Commercial Real Estate, Insurance Analyst

Bethesda Metro Center (17049), United States of America, Bethesda, Maryland

At Capital One, we're building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Capital One is on a mission to help our customers succeed by bringing ingenuity, simplicity, and humanity to banking. We measure our efforts by the success our customers enjoy and the advocacy they exhibit. We are succeeding because they are succeeding.

Guided by our shared values, we thrive in an environment where collaboration and openness are valued. We believe that innovation is powered by perspective and that teamwork and respect for each other lead to superior results. We elevate each other and obsess about doing the right thing. Our associates serve with humility and a deep respect for their responsibility in helping our customers achieve their goals and realize their dreams. Together, we are on a quest to change banking for good.

Commercial Real Estate, Insurance Analyst

Commercial Real Estate, Multifamily Agency, Insurance Analyst- Bethesda, MD

The Agency Finance Insurance Management Analyst will play a key role in providing analytical and subject matter support to the Agency Insurance Review Team (internal/external).

The insurance analyst role will have responsibility for insurance data management through Salesforce and have a development track to become a subject matter expert in insurance in the multifamily real estate industry.

The Analyst will develop a thorough understanding of all bank and line of business, policies and procedures; support and drive strict adherence of Lender Insurance requirements.

Primary Duties and Responsibilities:

  • Effectively communicate with clients, Insurance review vendors, internal stakeholders
  • Insure Pipeline (Insurance reports are accurate and delivered on-time).
  • Prepare monthly, quarterly, and ad-hoc reports
  • Assist UW in Flood Determination Delineation
  • Monitor centralized AF Insurance e-mail inbox and respond appropriately
  • Maintain tracking system and ensure Salesforce is up-to-date
  • Save documents in electronic folders using standard naming convention
  • Handle special projects as assigned by Insurance Review.
  • Assist with compiling data for audits (1st Line, 2nd Line, 3rd Line).
  • Assist with Freddie Mac ICT1133 Submissions (UW and Delivery)
  • Support the SBL Process

Basic Qualifications:
  • Bachelor's degree

Preferred Qualifications:
  • Bachelor's degree with degree in business, accounting, or finance.
  • At least 2 Years of Insurance Agency/Broker Claims experience.
  • Strong organization skills
  • Ability to work effectively and independently in high volumes flow with timeliness and accuracy
  • Outstanding writing skills and oral presentation ability
  • High integrity, the ability to communicate articulately and concisely, strong interpersonal and partnership skills, achievement drive, and intellectual curiosity
  • Brings a positive attitude and is deadline oriented
  • Attentive to administration functions for each deal as instructed
  • Proficiency in Microsoft Office (Word, PowerPoint, Excel)
  • Highly developed analytical skills including the ability to create complex spreadsheets and related analyses

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

Back to top