Support internal and external customers with inquiries and complaints regarding financial products and services. Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online. Perform complex administrative and customer support tasks. Review complaints for regulatory and non-regulatory flags and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards. Respond independently to complaints escalated at the highest level. Interact with internal and external customers to resolve their issues. Interact with the immediate Escalations team to oversee day to day activities of the support Escalations team. 4+ years of customer contact within a Financial Services environment, Underwriting, Processing, Research based, Quality Assurance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education. Dexian, LLC is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status. Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
03/28/2024
Full time
Support internal and external customers with inquiries and complaints regarding financial products and services. Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online. Perform complex administrative and customer support tasks. Review complaints for regulatory and non-regulatory flags and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards. Respond independently to complaints escalated at the highest level. Interact with internal and external customers to resolve their issues. Interact with the immediate Escalations team to oversee day to day activities of the support Escalations team. 4+ years of customer contact within a Financial Services environment, Underwriting, Processing, Research based, Quality Assurance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education. Dexian, LLC is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status. Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
The Commissioning Manager will be responsible for managing all aspects associated with commissioning the energy storage projects in close coordination with the Project Manager. This includes ensuring implementation of appropriate EMS system, integration of SCADA, BESS commissioning and overall project testing necessary to achieve Commercial Operations. Responsibilities: Develop commissioning plans and schedules in close coordination with all internal and external stakeholders Choreograph all onsite commissioning activities between all relevant stakeholders both internal and external Co-Leadership with Project Manager of Subject Matter Experts from Development, T&I, EPC, and Asset Management through the commissioning process; serving as player/coach throughout to ensure commissioning milestones are met Lead project controls scoping in tandem with EPC and Asset Management teams at onset of project contracting and monitor progress through project implementation to ensure readiness in advance of commissioning Scope, implement, and oversee controls hardware integration via simulation testing as a pre-commissioning activity Monitor operational performance post-COD to ensure a seamless transition to the Asset Management team Work with EPC to support project close-out at Substantial Completion including as-built documentation and transition from construction to daily operations Support BESS, PCS, and EMS technology selection and underwriting in tandem with EPC Coordinate all third-party services necessary for commissioning Assist in preparation and issuance of RFQ/RFP packages to EPC contractors and Engineering consultants Expected to be on site as needed at key milestones to help facilitate commissioning activities. Travel within the United States and Canada should be expected, up to 40% of the time depending on project sequencing but never to exceed 2 weeks at a time Assist the Grid Integration team with development of standards and best practices Qualifications: Minimum BA/BS in electrical engineering or related field; advanced degree preferred Minimum of 5 years of experience in commissioning of energy projects Demonstrated competency in commissioning complex energy projects Experience in the design, build, and operation of High Voltage Utility substations, switchyards, and transmission system is a plus Solid understanding of Utility LGIA/PPA structure and to be able to translate these requirements into the commissioning plan Strong understanding of the relationship between the different phases and components of full site commissioning - Substation / RTO Interfaces (i.e. NETA tests), BESS system, Plant controls, ISO/RTO compliance / commissioning, etc. Ability to thrive within a matrix organization and a demonstrated ability to work well in a cross-functional environment with both technical and non-technical team members Creative and independent thinker with a demonstrated ability to work both independently and as part of a diverse, fast-paced team Proactive and collaborative approach to problem solving Demonstrated resourcefulness and initiative with a bias for action Strong organizational skills and attention to detail Flexible, adaptable and willing to take on new tasks Proven ability to handle multiple projects, prioritize and meet deadlines Excellent judgment with the ability to make timely and sound decisions Persuasive, clear, and concise writing and presentation skills Excellent oral and written communication skills with the ability to effectively coordinate activities between internal and external stakeholders Ability to explain complex technical analysis in a simplified matter to the internal management team and/or external parties Demonstrated practical business acumen Intermediate to advanced proficiency in the Microsoft suite of tools and applications including Outlook, Word, PowerPoint, Excel, and SharePoint About Petroplan Petroplan is the trusted, specialist global Talent Solutions partner of choice for employers and professionals in the Energy sector. Since 1976, Petroplan has been here to help people like you make the most of the opportunities available and find the best fit for you as an individual. Over 10,000 placements in more than 55 countries for over 550 clients across 65 disciplines. In an industry where skilled and experienced professionals are increasingly sought after resource, we appreciate the true value of what you have to offer. What's more, we understand that different things are important to different people in today's world of work - it's about making exactly the right connections for you as an individual. Our reputation for contractor and candidate care, understanding what makes you tick, and finding you the best match is second-to-none. We understand the industry inside-out and seek to understand YOU and your motivations in the same way. We take the time to evaluate your individual strengths, understand the most important things to you, and establish exactly what you're looking for from your next role.
03/05/2024
Full time
The Commissioning Manager will be responsible for managing all aspects associated with commissioning the energy storage projects in close coordination with the Project Manager. This includes ensuring implementation of appropriate EMS system, integration of SCADA, BESS commissioning and overall project testing necessary to achieve Commercial Operations. Responsibilities: Develop commissioning plans and schedules in close coordination with all internal and external stakeholders Choreograph all onsite commissioning activities between all relevant stakeholders both internal and external Co-Leadership with Project Manager of Subject Matter Experts from Development, T&I, EPC, and Asset Management through the commissioning process; serving as player/coach throughout to ensure commissioning milestones are met Lead project controls scoping in tandem with EPC and Asset Management teams at onset of project contracting and monitor progress through project implementation to ensure readiness in advance of commissioning Scope, implement, and oversee controls hardware integration via simulation testing as a pre-commissioning activity Monitor operational performance post-COD to ensure a seamless transition to the Asset Management team Work with EPC to support project close-out at Substantial Completion including as-built documentation and transition from construction to daily operations Support BESS, PCS, and EMS technology selection and underwriting in tandem with EPC Coordinate all third-party services necessary for commissioning Assist in preparation and issuance of RFQ/RFP packages to EPC contractors and Engineering consultants Expected to be on site as needed at key milestones to help facilitate commissioning activities. Travel within the United States and Canada should be expected, up to 40% of the time depending on project sequencing but never to exceed 2 weeks at a time Assist the Grid Integration team with development of standards and best practices Qualifications: Minimum BA/BS in electrical engineering or related field; advanced degree preferred Minimum of 5 years of experience in commissioning of energy projects Demonstrated competency in commissioning complex energy projects Experience in the design, build, and operation of High Voltage Utility substations, switchyards, and transmission system is a plus Solid understanding of Utility LGIA/PPA structure and to be able to translate these requirements into the commissioning plan Strong understanding of the relationship between the different phases and components of full site commissioning - Substation / RTO Interfaces (i.e. NETA tests), BESS system, Plant controls, ISO/RTO compliance / commissioning, etc. Ability to thrive within a matrix organization and a demonstrated ability to work well in a cross-functional environment with both technical and non-technical team members Creative and independent thinker with a demonstrated ability to work both independently and as part of a diverse, fast-paced team Proactive and collaborative approach to problem solving Demonstrated resourcefulness and initiative with a bias for action Strong organizational skills and attention to detail Flexible, adaptable and willing to take on new tasks Proven ability to handle multiple projects, prioritize and meet deadlines Excellent judgment with the ability to make timely and sound decisions Persuasive, clear, and concise writing and presentation skills Excellent oral and written communication skills with the ability to effectively coordinate activities between internal and external stakeholders Ability to explain complex technical analysis in a simplified matter to the internal management team and/or external parties Demonstrated practical business acumen Intermediate to advanced proficiency in the Microsoft suite of tools and applications including Outlook, Word, PowerPoint, Excel, and SharePoint About Petroplan Petroplan is the trusted, specialist global Talent Solutions partner of choice for employers and professionals in the Energy sector. Since 1976, Petroplan has been here to help people like you make the most of the opportunities available and find the best fit for you as an individual. Over 10,000 placements in more than 55 countries for over 550 clients across 65 disciplines. In an industry where skilled and experienced professionals are increasingly sought after resource, we appreciate the true value of what you have to offer. What's more, we understand that different things are important to different people in today's world of work - it's about making exactly the right connections for you as an individual. Our reputation for contractor and candidate care, understanding what makes you tick, and finding you the best match is second-to-none. We understand the industry inside-out and seek to understand YOU and your motivations in the same way. We take the time to evaluate your individual strengths, understand the most important things to you, and establish exactly what you're looking for from your next role.
US-MN-Owatonna Job ID 2 Job Details As a Life New Business Specialist, you will review, evaluate and process new Life and Disability Income business transactions and will work closely with our Sales Representatives, Underwriters and insureds. We are seeking a team player with effective phone skills, strong attention to detail, and a flair for handling multiple tasks efficiently. Additional Responsibilities: Serving as the first point of contact for sale representatives regarding updates and pending policy change requests. Reviews and evaluates new Life and Disability Income applications to ensure information is complete, accurate and that all criteria is met. Follow up as needed to gather missing data. Owns and analyzes case information to identify appropriate action to keep the case moving through underwriting to policy issue and adapting quickly to changes. Reviews underwriting information to determine if changes are needed before generating policy changes. Calculates premiums and coordinates assembly of the policy documents for the Sales Representative to deliver to the client. Provides back up support to other Specialists as needed. Minimum Requirements: One year of general business environment experience demonstrating strong problem-solving, attention to detail and multi-tasking skills. Strong computer knowledge. Excellent Microsoft Office skills including: Word, Excel, Outlook and PowerPoint. Proficient keyboard and customer service telephone skills. Ability to work with multiple computer applications, while demonstrating speed, accuracy, and a high attention to detail. No insurance experience is required. The starting pay for this position is $21.00 per hour and it is located in Owatonna, MN. About Us At Federated Insurance , we do life-changing work, focused on our clients' success. For our employees, we provide tremendous opportunities for growth. Over 95% of them believe our company has an outstanding future. We make lives better, and we're looking for employees who want to make a difference in others' lives, all while enhancing their own. You will have opportunities to grow in your career. Our employees are encouraged to ask questions and learn on the job, and we are committed to promoting from within. We recognize your contributions with an exceptional rewards package that includes competitive pay and bonus programs, incredibly affordable health insurance, generous pension and 401(k) benefits, and gift matching and paid volunteer time to support your involvement in the community. Learn more about our Benefits . If California Resident, please review Federated's enhanced Privacy Policy. recblid a3h10qimox6z2yq0fj5zsy57u3pu8e
02/26/2022
Full time
US-MN-Owatonna Job ID 2 Job Details As a Life New Business Specialist, you will review, evaluate and process new Life and Disability Income business transactions and will work closely with our Sales Representatives, Underwriters and insureds. We are seeking a team player with effective phone skills, strong attention to detail, and a flair for handling multiple tasks efficiently. Additional Responsibilities: Serving as the first point of contact for sale representatives regarding updates and pending policy change requests. Reviews and evaluates new Life and Disability Income applications to ensure information is complete, accurate and that all criteria is met. Follow up as needed to gather missing data. Owns and analyzes case information to identify appropriate action to keep the case moving through underwriting to policy issue and adapting quickly to changes. Reviews underwriting information to determine if changes are needed before generating policy changes. Calculates premiums and coordinates assembly of the policy documents for the Sales Representative to deliver to the client. Provides back up support to other Specialists as needed. Minimum Requirements: One year of general business environment experience demonstrating strong problem-solving, attention to detail and multi-tasking skills. Strong computer knowledge. Excellent Microsoft Office skills including: Word, Excel, Outlook and PowerPoint. Proficient keyboard and customer service telephone skills. Ability to work with multiple computer applications, while demonstrating speed, accuracy, and a high attention to detail. No insurance experience is required. The starting pay for this position is $21.00 per hour and it is located in Owatonna, MN. About Us At Federated Insurance , we do life-changing work, focused on our clients' success. For our employees, we provide tremendous opportunities for growth. Over 95% of them believe our company has an outstanding future. We make lives better, and we're looking for employees who want to make a difference in others' lives, all while enhancing their own. You will have opportunities to grow in your career. Our employees are encouraged to ask questions and learn on the job, and we are committed to promoting from within. We recognize your contributions with an exceptional rewards package that includes competitive pay and bonus programs, incredibly affordable health insurance, generous pension and 401(k) benefits, and gift matching and paid volunteer time to support your involvement in the community. Learn more about our Benefits . If California Resident, please review Federated's enhanced Privacy Policy. recblid a3h10qimox6z2yq0fj5zsy57u3pu8e
The Depository Trust & Clearing Corporation
Jersey City, New Jersey
Are you ready to explore a world of possibilities? Join our DTCC family, and you'll grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Why You'll Love This Job: Being a member of the Underwriting team you will excel in delivering range of tasks and procedures and excels in delivering a quality client experience. A keen eye for detail, a focus on excellent customer service and ability to handle a multifaceted workload are essential qualities for a successful specialist. The Underwriting group is the entry point for depository and book-entry transfer services at The Depository Trust Company (DTC). Services offered through the Underwriting group offer efficiencies in the capital markets and reduce risk to participants by automating and facilitating the distribution and settlement of new and secondary issues. To be eligible for the array of services DTC provides through a security's lifecycle, securities must be processed through the Underwriting group for an eligibility determination (in consultation with Legal, as necessary) and operational setup. Your Primary Responsibilities : Assessing and prioritizing the daily assigned workload to ensure accurate and timely completion of work. Reviewing and processing new issue eligibility requests for all sub issue types as well as all other operational tasks supported by the department Understanding the policies, procedures, systems and controls that govern and support the department Ensuring strict adherence to procedures and critical time frames in order to meet departmental benchmarks and processing deadlines Providing outstanding client service while engaging with participants, paying agents, transfer agents, and any other external clients of DTC Providing input to develop/modify procedures and controls in order to reduce risk as well as assists management on the implementation of the controls **NOTE: Responsibilities of this role are not limited to the details above. ** Talents Needed For Success: Bachelor's Degree preferred but not crucial Previous Customer Service experience helpful Knowledge of the Financial Markets desirable but not crucial Ability to work well in a team MS Office We offer top class training and development for you to be an asset in our organization! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. About Us About DTCC DTCC safeguards the financial markets and helps them run efficiently, in times of prosperity and crisis. We are uniquely positioned at the center of global trading activity, processing over 100 million financial transactions every day, pioneering industry-wide, post-trade solutions and maintaining multiple data and operating centers worldwide. From where we stand, we can anticipate the industry's needs and we're working to continually improve the world's most resilient, secure and efficient market infrastructure. Our employees are driven to deliver innovative technologies that improve efficiency, lower cost and bring stability and certainty to the post-trade lifecycle. DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork. When you join our team, you'll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It's the chance to make a difference at a company that's truly one of a kind. About the Team The Global Operations, Client Services & Administration group delivers world-class safety and soundness for the global financial services industry. The team provides DTCC's portfolio of core securities and superior transaction processing and client services support in an environment that minimizes risk and cost while maximizing efficiency. - provided by Dice
