Associate, Tax & Insurance

Associate Role

The Associate role is primarily responsible for a portfolio of loans to ensure the insurance obligations as required through loan documents and various investor requirements are maintained by analyzing property, liability, and regional perils to mitigate coverage limits, deductible and other identified deficiencies through correspondence with the Borrower and the Agent to bind adequate coverage on an annual basis.

Essential Duties and Responsibilities:

• Knowledge of core insurance coverages such as Property, Liability, Auto, Crime, Wind/Named Storm, Flood, and Earthquake etc.
• Review insurance policy renewal information from borrowers and or agents prior to the due date to ensure policy compliance with loan documents/investor and lender requirements.
• Ability to remediate non-compliant insurance issues through timely requests for additional information and corrective measures through correspondence with the Agent/Broker and/or Borrower.
• Respond timely to inquiries from internal and external customers, ensuring that the proper notification, escalation, communication, and coordination occurs with management related to the performance of job duties, as needed.
• Monitor reports and deadlines to ensure work is completed in advance of set timelines, proactively communicating portfolio status with manager or team lead as needed.
• Utilize the Servicing System and other software applications to facilitate insurance reviews.
• Stay abreast of regulatory requirements relative to the various product types and ensure team members are aware of any internal or external policy or regulatory changes, as appropriate.
• Other projects and duties as assigned.

Education, Skills and Experience: Required:

• At least 1-3 years of experience in commercial real estate mortgage industry of insurance compliance processing and/or experience in Commercial Insurance selling, underwriting or claims
• Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; sense of urgency and attention to detail.
• Ability to manage multiple assignments and transactions simultaneously.
• Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities.
• Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team.
• Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment.
• Proficiency in Microsoft Office Preferred:
• Bachelor's degree preferred but nor required

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.