- JPMorgan Chase (Los Angeles, CA)
- …market and product expertise + Assist acquisitions team with sourcing and underwriting of new acquisitions in assigned markets. Perform due diligence to prepare ... acquisitions for closing + Build internal consensus on valuations and transactions through proactive communication with all constituencies including the CIO, portfolio management, acquisitions, research, valuations, financial, debt capital markets,… more
- TD Bank (Portland, ME)
- …+ Integral part of loan origination process. Responsible for performing underwriting analysis of Borrower's character, credit worthiness and financial condition + ... Supports the lending function by providing analytical support + Prepares insightful and timely approval memorandums for presentation to appropriate lending and credit authorities + Thoroughly analyzes financial statements, management profiles, business and… more
- West Pharmaceutical Services (Exton, PA)
- …review protocols for carrier response. + Monitor compliance with carrier underwriting requirements; coordinate resources and preliminary responses for approval. + ... Assist with claims management and reporting. + Review loss runs; identify costs/benefits of insurable v. retained risks, participate in claim reviews and strategy sessions with senior management. Prepare monthly/quarterly loss reports for Corporate review as… more
- KeyBank (Brooklyn, OH)
- …Support Associate will work as the liaison between the client and Underwriting Department gathering information necessary for credit decisions, as well as resolving ... internal and external client inquiries and concerns. This is a mobile designated position and requires a minimum two days in office work per week. **ESSENTIAL JOB FUNCTIONS** + Handle inbound and outbound calls to communicate application requirements and… more
- OneMain Financial (San Diego, CA)
- …required **Preferred Requirements** + College degree or experience with underwriting , credit decision, or related financial industry experience **LOCATION:** On ... site **SCHEDULE:** Monday-Friday during standard business hours, with occasional extended hours and possible Saturday shifts Target base salary range is $51,800 - $72,000, which is based on various factors including skills and work experience. In addition to… more
- Aston Carter (St. Louis, MO)
- …internal controls. Essential Skills + Proficiency in waterfall models, investment analysis, and underwriting . + Ability to work with Excel pivot tables and MS Office ... Suite. + Experience in preparing financial projections and performance forecasts. + Familiarity with tax returns, K‑1s, 1099s, partnership structures, depreciation rules, and real‑estate tax incentives. + Strong understanding of financial statements and GAAP… more
- SMBC (New York, NY)
- …team. **Work Experience:** + 8+ years' experience in project finance credit underwriting or portfolio management at the leading financial institution + Experience in ... negotiating term sheets and project finance documentations **Education:** + Required: BA / BS in Finance, Accounting, Business Administration, or a related filed + Preferred: MA / MS / MBA + Formal credit training preferred **Additional Requirements** SMBC's… more
- Paychex (Rochester, NY)
- …to accurately track activities and forecasts. + Collect data to support underwriting process, close sales. + Projecting a positive image in representing Paychex ... to clients and the community. + Continually develop technical, competitive and sales skills knowledge to effectively represent the inside sales organization. + May be required to travel for purposes of attending Conference, training sessions and/or area… more
- First Horizon Bank (Raleigh, NC)
- …Participate in sales and prospect planning . Assist with various lending and underwriting processes . Learn the roles and responsibilities within the Commercial Loan ... Process . Learn basics of Commercial Banking by reviewing materials and participating in client calls and deal team discussions . Introduction to Financial Statement Spreading . Learn the fundamentals of credit analysis (Five C's of Credit) . Exposure to Risk… more
- Highmark Health (Sacramento, CA)
- …Coordinate information and activity with UCD personnel. + Collaborate with Underwriting to address sales challenges and opportunities; developing sales solutions ... that appropriately consider available facts, constraints, competitive circumstances and probable consequences + Gather market insight and competitive information for use by UCD sales support, marketing, and product development personnel + Maintain electronic… more
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