- Zurich NA (Los Angeles, CA)
- …risk exposures, controls, loss history, and financial condition to aid underwriting decisions around submission acceptance or declination. + Follows instructions ... + Provides account servicing support in collaboration with Underwriter and Manager , with responsibility for end-to-end servicing processes for new business,… more
- BMO Financial Group (Newport Beach, CA)
- …and deposit portfolio of accounts or part of the lending process (eg underwriting , funding, monitoring). + Manages the preparation of new lending proposals or ... of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying gaps, issues and… more
- Columbia Bank (Irvine, CA)
- …Partner with the Relationship Team to obtain and review information required for underwriting , documentation and closing of C&I, construction and term loans that are ... and large audiences. + Ability to provide backup to manager and provide direction to other associates as needed...direction to other associates as needed or requested by manager . + Ability to read and write, with basic… more
- Bank of America (Lake Forest, CA)
- …Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker, Business Solutions Advisor or Financial ... Products (Conventional, Jumbo and HELOC, Government) + Structuring, Processing, underwriting and closing procedures + Federal regulations governing real estate… more
- BMO Financial Group (Los Angeles, CA)
- …and deposit portfolio of accounts or part of the lending process (eg underwriting , funding, monitoring). + Fosters a culture aligned to BMO purpose, values and ... of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying gaps, issues and… 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 ... and related activities. + Identifies, records and advises banker / relationship manager of any credit &/or risk management issues + Identifies opportunities to… more
- RxBenefits (Los Angeles, CA)
- …both value-add solutions and any potential challenges/issues. + Partners with Account Manager to ensure benefit changes are executed in alignment with client intent. ... PBM marketplace; state/regional legal requirements impacting client's benefits, carriers, underwriting requirements, and benefit/service/product offerings. + Preparation of reports… more
- Travelers Insurance Company (Redlands, CA)
- …of business other than property (ie auto, workers compensation, premium audit, underwriting ) may be required. Provides quality claim handling throughout the claim ... + Identifies and refers claims with Major Case Unit exposure to the manager . + Performs administrative functions such as expense accounts, time off reporting, etc.… more
- US Bank (Los Angeles, CA)
- …Role** In this role, you will serve as a thought leader, coordinator and implementation manager to help ensure we effectively meet or exceed the goals for key credit ... concepts, along with 1st line and/or 2nd line experience related to underwriting and/or credit risk portfolio management preferred - Considerable knowledge of… more
- Robert Half Accountemps (San Luis Obispo, CA)
- Description SUMMARY: Under the supervision of the Loan Servicing Center (LSC) Manager , responsible for Loan Servicing in accordance with bank policies and regulatory ... as requested by Management Requirements 3m Coding, Adobe Acrobat, Automated Underwriting System, CRM, Data Processing, Appraisals, Bank Relations, Call Center… more