02/24/2022
Full time
Are you ready to explore a world of possibilities? Join our DTCC family, and you'll grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Why You'll Love This Job: Being a member of the Underwriting team you will excel in delivering range of tasks and procedures and excels in delivering a quality client experience. A keen eye for detail, a focus on excellent customer service and ability to handle a multifaceted workload are essential qualities for a successful specialist. The Underwriting group is the entry point for depository and book-entry transfer services at The Depository Trust Company (DTC). Services offered through the Underwriting group offer efficiencies in the capital markets and reduce risk to participants by automating and facilitating the distribution and settlement of new and secondary issues. To be eligible for the array of services DTC provides through a security's lifecycle, securities must be processed through the Underwriting group for an eligibility determination (in consultation with Legal, as necessary) and operational setup. Your Primary Responsibilities : Assessing and prioritizing the daily assigned workload to ensure accurate and timely completion of work. Reviewing and processing new issue eligibility requests for all sub issue types as well as all other operational tasks supported by the department Understanding the policies, procedures, systems and controls that govern and support the department Ensuring strict adherence to procedures and critical time frames in order to meet departmental benchmarks and processing deadlines Providing outstanding client service while engaging with participants, paying agents, transfer agents, and any other external clients of DTC Providing input to develop/modify procedures and controls in order to reduce risk as well as assists management on the implementation of the controls **NOTE: Responsibilities of this role are not limited to the details above. ** Talents Needed For Success: Bachelor's Degree preferred but not crucial Previous Customer Service experience helpful Knowledge of the Financial Markets desirable but not crucial Ability to work well in a team MS Office We offer top class training and development for you to be an asset in our organization! We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. About Us About DTCC DTCC safeguards the financial markets and helps them run efficiently, in times of prosperity and crisis. We are uniquely positioned at the center of global trading activity, processing over 100 million financial transactions every day, pioneering industry-wide, post-trade solutions and maintaining multiple data and operating centers worldwide. From where we stand, we can anticipate the industry's needs and we're working to continually improve the world's most resilient, secure and efficient market infrastructure. Our employees are driven to deliver innovative technologies that improve efficiency, lower cost and bring stability and certainty to the post-trade lifecycle. DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork. When you join our team, you'll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It's the chance to make a difference at a company that's truly one of a kind. About the Team The Global Operations, Client Services & Administration group delivers world-class safety and soundness for the global financial services industry. The team provides DTCC's portfolio of core securities and superior transaction processing and client services support in an environment that minimizes risk and cost while maximizing efficiency. - provided by Dice
Seeking career growth with a national mortgage company? Lennar Mortgage can help you build the foundation to a long-term mortgage career. Join the team just rated as the #1 Homebuilder Worldwide by Fortune Magazine's 2021 list of 'World's Most Admired Companies'. Lennar Named #1 Homebuilder Worldwide on FORTUNE Magazine's 2021 List of 'World's Most Admired Companies' Lennar Mortgage is a proud member of the Lennar family of companies and has the unique opportunity to deliver the personal commitment and accountability of a local lender with the financial backing of a Fortune 150 company. At Lennar Mortgage, not only do you receive a job - you gain a network, a family, and endless opportunities. Our success is a result of supporting and rewarding our team of elite professionals. Job Type: 100% Remote Full-Time position + The median base compensation for this position is estimated to be $80,000/year subject to adjustment based on business-related factors including employee qualifications and operational considerations. + This position may be eligible for performance-based bonuses as determined in the Company's sole discretion. + This position will be eligible for the benefits listed below in accordance with Company policy. + This information is intended to be a general overview and may be modified by the Company due to factors affecting the business. Applicants may apply for this position via: Career Builder, Indeed or via Benefits: + Medical, Dental, & Vision + FSA (Flexible Savings Account), DSA (Dependent Savings Account) + 401(k) w/ company matching + Maternity and Paternity Leave + Vacation, Sick, Personal Time Off + Associate Home Purchase Assistance + Well Being incentive Bonuses + Company Holidays (10 annually) The product development specialist will be assisting in all aspects of investor approval, guideline matrix updates, broker approval, loan origination system maintenance, and annual re-certifications. + Must have knowledge of the mortgage industry with an emphasis on lender program guidelines and underwriting. Underwriting background not required, but rather general acquaintance with correspondent lender products and procedures. Should be able to communicate industry policies in writing and verbally. Great writing skills needed in order to summarize and emphasize loan program features. + Should have general familiarity with loan origination systems, such as the Eagle Destiny loan origination system. This position requires familiarity with Encompass functions in order to create basic user validations. Programming background is not required, but some awareness is required of the simple logic of pass-fail validations that most loan origination systems (such as Encompass) provide. Will need to "set up" loan programs in the Encompass system. + Must efficiently communicate with lenders and engage in requests for correspondent approvals, re-certifications, and miscellaneous documentation + Minimum five years of experience + Interact well with other associates + Possess positive and professional attitude and represent company in a positive manner + Provide outstanding customer service, work well under pressure and be a team player + Possess good organization and analytical skills + Possess good oral and written communication skills + Understand and follow posted work rules and procedures + Accept constructive criticism + Clerical and communication skills required + Microsoft Office Suite experience a must Regular Full-Time Posting Job Title: Product Development Specialist ID: 27 Posting Location: Colorado External Company Name: Lennar Homes External Company URL:
01/31/2022
Full time
Seeking career growth with a national mortgage company? Lennar Mortgage can help you build the foundation to a long-term mortgage career. Join the team just rated as the #1 Homebuilder Worldwide by Fortune Magazine's 2021 list of 'World's Most Admired Companies'. Lennar Named #1 Homebuilder Worldwide on FORTUNE Magazine's 2021 List of 'World's Most Admired Companies' Lennar Mortgage is a proud member of the Lennar family of companies and has the unique opportunity to deliver the personal commitment and accountability of a local lender with the financial backing of a Fortune 150 company. At Lennar Mortgage, not only do you receive a job - you gain a network, a family, and endless opportunities. Our success is a result of supporting and rewarding our team of elite professionals. Job Type: 100% Remote Full-Time position + The median base compensation for this position is estimated to be $80,000/year subject to adjustment based on business-related factors including employee qualifications and operational considerations. + This position may be eligible for performance-based bonuses as determined in the Company's sole discretion. + This position will be eligible for the benefits listed below in accordance with Company policy. + This information is intended to be a general overview and may be modified by the Company due to factors affecting the business. Applicants may apply for this position via: Career Builder, Indeed or via Benefits: + Medical, Dental, & Vision + FSA (Flexible Savings Account), DSA (Dependent Savings Account) + 401(k) w/ company matching + Maternity and Paternity Leave + Vacation, Sick, Personal Time Off + Associate Home Purchase Assistance + Well Being incentive Bonuses + Company Holidays (10 annually) The product development specialist will be assisting in all aspects of investor approval, guideline matrix updates, broker approval, loan origination system maintenance, and annual re-certifications. + Must have knowledge of the mortgage industry with an emphasis on lender program guidelines and underwriting. Underwriting background not required, but rather general acquaintance with correspondent lender products and procedures. Should be able to communicate industry policies in writing and verbally. Great writing skills needed in order to summarize and emphasize loan program features. + Should have general familiarity with loan origination systems, such as the Eagle Destiny loan origination system. This position requires familiarity with Encompass functions in order to create basic user validations. Programming background is not required, but some awareness is required of the simple logic of pass-fail validations that most loan origination systems (such as Encompass) provide. Will need to "set up" loan programs in the Encompass system. + Must efficiently communicate with lenders and engage in requests for correspondent approvals, re-certifications, and miscellaneous documentation + Minimum five years of experience + Interact well with other associates + Possess positive and professional attitude and represent company in a positive manner + Provide outstanding customer service, work well under pressure and be a team player + Possess good organization and analytical skills + Possess good oral and written communication skills + Understand and follow posted work rules and procedures + Accept constructive criticism + Clerical and communication skills required + Microsoft Office Suite experience a must Regular Full-Time Posting Job Title: Product Development Specialist ID: 27 Posting Location: Colorado External Company Name: Lennar Homes External Company URL:
201 Third Street (61049), United States of America, San Francisco, California Commercial Real Estate, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) Commercial Underwriter, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports Commercial Real Estate As a Lead Underwriter & Portfolio Manager, you are considered a deep subject matter expert in credit risk management balanced with industry expertise. In addition to performing your responsibilities autonomously, you may play a leadership role across deal teams by guiding or shaping less experienced associates. You are trusted to complete complex transactions or solve more unique problems because of your experience and job specific skills. Primary underwriting responsibilities may include : Lead and compile due diligence to draw conclusions on material current and future risks and mitigants; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across transactions and share key takeaways across the organization Oversee deal team(s), including delegating and reviewing work, providing feedback, and coaching and developing less experienced member of the team Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease Anticipate questions that will be raised during deal review and approval meetings Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis Review financial models independently and incorporate complex structures or nuances Propose appropriate structuring options in tandem with deal team Interpret pricing model outputs in context of business return hurdles and consider areas for increasing returns Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team Oversee closing process requirements; review closing memo Lead documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations Primary portfolio or asset management responsibilities may include : Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists Review and approve annual reviews and both material and non-material modifications Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews Review past due reporting, covenants, and payments and remediate with the appropriate party Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities Additional Responsibilities may include: Build relationships across function and business to foster collaboration between partner groups Interact directly with customers to cultivate strong relationships while balancing risk and return Consult with legal or Special Assets Department Mentor and train rotational analysts and new hires Participate in internal initiatives to ensure the business is well-managed and operates efficiently Ensure compliance with credit policies and procedures Basic Qualifications: Bachelor's Degree or Military Experience At least 8 years of experience in Commercial Real Estate credit underwriting or portfolio-asset management Preferred Qualifications: Bachelor's Degree in Accounting, Finance, or other relevant fields At least 10 years of experience in credit underwriting or portfolio-asset management Previous leadership experience with deal teams or analysts Strong real estate market knowledge specific to San Francisco/Bay Area and the Pacific Northwest. At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
09/26/2021
201 Third Street (61049), United States of America, San Francisco, California Commercial Real Estate, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) Commercial Underwriter, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports Commercial Real Estate As a Lead Underwriter & Portfolio Manager, you are considered a deep subject matter expert in credit risk management balanced with industry expertise. In addition to performing your responsibilities autonomously, you may play a leadership role across deal teams by guiding or shaping less experienced associates. You are trusted to complete complex transactions or solve more unique problems because of your experience and job specific skills. Primary underwriting responsibilities may include : Lead and compile due diligence to draw conclusions on material current and future risks and mitigants; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across transactions and share key takeaways across the organization Oversee deal team(s), including delegating and reviewing work, providing feedback, and coaching and developing less experienced member of the team Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease Anticipate questions that will be raised during deal review and approval meetings Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis Review financial models independently and incorporate complex structures or nuances Propose appropriate structuring options in tandem with deal team Interpret pricing model outputs in context of business return hurdles and consider areas for increasing returns Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team Oversee closing process requirements; review closing memo Lead documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations Primary portfolio or asset management responsibilities may include : Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists Review and approve annual reviews and both material and non-material modifications Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews Review past due reporting, covenants, and payments and remediate with the appropriate party Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities Additional Responsibilities may include: Build relationships across function and business to foster collaboration between partner groups Interact directly with customers to cultivate strong relationships while balancing risk and return Consult with legal or Special Assets Department Mentor and train rotational analysts and new hires Participate in internal initiatives to ensure the business is well-managed and operates efficiently Ensure compliance with credit policies and procedures Basic Qualifications: Bachelor's Degree or Military Experience At least 8 years of experience in Commercial Real Estate credit underwriting or portfolio-asset management Preferred Qualifications: Bachelor's Degree in Accounting, Finance, or other relevant fields At least 10 years of experience in credit underwriting or portfolio-asset management Previous leadership experience with deal teams or analysts Strong real estate market knowledge specific to San Francisco/Bay Area and the Pacific Northwest. At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
201 Third Street (61049), United States of America, San Francisco, California Commercial Real Estate, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) Commercial Underwriter, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports Commercial Real Estate As a Lead Underwriter & Portfolio Manager, you are considered a deep subject matter expert in credit risk management balanced with industry expertise. In addition to performing your responsibilities autonomously, you may play a leadership role across deal teams by guiding or shaping less experienced associates. You are trusted to complete complex transactions or solve more unique problems because of your experience and job specific skills. Primary underwriting responsibilities may include : Lead and compile due diligence to draw conclusions on material current and future risks and mitigants; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across transactions and share key takeaways across the organization Oversee deal team(s), including delegating and reviewing work, providing feedback, and coaching and developing less experienced member of the team Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease Anticipate questions that will be raised during deal review and approval meetings Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis Review financial models independently and incorporate complex structures or nuances Propose appropriate structuring options in tandem with deal team Interpret pricing model outputs in context of business return hurdles and consider areas for increasing returns Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team Oversee closing process requirements; review closing memo Lead documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations Primary portfolio or asset management responsibilities may include : Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists Review and approve annual reviews and both material and non-material modifications Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews Review past due reporting, covenants, and payments and remediate with the appropriate party Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities Additional Responsibilities may include: Build relationships across function and business to foster collaboration between partner groups Interact directly with customers to cultivate strong relationships while balancing risk and return Consult with legal or Special Assets Department Mentor and train rotational analysts and new hires Participate in internal initiatives to ensure the business is well-managed and operates efficiently Ensure compliance with credit policies and procedures Basic Qualifications: Bachelor's Degree or Military Experience At least 8 years of experience in Commercial Real Estate credit underwriting or portfolio-asset management Preferred Qualifications: Bachelor's Degree in Accounting, Finance, or other relevant fields At least 10 years of experience in credit underwriting or portfolio-asset management Previous leadership experience with deal teams or analysts Strong real estate market knowledge specific to San Francisco/Bay Area and the Pacific Northwest. At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
