- Covr Financial Technologies (San Francisco, CA)
- …Provide virtual point-of-sales assistance. Be well versed in core sales concepts, underwriting , product specifications, and general Covr processes as it relates to ... Covr's team which includes an internal partners, assigned Case Manager , as well as access to Covr's Director of..., as well as access to Covr's Director of Underwriting , Director of Long-Term Care and Advanced Planning Team.… more
- UMB Bank (CA)
- …maintaining relationships with referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; ... transactions. This key position reports to the EVP/National Marketing Manager and has access to company financial, market, client,...influence centers + You will be assisting in the underwriting process of new client proposals from prospect to… more
- Wells Fargo (Los Angeles, CA)
- …. **In this role, you will:** + In partnership with a senior portfolio manager , assist with portfolio management and credit underwriting activities for an ... This role will be part of a dedicated team responsible for underwriting and portfolio management within the software/technology vertical. Learn more about the… more
- US Bank (Los Angeles, CA)
- …include leading a team of Project Managers (PMs) and Project Manager Associates ("PMAs") who underwrite, structure, negotiate, close, and asset manage ... * Train, mentor, and be an ongoing resource to team members throughout underwriting , closing, and asset management. Coach PMs/PMAs to maintain a balanced approach to… more
- Travelers Insurance Company (Fontana, CA)
- …evaluating, estimating and negotiating to ensure optimal claim resolution for personal or business claims of moderate severity and complexity. Handles claims ... and other functional work involving one or more lines of business other than property (ie auto, workers...other than property (ie auto, workers compensation, premium audit, underwriting ) may be required. Provides quality claim handling throughout… more
- PNC (San Francisco, CA)
- …San Francisco, CA. Licenses: Corporate Finance SIE, 79 and 63 (7 optional/with manager approval) within 180 days of employment PNC will not provide sponsorship for ... days of employment. Fixed Income (Tax-Exempt): Municipal Trading and Underwriting - SIE, Series 52 and 63 (or Series...licenses) may be required at the discretion of the manager . **Pay Transparency** Base Salary: $55,000.00 - $150,000.00 Salaries… more
- BMO Financial Group (Los Angeles, CA)
- …and deposit portfolio of accounts or part of the lending process (eg underwriting , funding, monitoring). + Manages the preparation of new lending proposals or ... of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying gaps, issues and… more
- Medtronic (Los Angeles, CA)
- …to renewals (eg, data collection and review for accuracy, compilation of underwriting and data exposure) in accordance with Insurer's request; influences data ... computer, and communicate with peers and co-workers. Contact your manager or local HR to understand the Work Conditions...world** . Here, it's about more than the bottom line . Our Mission to improve human welfare drives us.… more
- PNC (Los Angeles, CA)
- …Coaches and/or reviews the work of other underwriters and fills in for manager as required. + Contacts internal/external customers and other parties as appropriate ... and Critical Thinking, Effective Communications, Financial Analysis, Knowledge of Underwriting , Managing Multiple Priorities, Office Support Tools, Operational Functions… more
- PNC (Century City, CA)
- …coach and/or review the work of other underwriters and fill in for manager as required. + Contacts internal/external customers and other parties as appropriate to ... and Verification, Decision Making and Critical Thinking, Knowledge of Underwriting , Managing Multiple Priorities, Market Research, Real Estate Development, Real… more