交易协调员
Transaction Coordinator
在Resilience Insurance Analytics，我们为商业贷款人和私人信贷提供以市场为导向的保险风险分析、监控和估值服务。
我们延续着一种传统：建立在坚定的信念之上，即每一位客户、每笔交易以及每一步审查都值得经验丰富的顾问的关注和专业能力。在数千笔交易之后，我们的团队仍然致力于完成每笔交易。我们是100%远程办公。
职位概述：负责为专注于复杂商业地产交易的机构客户提供高级风险咨询服务。
职位职责：
- 支持交易前的保险和风险审查，与贷款人、借款人和经纪人就新贷款发起进行沟通
- 根据交易类型、地理位置和贷款人要求提供保险需求
- 分析拟议的保险覆盖范围，并向贷款人和借款人识别并传达保险覆盖缺口以解决
- 创建并提交客户交付成果，包括准确的风险评估和文档
- 提交完整的交易包，包括保险证明和其他所需文档
- 负责交易流程管理、客户状态报告、问题跟踪和解决
- 遵守系统数据标准和数据完整性（输入并维护完整准确的信息）
- 其他指派的任务
资格要求：
- 专科或同等学历及经验
- 2年以上以下任一领域的经验：相关保险经验、融资或商业交易管理及产权、法律助理或文件审核
- 具有商业地产经验者优先
技能：
- 优秀的客户服务技能
- 熟练使用Microsoft Office产品——Excel、Word、PowerPoint
- 注重细节，具备出色的口头和书面表达能力
- 有效的时间管理、组织、优先级排序和解决问题的能力
- 能够处理多笔交易，在紧张的时间框架和不断变化的截止日期下工作良好
最初发布于Himalayas
查看英文原文
At Resilience Insurance Analytics we do market focused insurance risk analysis, monitoring, and valuation services for commercial lenders & private credit.
We are continuing a legacy: one built on the firmly held belief that every client, every deal, and every step of the review deserves the attention and expertise of an experienced consultant. Thousands of deals later, our team is still committed to doing what it takes to close every transaction. We are 100% remote.
Job Summary:Responsible for providing sophisticated risk advisory services to institutional clients specialized in complex commercial real estate transactions.
Job Responsibilities:
- Supports pre-closing insurance and risk reviews, liaising with lenders, borrowers, and brokers on new loan originations
- Provides insurance requirements based on deal type, geography, and lender requirements
- Analyzes proposed insurance coverage and identifies and communicates insurance coverage gaps to lenders and borrowers for resolution
- Creates and submits client deliverables including accurate risk assessment and documentation
- Delivers complete deal package including evidence of insurance and other required documentation
- Responsible for deal flow management, client status reporting, issue tracking and resolution
- Complies with system data standards and data integrity (enters and maintains complete and accurate information)
- Other duties as assigned
Qualifications:
- Associate’s Degree or equivalent experience and education
- 2 or more years of experience in one or more of the following: relevant insurance experience, financing or commercial transaction management and title, paralegal or documentation review
- Commercial real estate experience a plus
Skills:
- Excellent customer service skills
- Strong proficiency with Microsoft Office Products – Excel, Word, PowerPoint
- Detail oriented with excellent verbal and written skills.
- Effective time management, organizational, prioritization and problem-solving capabilities
- Ability to manage multiple transactions and work well under tight timeframes and fluid deadlines
Originally posted on Himalayas