- Zions Bancorporation (Houston, TX)
- …and decision-making techniques needed to make sound credit decisions + Credit underwriting + Assignments based on case studies + Professional etiquette and sales ... training + Introductions to senior management + Soft skills training **1B: Retail & Treasury Exposure** Cumulative Retail and Treasury Management exposure in Credit Analyst's permanent market for 1.5 months. TOPICS COVERED + Overview of Treasury roles,… more
- Zions Bancorporation (Lancaster, CA)
- …and sending initial disclosures to customers and submitting information to automated underwriting software. + Ensures any re-disclosures are made timely. + May order ... appraisals through our systems, arrange for title search and obtain necessary documents. + Responsible to communicate with the customer throughout the process and work with processors through closing. + Originates residential home loans. + Keeps informed of… more
- PNC (MO)
- …management system Commercial relationship management experience required Commercial underwriting experience preferred PNC will not provide sponsorship for ... employment visas or participate in STEM OPT for this position. **Job Description** + Sets relationship strategies and directs relationship management activities with new and/or existing clients to grow sales, revenue and market share. Typically works with… more
- HUB International (North Charleston, SC)
- …the AE to present to our clients. + Assisting the AE with the underwriting process including working with the various insurance carriers and clients + Assisting the ... Sales Representatives with medical quoting, enrollment, and takeover paperwork + Creating "Benefits User Guides" (BUG) brochures that summarize the clients' renewal decisions Maintains organized filing systems. + Ordering and preparing insurance carrier… more
- Wells Fargo (Minneapolis, MN)
- …risk + Develop knowledge of company products, policies and procedures, and underwriting requirements + Receive direction from supervisor and exercise judgment within ... defined parameters while developing understanding of generating loans + Provide information regarding the loans to consultants and functional colleagues + This SAFE position has customer contact and job duties which may include the offering/negotiating of… more
- Wells Fargo (Purchase, NY)
- …military experience, education **Desired Qualifications:** + Experience with complex credit, underwriting , and debt structure for Investment Real Estate clients with ... annual revenue of $100MM to $2B + Completion of a formal credit training program + Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management + Experience in swiftly adopting and… more
- CIBC (WI)
- …Baker Hill, nCino, Finastra required. + You have 4+ years of Originations, Underwriting , Servicing, and/or Technology) experience required. + You have 3+ years of ... experience developing and executing product roadmaps, planning releases, writing stories with Acceptance Criteria, and managing risks and dependencies are required. + You have 3+ years of Salesforce and Jira experience is highly valued. + You demonstrate… more
- Aflac (FL)
- …members underwrite yearly renewals of group cases and/or review individual account underwriting cases based on thorough analysis of the group's financial condition, ... participation percentage, type of industry, participating employee demographics, and past claim experience + Identifies and communicates recommended improvements of processes and information for bid and proposal packages; comprehends prospective client… more
- Highmark Health (Santa Fe, NM)
- …strategies to increase customer profitability and interface and collaborate with underwriting , actuarial, provider relations, and product to deliver total product ... solution and best value to customer.Engage with customer to identify and implement meaningful customer specific reporting.Manage customer open enrollment needs (materials, meetings, etc.). Manage customer issues to timely and complete resolution while ensuring… more
- Bank of America (Tampa, FL)
- …delivery of end-to-end support for Global Markets sales, trading and underwriting business for securities, foreign exchange, fixed income, exchange traded ... derivatives, and over-the-counter derivatives across multiple Lines of Business. Key responsibilities include carrying out duties under general supervision and assisting teammates while following established procedures. Anti-Money Laundering (AML) Know Your… more