- BMO Financial Group (Phoenix, AZ)
- …with 1st, 2nd and 3rd line of defense partners/stakeholders and providing expert underwriting , risk return and portfolio management guidance to establish Policy ... and Procedures which are aligned to the overall risk appetite of the business, regulatory requirements, and in...approach to governance and oversight of policies, procedures, and underwriting templates owned or used by BMO Commercial Bank.… more
- Wells Fargo (Dallas, TX)
- …and refinancings of varying complexity levels, including assessing a client's financial position and risk level and acting as an advisor to leadership for highly ... for use in periodic reviews as well as interim underwriting memoranda + Partner with coverage teams within the...issues, in addition to regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable +… more
- AON (Houston, TX)
- …calls. + Key member of the client facing team, acting as a trusted advisor to the executive level client in broking, designing, selling and servicing complex ... source for information concerning market trends, pricing practices and other underwriting policies, often within a specialized area. + Responsible for planning,… more
- Wells Fargo (Des Moines, IA)
- …a motivated and energetic Senior Lead Commercial Banking Relationship Manager to be an advisor to clients and prospects of Wells Fargo. **In this role, you will:** + ... proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships + Act as… more
- RELX INC (Alpharetta, GA)
- …regulatory environment. + Strong understanding of the insurance industry, particularly in underwriting , risk assessment, or compliance. + Self-starter with the ... About the Business LexisNexis Risk Solutions is the essential partner in the...alignment with jurisdictional requirements. + Act as a trusted advisor to internal teams and external partners, providing insights… more
- CIBC (St. Louis, MO)
- …team's. Facilitate credit and underwriting processes:** Work closely with Underwriting , Group Portfolio Managers, and Credit Risk Management to structure ... Private Bankers, ensuring strong sales execution, portfolio management, and adherence to risk standards. In this role, you will collaborate closely with internal… more
- City of Norfolk, Virginia (Norfolk, VA)
- …spectrum of City functions. From financial reporting and payroll to procurement and risk management, we work collaboratively to ensure the fiscal health of our City ... City leadership and departments on debt-related matters, including financing strategies, risk management, and long-term fiscal planning. + Transaction Execution &… more
- AON (Fort Washington, PA)
- …the AICPA Insurance Trusts (Trusts). The ideal candidate will serve as a key advisor and subject matter expert on the Trusts portfolio, providing guidance to the ... of CPAs. The AICPA Member Insurance Programs empower CPAs to effectively manage risk both professionally and personally. This role is pivotal in delivering solutions… more
- First Horizon Bank (Knoxville, TN)
- …financial information and client detail into central repository throughout the underwriting process. + Gather financials for new and renewal opportunities with ... as needed for new and renewal requests to initiate underwriting process. + Work directly with the underwriter to...preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of… more
- Bank of America (Newport Beach, CA)
- … underwriting partners, portfolio manager partners, relationship administrators, Credit Risk Manager, support staff and other associates. + Candidate will possess ... to being the primary bank advocate and key financial advisor for the client, the SCM is accountable for...underwriting , as well as the relationship between credit risk , structure and pricing desired. + Familiarity with interest… more