Lender Compliance Associate Tampa

Tampa , FL $120,000.00 / Annual

Description

Evaluates client’s exposures and creates premium estimates for client’s potential commercial real estate acquisitions.

Updates and actively manages the Acquisitions Tracking Sheet.

Analyzes portfolio loss histories, identifies frequency trends, and presents recommendations for risk management solutions to clients.

Discusses exposures with clients to create insurance Statements of Value (SOV) for client’s approval and submission to carriers.

Stays current on the latest Fannie Mae and Freddie Mac insurance requirements to review contracts and secure proper coverage.

Negotiates terms with carriers and properly executes evidence of insurance for clients.

Generates and analyzes Marshall & Swift valuations utilizing Marshall & Swift online software.

Responds to lender’s questions concerning valuations and negotiates changes in values with lender and carrier.

Creates and provides Acquisition Pricing Spreadsheet per property once a property goes under contract.

Utilizes web-based Agency Management System to set up new clients.

Performs ongoing tasks related to assisting Agents/Brokers with proper client documentation.

Responds in a timely manner to various inquiries from clients.

Gathers and delivers signed documents to underwriters and obtains any additional information to finalize bind requests from agents.

Creates client summary packages, marketing materials, proposals, etc. for agents utilizing Microsoft Publisher and AMS.

Produces general correspondence, client binders, memos, charts, tables, graphs, business, and financial reports.

Prefer someone coming from a bank

Assists agents/brokers with day-to-day tasks and special projects.

Performs other duties as assigned.

Will be required to get a 4-40 license.


About Criterion Executive Search, Inc.

For 44 years Criterion Executive Search has been recognized as one of the nation’s leading executive staffing and recruiting firms. As one of Tampa, FL first recruiting & staffing agencies we have been privileged to work with leading companies throughout the state of Florida. Those same strategic partnerships have allowed us to perfect our personalized, life-cycle approach to placing the ideal candidates with their ideal companies.

Our innovative individualized placement strategies allow us to match Insurance professionals with companies throughout the country, and beyond. Each of our job placement specialists has a minimum of two years in the recruiting industry and an average of nearly 15 years of experience. Each recruiter has their own, personal, and direct experiences within their specialization.

You may expect complete confidentiality at all times during the hiring process; a key element to the success of our business. In today's age we understand that our client's privacy is of the utmost importance.

Contact the Criterion Executive Search office to speak with a recruiter about this job now or find out more about other job placement opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

©2025 Criterion Executive Search. An Equal Opportunity Employer. Veteran Owned.


Job Id Number : 11194
Staffing Industry : Insurance
Contact Glenn Winograd in our Tampa, FL office for questions or to apply for the Lender Compliance Associate Tampa job today;

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