Lockton, TX Series, is currently seeking a highly motivated, analytical expert to join our Lender Review Team! If you enjoy the challenge of research, problem solving and executing tasks that positively impact our day-to-day operations and support our overall business strategies – Apply Today!

The Lender Review Analyst is a detail-oriented individual, responsible for the professional evaluation of financial statements, yearly reports, profit and loss statements, along with other market data to gain a comprehensive understanding of financial stability. You will communicate potential insurance risk and investor requirements to ensure commercial insurance compliance.

Responsibilities may include but not limited to:

• Partner with Technical Services Assistant (TSA), Lender or Borrower’s Broker, and banks to ensure all information is received and accurate
• Review insurance policy for any “red flag” issues and confirm all coverage, terms, and conditions meet requirements for the respective lender
• Compose written correspondence providing brief outlines of findings and items needed to finalize the transaction
• Work with the insurance contract and/or insurance broker to make necessary changes to the insurance program to effectively meet lender specifications
• Audit property and liability certificates of insurance and closing documents for accuracy and completeness
• Prepare needed loan reports with required information for approval and decision making
• Complete invoice for services based upon fee agreements established for specific lender
• Maintain effective, professional communication with lender and TSA throughout the review process
• Perform other tasks, as assigned by leadership

The most qualified candidate will possess the following:

• High school diploma (or GED) required
• Minimum of two (2) years’ experience within the insurance industry
• Completion of insurance designations/certifications preferred
• Broad knowledge of commercial property and casualty insurance coverages
• Proficient in Microsoft Office products
• Working knowledge and understanding of insurance agency management systems (Nexsure and ImageRight)
• Excellent written and verbal communication skills with the ability to communicate at all levels of Associates and/or Clients
• Self-driven with the ability to work independently
• Strong organizational and time-management skills, with the ability to prioritize and meet sensitive deadlines
• Desire to learn and willingness to participate in self-study, Lockton class offerings, and on the job training
• Demonstrate a positive, team player attitude
• Legally able to work in the United States

Lockton is the world's largest privately owned, independent insurance broker and consultant. As a global professional services firm, we specialize in risk management, employee benefits and retirement services. During the past 50- plus years, Lockton has built its reputation and culture by providing excellent service to our three key stakeholders: clients, Associates and communities.