- KeyBank (Dallas, TX)
- …draft the Transaction Analysis and draft preflight memo. + Assist the Relationship Manager to address preliminary risk and financial questions from the Team Leader ... when necessary. + Draft initial LOI/Term Sheet. + Work with the Relationship Manager to get LOI/Term Sheet signed, noting variances, and making updates to financial… more
- Bank of America (Colleyville, TX)
- …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 (Austin, TX)
- …or .Net application coding + DBA, Data modellers + Project or Program Manager + Business analyst, Data analyst, System Analyst or System Administrator **Typical ... enterprise-wide collections solution + Drive and document solution for risk underwriting and credit risk auto-decisioning integration + Drive target architecture and… more
- Equitable (Dallas, TX)
- …client events, meetings, appointments, and conferences * Coordinate with the Regional Account Manager on the delivery of all proposals * Remain current on company ... Ability to partner with local, regional and national service/account management, underwriting and home office personnel **Skills** **Knowledge of Product Line:**… more
- Elevance Health (TX)
- …+ Identifies and refers cases or issues to QI, SIU, Subrogation, Underwriting , or other departments as appropriate. + Documents appropriate clinical information, ... in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager , associates are required to work at an Elevance Health location at least… more
- USAA (San Antonio, TX)
- …a week.** The actual onsite days are settled between each employee and their manager . Work schedules will vary and may include some weekends. Military veterans and ... moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting , contract and coverage provisions, and premium changes for insurance… more
- PNC (TX)
- …coach and/or review the work of other underwriters and fill in for manager as required. + Contacts internal/external customers and other parties as appropriate to ... and Critical Thinking, Effective Communications, Financial Analysis, Knowledge of Underwriting , Managing Multiple Priorities, Office Support Tools, Operational Functions… more
- USAA (San Antonio, TX)
- …days a week** . The actual onsite days are settled between each employee and their manager . We have various schedules ranging from 8:00 am CST to 10:00 pm CST with ... moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting , contract and coverage provisions, and premium changes for insurance… more
- PNC (Dallas, TX)
- …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 ... (eg supervisory licenses) may be required at the discretion of the manager . **Pay Transparency** Base Salary: $39,100.00 - $126,500.00 Salaries may vary based… more
- Travelers Insurance Company (Fort Worth, TX)
- …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