About our Company:Monarch E, a division of SPG Insurance Solutions (Monarch) is a rapidly growing, and successful property and casualty insurance wholesaler and managing general agency based in Burbank, CA with branches in MA & FL. We sell exclusively to retail agencies across the country with a focus on small to mid-market E commercial and specialty personal lines risks.About the Position:Monarch is seeking an energetic and motivated Operations Manager for our national platform, and can be located anywhere in the United States. This position will report directly into the President and will collaborate with underwriting management/branch staff to provide superior customer service and operational effectiveness in support of a diverse book of business. The position will have people management responsibilities over operations service leaders and staff.The ideal candidate will have a working knowledge of various legacy systems and workflows to act as a resource within the supported department(s). Responsibilities include the following:Responsibilities:Manage WorkflowsPlan, direct and control department activities to ensure performance standards are consistently achieved.Identify, analyze, and implement process improvement solutions on an ongoing basisManages assignment and distribution of work across offices/departments using workflow management tools; Proactively monitor and reallocate work as needed.Implement operational discipline and plans to support the delivery of high-quality service to internal and external customers.Manage and monitor third party vendors adherence to service standardsPerformance Management, Development & TrainingHire, Train and develop underwriting support staff Proactively coach and develop employees to support high quality work product and enhance career development. Seek assistance from home office COO and HR leaders when necessary.Build and maintain strong working relationships with Branch Leaders, Underwriting, Accounting, and IT to support business transformation activities.Consistently measure productivity, output quality and compliance procedures, authorities, and regulatory requirements.Develop and maintain reporting tools and documentation to drive process standardization across all locations.Develop and implement a quality audit and reporting process for all business segmentsInsurance and Technology ResourceDesign and develop Operations Service reports and business dashboards Acts as the Q resource for Underwriting Operations staff, Management, Underwriters, Digital Strategies, Accounting, and other departments as requested.Collaborates with Digital Strategies regarding systems support, performance, problem-resolution, and automation advancement.Represents Operations on key corporate projects pertaining to quality, workflow, digital initiatives, new departments, etc. to ensure corporate processes and procedures are adhered to.Subject Matter Expert of Business & Document Management Systems, excel dashboards, and other tools and systems as required.Qualifications:At least 5-7 years of P experience required.Minimum of 3 years supervision experience required.Bachelor's degree preferred.E/Surplus Lines experience, preferred.Excellent customer service and strong communication skills including the ability to interact with all levels of the organization.Demonstrated leadership ability.Exceptional knowledge of Microsoft Word, Excel, and Outlook.Travel (25%).Will abide by departmental policies and procedures, including authority levels, to comply with risk management controls.Education, Work Experience, & Knowledge:Supervision of staff.Property Casualty knowledge.Policy service background.Basic understanding of underwriting and marketing functions and environments.Systems background.Job Specific Technical Skills & Competencies:Clearly expresses ideas orally and in writing.Listens to and understands what others are saying.Shares information and maintains confidentiality Business Knowledge.Solid understanding of P products and services.Conceptual knowledge of marketing products and services.Working knowledge of workflow related to all support activities.Knows how to get things done & manage competing priorities.Decision-Making and Problem Solving:Sound problem resolution abilities.Able to develop new methods and/or approaches to achieving business objectives.Identify and resolve process deficiencies and quality control issues across the team.Ability to effectively evaluate complex information and make the right decision.Is resourceful in solving problems.Takes intelligent risks to accomplish business objectives.Customer Focus:Identifies customer needs and takes appropriate action to meet those needs.Demonstrates commitment to appropriate level of service.Acts with a sense of urgency.Interpersonal Skills:Takes responsibility for own actions and decisions.Manages own work.Is responsible for own development and performance.Works well in a team environment or independently.Establishes and maintains effective relationships.Mentors less experienced members of the staff.#LI-MH1#LI-RemoteDepartment Business OperationsRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 25%Required Education: Bachelor's degree (4-year degree)HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at PolicyE-Verify ProgramWe endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
05/09/2021
Full time
About our Company:Monarch E, a division of SPG Insurance Solutions (Monarch) is a rapidly growing, and successful property and casualty insurance wholesaler and managing general agency based in Burbank, CA with branches in MA & FL. We sell exclusively to retail agencies across the country with a focus on small to mid-market E commercial and specialty personal lines risks.About the Position:Monarch is seeking an energetic and motivated Operations Manager for our national platform, and can be located anywhere in the United States. This position will report directly into the President and will collaborate with underwriting management/branch staff to provide superior customer service and operational effectiveness in support of a diverse book of business. The position will have people management responsibilities over operations service leaders and staff.The ideal candidate will have a working knowledge of various legacy systems and workflows to act as a resource within the supported department(s). Responsibilities include the following:Responsibilities:Manage WorkflowsPlan, direct and control department activities to ensure performance standards are consistently achieved.Identify, analyze, and implement process improvement solutions on an ongoing basisManages assignment and distribution of work across offices/departments using workflow management tools; Proactively monitor and reallocate work as needed.Implement operational discipline and plans to support the delivery of high-quality service to internal and external customers.Manage and monitor third party vendors adherence to service standardsPerformance Management, Development & TrainingHire, Train and develop underwriting support staff Proactively coach and develop employees to support high quality work product and enhance career development. Seek assistance from home office COO and HR leaders when necessary.Build and maintain strong working relationships with Branch Leaders, Underwriting, Accounting, and IT to support business transformation activities.Consistently measure productivity, output quality and compliance procedures, authorities, and regulatory requirements.Develop and maintain reporting tools and documentation to drive process standardization across all locations.Develop and implement a quality audit and reporting process for all business segmentsInsurance and Technology ResourceDesign and develop Operations Service reports and business dashboards Acts as the Q resource for Underwriting Operations staff, Management, Underwriters, Digital Strategies, Accounting, and other departments as requested.Collaborates with Digital Strategies regarding systems support, performance, problem-resolution, and automation advancement.Represents Operations on key corporate projects pertaining to quality, workflow, digital initiatives, new departments, etc. to ensure corporate processes and procedures are adhered to.Subject Matter Expert of Business & Document Management Systems, excel dashboards, and other tools and systems as required.Qualifications:At least 5-7 years of P experience required.Minimum of 3 years supervision experience required.Bachelor's degree preferred.E/Surplus Lines experience, preferred.Excellent customer service and strong communication skills including the ability to interact with all levels of the organization.Demonstrated leadership ability.Exceptional knowledge of Microsoft Word, Excel, and Outlook.Travel (25%).Will abide by departmental policies and procedures, including authority levels, to comply with risk management controls.Education, Work Experience, & Knowledge:Supervision of staff.Property Casualty knowledge.Policy service background.Basic understanding of underwriting and marketing functions and environments.Systems background.Job Specific Technical Skills & Competencies:Clearly expresses ideas orally and in writing.Listens to and understands what others are saying.Shares information and maintains confidentiality Business Knowledge.Solid understanding of P products and services.Conceptual knowledge of marketing products and services.Working knowledge of workflow related to all support activities.Knows how to get things done & manage competing priorities.Decision-Making and Problem Solving:Sound problem resolution abilities.Able to develop new methods and/or approaches to achieving business objectives.Identify and resolve process deficiencies and quality control issues across the team.Ability to effectively evaluate complex information and make the right decision.Is resourceful in solving problems.Takes intelligent risks to accomplish business objectives.Customer Focus:Identifies customer needs and takes appropriate action to meet those needs.Demonstrates commitment to appropriate level of service.Acts with a sense of urgency.Interpersonal Skills:Takes responsibility for own actions and decisions.Manages own work.Is responsible for own development and performance.Works well in a team environment or independently.Establishes and maintains effective relationships.Mentors less experienced members of the staff.