Technical Claim Manager overseeing General Liability claims, investigating coverage and liability at RLI insurance. Managing claims for injuries and damages while participating in special projects as needed.
About the role
- Transaction Manager handling multifamily loan origination and execution at a national mortgage banking company. Collaborating with analysts and clients for effective deal management.
Responsibilities
- Work closely with analysts to prepare and deliver timely, accurate quotes for multifamily lending opportunities
- Collaborate with developers to understand their needs and provide solutions
- Respond promptly to quote requests, ensuring quick turnaround times to maintain client engagement
- Manage the end-to-end process for closing deals, including documentation, communication with stakeholders, and addressing challenges
- Ensure seamless handoffs between quoting and execution phases, including working with analysts to hard quote and prepare the application
- Proactively follow up with clients to advance deals and address questions
- Maintain persistence and accountability to keep projects moving forward efficiently, including timelines and third-party report tracking
- Work closely with team members to balance quoting and execution workloads
- Actively participate in strategy sessions to identify process improvements
Requirements
- 3 years of experience in a commercial real estate mortgage loan production office or equivalent
- Financial modeling of complex real estate transactions
- Bachelor’s degree in Real Estate or Finance, or equivalent education and related training
- Strong analytical skills as well as ability to think outside the box and provide solutions and optionality
- In depth knowledge of the income producing real estate including knowledge of local/regional/national real estate markets
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software, Salesforce and presentation products
- Ability to work harmoniously with internal/external workers/customers
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