Project Executive
Core
Analyze insurance aspects of commercial real estate financing transactions to ensure client interests are protected, including reviewing facility agreements, policies, and negotiating terms.
Role type
Senior IC insurance due diligence specialist (real estate)
Builds
Formal reports on insurance compliance and risk mitigation for commercial real estate loan originators and servicers
Domain
Commercial real estate finance + insurance
Required skills
Technical knowledge of insurance in real estate/construction, reviewing facility agreements and insurance policies, negotiating policy terms, reviewing legal/civil codes, verifying documents (structure charts, reinstatement costs, rent rolls), translating technical advice for clients
Preferred skills
CII Qualifications, leading a team
Technologies
None stated
Responsibilities
Maintain and develop key real estate and development financier relationships, Review facility agreements and insurance provisions, Liaise with lenders and Lawyers, Liaise with Borrowers Brokers to explain requirements and offer solutions, Complete full review of insurance policies and schedules, Identify issues and negotiate improvements, Review relevant law/civil code, Review and verify documents like structure charts and rent rolls, Provide technical insurance advice, Execute reporting to lender clients, Provide final sign off of insurance with formal compliance documentation