#LI-MH1#LI-RemoteDepartment Business OperationsRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 25%Required Education: Bachelor's degree (4-year degree)HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at PolicyE-Verify ProgramWe endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Senior Underwriter**job details:**+ location:Leawood, KS (remote)+ salary:$23 per hour+ date posted:Thursday, May 6, 2021+ experience:Experienced+ job type:Temporary+ reference:AB_+ questions:**job description**Senior UnderwriterRandstad is currently looking to hire several Senior Underwriting professionals who will assist with the underwriting process for an insurance organization. Ideal candidates for this role will be very detail oriented and be comfortable resolving complex tasks related to the underwriting process. Additionally, candidates will be comfortable being on the phones.Responsibilities+ Act as the first line for all customers, handling high volume of incoming calls+ Underwrite new submissions to ensure new policies are correct, per guidelines.+ Process endorsements, cancellations and reinstatement, and handle billing issues and completes policy issuance.+ Review all underwriting information to include applications, photographs, elevation certificates and third party internet resources to correctly underwrite the policy.+ Provide customer service to agents+ Respond to by phone support, online chat and emails and meet required production KPIs as defined by leadership.+ Review correspondence from agency including requests for endorsements for acceptability+ Communicate in a concise, tactful, prompt and effective manner both over the phone and by email.+ Maintain a positive working relationship with agents, customers, coworkers and others.Skills+ underwriting (2 years of experience is preferred)+ banking (1 year of experience is preferred)+ mortgage (2 years of experience is preferred)+ incoming calls (2 years of experience is required)+ insurance (1 year of experience is preferred)Education+ Bachelors (required)Qualifications+ Years of experience: 3 years+ Experience level:ExperiencedShift: FirstWorking hours: 7 AM - 7 PMRandstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
05/08/2021
Full time
Senior Underwriter**job details:**+ location:Leawood, KS (remote)+ salary:$23 per hour+ date posted:Thursday, May 6, 2021+ experience:Experienced+ job type:Temporary+ reference:AB_+ questions:**job description**Senior UnderwriterRandstad is currently looking to hire several Senior Underwriting professionals who will assist with the underwriting process for an insurance organization. Ideal candidates for this role will be very detail oriented and be comfortable resolving complex tasks related to the underwriting process. Additionally, candidates will be comfortable being on the phones.Responsibilities+ Act as the first line for all customers, handling high volume of incoming calls+ Underwrite new submissions to ensure new policies are correct, per guidelines.+ Process endorsements, cancellations and reinstatement, and handle billing issues and completes policy issuance.+ Review all underwriting information to include applications, photographs, elevation certificates and third party internet resources to correctly underwrite the policy.+ Provide customer service to agents+ Respond to by phone support, online chat and emails and meet required production KPIs as defined by leadership.+ Review correspondence from agency including requests for endorsements for acceptability+ Communicate in a concise, tactful, prompt and effective manner both over the phone and by email.+ Maintain a positive working relationship with agents, customers, coworkers and others.Skills+ underwriting (2 years of experience is preferred)+ banking (1 year of experience is preferred)+ mortgage (2 years of experience is preferred)+ incoming calls (2 years of experience is required)+ insurance (1 year of experience is preferred)Education+ Bachelors (required)Qualifications+ Years of experience: 3 years+ Experience level:ExperiencedShift: FirstWorking hours: 7 AM - 7 PMRandstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
Job Description: * Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect. Abby Johnson | **Chairman & CEO Fidelity Investments* If you currently hold a Series 7 license, we would like to speak with you! Roles are available for hire now and we are seeking individuals ready to make a difference for our customers. As a Licensed professional in our service organization, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing relationships, handling complex service and investment needs, while working to increase customer loyalty and drive business development opportunities. Providing expertise for all service items, emphasizing point of service resolution. You will own the outcome for the customer and provide a personalized, frictionless experience to effectively resolve the customer need. In this role, you will have the opportunity to help our customers feel more confident, make clearer decisions, and achieve their own financial dreams. *The Team* While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. Relocation assistance may be available for those who meet eligibility requirements. *The Expertise You Have* * Series 7 required * Series 63 or 66 preferred, or ability to obtain within 90 days * 2-3 years of previous financial services experience *The Skills You Bring* * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Take ownership of complex situations that result in positive outcomes for the customer * Ability to effectively influence others * Robust time management and organizational skills * Experience in handling complex trade requests (options, equities, mutual funds and fixed income) helpful, but not required *The Value You Deliver* * Engage with customers, via inbound calls, responding to their inquires * Servicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features * You deliver efficient and responsive resolution for various client situations. * Effectively uncover opportunities and identify products and services that will enhance the client s financial success and partner with the Financial Consultant to further discuss with the client * Collaboration with internal business partners to research and resolve complex client requests * You have a strong aptitude for embracing new technology and the ability to simultaneously use multiple systems and resources to find the answers you need. * You are client obsessed and provide peace of mind and confidence to our participants as you effectively answer their questions and handle their needs * Correspond with customers through a number of channels including phone, chat, letters and emails to quickly resolve the request * Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request We believe in being *#DifferentTogether*. Fidelity s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. We continuously strive for a *diverse and inclusive* workplace where we *respect* and *value *our associates for their unrivaled perspectives and experiences. *COVID work policy* Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role. *Dynamic working post pandemic* Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you ll want to enjoy the benefits of coming together in person face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you. *Learn More:* [Dynamic Working]( Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at [fidelitycareers.com]( Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to [] or by calling 800-###-####, prompt 2, option 2. Associated topics: counselor, customer, loan review, loan review officer, loan underwriter, mortgage, mortgage loan originator, mortgage officer, personal banker i, personal banker iv
05/08/2021
Full time
Job Description: * Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect. Abby Johnson | **Chairman & CEO Fidelity Investments* If you currently hold a Series 7 license, we would like to speak with you! Roles are available for hire now and we are seeking individuals ready to make a difference for our customers. As a Licensed professional in our service organization, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing relationships, handling complex service and investment needs, while working to increase customer loyalty and drive business development opportunities. Providing expertise for all service items, emphasizing point of service resolution. You will own the outcome for the customer and provide a personalized, frictionless experience to effectively resolve the customer need. In this role, you will have the opportunity to help our customers feel more confident, make clearer decisions, and achieve their own financial dreams. *The Team* While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. Relocation assistance may be available for those who meet eligibility requirements. *The Expertise You Have* * Series 7 required * Series 63 or 66 preferred, or ability to obtain within 90 days * 2-3 years of previous financial services experience *The Skills You Bring* * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Take ownership of complex situations that result in positive outcomes for the customer * Ability to effectively influence others * Robust time management and organizational skills * Experience in handling complex trade requests (options, equities, mutual funds and fixed income) helpful, but not required *The Value You Deliver* * Engage with customers, via inbound calls, responding to their inquires * Servicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features * You deliver efficient and responsive resolution for various client situations. * Effectively uncover opportunities and identify products and services that will enhance the client s financial success and partner with the Financial