- US Bank (Marshall, MN)
- …of products, terminology, closing policies and procedures, funding policies, underwriting requirements, legal documents, and systems related to assigned area ... of leasing operations + Considerable knowledge of applicable credit policies and approval processes for assigned product(s), as well as applicable laws and regulatory requirements + Ability to work with multiple functional areas to solve complex documentation… more
- Covr Financial Technologies (Houston, TX)
- …through everything from the time the application is submitted to a carrier, through underwriting , and getting the case paid and closed. As the liaison between our ... clients and our insurance carriers, you'll do everything you can to make everyone's experience as smooth as possible. ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES: + Monitors term case progress, tracks down requirements and provides… more
- Travelers Insurance Company (Blue Bell, PA)
- …of a few key business drivers and disciplines such as: underwriting , products, reinsurance, distribution, sales, operations, risk control, claim, and financials. ... + Able to effectively utilize this business knowledge in developing analytic solutions. + Has a general perspective of certain areas of the industry and developing trends such as: technology, analytic methodology, products and performance of competitors. +… more
- NJM Insurance (Parsippany, NJ)
- …course of action. + Evaluate claims for fraud indicators and potential underwriting issues and process appropriate referrals. Conduct activities in compliance with ... state and company regulations and guidelines. + Render final coverage determination within regulatory guidelines: Maintain communication with involved parties during the course of the claim, via written and/or verbal communication, to provide relevant… more
- CNO Financial Group (Carmel, IN)
- …quality and efficiency. + Consult with internal departments (eg, New Business, Underwriting , Customer Service) as needed to resolve customer issues. + Participate in ... special projects and pilot programs in collaboration with team leadership. + Analyze vendor data, provide feedback, and conduct customer outreach based on findings. + Support the quality assurance team with call audits as required. + Communicate with customers… 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
- Paychex (Rochester, NY)
- …tools to accurately track activities and forecasts. + Collect data to support underwriting process, close sales. + Projecting a positive image in representing the ... company to clients and the community. + Writes and processes sales contracts in a professional manner and by HRS operation guidelines. + Continually develop technical, competitive, and sales skills knowledge to effectively represent an Insurance sales… more
- Zurich NA (Schaumburg, IL)
- …business processes + Experience in working on large / complex Insurance / Underwriting transformation programs + Experience with Low code No code technology (eg, ... PEGA, Mendix) + Experience in understanding and applying various delivery approaches (ie Agile, Waterfall, Scrum) + Advanced negotiation skills + Strong consultative experience preferred + Experience with collaborating across many teams + Strong analytical and… more
- TD Bank (Charlotte, NC)
- …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
- Banc of California (Durham, NC)
- …+ Perform financial, operational, valuation, and transactional analyses. + Assist in underwriting modifications or renewals for borrowers, and help present deals to ... credit committee. + Complete borrower risk assessments. + Maintain data integrity in internal bank systems related to financials or other key information. + Produce internal deliverables. + Collaborate with management teams of portfolio companies to understand… more
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