- The Bank of New Glarus (New Glarus, WI)
- …features of the Bank's products and services to ensure maximum cross-selling and account retention. Manages and builds a profitable loan portfolio by analyzing and ... assessing extensions of credit in existence in addition to underwriting new credit requests. The emphasis of this Commercial role will be development of commercial… more
- WTW (Philadelphia, PA)
- …and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the client organization. ... time off plans for clients. Responsibilities include: + Serving as lead project manager for clients; materially contributing to project plan creation and leading the… more
- TD Bank (New York, NY)
- …level. The VP, Global Markets Documentation is responsible for providing best-of-class service to clients of TD Securities and internal business partners by ... Credit Support Annexes, Master Confirmation Agreements, Regulatory IM Documents, Account Control Agreements, Custody Agreements). The VP, Global Markets… more
- Covr Financial Technologies (Houston, TX)
- POLICY SERVICES COORDINATOR REPORTS TO: Licensing & Customer Satisfaction Manager DEPARTMENT: Operations FLSA STATUS: Non-Exempt TRAVEL: None WORK SCHEDULE: M-F, may ... and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes using AI technology. Covr has a dynamic… more
- TD Bank (New York, NY)
- …reporting obligations under US GAAP and IFRS. + Ensure adherence to account reconciliation and attestation policies; liaise with Operations & Reconciliation Control ... independently and collaboratively under tight deadlines. The VP, Specialized Finance Manager , TDS provides seasoned specialized knowledge, advice and/or guidance to… more
- HUB International (Chicago, IL)
- …ways to fully integrate IL, WI, and IA team members who work amongst sales, account service , underwriting , compliance, and consulting + Ability to engage ... Hub sales leadership meetings + Responsible, along with President, Carrier Relationship Manager & Practice Leaders for implementing and executing on the Critical… more
- HUB International (Dallas, TX)
- …risk assessments and provide consultation and recommendations related to HPR underwriting requirements. + Account coordination experience on technically ... in their communities. **HUB's Values:** Entrepreneurship. Integrity. Teamwork. Accountability. Service . **Our Value Proposition:** We advise businesses and individuals… more
- Equitable (New York, NY)
- …each one offers * Ability to partner with local, regional and national service / account management, underwriting and home office personnel **Skills** ... client events, meetings, appointments, and conferences * Coordinate with the Regional Account Manager on the delivery of all proposals * Remain current on… more
- TD Bank (New York, NY)
- …analyze, and document monthly accounting entries. + Ensure adherence to account reconciliation and attestation policies; liaise with Operations & Reconciliation ... + Applies best practices to implement process, product or service improvements + Acts as a subject matter expert...needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and… more
- Travelers Insurance Company (Milpitas, CA)
- …1 **What Is the Opportunity?** Reports to Boiler and Machinery Field Manager . Conduct boiler and pressure vessel inspections in accordance with jurisdictional rules ... standards, and recommending corrective actions. Work cooperatively with Boiler and Machinery underwriting and claim groups, in support of helping them make informed… more