- BMO Financial Group (Brookfield, WI)
- …requests within specified limits, using understanding of credit scoring and risk management concepts. + Monitors covenants of clients within assigned portfolio ... to identify deteriorating credit conditions and compliance with loan agreement. + Provides accurate financial analysis and risk assessment of new and existing customers. + Partners with internal stakeholders for accurate, detailed client information. +… more
- Zurich NA (Madison, WI)
- Commercial Surety Underwriting Officer (AVP or VP) 123121 Zurich North America is looking for a Commercial Surety Underwriting Officer (AVP or VP Level) to join ... Surety Underwriter is a uniquely technical role in the underwriting world. In this position you will be responsible...position you will be responsible for the overall account management , business development and analysis of a highly complex… more
- UMB Bank (Madison, WI)
- **Sr. Credit Portfolio Manager-AG** **SUMMARY** The Senior Credit Portfolio Manager-AG is responsible for underwriting Commercial and AG credit exposures, ... with larger dollar exposure and higher risk. In addition, the Senior Portfolio Manager assists the Commercial Banker in managing their client relationships.… more
- BMO Financial Group (Milwaukee, WI)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of ... Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit … more
- Zurich NA (Madison, WI)
- …risk portfolio and provide account level engineering to meet underwriting requirements. + Provide advanced casualty consultative services to customers, identify ... safety, and/or loss control to support the Large Casualty Underwriting Teams. This is a work from home role...or related degree + Certified Safety Professional (CSP) + Associate in Risk Management (ARM) designation +… more
- Zurich NA (Madison, WI)
- …travel at 20%. Our Senior Property Risk Account Engineer is responsible for: + Management of account risk portfolio and providing account level engineering to ... reduce loss and improve customer operations. + Providing engineering support to underwriting team by attending client broker meetings + Monitoring property account… more
- Quad (Sussex, WI)
- …contributing to the assessment of credit worthiness and recommending credit limits. Management of portfolio to include collections and ongoing monitoring and ... potential changes to customers' credit worthiness (risk tolerance) and credit limits. + Management of client portfolio for collection, deduction management … more
- Zurich NA (Madison, WI)
- …or more years of experience in the Sales area AND + Territory or portfolio management experience + Relationship building experience across internal and external ... their time identifying and developing opportunities to expand the ZGEBS portfolio of global employee benefits solutions. Responsibilities include: + Creating,… more