Underwriting & Portfolio Analyst
We are seeking a detail-oriented professional to support underwriting efforts while assisting in the management of a portfolio of business owners real estate assets. This role focuses on analysis, risk evaluation, and account coordination not people management.
Key Responsibilities:
Assist in underwriting commercial and real estate-related risks
Review financial statements, property data, and supporting documents
Analyze risk exposure and support policy decision-making
Help manage and track a portfolio of business owners real estate assets
Maintain ongoing communication with clients, brokers, and internal teams
Monitor accounts and flag any risks, inconsistencies, or opportunities
Some experience in insurance, underwriting, or real estate
Familiarity with commercial properties or financial analysis
Ideal Candidate: Someone who is sharp, numbers-driven, and organized comfortable working behind the scenes analyzing deals, supporting underwriting decisions, and keeping a portfolio running smoothly.
Ensure accurate documentation and compliance with underwriting guidelines
06/01/2026monroe
full timeaccounting
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