Insurance Analyst - Post Closing

Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with $13 billion in loan originations in 2025. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac by multifamily loan volume and is the #1* Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. At Greystone, charity is at the heart of who we are and what we do.

At Greystone, everything we do is driven by our purpose of improving others’ lives. As we work hard to maintain our ranking as a top national commercial real estate lender, our culture of caring and support is just as important. We don’t just say “Where People Matter” – we lead with this mantra every day to guide our actions and behaviors. Greystone is committed to fostering and preserving a culture of inclusion. Belonging is at the heart of our culture of caring, integrity and excellence and is a driving force behind our entrepreneurial spirit and creativity.

We are seeking an Insurance Analyst to join our Insurance Post Closing team. The Insurance Analyst will be responsible for monitoring and handling the insurance process for FHA, USDA, Bridge, and Conventional Loan Portfolios in accordance with the Servicing and Asset Management groups policies, procedures, and agency guidelines.

Primary Duties and Responsibilities:

• Strong understanding of loan documentation and agency guidelines for insurance.

• Understand company guidelines for data integrity.

• Strong understanding of insurance documentation and terminology.

• Maintain evidence and invoice tracking in Microsoft Dynamics ensuring that evidence and invoices are received and processed within an established timeframe preventing cancellations and protecting the Lender’s interest in the property.

• Regular communication with internal and external clients related to insurance matters.

• Prepare insurance premium invoices for processing.

• Perform compliance review with minimal supervision.

• Obtain proper documentation and prepare waiver submission with minimal supervision.

• Complete insurance non-compliant transfer form as needed.

• Verifying and entering data into the servicing system related to insurance.

• Performing other related duties assigned.

Experience, Skills, and Abilities Required:

• A Bachelor’s degree in: Finance, Accounting or Business Administration or three (3) years of relevant work experience.

• Exhibit self-motivation whether working independently or in a group.

• Strong verbal, written, and electronic communication skills.

• Proficient in MS Office with an emphasis on Excel and Word.

• Proficient in insurance documentation and terminology.

• Strong interpersonal skills, accuracy with numbers, and attention to detail essential.

• Ability to multi-task and meet frequent deadlines.

• Consistently produces work that is high quality.

• Ability to exercise intellectual honesty when presenting information.

• Ability to present data in a professional manner.

At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build a work environment that empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer.

*For HUD's 2025 fiscal year ending September 30, 2025. Based upon combined firm commitments received by Greystone Funding Company LLC and Greystone Servicing company LLC and excludes risk sharing and hospital loans.”

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