Consultant to further discuss with the client * Collaboration with internal business partners to research and resolve complex client requests * You have a strong aptitude for embracing new technology and the ability to simultaneously use multiple systems and resources to find the answers you need. * You are client obsessed and provide peace of mind and confidence to our participants as you effectively answer their questions and handle their needs * Correspond with customers through a number of channels including phone, chat, letters and emails to quickly resolve the request * Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request We believe in being *#DifferentTogether*. Fidelity s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. We continuously strive for a *diverse and inclusive* workplace where we *respect* and *value *our associates for their unrivaled perspectives and experiences. *COVID work policy* Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role. *Dynamic working post pandemic* Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you ll want to enjoy the benefits of coming together in person face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you. *Learn More:* [Dynamic Working]( Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at [fidelitycareers.com]( Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to [] or by calling 800-###-####, prompt 2, option 2. Associated topics: counselor, customer, loan review, loan review officer, loan underwriter, mortgage, mortgage loan originator, mortgage officer, personal banker i, personal banker iv
Underwriter**job details:**+ location:Leawood, KS (remote)+ salary:$20 per hour+ date posted:Thursday, May 6, 2021+ experience:Experienced+ job type:Temporary+ reference:AB_+ questions:**job description**UnderwriterAre you a customer oriented individual that thrives on the details? Randstad is currently looking to hire several Customer Support Professionals who will assist with the underwriting process for an insurance organization. This role will offer candidates the initial opportunity to work from home while the company works to identify a safe and effective return to work strategy. The right candidate must have great communication both verbal and written, be detailed oriented, and be comfortable with a call center environment. This is an great opportunity to gain experience and if it sounds like you please apply today!Responsibilities+ Act as the first line for all customers, handling high volume of incoming calls+ Underwrite new submissions to ensure new policies are correct, per guidelines.+ Process endorsements, cancellations and reinstatement, and handle billing issues and completes policy issuance.+ Review all underwriting information to include applications, photographs, elevation certificates and third party internet resources to correctly underwrite the policy.+ Provide customer service to agents+ Respond to by phone support, online chat and emails and meet required production KPIs as defined by leadership.+ Review correspondence from agency including requests for endorsements for acceptability+ Communicate in a concise, tactful, prompt and effective manner both over the phone and by email.+ Maintain a positive working relationship with agents, customers, coworkers and others.Skills+ underwriting (2 years of experience is preferred)+ banking (1 year of experience is preferred)+ mortgage (2 years of experience is preferred)+ incoming calls (2 years of experience is required)+ insurance (1 year of experience is preferred)Education+ Bachelors (required)Qualifications+ Years of experience: 3 years+ Experience level:ExperiencedShift: FirstWorking hours: 8 AM - 4 PMRandstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
05/08/2021
Full time
Underwriter**job details:**+ location:Leawood, KS (remote)+ salary:$20 per hour+ date posted:Thursday, May 6, 2021+ experience:Experienced+ job type:Temporary+ reference:AB_+ questions:**job description**UnderwriterAre you a customer oriented individual that thrives on the details? Randstad is currently looking to hire several Customer Support Professionals who will assist with the underwriting process for an insurance organization. This role will offer candidates the initial opportunity to work from home while the company works to identify a safe and effective return to work strategy. The right candidate must have great communication both verbal and written, be detailed oriented, and be comfortable with a call center environment. This is an great opportunity to gain experience and if it sounds like you please apply today!Responsibilities+ Act as the first line for all customers, handling high volume of incoming calls+ Underwrite new submissions to ensure new policies are correct, per guidelines.+ Process endorsements, cancellations and reinstatement, and handle billing issues and completes policy issuance.+ Review all underwriting information to include applications, photographs, elevation certificates and third party internet resources to correctly underwrite the policy.+ Provide customer service to agents+ Respond to by phone support, online chat and emails and meet required production KPIs as defined by leadership.+ Review correspondence from agency including requests for endorsements for acceptability+ Communicate in a concise, tactful, prompt and effective manner both over the phone and by email.+ Maintain a positive working relationship with agents, customers, coworkers and others.Skills+ underwriting (2 years of experience is preferred)+ banking (1 year of experience is preferred)+ mortgage (2 years of experience is preferred)+ incoming calls (2 years of experience is required)+ insurance (1 year of experience is preferred)Education+ Bachelors (required)Qualifications+ Years of experience: 3 years+ Experience level:ExperiencedShift: FirstWorking hours: 8 AM - 4 PMRandstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
Job Description: * Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect. Abby Johnson | **Chairman & CEO Fidelity Investments* As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The *Team* While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. Relocation assistance may be available for those who meet eligibility requirements. The *Expertise* You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The *Skills* You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The *Value* You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client * Uncover opportunities and identify products and services that will enhance the client s financial success and partner with the Financial Consultant to further discuss with the client * Collaborate with internal business partners to research and resolve complex client requests * Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request We continuously strive for a *diverse and inclusive* workplace where we *respect* and *value *our associates for their unique perspectives and experiences. *COVID work policy* Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role. *Dynamic working post pandemic* Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you ll want to enjoy the benefits of coming together in person face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you. *Learn More:* [Dynamic Working]( Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at [fidelitycareers.com]( Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to [] or by calling 800-###-####, prompt 2, option 2. Associated topics: client, counselor, loan, loan review, mortgage loan, mortgage loan officer, mortgage servicing officer, mortgage underwriter, personal banker i, sale
05/08/2021
Full time
Job Description: * Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect. Abby Johnson | **Chairman & CEO Fidelity Investments* As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The *Team* While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. Relocation assistance may be available for those who meet eligibility requirements. The *Expertise* You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The *Skills* You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The *Value* You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client * Uncover opportunities and identify products and services that will enhance the client s financial success and partner with the Financial Consultant to further discuss with the client * Collaborate with internal business partners to research and resolve complex client requests * Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request We continuously strive for a *diverse and inclusive* workplace where we *respect* and *value *our associates for their unique perspectives and experiences. *COVID work policy* Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role. *Dynamic working post pandemic* Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you ll want to enjoy the benefits of coming together in person face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you. *Learn More:* [Dynamic Working]( Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at [fidelitycareers.com]( Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to [] or by calling 800-###-####, prompt 2, option 2. Associated topics: client, counselor, loan, loan review, mortgage loan, mortgage loan officer, mortgage servicing officer, mortgage underwriter, personal banker i, sale
