- TD Bank (Philadelphia, PA)
- …relevant experience **Preferred Qualifications:** + Understanding of Commercial Bank - underwriting and lending -practices; specific familiarity with TD Bank tools, ... systems, policies, and procedures is preferred. If not existing, ability to quickly learn and apply changing practices is critical. + Strong knowledge of nCino specifically is critical. + WalkMe builder experience. + Familiarity with basic HTML, CSS and/ or… more
- WTW (Philadelphia, PA)
- …of joining + CEBS designation, or health and welfare actuarial or underwriting training desired **Company Benefits** WTW provides a competitive benefit package which ... includes the following (eligibility requirements apply): + **Health and Welfare Benefits:** Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group… more
- M&T Bank (Radnor, PA)
- …credit issues. + Liaison between Commercial Banking Relationship Managers and the Underwriting Team for facilitating credit needs of customers, whether through new ... requests, modifications or annual reviews / renewals. Includes documenting and tracking of relevant information, reports and memos to ensure necessary credit approvals are obtained, documented and adhered to from fulfillment through closing and maintenance in… more
- Truist (Philadelphia, PA)
- …analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all ... in accordance with the Truist credit risk appetite. 4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal… more
- KeyBank (Plymouth Meeting, PA)
- …for all portfolio activities/issues ensuring sound asset quality, including underwriting , structuring and portfolio management activities; directs the Risk Rating ... models to assure accurate risk assessment of assigned portfolio + Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice + Complies with all KeyBank policies and… more
- American Express (PA)
- …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
- PNC (Pittsburgh, PA)
- …7 and 63 within 120 days of employment. Fixed Income (Tax-Exempt): Municipal Trading and Underwriting - SIE, Series 52 and 63 (or Series 7, if taken prior to ... 11/7/2011, is acceptable in lieu of Series 52) within 90 days of employment. Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ESOP - SIE, 63 and 79 within 120 days of employment. Other appropriate licenses (eg supervisory licenses)… more
- Huntington National Bank (Pittsburgh, PA)
- …Word and Excel and other software applications that are supportive of the loan underwriting process + Strong written and verbal communication skills + High degree of ... professionalism #LI-MK1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work… more
- Prime Therapeutics (Harrisburg, PA)
- …+ MBA or other related advanced degree + Experience with the benefits underwriting process + Experience working with Blues plans and consultant engagement strategies ... + Experience interacting with pharmacy benefits consultants, employee benefits brokerage firms, or national consulting practices **Physical Demands** + Ability to travel up to 50% of the time + Constantly required to sit, use hands to handle or feel, talk and… more
- PNC (Pittsburgh, PA)
- …7 and 63 within 120 days of employment. Fixed Income (Tax-Exempt): Municipal Trading and Underwriting - SIE, Series 52 and 63 (or Series 7, if taken prior to ... 11/7/2011, is acceptable in lieu of Series 52) within 90 days of employment. Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ESOP - SIE, 63 and 79 within 120 days of employment. Other appropriate licenses (eg supervisory licenses)… more