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The role requires continuous improvement of the end-to-end loan operations process to include application, underwriting, funding, maintenance, annual reviews, and collateral management. Collaborate with marketing campaign manager and user experience team to improve the client and field advisor experience to include enrichment of products and services for all consumer lending programs.
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Sales/marketing/underwriting or operations experience preferred. Responsible for growing membership within existing accounts and for directly managing business relationships with client accounts.
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Works with Regional Account Executives (RAEs), Sales Assistants, Analysts, the Underwriting Manager and Loan Assistants to coordinate the due diligence process including the review of reserve study reports, third-party prepared financial statements, third party vendor contracts, special assessment reconciliation reports and property site inspections.
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Monitors client operating performance against original underwriting and projections upon receipt of required reporting information. Working under the direct supervision of a Portfolio Group Manager, Senior Group Sales Manager or Market President, the Commercial Portfolio Manager 3 is a supporting member of the client's Credit Delivery Team, i.e., Relationship Manager (RM), Commercial Client Administrator (CCA), market leadership, credit officer, etc.
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Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country.
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RM will also closely partner with internal stakeholders including Treasury Management, Merchant Services, Capital Markets, Foreign Exchange, Derivatives, Underwriting, Credit Risk and Commercial Client Service and Support to provide seamless execution and an exemplary customer experience and produce revenue.
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The Senior Vice President will own and drive all multifamily acquisitions in their region/territory including sourcing, underwriting, due diligence, legal negotiation and closing core, core plus, and value add multifamily property acquisitions, debt investments, and equity joint venture investments for development within their territory.
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Key responsibilities include managing end-to-end processes involving credit underwriting, ongoing monitoring, and portfolio management of financing, treasury management, and traded products transactions.
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Advises on pricing of ABL products within targeted rate of return, takes the lead and manages due diligence and transaction underwriting in accordance with credit policy, risk guidelines and regulatory requirements, exercises sound credit and risk judgment and effectively presents transaction to Credit Manager and Credit Administrator for approval; negotiates terms of credit agreement with client, works with internal resources to seamlessly close transaction.
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The Client Manager - Correspondent must make decisions on loan acceptability and effectively interact with internal counterparts to achieve timely resolutions. Primary FunctionThe Client Manager - Correspondent serves as the single point of contact for Correspondent clients requiring assistance with any aspect of the correspondent closed loan origination process.
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We have an exciting opportunity to join Swiss Re as an Underwriting Analyst supporting our International Operations Business Services team, with particular focus on Property insurance coverage.
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Play a key role in the development of internal underwriting memo / credit applications and valuation materials for strategic transactions (acquisition financings, spin/split-off financing, M&A advisory), including financial analysis and transaction memoranda.
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Leverage external and internal relationships to understand clients' exposures, operating strategies and business goals, and ensures mutually agreed project plans meet the long-term loss prevention, underwriting, and risk transfer goals of both the client and FM Global.
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This also includes the analysis and design of manuscript wording that meets the needs of the client and FM Global (uses knowledge of manuscript forms/clauses and market practice). Through advanced underwriting skills, interpersonal skills and negotiation skills, provides underwriting technical expertise to the Account Manager, CSM or Branch Manager.
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Maintain a profitable book of business by effective use of sales techniques, client relationships, risk assessments, application of sound underwriting principles and creative use of underwriting resources.
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underwriting client jobs
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