Associate Lender Review Analyst

Associate Lender Review Analyst

Lockton is currently seeking a highly motivated, analytical expert to join our Houston Lender Review Team! If you enjoy the challenge of research, problem solving and executing tasks that positively impact our day-to-day operations and support our overall business strategies – Apply Today!

The Associate

Lender Review Analyst is a detail-oriented individual, responsible for the evaluation of annual insurance certificates and reviewing reports. You will communicate potential insurance risks and lender requirements to ensure commercial insurance compliance.

Business unit

Texas Series

Schedule

Full-time

Lockton

Benefits

• Offerings

• Click Here

• Workplace

• Hybrid

• Responsibility

• Your Responsibilities

• Manages renewal transactions, certificate reviews, and lender relationships.

• First point of contact for all lending clients.

• Reviews initial information provided by clients to ensure completion and accuracy.

• Manages project board pipeline.

• Adds incoming transactions to the project board, prepares files in the system and assigns an analyst.

• Coordinates via email and phone with lenders and outside insurance contacts or brokers for additional remaining items.

• Coordinates with internal resources and research topics as needed.

• Tracks and provide weekly/monthly reporting to leadership.

• Attends and occasionally lead department meetings.

• Prepares invoices for lenders based upon fee agreements and follow up for payments.

• Make a positive contribution to customer satisfaction and strive to improve client service experience.

• Other additional responsibilities as assigned.

• Qualification

Qualifications

• High school diploma (or GED) required.

• One (1) year of insurance experience. May consider a college degree or some college hours in lieu of insurance experience.

• Adept in the Microsoft Office Suite (Word, Excel, PowerPoint and Outlook).

• Strong attention to detail.

• High aptitude for accuracy in mathematical calculations.

• Strong organizational and time-management skills, with the ability to prioritize and meet sensitive deadlines.

• Strong verbal, written and interpersonal communication skills.

• Self-initiation, desire and willingness to further insurance knowledge and keep current on trends impacting the industry.

• Ability to travel and work outside of normal hours due to business demands.

• Legally authorized to work in the United States.

• Equal Opportunity Statement

• Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

• At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

• About Lockton

• Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

• At Lockton, we believe in the power of all people. You belong at Lockton.

• How We Will Support You

• At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

• We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

• Learn more about your Lockton experience

• No Agencies Please

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• Life at Lockton

• August 28, 2026

• 18 Years as a Best P...

• If you’re looking for a place to grow, lead, and do work that matters, take a closer look at Lockton. For the 18th consecutive year, Lockton has been named one of the Best Places to Work in Insurance—a recognition that reflects the people-first culture our Associates help build every day. At Lockton, independence gives us the freedom to invest in what matters most: our people. As the world’s largest privately held independent insurance brokerage, we offer the energy of an entrepreneurial company with the stability, scale, and opportunity of a global business. Own your career. Help build what’s next. Whether you are launching your career or bringing years of experience, Lockton could be the place for you. Explore opportunities and discover what makes life at Lockton different. About Best Places to Work in Insurance Best Places to Work in Insurance is an annual workplace recognition program presented by Business Insurance and Best Companies Group. The research-driven program examines company practices, programs, and benefits and surveys employees about their workplace experience, including engagement and satisfaction.

• July 17, 2026

• Lockton Recognized b...

• Lockton is proud to be recognized by Seramount with two 2026 honors: Seramount’s 100 Best Companies list (second consecutive year) Leading Company in Seramount’s Talent & Inclusion Index (first-time honor) Together, these recognitions reflect Lockton’s continued commitment to supporting Associates through family-friendly benefits, workplace flexibility, career advancement opportunities, and practices that help people thrive. “Our people are our greatest asset,” said Stephanie Robinson, Lockton’s Chief Diversity Officer. “We’re inten