ORIX Corporation USA

Growth Marketing

• Screen and evaluate prospective investments across targeted industries
• Conduct financial, commercial, and operational due diligence
• Validate company-provided information
• Assess market dynamics through industry research and discussions with management teams, customers, channel partners, and industry participants
• Analyze historical and projected financial performance, operating metrics, and key performance indicators
• Build financial models and communicate assumptions, sensitivities, risks, and conclusions
• Develop investment theses and present recommendations to senior management
• Prepare term sheets, credit applications, investment committee materials, and related approval documentation
• Support ongoing portfolio monitoring, quarterly reporting, and company- and portfolio-level performance analysis
• Collaborate with team members, manage multiple priorities, and deliver high-quality work under tight deadlines
• Support business development, market outreach, and other team initiatives as needed

Analyst, Growth Capital

Insurance

• Provide outstanding service to internal and external clients
• Aid in the effective management of the complex insurance portfolio
• Serve as a subject matter expert on insurance compliance review processes and insurance market trends
• Provide management, leadership, and direction to insurance analysts
• Maintain a portfolio of loans
• Complete and oversee insurance compliance reviews for collateral in the servicing portfolio
• Review ACORD forms, insurance policies, third-party reports, annual premium documentation, and insurance waiver risk analyses
• Utilize the Servicing System and other software applications to facilitate insurance reviews and document annual compliance review status
• Maintain knowledge of lender insurance requirements, including Freddie Mac, Fannie Mae, FHA, and other assigned lenders
• Ensure insurance files include accurate loan requirements, third-party report confirmation, flood determination, and other required confirmations
• Review borrower and insurance agent policy documentation for compliance with loan documents and lender requirements
• Request additional information and corrective measures from internal and external parties
• Remediate non-compliant insurance through proactive communication with borrowers and insurance agents
• Respond to internal and external inquiries and coordinate notifications, escalations, and communications with management
• Monitor reports and deadlines and communicate portfolio status to managers or team leads
• Assist, train, develop, quality check, and provide feedback to junior team members
• Assist with department or lender audit data samples
• Work professionally and harmoniously with team and coworkers
• Perform other projects and duties as assigned

Analyst, Growth Capital

Senior Insurance Associate