Senior Insurance Analyst
Job ID
Service line
Advisory Segment
Role type
Areas of Interest
Capital Markets
Houston - Texas - United States of America

About the role

Responsible for auditing and reviewing mortgage loan documents prior to entering loan data into the mortgage loan servicing systems. May work on more complex projects as it pertains to all related insurance, property taxes, and UCCs (Uniform Commercial Code), etc.

What you’ll do

  • Reviews and audits work from departmental staff and ensures work is accurate; ensures that all UCC's are tracked and filed timely.
  • Ensures that monthly quality reports and standards are audited through quality control audit process. Corrects discrepancies as needed.
  • Ensures that quality control functions for Gen pact and third party vendors are preformed within guidelines and timely manner.
  • Monitoring and compliance for tax and insurance for commercial real estate loans. May conduct research and reporting as needed for discrepancies on more complex loans.
  • May train staff on departmental processes and procedures as it pertains to UCCs, mortgage loan servicing applications, reporting, etc. Can be considered a SME (subject matter expert) within the department.
  • No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance and/or training to coworkers. May coordinate work and assign tasks. 

What you’ll need

To perform this job successfully, an individual must perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

High School diploma or General Education Degree (GED) required. Bachelor's degree from a four-year college or university and/or a minimum of 4 years related experience. Prior commercial loan servicing experience is required. Working knowledge of commercial loan documents, insurance, property taxes, and/or UCCs preferred.

Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal department and/or large groups of employees.

Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages.

Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic analytical skills.

Intermediate knowledge of Microsoft Suite Products (i.e. Word, Excel, etc.). Must accurately perform numeric data input into the loan system. Must have the ability to create excel spreadsheets or other reports. Experience with McCracken preferred.

Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.


A culture of respect, integrity, service and excellence crafts our approach to every opportunity!

We are guided by the needs of the cities we inhabit, the communities we build and the world we live in!

CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. We also provide reasonable accommodations, as needed, throughout the job application process. If you have a disability that inhibits your ability to apply for a position through our online application process, you may contact us via email at or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.