Personal Lines Underwriter**job details:**+ location:Tallahassee, FL+ salary:$25 per hour+ date posted:Thursday, May 6, 2021+ experience:Experienced+ job type:Temp to Perm+ industry:Nonclassifiable establishments+ reference:AB_+ questions:**job description**Personal Lines UnderwriterWe are looking for an experienced Underwriter for a great customer. Position is mostly remote, by candidate should be witing 50 miles of Jacksonville, Tampa or Tallahassee to make required meetings on occasion. Please read the basic requirments and apply if you meet the below qualifications: • Bachelor's Degree OR 4 years relevant experience, OR a combination of college education and relevant experience equivalent to 4 years AND • 2 or more years' experience in property insurance operations, claims, agency, or call centerResponsibilities• Review & underwrite complex Property & Casualty policy applications, renewal activities, restrictions, and cancellations to determine risk acceptability, pricing and coverage within underwriting authority and corporate underwriting guidelines and standards.• Provide complex technical advice, training and support to agents and other internal and external stakeholders to promote consistent risk-based underwriting philosophy in all products and activities regarding the company's policies, coverages, guidelines and procedures.• Ensure a high level of data integrity through consistent and continual risk analysis by using data analytics, renewal underwriting, post loss reviews and collaboration with other departments throughout the organization.• Handle underwriting specific Tier II telephone calls referred from the Customer Care Center as well as vendors.The essential functions of this role include:+ working up to 40 hrs of overtime per weekSkills+ Underwriting (2 years of experience is required)Education+ BachelorsQualifications+ Years of experience: 3 years+ Experience level:ExperiencedShift: FirstWorking hours: 8 AM - 5 PMRandstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
05/08/2021
Full time
Personal Lines Underwriter**job details:**+ location:Tallahassee, FL+ salary:$25 per hour+ date posted:Thursday, May 6, 2021+ experience:Experienced+ job type:Temp to Perm+ industry:Nonclassifiable establishments+ reference:AB_+ questions:**job description**Personal Lines UnderwriterWe are looking for an experienced Underwriter for a great customer. Position is mostly remote, by candidate should be witing 50 miles of Jacksonville, Tampa or Tallahassee to make required meetings on occasion. Please read the basic requirments and apply if you meet the below qualifications: • Bachelor's Degree OR 4 years relevant experience, OR a combination of college education and relevant experience equivalent to 4 years AND • 2 or more years' experience in property insurance operations, claims, agency, or call centerResponsibilities• Review & underwrite complex Property & Casualty policy applications, renewal activities, restrictions, and cancellations to determine risk acceptability, pricing and coverage within underwriting authority and corporate underwriting guidelines and standards.• Provide complex technical advice, training and support to agents and other internal and external stakeholders to promote consistent risk-based underwriting philosophy in all products and activities regarding the company's policies, coverages, guidelines and procedures.• Ensure a high level of data integrity through consistent and continual risk analysis by using data analytics, renewal underwriting, post loss reviews and collaboration with other departments throughout the organization.• Handle underwriting specific Tier II telephone calls referred from the Customer Care Center as well as vendors.The essential functions of this role include:+ working up to 40 hrs of overtime per weekSkills+ Underwriting (2 years of experience is required)Education+ BachelorsQualifications+ Years of experience: 3 years+ Experience level:ExperiencedShift: FirstWorking hours: 8 AM - 5 PMRandstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
About CBC Mortgage Agency Voted as one of the top 20 places to work in Utah, and winner of Best Communication in the State of Utah. CBC Mortgage Agency (CBCMA) focuses on personal and professional development as the core value of the Company that has established a record of success and growth. Take your career to the next level in a comfortable workplace with an environment that encourages networking and team socializing. As well as great perks and benefits the position offers competitive wages, depending on experience, as well as full benefits, including medical, dental, and vision insurance coverage, short- and long-term disability, and a 401(k) plan retirement investment. In addition to these great benefits, we offer 10 company holidays a year and paid time off (PTO). If this is the opportunity that you've been waiting for, apply today! ABOUT CEDAR BAND CORPORATION We are a federally chartered tribal corporation wholly owned by the Cedar Band of Paiutes. Deeply rooted in our rich history, we provide industry-leading military and government contractor services, including construction management, technology, telecommunications, and staffing solutions, as well as mortgage industry, convenience store, and beverage distribution services to federal agencies and commercial industries. From our modest beginnings as a single IT company with one contract, we have grown to ten branded companies across the nation. Headquartered in Cedar City, Utah, with regional offices and project sites in South Jordan, UT; Tooele, UT; Seattle, WA; Huntsville, AL; Fort Lee, VA; and Tobyhanna, PA, we employ over 100 employees, who are all committed to our vision to be an industry leader as a tribally-owned business that provides world-class service. In order to attract and retain this caliber of employees, we offer competitive compensation, excellent benefits, and a dynamic work environment based on open communication and honesty. JOB SUMMARY/OBJECTIVE CBC Mortgage Agency's Due Diligence Underwriter is responsible for the secondary underwriting review of correspondent submitted 1st and 2nd mortgage loans and investor conditions post-close and the subsequent follow up to clear the conditions for purchase. The review includes multi-state, Conventional and FHA Correspondent loan packages for both purchases and refinances. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Review credit, income, assets, collateral documentation per investor guidelines and CBCMA overlays and determine whether or not an investor or third-party due diligence conditions are valid. Provide responses and support to Purchase Clearing team on the validity of underwriting findings (3rd party due-diligence and investor findings) Be able to run DU, LP and proprietary AUS software Calculate income using traditional and non-traditional documentation to determine DTI ratios, and residual income figure when applicable Provide exceptional customer service to internal and external partners when trying to provide guidance on open conditions Track status of 3rd party due-diligence reviews and follow up to ensure purchase of loans Competencies Must have a minimum of 2-3 years of recent front-line residential mortgage underwriting experience, with FHA/VA experience preferred Must have in-depth knowledge of FNMA, FHLMC, FHA, and VA product guidelines Experience with Non-QM and alternative credit products preferred. Must have strong risk-based decision making and analytical skills Requires strong, concise, and effective communication skills to support internal and external customer service needs Must be detail orientated, organized, and work efficiently to promote timely pipeline management and accurate results Minimum two years Mortgage lending experience required DE certification is a plus SAR and LAPP certifications are a plus Professional attitude and appearance. Strong customer service skills. Effective interpersonal skills. Ability to be resourceful and proactive when issues arise. Excellent organizational skills. Excellent verbal communication skills. Excellent interpersonal and customer service skills. Basic understanding of administrative and clerical procedures and systems. Proficient with Microsoft Office Suite. Work Environment This position can be remote or CBCMA onsite location. Physical Requirements: Prolonged periods of sitting at a desk. Must be able to lift up to 15 pounds at times. Position Type/Expected Hours of Work This is a full-time position, hours of work and days are Monday through Friday, 8 a.m. to 5 p.m. with occasional evenings as job duties demand. Preferred Education and Experience High School Degree/GED Minimum 2 years of position-related experience. DE Certification a plus SAR and LAAP certifications a plus Strong customer service skills. Effective interpersonal skills. Ability to be resourceful and proactive when issues arise. Excellent organizational skills. Excellent verbal communication skills. Excellent interpersonal and customer service skills. Work Authorization/Security Clearance Must be authorized to legally work within the United States of America. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. PI
05/08/2021
Full time
About CBC Mortgage Agency Voted as one of the top 20 places to work in Utah, and winner of Best Communication in the State of Utah. CBC Mortgage Agency (CBCMA) focuses on personal and professional development as the core value of the Company that has established a record of success and growth. Take your career to the next level in a comfortable workplace with an environment that encourages networking and team socializing. As well as great perks and benefits the position offers competitive wages, depending on experience, as well as full benefits, including medical, dental, and vision insurance coverage, short- and long-term disability, and a 401(k) plan retirement investment. In addition to these great benefits, we offer 10 company holidays a year and paid time off (PTO). If this is the opportunity that you've been waiting for, apply today! ABOUT CEDAR BAND CORPORATION We are a federally chartered tribal corporation wholly owned by the Cedar Band of Paiutes. Deeply rooted in our rich history, we provide industry-leading military and government contractor services, including construction management, technology, telecommunications, and staffing solutions, as well as mortgage industry, convenience store, and beverage distribution services to federal agencies and commercial industries. From our modest beginnings as a single IT company with one contract, we have grown to ten branded companies across the nation. Headquartered in Cedar City, Utah, with regional offices and project sites in South Jordan, UT; Tooele, UT; Seattle, WA; Huntsville, AL; Fort Lee, VA; and Tobyhanna, PA, we employ over 100 employees, who are all committed to our vision to be an industry leader as a tribally-owned business that provides world-class service. In order to attract and retain this caliber of employees, we offer competitive compensation, excellent benefits, and a dynamic work environment based on open communication and honesty. JOB SUMMARY/OBJECTIVE CBC Mortgage Agency's Due Diligence Underwriter is responsible for the secondary underwriting review of correspondent submitted 1st and 2nd mortgage loans and investor conditions post-close and the subsequent follow up to clear the conditions for purchase. The review includes multi-state, Conventional and FHA Correspondent loan packages for both purchases and refinances. