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Greystone

Insurance Analyst lll - Pre Closing

Company logo
Greystone
Private CRE finance & investment firm offering debt, equity, sales and servicing solutions.
Experienced Insurance Analyst required for Loan Administration Pre-Closing team to support Fannie Mae, Freddie Mac, and Bridge Loan Portfolios with a focus on insurance processing documentation and analysis.
16d ago
Expert & Leadership (13+ years), Junior (1-3 years), Experienced (8-12 years), Intermediate (4-7 years)
Full Time
Memphis, TN
Office Full-Time
Company Size
1,100 Employees
Service Specialisms
Construction services
Project Management
Consulting
Engineering
Architecture
Property Development
Design
Technical Services
Sector Specialisms
Multifamily
Healthcare
Commercial
Residential
Investment Sales
Loan Servicing
Bridge Loans
CMBS Lending
Role
What you would be doing
download documents
insurance review
prepare folders
client communication
review certificates
data entry
  • Download documents from Closer to the appropriate pre-closing folders.
  • Review loan documents, appraisals, property condition assessments, and other third-party reports to determine loan-specific insurance requirements.
  • Prepare closing folder for loan boarding, loan administration, and prepare OnBase documents for uploading.
  • Communicate regularly with internal and external clients related to insurance matters.
  • Pre-Closing Insurance reviews for Agency loans.
  • Review insurance certificates/ Acord forms for compliance independently.
  • Create new loan folders for insurance review and obtain supporting documents.
  • Verify and enter insurance data into the Freddie Mac insurance compliance tool.
  • Process Insurance waivers/ exceptions with supporting documentation for non-compliant insurance issues.
What you bring
insurance coverage
ms office
bachelor’s degree
loan servicing
time management
data integrity
  • Ability to multi-task and meet frequent deadlines.
  • Clear knowledge of commercial insurance coverage (property & liability).
  • Strong interpersonal skills, accuracy with numbers, and attention to detail are essential.
  • Proficient understanding of insurance documentation and terminology.
  • Strong verbal, written, and electronic communication skills. Proficient in Microsoft Office with an emphasis on Excel and Word.
  • Loan servicing experience is a plus.
  • Strong time management and organizational skills.
  • Understanding of loan documentation and agency guidelines for insurance.
  • Ability to present data in a professional manner.
  • Familiarity with third-party reports such as appraisals, property condition assessments, zoning reports, and seismic risk assessments.
  • Understanding of company guidelines for data integrity.
  • Exhibit self-motivation whether working independently or in a group.
  • A Bachelor’s Degree in Finance, Accounting, or Business Administration, or three (3) years of relevant work experience.
  • Knowledge of Fannie Mae and Freddie Mac servicing and insurance guidelines.
Benefits
Information not given or found
Training + Development
Information not given or found
Interview process
Information not given or found
Visa Sponsorship
Information not given or found
Security clearance
  • criminal background check
Company
Overview
$12 Billion Loans
Total Originated Loans
Originating over 12 billion dollars in loans in 2024.
Rank #1 HUD Lender
Market Leadership
Top HUD multifamily and healthcare lender nationwide.
$1.1B Deal Acquired
Conduit Transaction
Acquired a primary B-piece in a significant multifamily conduit transaction.
Exceeding $100B Servicing
Servicing Portfolio
Manages a servicing portfolio over 100 billion dollars.
  • Founded in 1988, it began by rescuing troubled FHA loans and evolved into a full‑spectrum capital provider.
  • Over the decades it expanded from HUD to Fannie Mae, Freddie Mac, CMBS, bridge, mezzanine and life‑insurance lending.
  • In 2021 it partnered with Cushman & Wakefield, gaining strength in investment sales and advisory.
  • Typical projects include multifamily, senior living and healthcare real estate across the country.
  • It launched a Low‑Income Housing Tax Credit syndication platform and a senior debt fund listed abroad.
Culture + Values
  • Where people matter
  • Excellence
  • Integrity
  • Entrepreneurship
  • Caring
  • Observed in pledge behaviors: be trustworthy, deliver highest‑quality work, act like an owner and empower others, encourage others through recognition and mentorship
Environment + Sustainability
  • Commitment to transparency, authenticity, continual progress toward Environmental, Social & Governance goals
  • Focus on Environmental component of ESG in community engagement and corporate responsibility
  • Charitable giving programs supported by employee matching and Day‑of‑Service volunteer efforts with environmental impact
  • Net zero target date not publicly stated; no specific carbon‑neutral or emissions‑reduction goals found
Inclusion & Diversity
94% Satisfaction
Employee Inclusivity Rate
94% of employees feel treated inclusively, reflecting strong DEI initiatives.
5 ERGs
Employee Resource Groups
The company has five active ERGs supporting diverse communities.
Top 10 ERG
ERG Ranking 2024
Ranked among the Top 10 Enterprise-Wide ERGs by Talent Dimensions in 2024.
  • DEI vision: “Building Belonging” across culture, careers/people, community
  • Strategic DEI priorities: belonging & engagement, DEI learning, talent acquisition, talent development & mentoring, data/metrics, communication
  • Three-part DEI Committee structure (Culture, Careers & People, Community)
  • Gender breakdown: not publicly available
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