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.
Numbers & Facts
Location
Houston, TX
Skills
Analysis Skillsunmatched
Brokerageunmatched
Constructionunmatched
Consultingunmatched
Contract Requirementsunmatched
Corporate Financeunmatched
Customer Satisfactionunmatched
Customer Support/Serviceunmatched
Financial Transactionsunmatched
Industry/Trade Analysisunmatched
Insuranceunmatched
Loan Documentsunmatched
Loansunmatched
Mentoringunmatched
Policy Evaluationunmatched
Real Estateunmatched
Research Skillsunmatched
Riskunmatched
Writing Skillsunmatched
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