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Review credit, income, assets, collateral documentation per investor guidelines and CBCMA overlays and determine whether or not an investor or third-party due diligence conditions are valid. Provide responses and support to Purchase Clearing team on the validity of underwriting findings (3rd party due-diligence and investor findings) Be able to run DU, LP and proprietary AUS software Calculate income using traditional and non-traditional documentation to determine DTI ratios, and residual income figure when applicable Provide exceptional customer service to internal and external partners when trying to provide guidance on open conditions Track status of 3rd party due-diligence reviews and follow up to ensure purchase of loans Competencies Must have a minimum of 2-3 years of recent front-line residential mortgage underwriting experience, with FHA/VA experience preferred Must have in-depth knowledge of FNMA, FHLMC, FHA, and VA product guidelines Experience with Non-QM and alternative credit products preferred. Must have strong risk-based decision making and analytical skills Requires strong, concise, and effective communication skills to support internal and external customer service needs Must be detail orientated, organized, and work efficiently to promote timely pipeline management and accurate results Minimum two years Mortgage lending experience required DE certification is a plus SAR and LAPP certifications are a plus Professional attitude and appearance. Strong customer service skills. Effective interpersonal skills. Ability to be resourceful and proactive when issues arise. Excellent organizational skills. Excellent verbal communication skills. Excellent interpersonal and customer service skills. Basic understanding of administrative and clerical procedures and systems. Proficient with Microsoft Office Suite. Work Environment This position can be remote or CBCMA onsite location. Physical Requirements: Prolonged periods of sitting at a desk. Must be able to lift up to 15 pounds at times. Position Type/Expected Hours of Work This is a full-time position, hours of work and days are Monday through Friday, 8 a.m. to 5 p.m. with occasional evenings as job duties demand. Preferred Education and Experience High School Degree/GED Minimum 2 years of position-related experience. DE Certification a plus SAR and LAAP certifications a plus Strong customer service skills. Effective interpersonal skills. Ability to be resourceful and proactive when issues arise. Excellent organizational skills. Excellent verbal communication skills. Excellent interpersonal and customer service skills. Work Authorization/Security Clearance Must be authorized to legally work within the United States of America. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. PI
Job Description: Job Description *This role requires the Series 7 License in order to be considered. If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions to learn more about starting a career in Financial Services.* * Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect. Abby Johnson | **Chairman & CEO Fidelity Investments* As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The *Team* While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The *Expertise* You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The *Skills* You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The *Value* You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client * Uncover opportunities and identify products and services that will enhance the client s financial success and partner with the Financial Consultant to further discuss with the client * Collaborate with internal business partners to research and resolve complex client requests * Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request We believe in being *#DifferentTogether*. Fidelity s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. We continuously strive for a *diverse and inclusive* workplace where we *respect* and *value *our associates for their unique perspectives and experiences. *COVID work policy* Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role. *Dynamic working post pandemic* Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you ll want to enjoy the benefits of coming together in person face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you. *Learn More:* [Dynamic Working]( Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at [fidelitycareers.com]( Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to [] or by calling 800-###-####, prompt 2, option 2. Associated topics: banking product, client, customer, loan review officer, loan underwriter, mortgage officer, personal banker, personal banker iv, relationship, sale
05/08/2021
Full time
Job Description: Job Description *This role requires the Series 7 License in order to be considered. If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions to learn more about starting a career in Financial Services.* * Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect. Abby Johnson | **Chairman & CEO Fidelity Investments* As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The *Team* While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The *Expertise* You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The *Skills* You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The *Value* You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests * Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client * Uncover opportunities and identify products and services that will enhance the client s financial success and partner with the Financial Consultant to further discuss with the client * Collaborate with internal business partners to research and resolve complex client requests * Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request We believe in being *#DifferentTogether*. Fidelity s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. We continuously strive for a *diverse and inclusive* workplace where we *respect* and *value *our associates for their unique perspectives and experiences. *COVID work policy* Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role. *Dynamic working post pandemic* Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you ll want to enjoy the benefits of coming together in person face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you. *Learn More:* [Dynamic Working]( Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at [fidelitycareers.com]( Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to [] or by calling 800-###-####, prompt 2, option 2. Associated topics: banking product, client, customer, loan review officer, loan underwriter, mortgage officer, personal banker, personal banker iv, relationship, sale
Head of Underwriting opportunity in Financial Services VP of Underwriting, Highland Capital Brokerage Location(s): ALL LOCATIONS & REMOTE Role Type: Full Time Summary: This position is responsible for all things "Underwriting" and its impact within Highland Capital Brokerage. The position reports to Senior Management and serves Highland Capital's internal and external BGA (Brokerage General Agencies) customer. This role includes expertise in all aspects of Underwriting, with an eye to Financial UW along with development and execution of effective marketing and strategic planning designed to improve Highland's reputation and standing in the BGA marketplace. Why Advisor Group Competitive salary and annual bonus paid based on performance Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more 401(k) match from day one of employment Referral bonuses if we hire your referred applicants to our open positions An enriching and engaging career in financial services - our employees overwhelmingly report that they find meaning and purpose in their day-to-day work Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events Responsibilities: Candidate will exhibit leadership, understanding of the BGA distribution, technical underwriting knowledge, advocate for the art of underwriting, underwriting for what you need to know, not for what you want to know, and field underwriting, and strong relationships with the carriers. Candidate will be a marketer underwriting leader Develop and execute Strategic Planning including oversight and leadership of strategic direction for Underwriting Develop and execute Marketing strategies: identifying key areas for growth, elevating the knowledge, exposure and effectiveness of all levels of Sales, Operations and Underwriting within HCB (High Capital Brokerage) Increase visibility and liaison role with carrier partners and industry players Expand current relationships with both partner carriers and other industry entities (including but not limited to Chief Underwriters, Medical Directors, etc.) Keep abreast of change in the insurance environment affecting sales, risk analysis, processing and underwriting of products Represent face of Highland's Underwriting both outward and inward with goal of improving strength, efficacy and positive results Attend Underwriting focused group meetings providing educational and networking opportunities Ability to prove strong technical and medical underwriting expertise and practical knowledge Exhibit proficiency with Financial UW expertise as needed and required Coordinate with leadership of New Business and Sales Support providing seamless exchange of information improving the process in its entirety Provide oversight of service standards and key performance indicators along with general oversight of the team of underwriters (currently 4 people). Perform HR Functions, communication with team on developing issues, carrier changes, industry information, etc. Responsible for overall underwriting training within the organization. Other duties as assigned Education Requirements: Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered Basic Requirements: 5 to 10 years of Financial Services Industry experience 5 to 8 years of experience in a BGA Underwriting Leadership Role, with focus on financial underwriting, strategic planning, marketing and compelling case advocacy FALU (Fellow Advanced Life Underwriting) Preferred Requirements: Life and Health state licenses are preferred Experience and adaptability working with Data Base systems - Agency Integrator, CRM (Client Relationship Manager) and Paper Clip
