- Banc of California (Austin, TX)
- …The incumbent supports business development efforts (Originations) by analyzing, underwriting new lending opportunities and assisting in structuring and closing ... of new loans as well as transitioning loans to Portfolio Management. This role will work closely with senior Bankers on new transactions. They will also be a key part of business development efforts by attending market events and cultivating their own personal… more
- Public Storage (Plano, TX)
- …Experience managing multiple deals concurrently across geographies. + Familiarity with underwriting and valuation concepts (enough to validate assumptions and guide ... team), while focusing on deal leadership and negotiation. + Proficiency with Salesforce CRM or similar systems; ability to oversee pipeline reporting and deal flow management. + Interest and aptitude in applying AI/technology tools to streamline sourcing,… more
- Sands Investment Group (Austin, TX)
- …is heavily focused on developing skills in cold calling, marketing, and underwriting in addition to CRM/database maintenance and active participation in team role ... plays, meetings, and training. Junior Brokers will support the team by mastering the following: Use proprietary and industry systems and resources to find and validate property owners, research competitors, and identify new leads and projects Research SIG's… more
- City National Bank (Austin, TX)
- …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
- City National Bank (Austin, TX)
- …required. * Minimum 7 years of experience in jumbo and super jumbo underwriting to investor or organization's guidelines required * Minimum 7 years of experience ... with state and federal lending regulations (ie, Ability to Repay (ATR), RESPA, Reg B, Reg O, Reg Z, Fair Lending, etc.). *Skills and Knowledge* * Bachelor's degree in Business, Finance or Economics or related discipline with 10 or more years of experience in a… more
- UMB Bank (Plano, TX)
- …exposure and advise team. + You show a strong understanding of credit underwriting . + You have extensive knowledge of commercial lending practices and loan ... documentation/loan servicing requirements. + You can demonstrate advanced knowledge of financial analysis (including ratio and trend analysis and projections). + You have thorough knowledge of accounting principles and practices. + You demonstrate proficiency… more
- Scotiabank (Houston, TX)
- …requests. Also draft annual risk reviews and works on internal credit underwriting approvals. Work closely with credit officers to coordinate the requisite reviews ... by risk management. Work closely with trading team to ensure daily marking of positions and requisite margin call monitoring. + Attends due diligence meetings. + Reviews daily collateral reports and monitors asset performance trends. + Coordinates a variety of… more
- CRC Insurance Services, Inc. (Fort Worth, TX)
- …advance to an SCU Team Leader 8. Must have knowledge of commercial multi-line underwriting and rating 9. Must possess and maintain current knowledge of the insurance ... industry 10. Excellent written and verbal skills 11. Ability to work in a team environment essential 12. Ability to work extend hours when necessary 13. Maintain travel schedule depending on the needs of the clients, Agents, and new business **Preferred… more
- Unum Group (Plano, TX)
- …new customers in the small case market + Work with Quote Unum and Underwriting to effectively understand negotiation and business pricing in the small case market + ... Build strong broker/distribution partnerships + Build strong sales team partnerships + Gain necessary knowledge to educate brokers and clients on key product, statutory and compliance topics pertaining to applicable insurance offerings + Assist in preparation… more
- Zions Bancorporation (Houston, TX)
- …**Corporate Healthcare** . + Formal **credit training** preferred. + Strong ** underwriting ** skills required. + Experience in banking sales production, particularly ... in making outbound sales calls preferred. + Local business and market knowledge preferred + Must have knowledge of banking products and procedures, consumer and commercial credit structuring. + Must have strong sales, client product and relationship management… more