This role offers the opportunity to develop deep expertise at the intersection of commercial lending and credit insurance while working in a collaborative, front-to-back office environment. You will gain meaningful exposure to deal teams, middle office operations, and external insurance brokers, while taking ownership of processes that directly support active transactions and risk management. This is an excellent position for someone looking to build a strong foundation in lending operations and progress their career in corporate or commercial banking.
This is a junior–mid level role within Middle Office Operations focused on insurance support for commercial lending activities. The Middle Office Analyst for Insurance Operations is responsible for the end-to-end administration of credit insurance associated with financed transactions. The role partners closely with front-office business lines, operations teams, and external insurance brokers to ensure accurate calculation, booking, monitoring, and payment of insurance premiums. The position requires strong attention to detail, analytical ability, and a proactive approach to managing operational risk.
This position requires working onsite three days per week.
Primary Responsibilities

• Serve as a subject-matter resource for credit insurance activities across the full lifecycle, from initial review through ongoing monitoring
• Calculate insurance premiums based on credit agreements and insurance documentation, and ensure timely payments to brokers
• Book, track, and reconcile insurance-related transactions within loan servicing and middle-office systems, ensuring accuracy and data integrity
• Review policy documents and related legal agreements to identify insurance requirements and ensure processes and bookings align with those terms
• Perform pre-funding verification of insurance calculations and facilitate initial deposits or premium payments to brokers
• Act as a primary point of contact for insurance-related inquiries from front office, middle office, and external brokers
• Monitor insurance-related covenants and reporting obligations, escalating discrepancies or concerns to management as needed
• Identify opportunities to enhance processes related to booking, reconciliation, reporting, and overall insurance administration

• 1–2 years of experience in commercial lending, asset finance, or loan operations at a financial institution
• Experience managing insurance requirements within structured or commercial lending transactions
• Bachelor’s degree in Finance, Business, or a related field
• Familiarity with loan servicing or middle-office platforms (experience with specific industry systems is a plus)
• Intermediate proficiency in Microsoft Excel and PowerPoint
• Ability to read financial statements and calculate/interpret key financial ratios
• Strong attention to detail, organizational skills, and ability to manage multiple deadlines