05/08/2021
Full time
Head of Underwriting opportunity in Financial Services VP of Underwriting, Highland Capital Brokerage Location(s): ALL LOCATIONS & REMOTE Role Type: Full Time Summary: This position is responsible for all things "Underwriting" and its impact within Highland Capital Brokerage. The position reports to Senior Management and serves Highland Capital's internal and external BGA (Brokerage General Agencies) customer. This role includes expertise in all aspects of Underwriting, with an eye to Financial UW along with development and execution of effective marketing and strategic planning designed to improve Highland's reputation and standing in the BGA marketplace. Why Advisor Group Competitive salary and annual bonus paid based on performance Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more 401(k) match from day one of employment Referral bonuses if we hire your referred applicants to our open positions An enriching and engaging career in financial services - our employees overwhelmingly report that they find meaning and purpose in their day-to-day work Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events Responsibilities: Candidate will exhibit leadership, understanding of the BGA distribution, technical underwriting knowledge, advocate for the art of underwriting, underwriting for what you need to know, not for what you want to know, and field underwriting, and strong relationships with the carriers. Candidate will be a marketer underwriting leader Develop and execute Strategic Planning including oversight and leadership of strategic direction for Underwriting Develop and execute Marketing strategies: identifying key areas for growth, elevating the knowledge, exposure and effectiveness of all levels of Sales, Operations and Underwriting within HCB (High Capital Brokerage) Increase visibility and liaison role with carrier partners and industry players Expand current relationships with both partner carriers and other industry entities (including but not limited to Chief Underwriters, Medical Directors, etc.) Keep abreast of change in the insurance environment affecting sales, risk analysis, processing and underwriting of products Represent face of Highland's Underwriting both outward and inward with goal of improving strength, efficacy and positive results Attend Underwriting focused group meetings providing educational and networking opportunities Ability to prove strong technical and medical underwriting expertise and practical knowledge Exhibit proficiency with Financial UW expertise as needed and required Coordinate with leadership of New Business and Sales Support providing seamless exchange of information improving the process in its entirety Provide oversight of service standards and key performance indicators along with general oversight of the team of underwriters (currently 4 people). Perform HR Functions, communication with team on developing issues, carrier changes, industry information, etc. Responsible for overall underwriting training within the organization. Other duties as assigned Education Requirements: Bachelor's Degree Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered Basic Requirements: 5 to 10 years of Financial Services Industry experience 5 to 8 years of experience in a BGA Underwriting Leadership Role, with focus on financial underwriting, strategic planning, marketing and compelling case advocacy FALU (Fellow Advanced Life Underwriting) Preferred Requirements: Life and Health state licenses are preferred Experience and adaptability working with Data Base systems - Agency Integrator, CRM (Client Relationship Manager) and Paper Clip
Job DescriptionAt Freddie Mac, you will do important work to build a better housing finance system and you'll be part of a team helping to make homeownership and rental housing more accessible and affordable across the nation. Position Overview:Do you love the sticks and bricks of real estate? Do you have experience evaluating third-party reports for real estate transactions? The Physical Risk team within the Asset Management and Operations Department of Multifamily is looking for an analytical teammate who can detect risks and provide sound, technical advice to diverse partners. Apply now and learn why there's #MoreAtFreddieMac!**This position can be performed currently from a remote location in the U.S. but will require presence in a Freddie Mac office in the future.*** Our Impact:The Surveillance Team within the Asset Management and Operations Department of Multifamily is responsible for detecting and managing credit, regulatory, and reputational risk to Freddie Mac that comes from loans or bonds in Freddie Mac Multifamily's investment, transitional, or specially serviced portfolio. Our team works closely with multiple groups within Freddie Mac Multifamily, our Optigo customer network, and the US Multifamily industry in general. Through our technical assistance and evaluation of property condition, environmental and construction risks of an asset, we support credit, investment and portfolio decisions.Your Impact:In this role, you will be responsible for:Analyzing third-party environmental, green building, property condition, and seismic reports with underwriters or asset managers to assess risk and advise on mitigating the riskRecommending physical risk lending and servicing standards (Guide Requirements) to the Credit Policy and Asset Management areas within MultifamilyEvaluating third-party reports for Guide Requirement compliance and provide feedback to Optigo Lenders and third-party vendors to improve performance and consistencyProviding consultation on construction or rehabilitation plans and documentation for both debt and equity transactionsTracking repair completions and annual utility reporting for green loans in support of internal, regulatory and investor reportingCrafting and delivering training to Multifamily staff and Optigo lenders on Physical Risk related topicsStaying abreast of emerging risks and updates to industry and regulatory practicesMaintaining accurate, practical, and approved departmental proceduresParticipating in and contribute to the new product development processManaging many different projects at the same time though a high level of organization and efficiencyCommunicating effectively with internal customers, Optigo Lenders and third-party vendorsSupporting initiatives for the teamPreparing reports for management, investors and regulatorThriving in a team setting that includes training junior teammatesOther duties as assignedQualifications:Minimum of five years related experienceBachelor's degree in Architecture, Construction Management, Real Estate, Engineering, or other related fieldsDemonstrated project management experience with success meeting and delivering specific and measurable due dates and goalsExperience building and maintaining positive relationships with internal and external customersProficiency with Microsoft Office products (Excel, Word, Power Point, Teams)Strong verbal and written communication skillsAbility to prioritize and be self-directedStrong organizational skillsKeys to Success in this Role:Providing superior customer service while managing a large volume of requestsKnowledge of construction/development process and green building practicesBasic knowledge of multifamily property inspections and operationsBasic understanding of securitized lending structures such as CMBS, and the parties and roles within those structures.Understanding of Affordable Rental Housing, including the Low-Income Housing Tax Credit programFamiliarity with developing complex spreadsheets including the use of Visual Basic for Applications (VBA)Current Freddie Mac employees please apply through the internal career site.Today, Freddie Mac makes home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. Join our smart, creative and dedicated team and you'll do important work for the housing finance system and make a difference in the lives of others.We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by applicable law. We will ensure that individuals with differing abilities 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.Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit and register with our referral code: MAC.Time-type:Full timeJob Category:MF Asset ManagementFLSA Status:Exempt
05/07/2021
Full time