09/25/2021
201 Third Street (61049), United States of America, San Francisco, California Commercial Real Estate, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) Commercial Underwriter, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports Commercial Real Estate As a Lead Underwriter & Portfolio Manager, you are considered a deep subject matter expert in credit risk management balanced with industry expertise. In addition to performing your responsibilities autonomously, you may play a leadership role across deal teams by guiding or shaping less experienced associates. You are trusted to complete complex transactions or solve more unique problems because of your experience and job specific skills. Primary underwriting responsibilities may include : Lead and compile due diligence to draw conclusions on material current and future risks and mitigants; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across transactions and share key takeaways across the organization Oversee deal team(s), including delegating and reviewing work, providing feedback, and coaching and developing less experienced member of the team Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease Anticipate questions that will be raised during deal review and approval meetings Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis Review financial models independently and incorporate complex structures or nuances Propose appropriate structuring options in tandem with deal team Interpret pricing model outputs in context of business return hurdles and consider areas for increasing returns Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team Oversee closing process requirements; review closing memo Lead documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations Primary portfolio or asset management responsibilities may include : Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists Review and approve annual reviews and both material and non-material modifications Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews Review past due reporting, covenants, and payments and remediate with the appropriate party Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities Additional Responsibilities may include: Build relationships across function and business to foster collaboration between partner groups Interact directly with customers to cultivate strong relationships while balancing risk and return Consult with legal or Special Assets Department Mentor and train rotational analysts and new hires Participate in internal initiatives to ensure the business is well-managed and operates efficiently Ensure compliance with credit policies and procedures Basic Qualifications: Bachelor's Degree or Military Experience At least 8 years of experience in Commercial Real Estate credit underwriting or portfolio-asset management Preferred Qualifications: Bachelor's Degree in Accounting, Finance, or other relevant fields At least 10 years of experience in credit underwriting or portfolio-asset management Previous leadership experience with deal teams or analysts Strong real estate market knowledge specific to San Francisco/Bay Area and the Pacific Northwest. At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 1 Job Description Summary Travelers brings together people with different backgrounds and perspectives. We enable new ideas, innovation and a culture in which employees feel valued, respected, supported and empowered. Taking care of our customers, our communities and each other - that's the Travelers Promise. We seek innovative, solution-focused, and resourceful candidates with excellent communication skills. Join us on our journey to be the undeniable choice for the customer and an indispensable partner for our agents and brokers. Travelers is looking for an Associate Operations Account Specialist to collaborate with underwriting and other key business partners in order to secure and retain the best business for our portfolio. Be part of a fast-paced team, working to achieve business goals and objectives while receiving mentorship that will enable you to reach your full potential. Travelers offers a hybrid work location model that is designed to support flexibility. Primary Job Duties & Responsibilities Your responsibilities include: Become proficient managing multi-state, multi-line accounts throughout the lifecycle which could include rating/pricing, quoting and issuing policies as well as handling related account activity Contribute to a positive workplace culture by building and maintaining strong working relationships with business partners and agents Gain a rich understanding of business processes by leveraging standardized workflows and state compliance guidelines Synthesize multiple sources of information to make sound decisions Exercise critical thinking and decision-making skills to become a trusted advisor solidifying customer confidence Make a difference to our customers by executing on service level commitments and delivering quality products in a timely manner Minimum Qualifications High School Diploma Basic knowledge of Microsoft Suite applications (Word, Excel, etc.) Education, Work Experience, & Knowledge Completion of higher education coursework Insurance Education/Designations (CPCU, CIC, etc.) Job Specific Technical Skills & Competencies Accountability: Takes ownership and responsibility for actions and outcomes, performance and results. Analytical Thinking and Judgment Decision Making: Identifies current or future problems or opportunities. Analyzes, synthesizes and compares information to understand issues. Identifies cause and effect relationships and explores alternative solutions to support sound decision making. Embracing Change and Leading Transitions: Remains energized and focused in the face of ambiguity, change or strenuous demands. Demonstrates change leadership by influencing and advocating for change. Maximizes the benefits of Product and Platform investments through utilization of best practices. Communication: Demonstrates effective verbal, written, and listening communication skills. Relationship Management: Provides service excellence to internal and external partners, delivering an experience that exceeds the customer expectations. Teamwork: Collaboration in situations when actions are interdependent, and a team is mutually responsible to produce desired results. Diversity and Inclusion: Values different backgrounds, experiences, cultures, races, etc. and views those differences as assets to be leveraged to accomplish business goals and objectives. Embraces diversity of thought that will promote a more inclusive work environment. Valuing and Developing Talent: Continuously develops skills and competencies that will better enable you and Enterprise Operations to reach business goals. Customer Focus: Provides service excellence to internal or external clients Time Management: Ability to prioritize, highly organized, able to multi-task in order to meet deadlines. The salary range in Colorado for this position is $43,200 to $64,800. To learn more about our comprehensive benefit programs please visit All employees are eligible for performance-based cash awards, either through Travelers annual bonus program or through the Reward and Recognition (R&R) program. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. Experience : 0
09/25/2021
Full time
Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 1 Job Description Summary Travelers brings together people with different backgrounds and perspectives. We enable new ideas, innovation and a culture in which employees feel valued, respected, supported and empowered. Taking care of our customers, our communities and each other - that's the Travelers Promise. We seek innovative, solution-focused, and resourceful candidates with excellent communication skills. Join us on our journey to be the undeniable choice for the customer and an indispensable partner for our agents and brokers. Travelers is looking for an Associate Operations Account Specialist to collaborate with underwriting and other key business partners in order to secure and retain the best business for our portfolio. Be part of a fast-paced team, working to achieve business goals and objectives while receiving mentorship that will enable you to reach your full potential. Travelers offers a hybrid work location model that is designed to support flexibility. Primary Job Duties & Responsibilities Your responsibilities include: Become proficient managing multi-state, multi-line accounts throughout the lifecycle which could include rating/pricing, quoting and issuing policies as well as handling related account activity Contribute to a positive workplace culture by building and maintaining strong working relationships with business partners and agents Gain a rich understanding of business processes by leveraging standardized workflows and state compliance guidelines Synthesize multiple sources of information to make sound decisions Exercise critical thinking and decision-making skills to become a trusted advisor solidifying customer confidence Make a difference to our customers by executing on service level commitments and delivering quality products in a timely manner Minimum Qualifications High School Diploma Basic knowledge of Microsoft Suite applications (Word, Excel, etc.) Education, Work Experience, & Knowledge Completion of higher education coursework Insurance Education/Designations (CPCU, CIC, etc.) Job Specific Technical Skills & Competencies Accountability: Takes ownership and responsibility for actions and outcomes, performance and results. Analytical Thinking and Judgment Decision Making: Identifies current or future problems or opportunities. Analyzes, synthesizes and compares information to understand issues. Identifies cause and effect relationships and explores alternative solutions to support sound decision making. Embracing Change and Leading Transitions: Remains energized and focused in the face of ambiguity, change or strenuous demands. Demonstrates change leadership by influencing and advocating for change. Maximizes the benefits of Product and Platform investments through utilization of best practices. Communication: Demonstrates effective verbal, written, and listening communication skills. Relationship Management: Provides service excellence to internal and external partners, delivering an experience that exceeds the customer expectations. Teamwork: Collaboration in situations when actions are interdependent, and a team is mutually responsible to produce desired results. Diversity and Inclusion: Values different backgrounds, experiences, cultures, races, etc. and views those differences as assets to be leveraged to accomplish business goals and objectives. Embraces diversity of thought that will promote a more inclusive work environment. Valuing and Developing Talent: Continuously develops skills and competencies that will better enable you and Enterprise Operations to reach business goals. Customer Focus: Provides service excellence to internal or external clients Time Management: Ability to prioritize, highly organized, able to multi-task in order to meet deadlines. The salary range in Colorado for this position is $43,200 to $64,800. To learn more about our comprehensive benefit programs please visit All employees are eligible for performance-based cash awards, either through Travelers annual bonus program or through the Reward and Recognition (R&R) program. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. Experience : 0
The Travelers Companies, Inc.
Windsor, Connecticut
Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 1 Job Description Summary Provide Claim business partners with the scientific and engineering aspects of a loss so they have the information available to make decisions. Forensic Engineering Specialist Job Summary This position is for a Forensic Specialist within the Travelers Risk Control Forensic Laboratory to serve as a subject matter expert and consultant in one or more of the following areas: Fire cause determination Electrical Engineering Failure analysis of electrical, mechanical, material systems and components Power Distribution including failures of power generation and transition systems. Green energy systems including photovoltaics, wind turbines and battery storage Product liability Fire protection and alarm systems Accident Investigation Code evaluation. As a member of the Travelers Laboratory forensic team, you will investigate a wide variety of incidents and losses. This position specializes in the study, analysis and investigation of electrical failures that result in fires and product/electrical malfunctions. Travelers Forensic Laboratory is supported by a fully equipped laboratory featuring digital x-ray imaging, materials testing instruments, digital forensics capabilities and other tools. Instrumentation includes analytical capabilities include SEM, EDS, metallography, optical microscopy, micro-hardness, GCMS, FTIR, and analytical chemistry. Some of these investigations may involve overnight or longer travel. The job entails conducting on-site investigations, analyzing failures/accidents in a laboratory setting, examination of evidence items, report preparation and consulting with professionals within the Travelers Risk Control, Claim, and Subrogation departments. Primary Job Duties & Responsibilities At Travelers, Forensic Specialists serve as technical experts in several science and engineering disciplines. As a member of an investigation team, the forensic specialist will be required to travel to loss scenes to investigate insurance claims. The specialist will be responsible for scene documentation, interviewing witnesses, and collecting and preserving evidence. Following the scene exam, responsibilities will include developing protocols for laboratory examinations and testing, providing technical advice, and consulting with attorneys and claim professionals assigned to the loss. The forensic specialist conducts research and testing to support the investigation or failure analysis. Results of the investigation may be presented verbally and/or in written reports. All work performed will follow Travelers policies regarding rules of evidence, quality, and safety procedures. The forensic specialist will be required to be or become familiar with applicable codes and industry standards as well as laboratory testing and investigation protocols. In addition, the forensic specialist may need to provide testimony associated with an investigation in legal proceedings (depositions, trial, mediations or arbitration). The forensic specialist may at times be required to prepare documents and data to support the overall functions of Risk Control, Claim Services, and Underwriting. Such materials may include newsletters, reports, or presentations to targeted audiences. Finally, the forensic specialist will be required to maintain their licensure, certification, knowledge and skills in their area of expertise by attending conferences, reviewing scientific journals and participating in specific industry organizations such as ASM, ANSI, ASME, ASTM, NFPA, IAAI, NAFI, ACTAR etc. Education, Work Experience & Knowledge This position requires a minimum of a bachelor's degree in physics, engineering (electrical, mechanical, chemical, civil, fire protection) or a closely related field of study. The successful candidate will have at least five to ten years of experience in the practical application of their discipline. Candidates with advanced degrees, professional licenses, and/or professional certifications will be given preference. Candidates should have a strong mechanical, electrical, and thermal/materials aptitude. Previous experience in forensics, failure analysis, fire scene investigations, accident investigation, and insurance is preferred however, for exceptional candidates Travelers will provide training as needed. The ability to clearly and persuasively communicate highly technical information to a lay audience is essential. The position requires country-wide travel and regular visits to the Laboratory in Windsor CT. Job Specific Technical Skills & Competencies Technical Aptitude Detail oriented Superior communication skills written, verbal and listening Ability to quickly establish credibility and rapport with a client Experience working in a collaborative environment Critical thinking skills Proven work ethic Influencing skills Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. Experience : 0
09/22/2021
Full time
Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 1 Job Description Summary Provide Claim business partners with the scientific and engineering aspects of a loss so they have the information available to make decisions. Forensic Engineering Specialist Job Summary This position is for a Forensic Specialist within the Travelers Risk Control Forensic Laboratory to serve as a subject matter expert and consultant in one or more of the following areas: Fire cause determination Electrical Engineering Failure analysis of electrical, mechanical, material systems and components Power Distribution including failures of power generation and transition systems. Green energy systems including photovoltaics, wind turbines and battery storage Product liability Fire protection and alarm systems Accident Investigation Code evaluation. As a member of the Travelers Laboratory forensic team, you will investigate a wide variety of incidents and losses. This position specializes in the study, analysis and investigation of electrical failures that result in fires and product/electrical malfunctions. Travelers Forensic Laboratory is supported by a fully equipped laboratory featuring digital x-ray imaging, materials testing instruments, digital forensics capabilities and other tools. Instrumentation includes analytical capabilities include SEM, EDS, metallography, optical microscopy, micro-hardness, GCMS, FTIR, and analytical chemistry. Some of these investigations may involve overnight or longer travel. The job entails conducting on-site investigations, analyzing failures/accidents in a laboratory setting, examination of evidence items, report preparation and consulting with professionals within the Travelers Risk Control, Claim, and Subrogation departments. Primary Job Duties & Responsibilities At Travelers, Forensic Specialists serve as technical experts in several science and engineering disciplines. As a member of an investigation team, the forensic specialist will be required to travel to loss scenes to investigate insurance claims. The specialist will be responsible for scene documentation, interviewing witnesses, and collecting and preserving evidence. Following the scene exam, responsibilities will include developing protocols for laboratory examinations and testing, providing technical advice, and consulting with attorneys and claim professionals assigned to the loss. The forensic specialist conducts research and testing to support the investigation or failure analysis. Results of the investigation may be presented verbally and/or in written reports. All work performed will follow Travelers policies regarding rules of evidence, quality, and safety procedures. The forensic specialist will be required to be or become familiar with applicable codes and industry standards as well as laboratory testing and investigation protocols. In addition, the forensic specialist may need to provide testimony associated with an investigation in legal proceedings (depositions, trial, mediations or arbitration). The forensic specialist may at times be required to prepare documents and data to support the overall functions of Risk Control, Claim Services, and Underwriting. Such materials may include newsletters, reports, or presentations to targeted audiences. Finally, the forensic specialist will be required to maintain their licensure, certification, knowledge and skills in their area of expertise by attending conferences, reviewing scientific journals and participating in specific industry organizations such as ASM, ANSI, ASME, ASTM, NFPA, IAAI, NAFI, ACTAR etc. Education, Work Experience & Knowledge This position requires a minimum of a bachelor's degree in physics, engineering (electrical, mechanical, chemical, civil, fire protection) or a closely related field of study. The successful candidate will have at least five to ten years of experience in the practical application of their discipline. Candidates with advanced degrees, professional licenses, and/or professional certifications will be given preference. Candidates should have a strong mechanical, electrical, and thermal/materials aptitude. Previous experience in forensics, failure analysis, fire scene investigations, accident investigation, and insurance is preferred however, for exceptional candidates Travelers will provide training as needed. The ability to clearly and persuasively communicate highly technical information to a lay audience is essential. The position requires country-wide travel and regular visits to the Laboratory in Windsor CT. Job Specific Technical Skills & Competencies Technical Aptitude Detail oriented Superior communication skills written, verbal and listening Ability to quickly establish credibility and rapport with a client Experience working in a collaborative environment Critical thinking skills Proven work ethic Influencing skills Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. Experience : 0
