- Zions Bancorporation (The Woodlands, TX)
- …or managerial capacity. + In-depth knowledge of lending processes, including underwriting , loan origination, and documentation. + Strong leadership skills and the ... ability to inspire, guide, and grow team members. + Exceptional customer service skills with a proven ability to build lasting client relationships and ensure high satisfaction. + Strong proficiency in financial management, sales strategies, and banking… more
- HUB International (San Diego, CA)
- …role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what ... matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. + Manages the entire account service process +… more
- Ballston Spa National Bank (Albany, NY)
- …also ensure the accurate and complete submission of loan application packages for underwriting . Attention to detail and follow through is a must in this position ... to enhance the customer experience and maximize the customer relationship. QUALIFICATIONS The ideal candidate will have experience with application origination of mortgage, home equity, or consumer loans. Knowledge of conventional secondary market guidelines… more
- First Horizon Bank (Millington, TN)
- …personal/retail consumer needs as required. + Prepares basic business loans for underwriting . + Assist with dual control vault responsibilities and assists with ... audit controls. + Assist branch management with 'on the job training" of new employees. + All other duties as assigned. **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The… more
- Nelnet (Lincoln, NE)
- …of tasks related to the investment process including risk assessment, underwriting and performance tracking. **JOB RESPONSIBILITIES:** + Provide investment analysis ... assistance across various specialty finance asset classes including consumer unsecured, auto, small business, home improvement and other loan types + Collaborate internally with employees and departments to accomplish work projects + Maintain and update… more
- Bank of America (Arcadia, CA)
- …Products (Conventional, Jumbo and HELOC, Government) + Structuring, Processing, underwriting and closing procedures + Federal regulations governing real estate ... lending + FHA and HUD guidelines + Other Lending Products (Credit Card, Vehicle Loans) + Strong computer skills including MS applications and previous experience utilizing laptop technology. **Skills:** + Client Management + Client Solutions Advisory +… more
- PNC (New York, NY)
- …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 ... 11/7/2011, is acceptable in lieu of Series 52) within 90 days of employment. Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ESOP - SIE, 63 and 79 within 120 days of employment. Other appropriate licenses (eg supervisory licenses)… more
- WTW (Philadelphia, PA)
- …days of joining + CEBS designation, or health and welfare actuarial or underwriting training desired + Bachelor's degree strongly preferred; HS diploma required + ... Reporting as a Hybrid employee to the Philly office. **Company Benefits** WTW provides a competitive benefit package which includes the following (eligibility requirements apply): + **Health and Welfare:** Mental health/emotional wellbeing (including Employee… more
- TD Bank (New York, NY)
- …their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, ... extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier US equities business and highly-diverse equity research franchise, while growing our strong,… more
- CVS Health (Woonsocket, RI)
- …balance sheet reporting + Collaborating with constituent areas including Actuarial, Underwriting , Network and Medical Economics + Resolving problems and drive issues ... to resolution + Presenting financials to senior leadership **Required Qualifications** + 5+ years of experience or graduate of a leadership development program + Experience with financial planning, analysis, P&L, reporting or accounting **Education**… more