Portfolio and Insurance Analyst

Portfolio and Insurance Analyst 

Job Category: Operations
Location: Danbury, CT

Job Summary:

We are seeking a highly motivated and organized professional to lead all aspects of the documentation and closing process for domestic and international corporate aircraft loan payoffs and early lease terminations and in-place sales. Additionally, this individual will be responsible for various insurance and other operations-related activities. Below are the expected responsibilities

Loan Payoffs and Early Lease Terminations and In-Place Sales:

  • Take a lead role when interfacing with all key parties (i.e. customers, buyers, vendors, legal counsel, banks) and drive all transactions to closure.
  • Generate early lease termination and payoff quotes for customers and/or internal functions.
  • Prepare necessary documentation for loan payoffs and lease terminations and sales.
  • Generate and update transaction checklists to manage closing preparedness including rigorous and frequent reviews of completed documentation and conditions precedent prior to closing.
  • Process transactions in GJC’s portfolio operating system and complete post-close operational activities.

Insurance and Other Operation-Related Activities:

  • Perform detailed reviews of customer corporate aviation insurance certificates to ensure compliance with lease and loan documentation, company policies and credit facility requirements.
  • Work closely with U.S. and international aviation insurance brokers and/or insurance companies to correct deficiencies.
  • Track expiration dates for customers’ insurance certificates and request renewals from the insurance parties and/or customers.
  • Research insurance claims and coordinate the Company’s approval process for requests submitted by customers and insurance representatives.
  • Insurance subject matter expert for other functions within the Company And the primary interface with the Company’s insurance carrier for guidance and to be informed of changes in the industry.
  • File UCC continuations prior to their expiration dates and file UCC terminations following the closure of lease terminations and loan payoffs.
  • Backup support to apply cash to customers’ accounts and various other operations-related activities.
  • Audits of UCC filings and insurance certificates.
  • Ad hoc tasks and projects.

Desired Qualifications:

    • BS/BA degree or equivalent with at least three (3) years’ experience in the leasing/financial services industry and a general knowledge of accounting.
    • Working knowledge of lease and loan products and related documentation and experience with managing transactional closings.
    • Must be able to work under strict time frames to meet internal and external customer expectations.
    • Demonstrated customer service orientation.
    • Proficient in Microsoft Office, including Word, Excel and PowerPoint.
    • Must be willing to work out of an office in Danbury, CT
    • Unrestricted work authorization for the United States.

Desired Qualifications:

      • Aviation insurance background is highly desired.
      • Intermediate Excel skills highly desired (i.e. data analysis, formulas, VLOOKUPs, pivot tables, charts).
      • Self-motivator who can manage the various aspects of multiple closings and to progress transactions to closure within their desired time frames without close oversight.
      • Skills and knowledge to take on “out of the box” and unexpected tasks and challenges with composure and resourcefulness.
      • Extremely detailed-oriented and able to effectively organize, prioritize and multi-task.
      • Strong oral and written communications skills.
      • Strong work ethic with high energy level, positive attitude and can effectively work as a team player.
      • Able to suggest improvements to process gaps that will lead to efficiencies or eliminate potential risks to protect the portfolio.
      • Ability to quickly adapt and embrace new processes, ideas, and technology.