- US Bank (Los Angeles, CA)
- …equity and mezzanine sources, peer banks, and affiliates. * Collaborating with bank's underwriting team to close loans. Tasks including but are not limited to ... supporting the preparation of the credit approval memorandum, loan documentation and client onboarding. **Qualifications** * Bachelor's or master's degree in finance, accounting or related field. * 10-15 years of experience in asset-based lending with strong… more
- ICW Group (San Diego, CA)
- …will interface with internal stakeholders including senior leadership, product/service departments, and underwriting teams to position ICW Group as a leader in the ... insurance industry while aligning brand values with business objectives. This includes, but is not limited to, strategic development and tactical implementation for the company's marketing plans and programs, external digital and social media storytelling, and… more
- City and County of San Francisco (San Francisco, CA)
- …IO will participate in the monitoring of existing investments, in the underwriting of prospective investments, and ongoing portfolio monitoring and analysis.. The IO ... conducts work with oversight from the SPM of Public Fixed Income. The IO is responsible for the following and will keep the SPM informed on the relevant issues. Essential Duties: + Responsible for representing SFERS with distinction and class to external… more
- Travelers Insurance Company (Gardena, CA)
- …of business other than property (ie auto, workers compensation, premium audit, underwriting ) may be required. Provides quality claim handling throughout the claim ... life cycle (customer contacts, coverage, investigation, evaluation, reserving, negotiation and resolution) including maintaining full compliance with internal and external quality standards and state specific regulations. This position is based 100% remotely… more
- City and County of San Francisco (San Francisco, CA)
- …IO will participate in the monitoring of existing investments, in the underwriting and execution of prospective investments, and in portfolio construction and ... analytics. The IO conducts work with oversight from the Director or APM of Real Assets. The IO is responsible for the following and will keep the Director or APM informed on the relevant issues. Essential Duties: + Manage the internal process for monitoring… more
- TopMark Funding LLC (CA)
- …This position offers a hands-on orientation program covering: The TopMark Underwriting Process, The TopMark Deal Structure, and General Sales Philosophy, TopMark ... CRM, and other systems. Solid performers will continuously work to source and fund transactions. TopMark's compensation structure offers unlimited upside to sales professionals who work hard, take direction, and utilize all the tools and relationships that… more
- Zions Bancorporation (Fremont, 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
- Trustmark (Sacramento, CA)
- …an effective relationship with Sales Implementation, Key Account Managers, Case Underwriting & Marketing. + Prospecting: + Generate new business opportunities by ... leveraging existing relationships, prospecting new relationships, conducting market analysis and cold calling channel distributors. + Partner with marketing and product development in developing programs to educate the network channel on Trustmark value… more
- CRC Insurance Services, Inc. (CA)
- …and be able to incorporate into strategies 5. Knowledge of commercial multi-line underwriting and rating 6. Ability to use company automation to include Windows, ... Word, Excel, TAPSYS 7. Ability to develop, foster, and maintain an excellent working relationship with agencies 8. Ability to exercise discretion in making decisions 9. Leadership and team playing skills 10. Ability to maintain current knowledge of the… more
- Security National Life Insurance Company (San Francisco, CA)
- …the year + Dynamic sales training, web application, Customized CRM and Easy Underwriting + Company assisted lead programs for fresh, exclusive leads You offer: + ... Life Insurance license or motivated to obtain one + Desire to help others- face to face or through tele sales opportunities + Go-getter attitude with ability to work independently + Ability to pass background check Responsibilities: + Identify sales… more