Join Baker Tilly as a Tax Manager, providing tax advisory services to small business clients. Overseeing engagements and mentoring staff while ensuring compliance and excellent client service.
About the role
- Associate handling insurance obligations for commercial real estate loans at ORIX. Analyzing and ensuring compliance while maintaining borrower communication and management reporting.
Responsibilities
- Responsible for a portfolio of loans to ensure insurance obligations are met
- Analyze property, liability, and regional perils to mitigate coverage limits
- Communicate with the Borrower and the Agent for annual coverage binding
- Review insurance policy renewal from borrowers and/or agents for compliance
- Remediate non-compliant insurance issues through correspondence
- Respond to inquiries from internal and external customers
- Monitor reports and deadlines for timely completion of work
- Utilize the Servicing System and other software applications for insurance reviews
- Stay updated on regulatory requirements
Requirements
- At least 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 and list other relevant systems or software
Benefits
- Quality, competitive benefits package providing healthcare and financial protection
- Competitive vacation policy
- Floating personal holidays
- Extensive leave options
- Annual observed holidays
- Infertility coverage
- Adoption support
- Child and elder care
- Fully paid maternity leave
- Generous parental leave benefits
- Hybrid working model with a 3 day in-office minimum requirement
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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