A banking partner of ours in Northern California is looking for a Commercial Real Estate Relationship Manager (VP) to join their growing team. The Relationship Manager is responsible for cultivating and managing small to mid-sized customer relationships to achieve established portfolio growth goals. The Relationship Manager will work closely with the Credit Administration department in underwriting and structuring credit up to $15 million and above and provide timely closing of loans. This individual will have in-depth knowledge of the local market (Bay area) and a track record of establishing long-standing relationships with local clients As a Commercial Real Estate Relationship Manager, You Will Increase loan & deposit base and pursue non-asset income such as FX by soliciting new investments opportunities, transferring the businesses from other banks, acquiring new customers, and selling appropriate Bank products that meet customer needs. Support the growth and profitability of the local business & monitor customer satisfaction and obtain information that will lead to business opportunities. Enhance the service level of the bank by conducting daily maintenance of the accounts (i.e. communications between customers and internal staff and making business decisions as necessary based on his/her responsibilities). Identify existing clients and prospective customer's credit, and other types of value-add products. Refer credit deals and other sales opportunities to the appropriate department of the bank and support closing the deal. Gather and prepare required financial information and submit to Credit Administration for approval. As the Commercial Real Estate Relationship Manager, you will need: Bachelor in business administration, marketing or related field In-depth credit underwriting, business development and marketing skills Demonstrated experience of meeting or exceeding sales goals (proven top individual contributor) If you are a skilled Commercial Real Estate Relationship Manager, you can apply by: Selecting the " Apply " button below or by contacting me directly. Role If this role is of interest to you, or if you are interested in exploring other opportunities within the market, you are welcome to reach out directly to As a Compliance & Financial Crime market specialist, I am partnered with a myriad of large and small Financial Services and Banking Institutions across the West Coast. Christian Bohn, or 350 - 6348
09/18/2021
Full time
A banking partner of ours in Northern California is looking for a Commercial Real Estate Relationship Manager (VP) to join their growing team. The Relationship Manager is responsible for cultivating and managing small to mid-sized customer relationships to achieve established portfolio growth goals. The Relationship Manager will work closely with the Credit Administration department in underwriting and structuring credit up to $15 million and above and provide timely closing of loans. This individual will have in-depth knowledge of the local market (Bay area) and a track record of establishing long-standing relationships with local clients As a Commercial Real Estate Relationship Manager, You Will Increase loan & deposit base and pursue non-asset income such as FX by soliciting new investments opportunities, transferring the businesses from other banks, acquiring new customers, and selling appropriate Bank products that meet customer needs. Support the growth and profitability of the local business & monitor customer satisfaction and obtain information that will lead to business opportunities. Enhance the service level of the bank by conducting daily maintenance of the accounts (i.e. communications between customers and internal staff and making business decisions as necessary based on his/her responsibilities). Identify existing clients and prospective customer's credit, and other types of value-add products. Refer credit deals and other sales opportunities to the appropriate department of the bank and support closing the deal. Gather and prepare required financial information and submit to Credit Administration for approval. As the Commercial Real Estate Relationship Manager, you will need: Bachelor in business administration, marketing or related field In-depth credit underwriting, business development and marketing skills Demonstrated experience of meeting or exceeding sales goals (proven top individual contributor) If you are a skilled Commercial Real Estate Relationship Manager, you can apply by: Selecting the " Apply " button below or by contacting me directly. Role If this role is of interest to you, or if you are interested in exploring other opportunities within the market, you are welcome to reach out directly to As a Compliance & Financial Crime market specialist, I am partnered with a myriad of large and small Financial Services and Banking Institutions across the West Coast. Christian Bohn, or 350 - 6348
As a family-owned business that spans five decades and three generations since 1964, we value relationships, supporting each other's unique differences. We understand the importance of personal belonging which is why you'll hear our employees talk about being part of the SNB family. Now, more than ever, as we've expanded our roots into new markets, it's the prime time to join our growing team. As a community bank, we offer comprehensive financial solutions for personal, business, and private banking, treasury management, wealth management and mortgage needs in Nebraska, Iowa, and Texas. We have 10 convenient full-service branch locations in the Omaha and Council Bluffs as well as full-service branches in the Jordan Creek area of West Des Moines and in uptown Dallas. Learn more about our story at or visit us on LinkedIn and Facebook. JOB SUMMARY This position is responsible for supervising and leading the Loan Servicing team in quality and timely boarding of both commercial and consumer loans as they process LAS entries and collateral along with file maintenance review, reporting functions, escrow processing and bill payment for our Business & Private Bankers. In addition, this position facilitates the reconcilements of internal accounts and processes all types of collateral, while providing proactive and timely communication with clients, vendors, and bankers. ESSENTIAL FUNCTIONS Monitor Various Processes and Procedures (25%) Ensures accurate and timely completion of the following: daily exception, monitoring & non-post reports, including loan accounting reconciliations. loan & participation boarding and payment applications. file maintenance reviews for loans. processing of collateral, paid notes, credit verifications, and floor plans. Audits and updates written procedures are established for all processes, updated as necessary, and validated periodically. Serve as Loan Servicing Expert (20%) Serves as the subject matter expert for loan coding, boarding and payment processing. Trains team members as needed, including all procedures and checklists. Ensures adequate staffing coverage for all processes. Provides input for improving efficiencies within the department. Serve as a Specialist for Systems & Programs (15%) Maintains a high level of expertise with Fiserv's Navigator/LAS loan-related functions, including management of the loan specifications. Assists with implementing and testing new releases, modules, product templates, changes, etc. Researches and follows-up with vendors to resolve questions or issues. Reports and Reconcilements (15%) Provides accurate and timely completion of reports, including selected board reports, SBA reporting, Group 1 & 3 morning reports, etc. Ensures accurate and timely completion of all escrow processes, including the annual escrow analysis, disbursements, and initial servicing setup. Oversees accurate and timely completion of direct and indirect credit disputes. Leadership (15%) Supervises daily functions of the team to include assisting with hiring, motivating, coaching, assigning work, scheduling, training and problem solving. Ensures procedures and checklists are followed, in place and kept updated. Assists with ensuring all Loan Services processes are completed timely and accurately. Other Duties as Assigned (10%) Corresponds with internal and external customers, as needed. Ensures timely and accurate completion of assigned audit items. Maintains and coordinates document retention for Loan Services. Performs other duties as required and assigned. KNOWLEDGE, SKILLS AND ABILITIES Advanced knowledge of Commercial loan operations experience preferred with knowledge of industry and regulatory requirements. Strong understanding of bank accounting practices, GL reconciliation and Loan account computations including interest accruals, payment amortizations, billing calculations, etc. Familiarity with lending, credit analysis, loan risk grading, loan workouts, underwriting, contracts, and/or experience working with various types of loans a plus. Strong customer relations and communication skills, both verbal and written. Must be a self-starter, dependable, accurate in completing responsibilities with strong attention to detail skills. Must have strong organization skills with the ability to prioritize and manage a variety of tasks. Excellent interpersonal skills, including the ability to influence and lead a diverse group of people. Solid analytical, problem solving, and math skills required in order to service loans. PC and Office, Word, Excel experience desired. Ability to complete required compliance training by assigned due date. Ability to maintain predictable and reliable attendance. EDUCATION* Minimum of a High school diploma or equivalent required; college courses or equivalent in finance, accounting or business preferred. EXPERIENCE* Minimum 3-5 years of experience working in Loan Services, commercial/consumer loans, lending or similar experience required. Experience with loans systems such as BakerHIll, Quicken, LaserPro, etc. is preferred *Equivalent education and experience will be considered AFFIRMATIVE ACTION Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.
08/31/2021
Full time
As a family-owned business that spans five decades and three generations since 1964, we value relationships, supporting each other's unique differences. We understand the importance of personal belonging which is why you'll hear our employees talk about being part of the SNB family. Now, more than ever, as we've expanded our roots into new markets, it's the prime time to join our growing team. As a community bank, we offer comprehensive financial solutions for personal, business, and private banking, treasury management, wealth management and mortgage needs in Nebraska, Iowa, and Texas. We have 10 convenient full-service branch locations in the Omaha and Council Bluffs as well as full-service branches in the Jordan Creek area of West Des Moines and in uptown Dallas. Learn more about our story at or visit us on LinkedIn and Facebook. JOB SUMMARY This position is responsible for supervising and leading the Loan Servicing team in quality and timely boarding of both commercial and consumer loans as they process LAS entries and collateral along with file maintenance review, reporting functions, escrow processing and bill payment for our Business & Private Bankers. In addition, this position facilitates the reconcilements of internal accounts and processes all types of collateral, while providing proactive and timely communication with clients, vendors, and bankers. ESSENTIAL FUNCTIONS Monitor Various Processes and Procedures (25%) Ensures accurate and timely completion of the following: daily exception, monitoring & non-post reports, including loan accounting reconciliations. loan & participation boarding and payment applications. file maintenance reviews for loans. processing of collateral, paid notes, credit verifications, and floor plans. Audits and updates written procedures are established for all processes, updated as necessary, and validated periodically. Serve as Loan Servicing Expert (20%) Serves as the subject matter expert for loan coding, boarding and payment processing. Trains team members as needed, including all procedures and checklists. Ensures adequate staffing coverage for all processes. Provides input for improving efficiencies within the department. Serve as a Specialist for Systems & Programs (15%) Maintains a high level of expertise with Fiserv's Navigator/LAS loan-related functions, including management of the loan specifications. Assists with implementing and testing new releases, modules, product templates, changes, etc. Researches and follows-up with vendors to resolve questions or issues. Reports and Reconcilements (15%) Provides accurate and timely completion of reports, including selected board reports, SBA reporting, Group 1 & 3 morning reports, etc. Ensures accurate and timely completion of all escrow processes, including the annual escrow analysis, disbursements, and initial servicing setup. Oversees accurate and timely completion of direct and indirect credit disputes. Leadership (15%) Supervises daily functions of the team to include assisting with hiring, motivating, coaching, assigning work, scheduling, training and problem solving. Ensures procedures and checklists are followed, in place and kept updated. Assists with ensuring all Loan Services processes are completed timely and accurately. Other Duties as Assigned (10%) Corresponds with internal and external customers, as needed. Ensures timely and accurate completion of assigned audit items. Maintains and coordinates document retention for Loan Services. Performs other duties as required and assigned. KNOWLEDGE, SKILLS AND ABILITIES Advanced knowledge of Commercial loan operations experience preferred with knowledge of industry and regulatory requirements. Strong understanding of bank accounting practices, GL reconciliation and Loan account computations including interest accruals, payment amortizations, billing calculations, etc. Familiarity with lending, credit analysis, loan risk grading, loan workouts, underwriting, contracts, and/or experience working with various types of loans a plus. Strong customer relations and communication skills, both verbal and written. Must be a self-starter, dependable, accurate in completing responsibilities with strong attention to detail skills. Must have strong organization skills with the ability to prioritize and manage a variety of tasks. Excellent interpersonal skills, including the ability to influence and lead a diverse group of people. Solid analytical, problem solving, and math skills required in order to service loans. PC and Office, Word, Excel experience desired. Ability to complete required compliance training by assigned due date. Ability to maintain predictable and reliable attendance. EDUCATION* Minimum of a High school diploma or equivalent required; college courses or equivalent in finance, accounting or business preferred. EXPERIENCE* Minimum 3-5 years of experience working in Loan Services, commercial/consumer loans, lending or similar experience required. Experience with loans systems such as BakerHIll, Quicken, LaserPro, etc. is preferred *Equivalent education and experience will be considered AFFIRMATIVE ACTION Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.
Purpose of Job We are currently seeking a talented Manager, Commercial Lines for the 100% Remote Work Environment. Coaches, mentors, and develops Commercial Lines Specialists to provide membership with commercial insurance solutions. Uses knowledge of commercial marketplace to support CLS teams throughout the client life cycle. Job Requirements About USAA USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level. USAA Careers - World Class Benefits (31 seconds) Primary Responsibilities: * Identifies and manages existing and emerging risks that stem from business activities and the job role. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled. * Follows written risk and compliance policies and procedures for business activities. * Collaborates with internal and external stakeholders (alliance carrier underwriting, product management) to report needs, escalations and exceptions. Utilizes Commercial Agency Management Systems comfortably to follow a multi-carrier process and operate in a multi-carrier environment. * Maintains high degree of commercial industry expertise and knowledge of industry trends in order to facilitate and support the technical and interpersonal skills development of their team. * Drives business results and revenue/product goal attainment; ensures team members provide appropriate product solutions to meet member needs. * Responsible for leading team in support of achieving individual and team goals, holding them accountable for performance and actions and develops employees through regular coaching and timely feedback. Minimum Requirements: * Bachelor's Degree, OR, * 4 additional years of related experience beyond the minimum required may be substituted in lieu of a Degree (10 years of experience total in lieu of a Degree). * 6 years of insurance sales and service experience to include at least 2 years of commercial insurance experience. * 2 years of coaching, direct team lead, or supervisory experience. * Property & Casualty (not Personal Lines-only version) license required and must be maintained. * Previous experience utilizing multiple carriers and operating in multi-carrier environment. * Experience with Commercial Agency Management Systems. * Ability to work in agile and dynamic environment. When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not be able to change your responses. Preferred Experience: * Insurance Designation * 2 or more years' experience in direct sales environment. * Experience utilizing multiple carriers and operating in multi-carrier environment and explain how many you have worked with at one time. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market position. The salary range for this position is: $66,300-$119,500 this does not include geographic differential it may be applied based on your work location) Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. * Geographical Differential: Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average. Shift premium: will be addressed on an individual-basis for applicable roles that are consistently scheduled for non-core hours. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. Please click on the link below for more details. USAA Total Rewards Relocation assistance is not available for this position. For Internal Candidates: Must complete 12 months in current position (from date of hire or date of placement) or must have manager's approval prior to posting. Last day for internal candidates to apply to the opening is 3/29/21 by 11:59 pm CST time.
