Consulting Transaction Analyst - Energy and Marine

SUMMARY

Responsible for providing sophisticated risk advisory services to institutional clients specialized in complex commercial real estate transactions.  

ESSENTIAL DUTIES AND RESPONSIBILITIES

   Manages pre-closing insurance and risk analysis by liaising with lenders, borrowers and brokers on new balance sheet and CMBS 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/negotiation;

   Completes in-depth analysis of catastrophe modeling reports;

   Prepares waivers and exclusion reporting as appropriate;

   Works with lenders, borrowers and brokers during pre-closing to ensure that proposed insurance coverage is in place at closing;

   Reviews and provides opinions on contractual insurance and casualty obligations in various legal documents and provides analysis on how those obligations interact with the insurance and transaction;

   Creates and submits client deliverables including accurate risk assessment and documentation;

   Delivers complete deal package including evidence of insurance and other required documentation;

   Discusses the insurance package with investors and loan buyers;

   Educates clients and borrowers in risk management, risk transfer, market issues and relevant trends;

   Serves as a trusted business advisor on all pertinent issues;

   Handles high level professional communications to institutional lenders and blue chip real estate owners;

   Responsible for deal flow management, client status reporting, issue tracking and resolution;

   Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

   Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's degree or equivalent combination of education and experience   

Three (3) or more years of property and casualty insurance brokerage experience (including client service and document review/analysis experience) 

In-depth working knowledge of property and casualty insurance coverage terms and conditions, policy forms, endorsements and catastrophe modeling reports for wind and earthquake

Transaction or deal management experience a plus

Commercial real estate lending experience a plus

Valid insurance license preferred

SKILLS

Excellent verbal and written communication skills 

Excellent customer service skills, including telephone and listening skills

Good problem solving and time management skills

Good planning, organizational and prioritization skills

Ability to manage multiple transactions and work well under tight timeframes and fluid deadlines

Ability to be flexible, change roles quickly and be comfortable in a dynamic atmosphere

Strong proficiency in Microsoft Office Suite

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