- HUB International (Diamond Bar, CA)
- …role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what ... matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively… more
- Enterprise Bank & Trust (San Jose, CA)
- …or financial institution. + Maintain a current understanding of Bank underwriting guidelines, procedures, policies and compliance issues. Maintain a working ... knowledge of regulatory requirements for documentation and regulations relating to SBA lending. + Ability to protect and maintain confidential information. + Excellent written and verbal communication skills. + Excellent organizational skills. + Proficiency… more
- Wells Fargo (Newport Beach, CA)
- …opportunities + Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines + Conduct comprehensive financial and credit ... assessments including cash flow, collateral, and business operating cycles + Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed + Present credit recommendations and financial… more
- USG Insurance Services, Inc. (San Francisco, CA)
- …contract or brokerage carriers, you will be responsible for soliciting, underwriting , marketing, and ultimately securing coverage for our business enterprises within ... the excess and surplus lines marketplace. Effective relationship-building skills are crucial to collaborate with our partners, aiming to cultivate a profitable book of business. Responsibilities include : + Develop a network of relationships with retail… more
- Zions Bancorporation (Lancaster, CA)
- …and sending initial disclosures to customers and submitting information to automated underwriting software. + Ensures any re-disclosures are made timely. + May order ... appraisals through our systems, arrange for title search and obtain necessary documents. + Responsible to communicate with the customer throughout the process and work with processors through closing. + Originates residential home loans. + Keeps informed of… more
- CBRE (Newport Beach, CA)
- …real estate properties including property inspections, reviewing financial statements, and underwriting loan transactions. + Ability to use existing procedures to ... solve standard problems. + Experience with analyzing information and standard practices to make judgments. + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. + Organizational skills with a strong inquisitive mindset.… more
- Travelers Insurance Company (Sacramento, CA)
- …cyber aggregation risk models and technographic scores + Assist the Cyber Underwriting team with subject matter technical expertise and guidance + Identify, select, ... and extract relevant data from various internal and external sources. Complete analyses and present recommendations to team members, stakeholders, and Leadership + Stay abreast of the latest scientific research and summarize findings for the peril, including… more
- Citigroup (Los Angeles, CA)
- …a client's financial performance and participates actively in the credit underwriting process. This individual understands how clients capitalize themselves, is ... knowledgeable about the debt capital markets, and knows how to position the bank to compete for lead capital markets roles. This strategic player is also well-versed in building consensus internally and managing the risk management/credit committee… more
- BMO Financial Group (CA)
- …portfolio of accounts or part of the lending process (eg underwriting , funding, monitoring). + Identifies cross-selling opportunities to increase client penetration ... for banking, investments and deposits. + Prepares new business proposals or presentations to clients/prospects. + Participates in activities for client meetings and account opening documentation. + Assists with the development of client communications as… more
- Zions Bancorporation (Huntington Beach, CA)
- …conformity with credit terms. + Responsible for ensuring the successful processing, underwriting , and approving of loans within assigned limits. + Negotiates loan ... terms and conditions in accordance with bank policy. + Remains well versed in economic and financial concepts and developments relating to clients. + Reviews branch reports for compliance and accuracy. + Responsible for community development and relations. +… more