03/23/2021
Full time
Purpose of Job We are currently seeking a talented Manager, Commercial Lines for the 100% Remote Work Environment. Coaches, mentors, and develops Commercial Lines Specialists to provide membership with commercial insurance solutions. Uses knowledge of commercial marketplace to support CLS teams throughout the client life cycle. Job Requirements About USAA USAA knows what it means to serve. We facilitate the financial security of millions of U.S. military members and their families. This singular mission requires a dedication to innovative thinking at every level. USAA Careers - World Class Benefits (31 seconds) Primary Responsibilities: * Identifies and manages existing and emerging risks that stem from business activities and the job role. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled. * Follows written risk and compliance policies and procedures for business activities. * Collaborates with internal and external stakeholders (alliance carrier underwriting, product management) to report needs, escalations and exceptions. Utilizes Commercial Agency Management Systems comfortably to follow a multi-carrier process and operate in a multi-carrier environment. * Maintains high degree of commercial industry expertise and knowledge of industry trends in order to facilitate and support the technical and interpersonal skills development of their team. * Drives business results and revenue/product goal attainment; ensures team members provide appropriate product solutions to meet member needs. * Responsible for leading team in support of achieving individual and team goals, holding them accountable for performance and actions and develops employees through regular coaching and timely feedback. Minimum Requirements: * Bachelor's Degree, OR, * 4 additional years of related experience beyond the minimum required may be substituted in lieu of a Degree (10 years of experience total in lieu of a Degree). * 6 years of insurance sales and service experience to include at least 2 years of commercial insurance experience. * 2 years of coaching, direct team lead, or supervisory experience. * Property & Casualty (not Personal Lines-only version) license required and must be maintained. * Previous experience utilizing multiple carriers and operating in multi-carrier environment. * Experience with Commercial Agency Management Systems. * Ability to work in agile and dynamic environment. When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not be able to change your responses. Preferred Experience: * Insurance Designation * 2 or more years' experience in direct sales environment. * Experience utilizing multiple carriers and operating in multi-carrier environment and explain how many you have worked with at one time. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market position. The salary range for this position is: $66,300-$119,500 this does not include geographic differential it may be applied based on your work location) Employees may be eligible for pay incentives based on overall corporate and individual performance or at the discretion of the USAA Board of Directors. * Geographical Differential: Geographic pay differential is additional pay provided to eligible employees working in locations where market pay levels are above the national average. Shift premium: will be addressed on an individual-basis for applicable roles that are consistently scheduled for non-core hours. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. Please click on the link below for more details. USAA Total Rewards Relocation assistance is not available for this position. For Internal Candidates: Must complete 12 months in current position (from date of hire or date of placement) or must have manager's approval prior to posting. Last day for internal candidates to apply to the opening is 3/29/21 by 11:59 pm CST time.
The Risk Management Underwriting Specialist is responsible for developing, growing, and maintaining a profitable, diversified book of business through marketing, underwriting decision making, building mutually beneficial agent/brokers relationships and establishing a marker-facing leadership presence, and application of underwriting tools, systems, and expert resources. Guides/mentors less experienced underwriters in their respective area of expertise, including regular employee coaching with feedback to the manager on progress of the employee. Risk Selection: Reviews, rates, underwrites, evaluates, or assesses the business applying for insurance by qualifying accounts, identifying, selecting and assessing risks, determining the premium, policy terms and conditions, obtaining approvals, creating/presenting the proposal to the agent/broker, and successfully negotiating deals. Agent/Broker Relationships: Demonstrates a high level of responsiveness and focus on supporting Agents and Brokers objectives. Establishes, develops, and maintains successful relationships with Agents and Brokers to facilitate marketing of products, through responsive service, site visits, in person renewal meetings or enhanced knowledge of their customers businesses. Develops strong personal brand to build and maintain a long-term quality pipeline with Agents/Brokers. Portfolio Management: Manages a sizable and complex book of business by analyzing the portfolio, identifying areas of opportunity for improved growth, profit and diversification, and executing marketing plans to increase market share by making marketing calls to brokers to market and cross market. Documenting the Deal: Documents files in a way that reflects a solid thought process and decision making through comprehensive account reviews, sign-offs and referrals that comply with state regulations, letter of authority, and underwriting guidelines. Leadership: Formally guides, mentors, and coaches underwriters and account analysts in both technical and professional skills. Demonstrates an area of expertise and provides regular updates to other underwriters. Continuous Improvement: Actively participates in continuous improvement by generating suggestions, participating in problem solving activities and using continuous improvement tools to support the work of the team. Job Specifications: Reference: 27 Category: Underwriting Primary Location: Chicago, IL Additional Locations: Schedule: Full-Time Salary: USD $103,000.00/Yr.-USD $132,000.00/Yr. Education Level: Bachelor's Degree Travel: 25%Qualifications Advanced-level knowledge of insurance products/coverage, underwriting, pricing, risk selection, market segments and marketplace; insurance finance and actuarial concepts; loss control/risk engineering; marketing techniques, regulatory environment and reinsurance; advanced-level knowledge of territory management. Ability to apply underwriting/appetite, tools, systems, and resources to achieve goals, solve complex problems, establish and build healthy working relationships, lead mentoring relationships, and negotiate, as normally acquired and a related bachelor's degree seven to ten years of relevant experience preferred; CPCU or professional insurance designation strongly preferred. Featured BenefitsHere's some of what you can look forward to as one of our employees.Competitive CompensationOur compensation programs are designed to deliver above-market pay if you perform well, and significantly above that for exceptional performance over time. Virtually every employee is eligible for some type of variable incentive pay in addition to his or her base pay.Flexible Work ArrangementsWe understand the role work-life balance plays in your ability to stay energized and engaged. So we place an emphasis on regular hours, flex scheduling, and generous time off through paid holidays, vacation days, and more.Top-Notch Retirement PlansOur pension plan provides a monthly credit equal to 5% of your eligible compensation. You can also participate in our 401(k) plan, which offers a guaranteed match of $0.50 for every $1 you contribute, up to 8% of your eligible pay.Career DevelopmentFrom regular coaching planning, to paid training, licensing, and 100% tuition reimbursement for approved courses, we're dedicated to your continued growth, because we know it leads to continued success.Health & WellnessYou'll have access to comprehensive health, dental, and vision coverage, as well as a host of other insurance and wellness benefits-including progressive parental benefits and support.See Full BenefitsWhy Liberty Mutual?At Liberty Mutual, our purpose is to help people embrace today and confidently pursue tomorrow. That's why we provide an environment focused on openness, inclusion, trust and respect. Here, you'll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession. Liberty Mutual has proudly been recognized as a "Great Place to Work" by Great Place to Work® US for the past several years. We were also selected as one of the "100 Best Places to Work in IT" on IDG's Insider Pro and Computerworld's 2020 list. We have been named by Forbes as one of America's Best Employers for Women and one of America's Best Employers for New Graduates-as well as one of America's Best Employers for Diversity. To learn more about our commitment to diversity and inclusion please visit: Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
03/23/2021
Full time
The Risk Management Underwriting Specialist is responsible for developing, growing, and maintaining a profitable, diversified book of business through marketing, underwriting decision making, building mutually beneficial agent/brokers relationships and establishing a marker-facing leadership presence, and application of underwriting tools, systems, and expert resources. Guides/mentors less experienced underwriters in their respective area of expertise, including regular employee coaching with feedback to the manager on progress of the employee. Risk Selection: Reviews, rates, underwrites, evaluates, or assesses the business applying for insurance by qualifying accounts, identifying, selecting and assessing risks, determining the premium, policy terms and conditions, obtaining approvals, creating/presenting the proposal to the agent/broker, and successfully negotiating deals. Agent/Broker Relationships: Demonstrates a high level of responsiveness and focus on supporting Agents and Brokers objectives. Establishes, develops, and maintains successful relationships with Agents and Brokers to facilitate marketing of products, through responsive service, site visits, in person renewal meetings or enhanced knowledge of their customers businesses. Develops strong personal brand to build and maintain a long-term quality pipeline with Agents/Brokers. Portfolio Management: Manages a sizable and complex book of business by analyzing the portfolio, identifying areas of opportunity for improved growth, profit and diversification, and executing marketing plans to increase market share by making marketing calls to brokers to market and cross market. Documenting the Deal: Documents files in a way that reflects a solid thought process and decision making through comprehensive account reviews, sign-offs and referrals that comply with state regulations, letter of authority, and underwriting guidelines. Leadership: Formally guides, mentors, and coaches underwriters and account analysts in both technical and professional skills. Demonstrates an area of expertise and provides regular updates to other underwriters. Continuous Improvement: Actively participates in continuous improvement by generating suggestions, participating in problem solving activities and using continuous improvement tools to support the work of the team. Job Specifications: Reference: 27 Category: Underwriting Primary Location: Chicago, IL Additional Locations: Schedule: Full-Time Salary: USD $103,000.00/Yr.-USD $132,000.00/Yr. Education Level: Bachelor's Degree Travel: 25%Qualifications Advanced-level knowledge of insurance products/coverage, underwriting, pricing, risk selection, market segments and marketplace; insurance finance and actuarial concepts; loss control/risk engineering; marketing techniques, regulatory environment and reinsurance; advanced-level knowledge of territory management. Ability to apply underwriting/appetite, tools, systems, and resources to achieve goals, solve complex problems, establish and build healthy working relationships, lead mentoring relationships, and negotiate, as normally acquired and a related bachelor's degree seven to ten years of relevant experience preferred; CPCU or professional insurance designation strongly preferred. Featured BenefitsHere's some of what you can look forward to as one of our employees.Competitive CompensationOur compensation programs are designed to deliver above-market pay if you perform well, and significantly above that for exceptional performance over time. Virtually every employee is eligible for some type of variable incentive pay in addition to his or her base pay.Flexible Work ArrangementsWe understand the role work-life balance plays in your ability to stay energized and engaged. So we place an emphasis on regular hours, flex scheduling, and generous time off through paid holidays, vacation days, and more.Top-Notch Retirement PlansOur pension plan provides a monthly credit equal to 5% of your eligible compensation. You can also participate in our 401(k) plan, which offers a guaranteed match of $0.50 for every $1 you contribute, up to 8% of your eligible pay.Career DevelopmentFrom regular coaching planning, to paid training, licensing, and 100% tuition reimbursement for approved courses, we're dedicated to your continued growth, because we know it leads to continued success.Health & WellnessYou'll have access to comprehensive health, dental, and vision coverage, as well as a host of other insurance and wellness benefits-including progressive parental benefits and support.See Full BenefitsWhy Liberty Mutual?At Liberty Mutual, our purpose is to help people embrace today and confidently pursue tomorrow. That's why we provide an environment focused on openness, inclusion, trust and respect. Here, you'll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession. Liberty Mutual has proudly been recognized as a "Great Place to Work" by Great Place to Work® US for the past several years. We were also selected as one of the "100 Best Places to Work in IT" on IDG's Insider Pro and Computerworld's 2020 list. We have been named by Forbes as one of America's Best Employers for Women and one of America's Best Employers for New Graduates-as well as one of America's Best Employers for Diversity. To learn more about our commitment to diversity and inclusion please visit: Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Aerotek is hiring for 20+ entry level office opportunities with one of our biggest clients in central IL!! These are great foot-in-the-door opportunities with this client. Description: This current role is a support function and will be responsible for assembling Health insurance policies, flyers and mailers. Duties include: -Printing letters-claim forms for providers and/or customers -Assembling the policies and binding them and mailing them out -Scanning documents -Data entry for the mail Skills: Insurance, administrative skills, scanning, Microsoft excel, Retail, Microsoft office, Administrative support Top Skills Details: Must have: -45 WPM -Previous data entry/claims experience -Office Experience About Aerotek: We know that a company's success starts with its employees. We also know that an individual's success starts with the right career opportunity. As a Best of Staffing® Client and Talent leader, Aerotek's people-focused approach yields competitive advantage for our clients and rewarding careers for our contract employees. Since 1983, Aerotek has grown to become a leader in recruiting and staffing services. With more than 250 non-franchised offices, Aerotek's 8,000 internal employees serve more than 300,000 contract employees and 18,000 clients every year. Aerotek is an Allegis Group company, the global leader in talent solutions. Learn more at Aerotek.com. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
01/31/2021
Full time
Aerotek is hiring for 20+ entry level office opportunities with one of our biggest clients in central IL!! These are great foot-in-the-door opportunities with this client. Description: This current role is a support function and will be responsible for assembling Health insurance policies, flyers and mailers. Duties include: -Printing letters-claim forms for providers and/or customers -Assembling the policies and binding them and mailing them out -Scanning documents -Data entry for the mail Skills: Insurance, administrative skills, scanning, Microsoft excel, Retail, Microsoft office, Administrative support Top Skills Details: Must have: -45 WPM -Previous data entry/claims experience -Office Experience About Aerotek: We know that a company's success starts with its employees. We also know that an individual's success starts with the right career opportunity. As a Best of Staffing® Client and Talent leader, Aerotek's people-focused approach yields competitive advantage for our clients and rewarding careers for our contract employees. Since 1983, Aerotek has grown to become a leader in recruiting and staffing services. With more than 250 non-franchised offices, Aerotek's 8,000 internal employees serve more than 300,000 contract employees and 18,000 clients every year. Aerotek is an Allegis Group company, the global leader in talent solutions. Learn more at Aerotek.com. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
The Travelers Companies, Inc.
