US CRE · Insurance & Underwriting

GeetanjaliSingh Bhadauria

Turning dense loan documents into decision-ready data for commercial real estate lenders.

4+ yrs US CRE Genpact SitusAMC Pre-close Servicing
Geetanjali Singh Bhadauria — professional headshot
4+ Years
US CRE
7+ Coverage
types
Genpact · SitusAMC
0+
Years in US CRE
0
Global Firms
0+
Coverage Types
0
Platform Modules
01 — About

Documentation is where deals live or die

I work the insurance, documentation & tax workstreams behind US CRE loans — on both sides of the closing table.

Pre-closing due diligence for CBRE via Genpact; loan servicing and audit support at SitusAMC. Beyond the desk, I build interactive tools that model the lending process end-to-end.

Pre-closing · Genpact / CBRE Servicing · SitusAMC Builder · CRE tools
photo-1.jpg Professional / working photo Image placeholder
Geetanjali at work
02 — Expertise

What I bring to an underwriting desk

Insurance & Risk

Verifying borrowers' insurance programs, certificate by certificate, against lender requirements — before deals close.

Lender requirement reviewACORD 25 / 27 / 28AM Best ratingsMortgagee / loss payeeCoverage gap notification

Due Diligence

Loan agreementsAppraisalsPCA / environmental / zoningPre-closing checklists

Tax, Escrow & Audit

Property tax reconAudit confirmations

Systems

Enterprise!ExcelDSCR / LTV
Coverage I verify pre-closing
PropertyHazard
LiabilityACORD 25
FloodFEMA zones
WindstormNamed storm
EarthquakeEQ
TerrorismTRIA
Bus. InterruptionRental loss
03 — Timeline

Career timeline

Four years across the US CRE loan lifecycle — pre-closing due diligence through servicing and audit.

Apr 2022 — Aug 2023

Insurance Analyst — Loan Servicing

SitusAMC · India
  • Abstracted executed loan documents into Enterprise!, the commercial loan servicing platform.
  • Monitored coverage against loan requirements and flagged gaps to clients for remediation.
  • Processed audit confirmation letters to support external audit cycles.
Enterprise!Insurance ComplianceAudit ConfirmationsEscrow & Reserves
Jul 2019 — Mar 2022

Insurance Analyst — Pre-Closing Due Diligence

Genpact · supporting CBRE · India
  • Reviewed ACORD 25 / 27 / 28 certificates against lender requirements in client checklists.
  • Verified AM Best ratings, named insured, and mortgagee / loss payee across all coverages.
  • Performed property tax reconciliation — ordered certificates and reconciled parcel data.
ACORD 25 / 27 / 28AM BestFlood / TRIAProperty TaxAppraisals
Education · years TBD

Your degree — from LinkedIn

University · field of study · graduation year

Send me your Education and any certifications from LinkedIn and I'll place them here on the timeline.

04 — Projects

I don't just work in CRE — I build for it

Self-built, interactive tools that model the lending workflows I know from the inside.

Flagship · Live

CRE Loan Origination Platform

An end-to-end lending workspace covering the full deal lifecycle — deal-at-a-glance summaries, risk flags by severity, and a dedicated insurance & risk-transfer module.

PipelineLoan SizingCash FlowCredit MemoInsuranceClosing
meetgeet.com/overview
platform-1.png Platform dashboard screenshot Image placeholder
CRE Loan Origination Platform screenshot
Live Project

Live Project — Title TBD

Short one-line description coming soon — you'll send the project name, details, and the live link and I'll drop them in here.

ModuleModuleModule
View live demo ↗ Link & details coming from you
your-project-link
platform-2.png Second project screenshot Image placeholder
Second live project screenshot
Tool · In Progress

Escrow Manager

A loan-level escrow administration tool for tracking tax and insurance escrow accounts — reflecting the escrow and reserve workstreams I handled in servicing.

Tax EscrowsInsurance EscrowsLoan-Level Tracking
Live link coming soon — you'll send it
escrow-manager
platform-3.png Escrow Manager screenshot Image placeholder
Escrow Manager screenshot
05 — Contact

Let's talk about your next closing

Actively seeking Insurance & Underwriting Analyst roles in commercial real estate. Drop me a message — I reply quickly.

Emailgeetsbhadauria@gmail.com LinkedInlinkedin.com/in/geet1101 Platformmeetgeet.com
LocationIndia · open to remote
AvailabilityOpen to new roles

Opens your email app, pre-addressed to geetsbhadauria@gmail.com.