Senior Insurance Analyst

Department Overview 

Our Servicing experts service all Fannie Mae, Freddie Mac, and FHA Finance loans originated by Walker & Dunlop as well as certain life insurance company, bank, and CMBS loans. Our Servicing experts are the borrower’s primary point of contact and ensure that the requirements of the investors are met from loan closing through payoff. The Department consists of six main functional areas: Loan Administration, Asset Management, Insurance Compliance, Investor Reporting, Treasury, and Compliance. W&D’s Servicing portfolio is the 8th largest in the U.S., and W&D is one of Fitch’s highest-rated Servicers, with a rating of CPS1-. 

The Impact You Will Have  

Analyze insurance coverage for commercial loans in accordance with Investor guidelines. Assist borrowers in acquiring appropriate coverage. Inform, and educate borrowers about coverage, exclusion, and exposure. Provide technical support to Production/Underwriting/Closing staff specifically in analyzing borrower needs against investor guidelines and risk to the company.  

 
Primary Responsibilities 

• Main point of contact on insurance questions, coverage requirements and investor guidelines. 

• Review Investor insurance guidelines and loan documents to establish baseline requirements. 

• Review Loan Documents, Appraisals, Engineering, Seismic, and Phase I Environmental Reports to determine loan-specific insurance requirements. 

• Perform annual review of insurance certificates, policies, statement of values and invoices to determine compliance with Investor guidelines. 

• Process Insurance waivers/Exceptions with supporting documentation for non-compliant insurance issues. 

• Resolve non-compliant insurance issues with borrowers and insurance agents.  

• Responsible for maintaining insurance data in the Enterprise/Insurance compliance and servicing systems and Salesforce as applicable.  

• Prepare and submit Lender reports as required from time to time. 

• Work with and assist the Servicing Insurance Front-End division as needed. 

• Assist in gathering required documentation for internal and external audits.  

• Assist in lender reporting.  

• Perform general insurance tasks as necessary which include processing invoices and reimbursements to borrowers. 

• Perform other duties as assigned 

• Attendance is generally 8:30 am – 5:30 pm EST Monday through Friday with the ability to work up to 2 of those days remotely 

Education and Experience 

• Bachelor’s degree or equivalent experience  

• 3 plus years of insurance experience preferred 

• Professional designations such as CIC, CPCU, ARM, AU, AINS, Property & Casualty license, or equivalent is preferred 

 
Knowledge, Skills and Abilities 

• Ability to work as a part of a team, while providing a strong individual contribution. 

• Excellent attention to detail, judgment, flexibility, accountability and dependability. 

• Ability to work in high volume work environments, with strong ability to prioritize workload.  

• Requires excellent communication skills, written and oral, through all levels of the organization.  

• Strong time management and organizational skills.  

• Clear knowledge of Commercial Insurance Coverage –Property, (including Flood, Wind, Earthquake and Terrorism), General Liability (including Workers Comp and Auto), Professional Liability and Umbrella/Excess Liability Insurance 

• Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes 

• Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders 

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