- TD Bank (San Francisco, CA)
- …their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, ... extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier US equities business and highly-diverse equity research franchise, while growing our strong,… more
- FM (Walnut Creek, CA)
- …insurance / reinsurance, treaty development and equipment breakdown technical underwriting / engineering experience. **Skills/Knowledge:** + Possess knowledge of all ... aspects of the Equipment Breakdown insurance and reinsurance business. + General understanding of property and casualty insurance/reinsurance is needed as well as a thorough grasp of our key business drivers and the financial elements leading to overall… more
- City and County of San Francisco (San Francisco, CA)
- …reports, and materials needed to facilitate insurance renewals and measure underwriting performance for various internally and external audiences. + Researching best ... practices used in other jurisdictions and presenting a draft work plan with recommendations for enhancing and streamlining the City's Risk Management program. + Preparing reports and analyzing risk management data to support decision-making. + Overseeing and… more
- CalSTRS (Sacramento, CA)
- …investment experience + Experience evaluating general partners + Experience underwriting co-investments, funds, and/or joint ventures + Experience writing investment ... memos + Knowledge of real estate market and different property types + Strong interpersonal skills + Ability to research, analyze, and interpret information + Ability to present information clearly, both orally and in writing, to a wide range of audiences +… more
- Travelers Insurance Company (Milpitas, CA)
- …standards, and recommending corrective actions. Work cooperatively with Boiler and Machinery underwriting and claim groups, in support of helping them make informed ... decisions to maximize profit and growth. Primarily performs boiler and pressure vessel inspections on all accounts. Under close supervision, performs risk evaluations and claims investigations on less complex accounts as assigned. Participates in individual… more
- Sedgwick (Sacramento, CA)
- …coverage law, we'd love to hear from you. Experience in claims handling or underwriting is a strong plus. **PRIMARY PURPOSE** **:** To develop targeted solutions and ... provide added technical guidance and oversight. To evaluate insurance claims and loss complaints for coverage applicability, draft Reservation of Rights and disclaimer letters, and provide expert coverage opinions to insurance carriers. This role supports… more
- Banc of California (Los Angeles, CA)
- …Community Reinvestment Act (CRA). + Strong understanding of business credit and underwriting . + Advanced sales skills and working knowledge of Commercial Banking, ... Community Banking, and Private Banking, and Real Estate segments. + Contributed to growth in specialty deposit businesses, delivering measurable impact on enterprise profitability and market positioning. + Excellent technical banking knowledge and insight into… more
- American Express (Los Angeles, CA)
- …a high level of knowledge about American Express products, processes ( Underwriting , Line Increase, Customer Financials, Pricing, Contract), key internal partners ... (Risk, UWA, PPI) and tools (ONE.force, C360) **Negotiate and close** (20 - 30% of time) ▪ Seek opportunities to up-sell and cross-sell commensurate with the needs of the client ▪ Answer customer inquiries and bring in leadership, internal business partners and… more
- City National Bank (Los Angeles, CA)
- …policies and procedures. * General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate ... the credit transaction. * Sound credit analysis and accounting skills. * Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility. * Must be capable of… more
- Insight Global (San Diego, CA)
- …and keep borrowers informed. File readiness: Organize the file for underwriting ; ensure accuracy and completeness; escalate issues early to avoid delays. ... Process navigation: Move loans smoothly through internal steps; schedule and confirm key milestones; keep stakeholders aligned. Compliance awareness: Follow company procedures and applicable guidelines; protect borrower data and maintain clean records. This is… more