- Wells Fargo (New York, NY)
- …and handling investor requests + Develop rating agency correspondence, term sheets, underwriting memos, as well as examining legal documentation + Support senior ... bankers on the deal team, through active involvement in all aspects of the deal origination and execution process + Closely partner with various constituencies across Wells Fargo, including Credit Risk, Sales and Trading, Syndicate, Investment Banking… more
- Wells Fargo (New York, NY)
- …acumen honed through extensive transaction expertise, formal credit training, underwriting experience or otherwise **Job Expectations:** **Pay Range** Reflected is ... the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.… more
- Brookfield Properties (New York, NY)
- …external-facing presentations + Assist with review of financing assumptions for underwriting models if requested + Monitor macroeconomic indicators, debt markets, ... and emerging trends in housing market + Other duties, as assigned by supervisor or leadership team Key Metrics & Responsibilities + Accuracy of monthly lender reports + Accuracy and timeliness of internal debt covenant monitoring reports + Timeliness of… more
- Navient (Albany, NY)
- …to sales and/or account management roles + Familiarity with loan processing and/or underwriting procedures **Where:** + This role will be based in the US. \#LI-AM1 ... A little about our pay philosophy: We take pride in compensating our employees fairly and equitably. We are showcasing a range of your potential base salary based on the roles location. The successful candidate's starting pay will also be determined based on… more
- TD Bank (New York, NY)
- …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
- NBT Bank (Sidney, NY)
- …+ Demonstrated knowledge and understanding of insurance concepts and core carrier underwriting guidelines and requirements + Ability to travel regionally on occasion ... Tasks Performed: + 50% Identify small business and middle market customer issues or concerns within assigned book of business by listening and clarifying the customer's comments, researching system files, procedures, and guidelines to determine the action… more
- Prestige Employee Administrators (Melville, NY)
- …+ Manage the renewal process + Participate continually in medical underwriting process with internal partner/team + Communicate renewal materials to client ... and broker + Prepare materials for employees based on client specifications + System update of changes + Presentation of changes in person or via Ring Central. + Benefit Enrollment portal assistance + Auditing and confirming for clients the employees who have… more
- TD Bank (New York, NY)
- …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
- City National Bank (New York, NY)
- …and documentations to ensure accuracy and completeness before submission to underwriting * Provide exceptional customer service by addressing client questions and ... concerns throughout the loan process. Assist clients in understanding the mortgage process and the documentation required comments sharing they feel supported and informed throughout. * organize and maintain files, records, and databases related to the… more
- WTW (New York, NY)
- …preferred) + Strong financial skills: prior experience in pharmacy pricing, underwriting or valuation work preferred + Excellent oral and written communication ... skills + Excellent Microsoft Office skills, particularly in Excel and PowerPoint + Well organized and detail oriented + Flexibility and proven ability to identify and resolve issues + Strong client service orientation and ability to respond to all… more