Windsor, Connecticut
Company Information Solid reputation, passionate people and endless opportunities. That's Travelers. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy and a workplace in which you truly can make a difference. Target Openings 1 Job Description Summary This position is for a Forensic Specialist I to serve as a subject matter expert in the field of accident reconstruction within the Travelers Risk Control Forensic Laboratory. As a member of the Travelers Forensic team, you will work with the Risk Control and Claim Departments to investigate a wide variety of vehicle related insurance losses. The job entails conducting on-site investigations, analyzing failures/accidents and consulting internally with professionals within the Property, Liability, and Subrogation departments. Primary Job Duties & Responsibilities The forensic specialist will serve as a technical expert in accident reconstruction and vehicle failures. The forensic specialist will be required to travel to loss scenes to become part of a claim investigation team. To this end the forensic specialist will be responsible for various aspects of the investigation including scene analysis, witness interviews, evidence collection and preservation. Following the scene exam, the responsibilities will include developing protocols for laboratory testing and providing technical advice and consulting with attorneys and Claims professionals assigned to the loss. The forensic specialist will be required to conduct research and testing associated with the loss, and prepare verbal and/or written reports on the results. All of the work performed will follow Travelers policies regarding rules of evidence, quality, scene and lab safety procedures/policies. The forensic specialist may be required to become familiar with applicable codes and industry standards as well as laboratory testing protocols that may be required during an investigation. In addition, the forensic specialist will be available to provide testimony in legal proceedings including depositions, trial, mediations and arbitration when required. The forensic specialist will also prepare materials and data as needed to support the overall functions of Risk Control, Claims Services, and Underwriting. Such materials may include newsletters, reports, or presentations as needed to best fit the intended audience and subject matter. Finally, the forensic specialist will be required to maintain their knowledge and skills in their area of expertise by attending conferences, reviewing scientific journals and participating in specific industry standards organizations such as ASTM, NFPA, SAE, etc. Minimum Qualifications BA/BS in science or engineering and five years of work experience in the field of study required. Strong verbal and written communication skills required. Valid driver's license required Education, Work Experience, & Knowledge Accredited by the Accreditation Commission for Traffic Accident Reconstructionists (ACTAR) preferred Bachelor's degree in mechanical engineering, biomechanics, or a closely related field of study preferred Strong mechanical, electrical and chemical/materials aptitude with the desire to continuously expand base of knowledge preferred Experience investigating vehicle fires is a plus. Location can be flexible depending on candidate/experience. Job Specific Technical Skills & Competencies Technical aptitude Detail oriented Superior communication skills written, verbal and listening Ability to quickly establish credibility and rapport with a client Experience working in a collaborative environment Critical thinking skills Proven work ethic Influencing skills Environmental / Work Schedules / Other Using discretion, walking on surfaces that are uneven, wet, icy, and somewhat unstable - Frequently Travel - Varies with Territory Geography - Occasionally Operates standard office equipment - Frequently Sitting (Can stand at will) - Frequently Standing - Frequently Climbing unprotected heights (ladder, rooftop, stairs, loading dock) - Frequently Use of Keyboards, Sporadic 10-Key - Frequently Driving - Frequently Lifting items up to (36 - 50 lbs) - Occasionally Equal Employment Opportunity Statement Travelers is an equal opportunity employer.
01/28/2021
Full time
Company Information Solid reputation, passionate people and endless opportunities. That's Travelers. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy and a workplace in which you truly can make a difference. Target Openings 1 Job Description Summary This position is for a Forensic Specialist I to serve as a subject matter expert in the field of accident reconstruction within the Travelers Risk Control Forensic Laboratory. As a member of the Travelers Forensic team, you will work with the Risk Control and Claim Departments to investigate a wide variety of vehicle related insurance losses. The job entails conducting on-site investigations, analyzing failures/accidents and consulting internally with professionals within the Property, Liability, and Subrogation departments. Primary Job Duties & Responsibilities The forensic specialist will serve as a technical expert in accident reconstruction and vehicle failures. The forensic specialist will be required to travel to loss scenes to become part of a claim investigation team. To this end the forensic specialist will be responsible for various aspects of the investigation including scene analysis, witness interviews, evidence collection and preservation. Following the scene exam, the responsibilities will include developing protocols for laboratory testing and providing technical advice and consulting with attorneys and Claims professionals assigned to the loss. The forensic specialist will be required to conduct research and testing associated with the loss, and prepare verbal and/or written reports on the results. All of the work performed will follow Travelers policies regarding rules of evidence, quality, scene and lab safety procedures/policies. The forensic specialist may be required to become familiar with applicable codes and industry standards as well as laboratory testing protocols that may be required during an investigation. In addition, the forensic specialist will be available to provide testimony in legal proceedings including depositions, trial, mediations and arbitration when required. The forensic specialist will also prepare materials and data as needed to support the overall functions of Risk Control, Claims Services, and Underwriting. Such materials may include newsletters, reports, or presentations as needed to best fit the intended audience and subject matter. Finally, the forensic specialist will be required to maintain their knowledge and skills in their area of expertise by attending conferences, reviewing scientific journals and participating in specific industry standards organizations such as ASTM, NFPA, SAE, etc. Minimum Qualifications BA/BS in science or engineering and five years of work experience in the field of study required. Strong verbal and written communication skills required. Valid driver's license required Education, Work Experience, & Knowledge Accredited by the Accreditation Commission for Traffic Accident Reconstructionists (ACTAR) preferred Bachelor's degree in mechanical engineering, biomechanics, or a closely related field of study preferred Strong mechanical, electrical and chemical/materials aptitude with the desire to continuously expand base of knowledge preferred Experience investigating vehicle fires is a plus. Location can be flexible depending on candidate/experience. Job Specific Technical Skills & Competencies Technical aptitude Detail oriented Superior communication skills written, verbal and listening Ability to quickly establish credibility and rapport with a client Experience working in a collaborative environment Critical thinking skills Proven work ethic Influencing skills Environmental / Work Schedules / Other Using discretion, walking on surfaces that are uneven, wet, icy, and somewhat unstable - Frequently Travel - Varies with Territory Geography - Occasionally Operates standard office equipment - Frequently Sitting (Can stand at will) - Frequently Standing - Frequently Climbing unprotected heights (ladder, rooftop, stairs, loading dock) - Frequently Use of Keyboards, Sporadic 10-Key - Frequently Driving - Frequently Lifting items up to (36 - 50 lbs) - Occasionally Equal Employment Opportunity Statement Travelers is an equal opportunity employer.
At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking, and private wealth management. Founded in 1985, we believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued at First Republic. Incredible teams doing exceptional work, every day. In Relationship Management Team Support, we document, process and underwrite both residential and commercial loans. We provide exceptional client service to internal and external partners. We support our Relationship Managers in all aspects of the loan process to ensure that we are delivering a seamless lending experience to our clients. See service from a higher perspective. As a Senior Commercial Loan Specialist, you'll be responsible for overseeing all stages in the Commercial Real Estate loan process, from initial qualification to loan funding. Ensure that all multi-family, commercial, mixed-use, unsecured loans, loan renewals, extensions and modifications are analyzed, underwritten, and processed in a timely manner while achieving a high level of customer service. Responsibilities primarily focus on processing and underwriting commercial real estate but may include analysis of other loan types including but not limited to unsecured lines, stock secured loans, and complex residential loans. What you'll do as a Senior Commercial Loan Specialist: Write loan narrative workbooks which include the analysis of client financials and a variety of income property including but not limited to multi-family, commercial, and mixed-use properties. The underwriting entails analyzing and summarizing appraisals, rent rolls, leases, and property cash flow to evaluate operating performance, trends, and risks. It also entails analyzing borrower tax returns (business and personal returns), financial statements, real estate schedules, liquidity positions, financial ratios, recurring sources of cash flow, and client ability to service debt. Size and qualify loans for approval and present deals to Executive Loan Committee (ELC). Collaborate with Relationship Managers (RMs), Client Service Specialists (CS), ELC, and clients to help determine loan structure, loan amounts, and products. Organize all financial documentation and compile/review loan files for completeness, identify missing documentation, and generate needs lists for clients and RMs. Identify and report to RMs any risks related to loan collateral and/or client financial state. Complete basic loan processing, such as opening escrow and title, ordering appraisals and environmental reports, entering loans on the system and locking interest rates. Manage loans through closing and funding stage. Work with escrow to satisfy all conditions and coordinate closings. Update Maturity Report and Assist Loan Monitoring Group with collecting any financial information needed for financial covenants. Manage constant deal flow and prioritize to ensure loans close on time with high degree of accuracy in a deadline-oriented environment. Analyze each loan file, ensuring the narrative workbook/credit memo, appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. Work positively and proactively with all members of the team. Cross trains other team members, when applicable. Perform duties & responsibilities specific to department functions & activities. Performs other duties & responsibilities as required or assigned by supervisor. Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. You could be a great fit if you have: College degree preferred. Must have 5 years' experience in CRE/multi-family/mixed-use underwriting Extensive experience in underwriting multi-family, mixed-use and commercial real estate loans. Advanced analytical skills, with a focus on underwriting commercial real estate and client financial data. Familiarity with commercial real estate appraisals. Ability to multi-task and work in fast paced/deadline oriented environment. Strong attention to detail and organization skills with the ability to self-manage time and work flow to meet deadlines. Effective written and oral communication skills Expert knowledge of financial statement spreading, including proficiency in preparing pro-forma statements in Microsoft Excel, Moody's or equivalent financial analysis software. Extensive knowledge of commercial credit and lending concepts, practices and regulations. Job Demands: Must be able to review and analyze data reports and manuals; must be computer proficient. Must be able to communicate effectively via telephone and in person . Own your work and your career - apply now Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us. We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability-that's the First Republic way. Come join us! This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship. First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.
01/28/2021
Full time
At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking, and private wealth management. Founded in 1985, we believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued at First Republic. Incredible teams doing exceptional work, every day. In Relationship Management Team Support, we document, process and underwrite both residential and commercial loans. We provide exceptional client service to internal and external partners. We support our Relationship Managers in all aspects of the loan process to ensure that we are delivering a seamless lending experience to our clients. See service from a higher perspective. As a Senior Commercial Loan Specialist, you'll be responsible for overseeing all stages in the Commercial Real Estate loan process, from initial qualification to loan funding. Ensure that all multi-family, commercial, mixed-use, unsecured loans, loan renewals, extensions and modifications are analyzed, underwritten, and processed in a timely manner while achieving a high level of customer service. Responsibilities primarily focus on processing and underwriting commercial real estate but may include analysis of other loan types including but not limited to unsecured lines, stock secured loans, and complex residential loans. What you'll do as a Senior Commercial Loan Specialist: Write loan narrative workbooks which include the analysis of client financials and a variety of income property including but not limited to multi-family, commercial, and mixed-use properties. The underwriting entails analyzing and summarizing appraisals, rent rolls, leases, and property cash flow to evaluate operating performance, trends, and risks. It also entails analyzing borrower tax returns (business and personal returns), financial statements, real estate schedules, liquidity positions, financial ratios, recurring sources of cash flow, and client ability to service debt. Size and qualify loans for approval and present deals to Executive Loan Committee (ELC). Collaborate with Relationship Managers (RMs), Client Service Specialists (CS), ELC, and clients to help determine loan structure, loan amounts, and products. Organize all financial documentation and compile/review loan files for completeness, identify missing documentation, and generate needs lists for clients and RMs. Identify and report to RMs any risks related to loan collateral and/or client financial state. Complete basic loan processing, such as opening escrow and title, ordering appraisals and environmental reports, entering loans on the system and locking interest rates. Manage loans through closing and funding stage. Work with escrow to satisfy all conditions and coordinate closings. Update Maturity Report and Assist Loan Monitoring Group with collecting any financial information needed for financial covenants. Manage constant deal flow and prioritize to ensure loans close on time with high degree of accuracy in a deadline-oriented environment. Analyze each loan file, ensuring the narrative workbook/credit memo, appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. Work positively and proactively with all members of the team. Cross trains other team members, when applicable. Perform duties & responsibilities specific to department functions & activities. Performs other duties & responsibilities as required or assigned by supervisor. Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. You could be a great fit if you have: College degree preferred. Must have 5 years' experience in CRE/multi-family/mixed-use underwriting Extensive experience in underwriting multi-family, mixed-use and commercial real estate loans. Advanced analytical skills, with a focus on underwriting commercial real estate and client financial data. Familiarity with commercial real estate appraisals. Ability to multi-task and work in fast paced/deadline oriented environment. Strong attention to detail and organization skills with the ability to self-manage time and work flow to meet deadlines. Effective written and oral communication skills Expert knowledge of financial statement spreading, including proficiency in preparing pro-forma statements in Microsoft Excel, Moody's or equivalent financial analysis software. Extensive knowledge of commercial credit and lending concepts, practices and regulations. Job Demands: Must be able to review and analyze data reports and manuals; must be computer proficient. Must be able to communicate effectively via telephone and in person . Own your work and your career - apply now Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us. We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability-that's the First Republic way. Come join us! This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship. First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.
Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 1 Job Description Summary Under moderate supervision, designs and oversees delivery of valued and high quality Property Risk Control services to assigned large National Property accounts and clients country-wide. This includes activities in support of: Acquisition of new business through participation in account meetings at the request of National Property Underwriters, including presentations around Risk Control's value proposition as it relates to that specific class of business and unique situations for that account; Loss Prevention activities to achieve/maintain a profitable account. Identification of past losses and potential for trends or emerging issues; and Account Retention, whereby the value provided by Risk Control is a factor in the account renewing with Travelers. This position influences but does not manage others. Primary Job Duties & Responsibilities Serves as client contact and consults with them on strategies for controlling hazards to reduce or prevent losses. Influences clients to implement recommendations. Develops comprehensive plan for services to be delivered, appropriate resources to be used. Negotiates with and manage client expectations to achieve appropriate balance between service and cost. Develops meaningful, impactful, timely and professional Risk Control Service Plans, Risk Control Service Summaries, and Mid-Term Reviews and related account correspondence. Provides Risk Control Service Instructions as necessary for quality and service delivery of appropriate services by our countrywide RC staff. Provides technical advice and account information to National Property Underwriters for risk assessment and analysis. Maintains current knowledge of account losses, emerging issues relevant to the account, operational changes and the property hazards and protection issues associated with them for assigned accounts. Acts in autonomous capacity and in close communication with the National Property Underwriters for their assigned account list, plus the Property Director, serving as a resource to the National Property Underwriter in development of insurance deal and account retention strategies. Assists with presentations to potential and current insureds to demonstrate a Risk Control value proposition tailored to the needs of the account. Builds and maintains productive relationships with underwriting and service teams assigned to the national business, with the broker/agent community, with Claim Account Executives, and other Risk Control staff as appropriate. Develops and documents "success stories" relating to measurable reductions in Loss Expectancies and improvement in protection at account locations. Takes the initiative to act as a mentor to other employees that are servicing assigned accounts. Functions as a field Property Specialist as workload demands and/or to better service assigned accounts. Job Specific Technical Skills & Competencies Communication: Communications are timely and responsive Attention to detail as it relates to written communications. Negotiates effectively on service issues Makes complex technical information and recommendations understandable and clear to audiences with varied levels of technical knowledge Influences others to take action on recommendations Listens effectively Takes initiative to keep business partners informed of emerging account issues Exceptional interpersonal skills both with clients and business partners Business Knowledge: Understands Commercial Lines insurance products Fully understands Risk Control performance standards Fully understands Risk Control's service products Knows and understands the business plans for each marketing business unit Resource Management: Makes sound judgments about appropriate service levels for customers Effectively assesses resource requirements and manages deployment of resources in support of the customer Continually assesses workload in light of business priorities; directs own efforts accordingly Identifies methods for improving personal productivity and shares these with staff Customer Service: Balances customer expectations and expense constraints Builds credibility with internal and external customers Creates customer satisfaction by demonstrating the value of Risk Control services Technical Expertise: Maintains proficiency in technical knowledge, including new exposures, controls, and emerging issues that relate to property loss prevention and protection best practices. Has mastered Account Consultant Workstation and all relevant Risk Control computer systems applications for field engineers. Analytical Skills: Identifies opportunities to market Risk Control services Analyzes loss information to identify root causes and develop appropriate corrective actions to reduce or eliminate the likelihood of a recurrence. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you have questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting.
