneous responsibilities.
• Flexible “can-do” approach.