- BMO Financial Group (San Ramon, CA)
- …solutions for commercial real estate customers across the US The Portfolio Manager is responsible for preparing well-reasoned credit proposals in accordance with ... transactions. Communicate effectively to ensure alignment and consistency in underwriting approach and investment rationale. + Assist Relationship Managers with… more
- Columbia Bank (Walnut Creek, CA)
- CRE Relationship Manager Sr. Commercial Banking Walnut Creek, California **Description** **About Us:** At Columbia, we create a great place to work by offering a ... construction, bridge, and permanent loans across a range of product types. Lead underwriting and analyst team in managing a large, complex portfolio to identify and… more
- World Insurance Associates, LLC. (Mount Laurel, NJ)
- World Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined ... that is changing the industry. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services,… more
- Covr Financial Technologies (Houston, TX)
- Case Manager , Life Insurance REPORTS TO: Team Lead, Case Management DEPARTMENT: Insurance Operations FLSA STATUS: Exempt TRAVEL: None WORK SCHEDULE: M-F, ... most and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes using AI technology. Covr has… more
- Zions Bancorporation (Salt Lake City, UT)
- …+ 5+ years of personal lines experience preferred + Basic knowledge of insurance underwriting , sales and renewals. + Excellent customer service and client ... for your career. We are currently looking for an ** Insurance Account Manager /Personal Lines Producer.** This position...+ Requires a College Degree and 1+ years in insurance industry with underwriting , sales, account management,… more
- Zions Bancorporation (Sacramento, CA)
- …Excellence Awards. California Bank & Trust is looking for a **Commercial Portfolio Manager ** to come and join our team. **Essential Functions:** + Responsible for ... monitoring collateral requirements, loan structuring and pricing, credit analysis, underwriting , monitoring credit performance and assisting with loan presentations.… more
- Columbia Bank (South Jordan, UT)
- Client Solutions Manager , Sr Commercial Banking Lake Oswego, Oregon NA, California South Jordan, Utah NA, Oregon NA, Washington **Description** **About Us:** At ... credit/risk monitoring; CR workflow management & prioritization; and engagement with underwriting , QA, and QC partners. Leads (or co-leads) cross-offering of… more
- Truist (Baltimore, MD)
- …finally approved by ultimate risk approval officer. Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and ... are not mentioned below. Specific activities may change from time to time. Underwriting : Leads the entire commercial underwriting process both internally and… more
- First Horizon Bank (Houston, TX)
- …financial information and client detail into central repository throughout the underwriting process. + Gather financials for new and renewal opportunities with ... Memos (with Management) as needed for new and renewal requests to initiate underwriting process. + Work directly with the underwriter to ensure accurate reflection… more
- CIBC (Denver, CO)
- …across all lines of business **What You'll Be Doing:** The Senior Debt Products Manager primary purpose is to ensure objectives related to credit underwriting ... Senior DPM is responsible for producing consistent new deal underwriting which analyzes, presents and ultimately mitigates risk for...Escalate "Issues List" from loan document negotiation to Client Manager and DP Team Lead on new transactions as… more