01/27/2021
Full time
Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 1 Job Description Summary Under moderate supervision, designs and oversees delivery of valued and high quality Property Risk Control services to assigned large National Property accounts and clients country-wide. This includes activities in support of: Acquisition of new business through participation in account meetings at the request of National Property Underwriters, including presentations around Risk Control's value proposition as it relates to that specific class of business and unique situations for that account; Loss Prevention activities to achieve/maintain a profitable account. Identification of past losses and potential for trends or emerging issues; and Account Retention, whereby the value provided by Risk Control is a factor in the account renewing with Travelers. This position influences but does not manage others. Primary Job Duties & Responsibilities Serves as client contact and consults with them on strategies for controlling hazards to reduce or prevent losses. Influences clients to implement recommendations. Develops comprehensive plan for services to be delivered, appropriate resources to be used. Negotiates with and manage client expectations to achieve appropriate balance between service and cost. Develops meaningful, impactful, timely and professional Risk Control Service Plans, Risk Control Service Summaries, and Mid-Term Reviews and related account correspondence. Provides Risk Control Service Instructions as necessary for quality and service delivery of appropriate services by our countrywide RC staff. Provides technical advice and account information to National Property Underwriters for risk assessment and analysis. Maintains current knowledge of account losses, emerging issues relevant to the account, operational changes and the property hazards and protection issues associated with them for assigned accounts. Acts in autonomous capacity and in close communication with the National Property Underwriters for their assigned account list, plus the Property Director, serving as a resource to the National Property Underwriter in development of insurance deal and account retention strategies. Assists with presentations to potential and current insureds to demonstrate a Risk Control value proposition tailored to the needs of the account. Builds and maintains productive relationships with underwriting and service teams assigned to the national business, with the broker/agent community, with Claim Account Executives, and other Risk Control staff as appropriate. Develops and documents "success stories" relating to measurable reductions in Loss Expectancies and improvement in protection at account locations. Takes the initiative to act as a mentor to other employees that are servicing assigned accounts. Functions as a field Property Specialist as workload demands and/or to better service assigned accounts. Job Specific Technical Skills & Competencies Communication: Communications are timely and responsive Attention to detail as it relates to written communications. Negotiates effectively on service issues Makes complex technical information and recommendations understandable and clear to audiences with varied levels of technical knowledge Influences others to take action on recommendations Listens effectively Takes initiative to keep business partners informed of emerging account issues Exceptional interpersonal skills both with clients and business partners Business Knowledge: Understands Commercial Lines insurance products Fully understands Risk Control performance standards Fully understands Risk Control's service products Knows and understands the business plans for each marketing business unit Resource Management: Makes sound judgments about appropriate service levels for customers Effectively assesses resource requirements and manages deployment of resources in support of the customer Continually assesses workload in light of business priorities; directs own efforts accordingly Identifies methods for improving personal productivity and shares these with staff Customer Service: Balances customer expectations and expense constraints Builds credibility with internal and external customers Creates customer satisfaction by demonstrating the value of Risk Control services Technical Expertise: Maintains proficiency in technical knowledge, including new exposures, controls, and emerging issues that relate to property loss prevention and protection best practices. Has mastered Account Consultant Workstation and all relevant Risk Control computer systems applications for field engineers. Analytical Skills: Identifies opportunities to market Risk Control services Analyzes loss information to identify root causes and develop appropriate corrective actions to reduce or eliminate the likelihood of a recurrence. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you have questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting.
The Travelers Companies, Inc.
Windsor, Connecticut
Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 1 Job Description Summary Provide Claim business partners with the scientific and engineering aspects of a loss so they have the information available to make decisions. Forensic Engineering Specialist Job Summary This position is for a Forensic Specialist within the Travelers Risk Control Forensic Laboratory to serve as a subject matter expert and consultant in one or more of the following areas: Fire cause determination Electrical Engineering Failure analysis of electrical, mechanical, material systems and components Power Distribution including failures of power generation and transition systems. Green energy systems including photovoltaics, wind turbines and battery storage Product liability Fire protection and alarm systems Accident Investigation Code evaluation. As a member of the Travelers Laboratory forensic team, you will investigate a wide variety of incidents and losses. This position specializes in the study, analysis and investigation of electrical failures that result in fires and product/electrical malfunctions. Travelers Forensic Laboratory is supported by a fully equipped laboratory featuring digital x-ray imaging, materials testing instruments, digital forensics capabilities and other tools. Instrumentation includes analytical capabilities include SEM, EDS, metallography, optical microscopy, micro-hardness, GCMS, FTIR, and analytical chemistry. Some of these investigations may involve overnight or longer travel. The job entails conducting on-site investigations, analyzing failures/accidents in a laboratory setting, examination of evidence items, report preparation and consulting with professionals within the Travelers Risk Control, Claim, and Subrogation departments. Primary Job Duties & Responsibilities At Travelers, Forensic Specialists serve as technical experts in several science and engineering disciplines. As a member of an investigation team, the forensic specialist will be required to travel to loss scenes to investigate insurance claims. The specialist will be responsible for scene documentation, interviewing witnesses, and collecting and preserving evidence. Following the scene exam, responsibilities will include developing protocols for laboratory examinations and testing, providing technical advice, and consulting with attorneys and claim professionals assigned to the loss. The forensic specialist conducts research and testing to support the investigation or failure analysis. Results of the investigation may be presented verbally and/or in written reports. All work performed will follow Travelers policies regarding rules of evidence, quality, and safety procedures. The forensic specialist will be required to be or become familiar with applicable codes and industry standards as well as laboratory testing and investigation protocols. In addition, the forensic specialist may need to provide testimony associated with an investigation in legal proceedings (depositions, trial, mediations or arbitration). The forensic specialist may at times be required to prepare documents and data to support the overall functions of Risk Control, Claim Services, and Underwriting. Such materials may include newsletters, reports, or presentations to targeted audiences. Finally, the forensic specialist will be required to maintain their licensure, certification, knowledge and skills in their area of expertise by attending conferences, reviewing scientific journals and participating in specific industry organizations such as ASM, ANSI, ASME, ASTM, NFPA, IAAI, NAFI, ACTAR etc. Education, Work Experience & Knowledge This position requires a minimum of a bachelor's degree in physics, engineering (electrical, mechanical, chemical, civil, fire protection) or a closely related field of study. The successful candidate will have at least five to ten years of experience in the practical application of their discipline. Candidates with advanced degrees, professional licenses, and/or professional certifications will be given preference. Candidates should have a strong mechanical, electrical, and thermal/materials aptitude. Previous experience in forensics, failure analysis, fire scene investigations, accident investigation, and insurance is preferred however, for exceptional candidates Travelers will provide training as needed. The ability to clearly and persuasively communicate highly technical information to a lay audience is essential. The position requires country-wide travel and regular visits to the Laboratory in Windsor CT. Job Specific Technical Skills & Competencies Technical Aptitude Detail oriented Superior communication skills written, verbal and listening Ability to quickly establish credibility and rapport with a client Experience working in a collaborative environment Critical thinking skills Proven work ethic Influencing skills Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you have questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting.
01/27/2021
Full time
Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 1 Job Description Summary Provide Claim business partners with the scientific and engineering aspects of a loss so they have the information available to make decisions. Forensic Engineering Specialist Job Summary This position is for a Forensic Specialist within the Travelers Risk Control Forensic Laboratory to serve as a subject matter expert and consultant in one or more of the following areas: Fire cause determination Electrical Engineering Failure analysis of electrical, mechanical, material systems and components Power Distribution including failures of power generation and transition systems. Green energy systems including photovoltaics, wind turbines and battery storage Product liability Fire protection and alarm systems Accident Investigation Code evaluation. As a member of the Travelers Laboratory forensic team, you will investigate a wide variety of incidents and losses. This position specializes in the study, analysis and investigation of electrical failures that result in fires and product/electrical malfunctions. Travelers Forensic Laboratory is supported by a fully equipped laboratory featuring digital x-ray imaging, materials testing instruments, digital forensics capabilities and other tools. Instrumentation includes analytical capabilities include SEM, EDS, metallography, optical microscopy, micro-hardness, GCMS, FTIR, and analytical chemistry. Some of these investigations may involve overnight or longer travel. The job entails conducting on-site investigations, analyzing failures/accidents in a laboratory setting, examination of evidence items, report preparation and consulting with professionals within the Travelers Risk Control, Claim, and Subrogation departments. Primary Job Duties & Responsibilities At Travelers, Forensic Specialists serve as technical experts in several science and engineering disciplines. As a member of an investigation team, the forensic specialist will be required to travel to loss scenes to investigate insurance claims. The specialist will be responsible for scene documentation, interviewing witnesses, and collecting and preserving evidence. Following the scene exam, responsibilities will include developing protocols for laboratory examinations and testing, providing technical advice, and consulting with attorneys and claim professionals assigned to the loss. The forensic specialist conducts research and testing to support the investigation or failure analysis. Results of the investigation may be presented verbally and/or in written reports. All work performed will follow Travelers policies regarding rules of evidence, quality, and safety procedures. The forensic specialist will be required to be or become familiar with applicable codes and industry standards as well as laboratory testing and investigation protocols. In addition, the forensic specialist may need to provide testimony associated with an investigation in legal proceedings (depositions, trial, mediations or arbitration). The forensic specialist may at times be required to prepare documents and data to support the overall functions of Risk Control, Claim Services, and Underwriting. Such materials may include newsletters, reports, or presentations to targeted audiences. Finally, the forensic specialist will be required to maintain their licensure, certification, knowledge and skills in their area of expertise by attending conferences, reviewing scientific journals and participating in specific industry organizations such as ASM, ANSI, ASME, ASTM, NFPA, IAAI, NAFI, ACTAR etc. Education, Work Experience & Knowledge This position requires a minimum of a bachelor's degree in physics, engineering (electrical, mechanical, chemical, civil, fire protection) or a closely related field of study. The successful candidate will have at least five to ten years of experience in the practical application of their discipline. Candidates with advanced degrees, professional licenses, and/or professional certifications will be given preference. Candidates should have a strong mechanical, electrical, and thermal/materials aptitude. Previous experience in forensics, failure analysis, fire scene investigations, accident investigation, and insurance is preferred however, for exceptional candidates Travelers will provide training as needed. The ability to clearly and persuasively communicate highly technical information to a lay audience is essential. The position requires country-wide travel and regular visits to the Laboratory in Windsor CT. Job Specific Technical Skills & Competencies Technical Aptitude Detail oriented Superior communication skills written, verbal and listening Ability to quickly establish credibility and rapport with a client Experience working in a collaborative environment Critical thinking skills Proven work ethic Influencing skills Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you have questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting.