Job DescriptionAt Freddie Mac, you will do important work to build a better housing finance system and you'll be part of a team helping to make homeownership and rental housing more accessible and affordable across the nation. Position Overview:Do you love the sticks and bricks of real estate? Do you have experience evaluating third-party reports for real estate transactions? The Physical Risk team within the Asset Management and Operations Department of Multifamily is looking for an analytical teammate who can detect risks and provide sound, technical advice to diverse partners. Apply now and learn why there's #MoreAtFreddieMac!**This position can be performed currently from a remote location in the U.S. but will require presence in a Freddie Mac office in the future.*** Our Impact:The Surveillance Team within the Asset Management and Operations Department of Multifamily is responsible for detecting and managing credit, regulatory, and reputational risk to Freddie Mac that comes from loans or bonds in Freddie Mac Multifamily's investment, transitional, or specially serviced portfolio. Our team works closely with multiple groups within Freddie Mac Multifamily, our Optigo customer network, and the US Multifamily industry in general. Through our technical assistance and evaluation of property condition, environmental and construction risks of an asset, we support credit, investment and portfolio decisions.Your Impact:In this role, you will be responsible for:Analyzing third-party environmental, green building, property condition, and seismic reports with underwriters or asset managers to assess risk and advise on mitigating the riskRecommending physical risk lending and servicing standards (Guide Requirements) to the Credit Policy and Asset Management areas within MultifamilyEvaluating third-party reports for Guide Requirement compliance and provide feedback to Optigo Lenders and third-party vendors to improve performance and consistencyProviding consultation on construction or rehabilitation plans and documentation for both debt and equity transactionsTracking repair completions and annual utility reporting for green loans in support of internal, regulatory and investor reportingCrafting and delivering training to Multifamily staff and Optigo lenders on Physical Risk related topicsStaying abreast of emerging risks and updates to industry and regulatory practicesMaintaining accurate, practical, and approved departmental proceduresParticipating in and contribute to the new product development processManaging many different projects at the same time though a high level of organization and efficiencyCommunicating effectively with internal customers, Optigo Lenders and third-party vendorsSupporting initiatives for the teamPreparing reports for management, investors and regulatorThriving in a team setting that includes training junior teammatesOther duties as assignedQualifications:Minimum of five years related experienceBachelor's degree in Architecture, Construction Management, Real Estate, Engineering, or other related fieldsDemonstrated project management experience with success meeting and delivering specific and measurable due dates and goalsExperience building and maintaining positive relationships with internal and external customersProficiency with Microsoft Office products (Excel, Word, Power Point, Teams)Strong verbal and written communication skillsAbility to prioritize and be self-directedStrong organizational skillsKeys to Success in this Role:Providing superior customer service while managing a large volume of requestsKnowledge of construction/development process and green building practicesBasic knowledge of multifamily property inspections and operationsBasic understanding of securitized lending structures such as CMBS, and the parties and roles within those structures.Understanding of Affordable Rental Housing, including the Low-Income Housing Tax Credit programFamiliarity with developing complex spreadsheets including the use of Visual Basic for Applications (VBA)Current Freddie Mac employees please apply through the internal career site.Today, Freddie Mac makes home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. Join our smart, creative and dedicated team and you'll do important work for the housing finance system and make a difference in the lives of others.We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by applicable law. We will ensure that individuals with differing abilities 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.Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit and register with our referral code: MAC.Time-type:Full timeJob Category:MF Asset ManagementFLSA Status:Exempt
Under general supervision, underwrites large, complex cases for new and renewal business, add-ons to existing clients, contract revisions, and other policyowner service work having a high level of risk and significant financial impact to the company. Reviews and/or approves the work of lower level Underwriters. Helps train lower level Underwriters. WHAT YOU'LL DO: Analyzes data related to the risk being underwritten for large, complex cases, in order to determine what benefits, if any, can be offered and at what rates. Conducts research in order to secure additional data needed to make determinations on benefits and rates. Communicates with policy owners, applicants, brokers, agencies, and/or other sources concerning underwriting decisions and procedures. Provide guidance and expertise to help guide the lower level Underwriters. This job posting is reflective of the Underwriting Consultant essential functions, qualifications, and physical requirements. The Chief Underwriter level has variable essential functions, qualifications and physical requirements. Competency and skill set will determine level of placement within the posted job family. ABOUT YOU: You help promote a culture of diversity and inclusion within the department and the larger organization. You value different ideas and opinions. You listen courageously and remain curious in all that you do. You are able to work remotely and have access to high-speed internet. Ability to make decisions and justify the decisions with sound and logical reasoning. Attention to detail. Creative problem-solving skills. Strong mathematical aptitude. Strong relationship building with internal and external business partners. Familiarity with a variety of Underwriting concepts, practices, and procedures and the ability to creatively apply them. Ability to rely on experience and judgement to plan and accomplish goals. Financial aptitude for understanding pricing strategies and their potential impact on financial results. Proficient computer skills using various software packages including word-processing, spreadsheet, and electronic mail VALUABLE EXPERIENCE: 10+ years of underwriting experience with group life and disability products preferred Knowledge and experience with Dental and Vision products Bachelor's degree in business, finance, economics, mathematics, and/or related field; or equivalent experience in insurance industry. WHAT WE CAN OFFER YOU: A diverse workplace where associates feel a sense of belonging. An organization that feels like a small, close-knit community and has the strength of a Fortune 500 company. Tuition reimbursement, training and career development. Comprehensive benefits plan that includes medical, dental, vision, disability and life insurance. Flexible spending accounts for healthcare and childcare needs. 401(k) plan with a 2% company contribution and 6% company match. Competitive pay with an opportunity for incentives for all associates. Flexible work schedules with a healthy amount of paid time off. For more information regarding available benefits, please visit our Career Site. Salary range: $65,000 to $95,000 based on experience Pay commensurate with experience. MUTUAL OF OMAHA: Mutual of Omaha serves more than 4.8 million individual product customers and 39,000 employer groups. Our legacy of stability creates an environment where every associate is encouraged to experiment, innovate and grow in their own unique career path. From day one, youll have the tools to be your best self at work. Here youll do meaningful work and your talents will have a positive impact on peoples lives as we help our customers protect what they care about and achieve their financial goals. Each associate is a unique contributor to creating a diverse, dynamic, thriving and inclusive workplace. We want you to become engaged … feel a sense of belonging … and contribute to the companys exceptional future. Join forces with a company that can AMPLIFY YOUR STRENGTHS AND EMPOWER YOUR CAREER. For inquiries about the position or application process, contact our HR Helpline at 1-. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at 1-. We are available Monday through Friday 7 am to 4:30 pm CST we will reply within 24 hours. Mutual of Omaha and its affiliates are an Equal Opportunity /Affirmative Action Employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. To All Recruitment Agencies: We do not accept unsolicited agency resumes and we are not responsible for any fees related to unsolicited resumes. circa
05/07/2021
Full time
Under general supervision, underwrites large, complex cases for new and renewal business, add-ons to existing clients, contract revisions, and other policyowner service work having a high level of risk and significant financial impact to the company. Reviews and/or approves the work of lower level Underwriters. Helps train lower level Underwriters. WHAT YOU'LL DO: Analyzes data related to the risk being underwritten for large, complex cases, in order to determine what benefits, if any, can be offered and at what rates. Conducts research in order to secure additional data needed to make determinations on benefits and rates. Communicates with policy owners, applicants, brokers, agencies, and/or other sources concerning underwriting decisions and procedures. Provide guidance and expertise to help guide the lower level Underwriters. This job posting is reflective of the Underwriting Consultant essential functions, qualifications, and physical requirements. The Chief Underwriter level has variable essential functions, qualifications and physical requirements. Competency and skill set will determine level of placement within the posted job family. ABOUT YOU: You help promote a culture of diversity and inclusion within the department and the larger organization. You value different ideas and opinions. You listen courageously and remain curious in all that you do. You are able to work remotely and have access to high-speed internet. Ability to make decisions and justify the decisions with sound and logical reasoning. Attention to detail. Creative problem-solving skills. Strong mathematical aptitude. Strong relationship building with internal and external business partners. Familiarity with a variety of Underwriting concepts, practices, and procedures and the ability to creatively apply them. Ability to rely on experience and judgement to plan and accomplish goals. Financial aptitude for understanding pricing strategies and their potential impact on financial results. Proficient computer skills using various software packages including word-processing, spreadsheet, and electronic mail VALUABLE EXPERIENCE: 10+ years of underwriting experience with group life and disability products preferred Knowledge and experience with Dental and Vision products Bachelor's degree in business, finance, economics, mathematics, and/or related field; or equivalent experience in insurance industry. WHAT WE CAN OFFER YOU: A diverse workplace where associates feel a sense of belonging. An organization that feels like a small, close-knit community and has the strength of a Fortune 500 company. Tuition reimbursement, training and career development. Comprehensive benefits plan that includes medical, dental, vision, disability and life insurance. Flexible spending accounts for healthcare and childcare needs. 