- Columbia Bank (Boise, ID)
- …Commercial Relationship Team to obtain and review information required for underwriting , documentation and closing of C&I (Commercial & Industrial), construction and ... term loans that are complex in nature, as well as all deposit accounts and other services. + Set up, process, and monitor documents and files for package completion to meet specifications of a customer request and adherence to regulatory requirements. +… more
- Principal Financial Group (Woodcliff Lake, NJ)
- …closely with sales and account management teams, providing expertise on underwriting guidelines. + **Communication:** Be proactive in communications with brokers and ... internal partners, ensuring seamless information flow and follow-up. + **Data Management:** Use our proprietary rating engine, entering and handling crucial data for accurate proposals. + **Broker Education:** Share your knowledge with our partners, helping… more
- Huntington National Bank (Chicago, IL)
- …+ Opportunity to expand to support Debt and Equity Capital Markets underwriting activity Regulatory Submissions + Conduct continuing disclosure lookbacks on Issuers ... for negotiated or competitive underwritings + Complete Form G-32 Filings + Support Risk and Audit requests and inquiries You must be located within the Huntington Bank corporate office footprint Basic Qualifications: + Bachelor's Degree or equivalent + 5 or… more
- The Cigna Group (Bloomfield, CT)
- …co-investment opportunities to generate attractive risk-adjusted returns. + Assist in underwriting by analyzing fund strategies, track records, market dynamics, and ... risk considerations. + Prepare clear, well-supported investment reports and presentations. + Contribute to negotiations by reviewing legal documents and coordinating with both internal and external business partners. + Monitor existing fund performance and… 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
- Amalgamated Bank (New York, NY)
- …setups, price list,etc. 12.Process credit report request as needed by underwriting and relationship team(s) 13.Run prospective borrowers through Know Your Customer ... (KYC) process including but not limitedto OFAC, LexisNexis and various AML systems 14.Start all Commercial Real Estate loan packages by processing initial deposit, assigning mortgagenumber, creating digital loan file, etc. 15.Provide and perform clerical… more
- JPMorgan Chase (Boston, MA)
- …management products and services and expert knowledge of business credit underwriting with commercial credit training + Strong communication skills with individuals ... at all levels, internally and externally + Analyze reports, metrics, and other data to identify trends, issues, and opportunities + Proven ability to build collaborative relationships across the organization and influence others to achieve desired outcomes,… more
- Siemens (Iselin, NJ)
- …for Investment Presentations to Investment Committees and other appropriate underwriting documents; + Strong Excel-based cash flow modeling skills, including ... the ability to appropriately sensitize models; + Strong risk management orientation / background, including credit training and familiarity with transaction due diligence process and risk acceptance criteria; + Strong verbal and written communication skills; +… more
- Capital One (IL)
- …Segments organization builds industry-leading machine learning models that empower core underwriting decisions. We collaborate closely with a wide range of ... cross-functional partner teams - data engineers, platform engineers, product managers, credit, and business analysts - to deliver solutions from ideation to implementation. The **NextGen Infrastructure** team is a specialized group of Data Scientists… more
- HUB International (Chicago, IL)
- …IL, WI, and IA team members who work amongst sales, account service, underwriting , compliance, and consulting + Ability to engage corporate resources to support ... sales and marketing + Strategize with Practice Leaders to retain business year over year + Develop internal resources/experts to assist all producers in closing business + Responsible for conducting sales meetings + Accountable for implementing all Hub sales… more
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