Broking Underwriting Support What can you expect? The Broking Underwriting Support colleague is responsible for coordinating all placement support activities of the account while personally contributing to the creation, review and assessment of data, related exhibits, and light analysis. Provides support to all account team members onsite and/or remotely on assigned accounts. This role prompts and monitors key activities and tasks throughout the reinsurance placement in order to promote complete and timely compliance with quality and regulatory- driven processes and procedures in accordance with published guidelines. Liaise with others internally to facilitate efficient and effective pre-placement, placement and post-placement activities and services to Brokers and Clients. If applying your quantitative, compliance and relationship-building talents to the fast-paced and quality-driven environment offered by a premier, global risk consulting organization fits your professional goals, this job may be for you. What is in it for you? Being part of the Marsh & McLennan businesses; a premier global brand with the financial power to match Culture where continuous personal development brings opportunity for professional growth and mobility Competitive pay, full benefits package - starting day one (medical, dental, vision, STD/LTD, life insurance, generous 401k match AND automatic contribution Generous paid time off for vacation, sick, company holidays and time to give back to your community Employee Resource Groups, which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations Working with the most innovative and respected reinsurance colleagues in the industry We will count on you to: Review client data submitted during the placement/renewal process and update annual renewal exhibits as requested, offering relevant analysis of trends and potential data issues. Learn our systems - Set up / renew program, create submission, select approved markets, send submissions, download quotes, send FOTs, download authorizations/declinations, send signed lines, finalize in GCMP making sure all information is accurately reflected. Track placement status of assigned accounts. Follow-up with broker for updates and information as necessary. Communicate with client and/or markets during the placement process as requested. Using Company templates and disclaimers, when applicable, draft and secure broker sign off of the initial request for renewal information, marketing list, placement process updates, final binding of the reinsurance program and post- placement client books/communications, as requested. Provide the broker with assistance including researching financial statements, product lines, geographic exposures, and current reinsurance program information using available resources as required. Interface with other Departments to provide client data to be used for modeling, research claim or premium issues and facilitate contract wording negotiation flow as necessary. Review, package and transmit contract documents to Reinsurers according to procedure, upon instructions from Contract Analyst/Associate. Assist Contract drafters by having primary responsibility for obtaining properly signed contract documents from reinsurers and aggressively pursuing by phone, e-mail, letter, etc., until all executed documents have been received. Escalate in accordance with procedure and input contract status data on the document tracking system as required. Provide status reports according to procedure and upon request. Scan/upload and name all contract documents as received from reinsurers, Clients and/or Analysts/Associates and transmit completed signatures. Utilize Contracts Dashboard and/other legacy tracking tools to manage contract performance. Assist with scheduling of reinsurer audits and visits with client, attending if requested. Business Knowledge Maintain broad understanding of the environment in which the client operates and the marketplace in which the transactions that Guy Carpenter handles take place. Using the Market Reference Guide, develop an understanding of the differences between the reinsurer who bears the risk on the contract versus the parent or group entity to ensure proper legal reinsurer name is entered in systems and correct financials and NAIC codes are accurately communicated to clients. Participate in team meetings and activities to share opinions, ideas, knowledge and solutions; maintain strong working relationships and participate in initiatives and/or contribute where required to deliver outcomes. Seek opportunities to increase own understanding and improve the services provided. Compliance and Regulatory Review Ensure all records/forms for assigned accounts are properly completed and stored in accordance with policy. Understand all best practice procedures and compliance policies. When new procedures are provided, understand and adopt new procedures as rolled out, take required training and speak up with any question or concerns uncovered in your role at Guy Carpenter. Follow all best practice procedures and compliance requirements, including but not limited to building a complete placement file as the placement progresses to minimize errors & omissions. Client Services Provide client and broker with comprehensive meeting book for marketing trips and convention attendance. Respond to client requests for information (reinsurer, financial reports, industry issues, etc.), as directed by senior broker, coordinating with Market Information and other departments as necessary, and clearing with senior broker. Other Attend visiting client and reinsurer meetings, as necessary What you need to have: Associate's Degree 3-5 years in a corporate environment strongly preferred; related experience in data review, scrubbing and comparative analysis a plus, as is exposure to the insurance/reinsurance industry. Mastery of Microsoft Excel (including formulas, charts and graphs) Good PowerPoint skills Proven success in performing light analysis in a business strategy context, preferably in a reinsurance, insurance or investment environment. Ability to analyze results and draw relevant general observations/conclusions Knowledge, or ability to quickly acquire knowledge, of basic insurance/reinsurance concepts and terms. Strong interpersonal skills for establishing and maintaining good internal relationships and interactions with clients and reinsurers. Strong verbal and writing skills for internal and external communications with clients, reinsurers, Guy Carpenter colleagues at various levels. Strong ability to prioritize workload according to volume, urgency, etc. Strong organizational skills and the ability to pay attention to detail and multi-task. Good problem-solving skills to identify and anticipate problems and to begin to formulate resolutions and recognize when to escalate to manager. What makes you stand out: Bachelor's Degree and applicable or transferrable experience preferred. CPCU, CLU or ARe designation. Will be encouraged to complete the Associate in Reinsurance (ARe) designation in this role. Procedural compliance orientation and/or prior roles with light analytics a plus. High sense of personal accountability, focus on accuracy and details. Personable and likely to become a trusted resource within your broking teams Guy Carpenter & Company, LLC is a leading global risk and reinsurance specialist with more than 3,100 professionals in over 60 offices around the world. Guy Carpenter delivers a powerful combination of broking expertise, trusted strategic advisory services and industry-leading analytics to help clients adapt to emerging opportunities and achieve profitable growth. Guy Carpenter is a business of Marsh & McLennan Companies (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people. The company's 75,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading companies including Marsh , Mercer and Oliver Wyman . For more information, visit and follow Guy Carpenter on LinkedIn and Twitter Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #LI-AV3
01/16/2021
Full time
Broking Underwriting Support What can you expect? The Broking Underwriting Support colleague is responsible for coordinating all placement support activities of the account while personally contributing to the creation, review and assessment of data, related exhibits, and light analysis. Provides support to all account team members onsite and/or remotely on assigned accounts. This role prompts and monitors key activities and tasks throughout the reinsurance placement in order to promote complete and timely compliance with quality and regulatory- driven processes and procedures in accordance with published guidelines. Liaise with others internally to facilitate efficient and effective pre-placement, placement and post-placement activities and services to Brokers and Clients. If applying your quantitative, compliance and relationship-building talents to the fast-paced and quality-driven environment offered by a premier, global risk consulting organization fits your professional goals, this job may be for you. What is in it for you? Being part of the Marsh & McLennan businesses; a premier global brand with the financial power to match Culture where continuous personal development brings opportunity for professional growth and mobility Competitive pay, full benefits package - starting day one (medical, dental, vision, STD/LTD, life insurance, generous 401k match AND automatic contribution Generous paid time off for vacation, sick, company holidays and time to give back to your community Employee Resource Groups, which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations Working with the most innovative and respected reinsurance colleagues in the industry We will count on you to: Review client data submitted during the placement/renewal process and update annual renewal exhibits as requested, offering relevant analysis of trends and potential data issues. Learn our systems - Set up / renew program, create submission, select approved markets, send submissions, download quotes, send FOTs, download authorizations/declinations, send signed lines, finalize in GCMP making sure all information is accurately reflected. Track placement status of assigned accounts. Follow-up with broker for updates and information as necessary. Communicate with client and/or markets during the placement process as requested. Using Company templates and disclaimers, when applicable, draft and secure broker sign off of the initial request for renewal information, marketing list, placement process updates, final binding of the reinsurance program and post- placement client books/communications, as requested. Provide the broker with assistance including researching financial statements, product lines, geographic exposures, and current reinsurance program information using available resources as required. Interface with other Departments to provide client data to be used for modeling, research claim or premium issues and facilitate contract wording negotiation flow as necessary. Review, package and transmit contract documents to Reinsurers according to procedure, upon instructions from Contract Analyst/Associate. Assist Contract drafters by having primary responsibility for obtaining properly signed contract documents from reinsurers and aggressively pursuing by phone, e-mail, letter, etc., until all executed documents have been received. Escalate in accordance with procedure and input contract status data on the document tracking system as required. Provide status reports according to procedure and upon request. Scan/upload and name all contract documents as received from reinsurers, Clients and/or Analysts/Associates and transmit completed signatures. Utilize Contracts Dashboard and/other legacy tracking tools to manage contract performance. Assist with scheduling of reinsurer audits and visits with client, attending if requested. Business Knowledge Maintain broad understanding of the environment in which the client operates and the marketplace in which the transactions that Guy Carpenter handles take place. Using the Market Reference Guide, develop an understanding of the differences between the reinsurer who bears the risk on the contract versus the parent or group entity to ensure proper legal reinsurer name is entered in systems and correct financials and NAIC codes are accurately communicated to clients. Participate in team meetings and activities to share opinions, ideas, knowledge and solutions; maintain strong working relationships and participate in initiatives and/or contribute where required to deliver outcomes. Seek opportunities to increase own understanding and improve the services provided. Compliance and Regulatory Review Ensure all records/forms for assigned accounts are properly completed and stored in accordance with policy. Understand all best practice procedures and compliance policies. When new procedures are provided, understand and adopt new procedures as rolled out, take required training and speak up with any question or concerns uncovered in your role at Guy Carpenter. Follow all best practice procedures and compliance requirements, including but not limited to building a complete placement file as the placement progresses to minimize errors & omissions. Client Services Provide client and broker with comprehensive meeting book for marketing trips and convention attendance. Respond to client requests for information (reinsurer, financial reports, industry issues, etc.), as directed by senior broker, coordinating with Market Information and other departments as necessary, and clearing with senior broker. Other Attend visiting client and reinsurer meetings, as necessary What you need to have: Associate's Degree 3-5 years in a corporate environment strongly preferred; related experience in data review, scrubbing and comparative analysis a plus, as is exposure to the insurance/reinsurance industry. Mastery of Microsoft Excel (including formulas, charts and graphs) Good PowerPoint skills Proven success in performing light analysis in a business strategy context, preferably in a reinsurance, insurance or investment environment. Ability to analyze results and draw relevant general observations/conclusions Knowledge, or ability to quickly acquire knowledge, of basic insurance/reinsurance concepts and terms. Strong interpersonal skills for establishing and maintaining good internal relationships and interactions with clients and reinsurers. Strong verbal and writing skills for internal and external communications with clients, reinsurers, Guy Carpenter colleagues at various levels. Strong ability to prioritize workload according to volume, urgency, etc. Strong organizational skills and the ability to pay attention to detail and multi-task. Good problem-solving skills to identify and anticipate problems and to begin to formulate resolutions and recognize when to escalate to manager. What makes you stand out: Bachelor's Degree and applicable or transferrable experience preferred. CPCU, CLU or ARe designation. Will be encouraged to complete the Associate in Reinsurance (ARe) designation in this role. Procedural compliance orientation and/or prior roles with light analytics a plus. High sense of personal accountability, focus on accuracy and details. Personable and likely to become a trusted resource within your broking teams Guy Carpenter & Company, LLC is a leading global risk and reinsurance specialist with more than 3,100 professionals in over 60 offices around the world. Guy Carpenter delivers a powerful combination of broking expertise, trusted strategic advisory services and industry-leading analytics to help clients adapt to emerging opportunities and achieve profitable growth. Guy Carpenter is a business of Marsh & McLennan Companies (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people. The company's 75,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading companies including Marsh , Mercer and Oliver Wyman . For more information, visit and follow Guy Carpenter on LinkedIn and Twitter Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #LI-AV3
First Republic Bank
Los Angeles (Downtown), California
At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking, and private wealth management. Founded in 1985, we believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued at First Republic. Incredible teams doing exceptional work, every day. In Relationship Management Team Support, we document, process and underwrite both residential and commercial loans. We provide exceptional client service to internal and external partners. We support our Relationship Managers in all aspects of the loan process to ensure that we are delivering a seamless lending experience to our clients. See service from a higher perspective. As a Senior Commercial Loan Specialist, you'll be responsible for overseeing all stages in the Commercial Real Estate loan process, from initial qualification to loan funding. Ensure that all multi-family, commercial, mixed-use, unsecured loans, loan renewals, extensions and modifications are analyzed, underwritten, and processed in a timely manner while achieving a high level of customer service. Responsibilities primarily focus on processing and underwriting commercial real estate but may include analysis of other loan types including but not limited to unsecured lines, stock secured loans, and complex residential loans. What you'll do as a Senior Commercial Loan Specialist: Write loan narrative workbooks which include the analysis of client financials and a variety of income property including but not limited to multi-family, commercial, and mixed-use properties. The underwriting entails analyzing and summarizing appraisals, rent rolls, leases, and property cash flow to evaluate operating performance, trends, and risks. It also entails analyzing borrower tax returns (business and personal returns), financial statements, real estate schedules, liquidity positions, financial ratios, recurring sources of cash flow, and client ability to service debt. Size and qualify loans for approval and present deals to Executive Loan Committee (ELC). Collaborate with Relationship Managers (RMs), Client Service Specialists (CS), ELC, and clients to help determine loan structure, loan amounts, and products. Organize all financial documentation and compile/review loan files for completeness, identify missing documentation, and generate needs lists for clients and RMs. Identify and report to RMs any risks related to loan collateral and/or client financial state. Complete basic loan processing, such as opening escrow and title, ordering appraisals and environmental reports, entering loans on the system and locking interest rates. Manage loans through closing and funding stage. Work with escrow to satisfy all conditions and coordinate closings. Update Maturity Report and Assist Loan Monitoring Group with collecting any financial information needed for financial covenants. Manage constant deal flow and prioritize to ensure loans close on time with high degree of accuracy in a deadline-oriented environment. Analyze each loan file, ensuring the narrative workbook/credit memo, appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. Work positively and proactively with all members of the team. Cross trains other team members, when applicable. Perform duties & responsibilities specific to department functions & activities. Performs other duties & responsibilities as required or assigned by supervisor. Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. You could be a great fit if you have: College degree preferred. Must have 5 years' experience in CRE/multi-family/mixed-use underwriting Extensive experience in underwriting multi-family, mixed-use and commercial real estate loans. Advanced analytical skills, with a focus on underwriting commercial real estate and client financial data. Familiarity with commercial real estate appraisals. Ability to multi-task and work in fast paced/deadline oriented environment. Strong attention to detail and organization skills with the ability to self-manage time and work flow to meet deadlines. Effective written and oral communication skills Expert knowledge of financial statement spreading, including proficiency in preparing pro-forma statements in Microsoft Excel, Moody's or equivalent financial analysis software. Extensive knowledge of commercial credit and lending concepts, practices and regulations. Job Demands: Must be able to review and analyze data reports and manuals; must be computer proficient. Must be able to communicate effectively via telephone and in person . Own your work and your career - apply now Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us. We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability-that's the First Republic way. Come join us! This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship. First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.
01/13/2021
Full time
At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking, and private wealth management. Founded in 1985, we believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued at First Republic. Incredible teams doing exceptional work, every day. In Relationship Management Team Support, we document, process and underwrite both residential and commercial loans. We provide exceptional client service to internal and external partners. We support our Relationship Managers in all aspects of the loan process to ensure that we are delivering a seamless lending experience to our clients. See service from a higher perspective. As a Senior Commercial Loan Specialist, you'll be responsible for overseeing all stages in the Commercial Real Estate loan process, from initial qualification to loan funding. Ensure that all multi-family, commercial, mixed-use, unsecured loans, loan renewals, extensions and modifications are analyzed, underwritten, and processed in a timely manner while achieving a high level of customer service. Responsibilities primarily focus on processing and underwriting commercial real estate but may include analysis of other loan types including but not limited to unsecured lines, stock secured loans, and complex residential loans. What you'll do as a Senior Commercial Loan Specialist: Write loan narrative workbooks which include the analysis of client financials and a variety of income property including but not limited to multi-family, commercial, and mixed-use properties. The underwriting entails analyzing and summarizing appraisals, rent rolls, leases, and property cash flow to evaluate operating performance, trends, and risks. It also entails analyzing borrower tax returns (business and personal returns), financial statements, real estate schedules, liquidity positions, financial ratios, recurring sources of cash flow, and client ability to service debt. Size and qualify loans for approval and present deals to Executive Loan Committee (ELC). Collaborate with Relationship Managers (RMs), Client Service Specialists (CS), ELC, and clients to help determine loan structure, loan amounts, and products. Organize all financial documentation and compile/review loan files for completeness, identify missing documentation, and generate needs lists for clients and RMs. Identify and report to RMs any risks related to loan collateral and/or client financial state. Complete basic loan processing, such as opening escrow and title, ordering appraisals and environmental reports, entering loans on the system and locking interest rates. Manage loans through closing and funding stage. Work with escrow to satisfy all conditions and coordinate closings. Update Maturity Report and Assist Loan Monitoring Group with collecting any financial information needed for financial covenants. Manage constant deal flow and prioritize to ensure loans close on time with high degree of accuracy in a deadline-oriented environment. Analyze each loan file, ensuring the narrative workbook/credit memo, appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. Work positively and proactively with all members of the team. Cross trains other team members, when applicable. Perform duties & responsibilities specific to department functions & activities. Performs other duties & responsibilities as required or assigned by supervisor. Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. You could be a great fit if you have: College degree preferred. Must have 5 years' experience in CRE/multi-family/mixed-use underwriting Extensive experience in underwriting multi-family, mixed-use and commercial real estate loans. Advanced analytical skills, with a focus on underwriting commercial real estate and client financial data. Familiarity with commercial real estate appraisals. Ability to multi-task and work in fast paced/deadline oriented environment. Strong attention to detail and organization skills with the ability to self-manage time and work flow to meet deadlines. Effective written and oral communication skills Expert knowledge of financial statement spreading, including proficiency in preparing pro-forma statements in Microsoft Excel, Moody's or equivalent financial analysis software. Extensive knowledge of commercial credit and lending concepts, practices and regulations. Job Demands: Must be able to review and analyze data reports and manuals; must be computer proficient. Must be able to communicate effectively via telephone and in person . Own your work and your career - apply now Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us. We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability-that's the First Republic way. Come join us! This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship. First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.