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At the Underwriter’s direction, the Underwriting Assistant is expected to process submissions with appropriate information and prepare the quote proposal for the agent, reaching out to the agent as needed for supporting documentation.
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Within ICM, the Counterparty Credit Risk (CCR) Underwriting function provides analysis, greenlight, underwriting, first-line-of-defense credit approval and subsequent credit monitoring across all ICG wholesale credit businesses including Banking, Capital Markets, and Advisory (BCMA), Global Structured Products, Financings, and Securitizations (GSP-F&S), Treasury & Trade Services (TTS), Markets, and Securities Services (MSS.
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The Underwriting Assistant ensures quote and binder documentation to be delivered to the agent is correct and of quality. Review carrier underwriting manuals to make sure risk fit, enter all appropriate information into carrier quoting system to generate a quote.
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The Credit Officer along with the Senior Credit Manager, Credit Managers, Special Assets Manager and Chief Credit Officer, will work in conjunction to establish and maintain credit administration policies, underwriting guidelines and credit procedures.
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COMPETENCIES AND ESSENTIAL DUTIES OF THE LOSS CONTROL CONSULTANT Business Acumen Completes all required reports and documentation pertaining to account visits to assist the underwriting staff in determining the viability of the written or prospective risk.
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Demonstrate knowledge of credit underwriting, Trade Service and Trade Finance operations, BSA/KYC/AML, Factoring and Supply Chain Finance. Draft, review, and revise legal documentation, policy, and procedures for factoring products and services.
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Keep abreast of compliance and regulatory requirements by attending BSA, AML, KYC and any other compliance or risk control seminars and trainings Set up customer profile, timely update and review it. Instruct back office on policy and procedures for new factoring and supply chain finance products.
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Finance & banking operations; portfolio management; loan accounting; credit underwriting; pricing; loan documentation and servicing;Traditional commercial lending products (term loans, revolving loans, equipment finance products, treasury and cash management products, DDA account, and hedging instruments.
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Has an awareness of FNMA/FHLMC, FHA, VA and VHDA underwriting guidelines. Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
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The M's responsibilities include identifying and mitigating risk, managing the overall customer relationship, and underwriting and executing amendments and modifications for portfolio of complex renewable energy tax equity investments, project finance loans, and related products (predominantly solar, wind, and battery storage systems.
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1 year of experience related to affordable housing including underwriting and structuring loans and/or equity investments for multifamily housing funded with Low Income Housing Tax Credits (LIHTC.
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Comprehension of complex project finance transactions, loan documentation, and deal structure mechanics. Prepare high-quality underwriting packages in support of post-closing deal amendments, modifications, or restructures, describing the strengths, weaknesses, risks, and mitigating factors related to a transaction.
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Keywords: actuary actuarial ASA FSA micro credentials data team collaborate service learning communication claims file adjuster auto automotive vehicle transportation underwriting insurance terms policy deductible accident collision damages repair insured flexible remote virtual license reliable coverage documentation document policies organization audit banking operations processing detail SOA Society of Actuaries.
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Review complex legal documents pertaining to structured credit arrangements; works with counsel and business partners to negotiate and mitigate risks on behalf of USBIF.Timely and thoroughly review all due diligence documentation (including financial projections and third-party reports) with attention to detail, proactively identifying issues to be addressed.
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Insurance experience in underwriting with excess and surplus lines preferred. Knowledge of insurance rating and underwriting procedures. Send supporting documentation to the carrier.
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documentation underwriting jobs
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