401(k) plan with a 2% company contribution and 6% company match. Competitive pay with an opportunity for incentives for all associates. Flexible work schedules with a healthy amount of paid time off. For more information regarding available benefits, please visit our Career Site. Salary range: $65,000 to $95,000 based on experience Pay commensurate with experience. MUTUAL OF OMAHA: Mutual of Omaha serves more than 4.8 million individual product customers and 39,000 employer groups. Our legacy of stability creates an environment where every associate is encouraged to experiment, innovate and grow in their own unique career path. From day one, youll have the tools to be your best self at work. Here youll do meaningful work and your talents will have a positive impact on peoples lives as we help our customers protect what they care about and achieve their financial goals. Each associate is a unique contributor to creating a diverse, dynamic, thriving and inclusive workplace. We want you to become engaged … feel a sense of belonging … and contribute to the companys exceptional future. Join forces with a company that can AMPLIFY YOUR STRENGTHS AND EMPOWER YOUR CAREER. For inquiries about the position or application process, contact our HR Helpline at 1-. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at 1-. We are available Monday through Friday 7 am to 4:30 pm CST we will reply within 24 hours. Mutual of Omaha and its affiliates are an Equal Opportunity /Affirmative Action Employer. Qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. To All Recruitment Agencies: We do not accept unsolicited agency resumes and we are not responsible for any fees related to unsolicited resumes. circa
Chase is seeking experienced Mortgage Underwriters with lending authority for permanent Remote Work At Home Underwriting roles. Located anywhere within the United States, and ability to work from home full time permanently. As a Remote Senior Underwriter, you are the highest-level underwriter designation within the underwriting team. In this role, you will manually underwrite and review submitted files to analyze for Capacity, Capital, Character and Condition. This includes ensuring that loan requests meet program and product specifications. In addition, you will communicate decision (approval, suspense, denial) to appropriate individuals, uphold fair lending practices of JPMorgan Chase Mortgage, meet targets for productivity, quality and customer satisfaction. As a Remote Senior Underwriter, you are the highest-level underwriter designation within the underwriting team. In this role, you will manually underwrite and review submitted files to analyze for Capacity, Capital, Character and Condition. This includes ensuring that loan requests meet program and product specifications. In addition, you will communicate decision (approval, suspense, denial) to appropriate individuals, uphold fair lending practices of JPMorgan Chase Mortgage, meet targets for productivity, quality and customer satisfaction. Minimum of five years mortgage underwriting experience Minimum of five years in the mortgage lending business Thorough knowledge of state policies Thorough knowledge of complex personal and business financial analysis and is proficient at cash flow, balance sheet and corporate tax return analysis. Knowledge and proficiency in all levels of mortgage underwriting including Non-Agency, Jumbo and Super Jumbo lending. Experience in manual underwriting Excellent analytical and decision making skills Strong verbal and written communication skills Strong negotiation skills Capability to engage in video conferencing College degree preferred EEO Statement JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran
05/06/2021
Full time
Chase is seeking experienced Mortgage Underwriters with lending authority for permanent Remote Work At Home Underwriting roles. Located anywhere within the United States, and ability to work from home full time permanently. As a Remote Senior Underwriter, you are the highest-level underwriter designation within the underwriting team. In this role, you will manually underwrite and review submitted files to analyze for Capacity, Capital, Character and Condition. This includes ensuring that loan requests meet program and product specifications. In addition, you will communicate decision (approval, suspense, denial) to appropriate individuals, uphold fair lending practices of JPMorgan Chase Mortgage, meet targets for productivity, quality and customer satisfaction. As a Remote Senior Underwriter, you are the highest-level underwriter designation within the underwriting team. In this role, you will manually underwrite and review submitted files to analyze for Capacity, Capital, Character and Condition. This includes ensuring that loan requests meet program and product specifications. In addition, you will communicate decision (approval, suspense, denial) to appropriate individuals, uphold fair lending practices of JPMorgan Chase Mortgage, meet targets for productivity, quality and customer satisfaction. Minimum of five years mortgage underwriting experience Minimum of five years in the mortgage lending business Thorough knowledge of state policies Thorough knowledge of complex personal and business financial analysis and is proficient at cash flow, balance sheet and corporate tax return analysis. Knowledge and proficiency in all levels of mortgage underwriting including Non-Agency, Jumbo and Super Jumbo lending. Experience in manual underwriting Excellent analytical and decision making skills Strong verbal and written communication skills Strong negotiation skills Capability to engage in video conferencing College degree preferred EEO Statement JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran
Job DescriptionAt Freddie Mac, you will do important work to build a better housing finance system and you'll be part of a team helping to make homeownership and rental housing more accessible and affordable across the nation. Position Overview:If you are a smart, motivated and intellectually driven professional with a passion for commercial real estate (CRE) and finance, Freddie Mac Multifamily is the employer for you. The nation's greatest and most innovative secondary market Multifamily mortgage lender is looking to add a Senior Underwriting Analyst to its Western regional office. As a senior analyst on the conventional underwriting team, your role will be to support underwriters by managing the inflow of new multifamily loan submissions and assisting in preliminary underwriting.**This position can be performed currently from a remote location in the U.S. but will require presence in a Freddie Mac office in the future.*** Our Impact:Our group is responsible for underwriting Multifamily conventional loans in the Western regionInnovate based on market behaviors while efficiently analyzing, mitigating, and clearly defining credit riskEvaluate the overall story and make decisions on the credit risk profileInteract with a diverse group of coworkers, lenders, and borrowersProvide stability and liquidity to the multifamily housing market by contributing to Freddie Mac's mission-driven affordability goalYour Impact:Assists with credit quality of loan production and underwriting for a territory, group of customers and/or product typeReviews incoming loan submissions for completeness and working directly with lenders to correct any deficienciesAssists with evaluation of proposed loans for credit risk, negotiating and obtaining loan approvals, and overseeing the preparation and issuing of commitment lettersAssists creating and/or finalizing pro formas, rent roll analysis, market analysis, and review of third-party reports and borrower financial positionConducts inspections, both virtually and in person, of multifamily properties that will serve as collateral for new loansLearns to identify risks in proposed loans by becoming proficient with Freddie Mac Multifamily's credit policy and lender guideRelationship development: You will work to build relationships with our business partners at Freddie Mac and our lendersProcess improvements: Engaged in innovation and a resource for feedbackLifelong learning: Maintain a growth mindset to seek and provide feedback, participate in training, and take charge of your personal career developmentQualifications:Typically has BA/BS degree or equivalent professional experience, advanced degree preferred2-3 years of real estate experienceKnowledge of real estate property fundamentals and real estate lending/underwritingProficiency with Microsoft Excel and WordAbility to travel domesticallyKeys to Success in this Role:Ability to multi-task and prioritizeStrong relationship-building and problem-solving skillsGood communication and writing skillsKeep calm under pressureAbility to take initiative and perform optimally with minimal directionAdaptability and flexibility in times of change and uncertaintyUnderstanding of market trends in the industry and Freddie Mac's position in the marketAbility to learn multifamily underwriting systems and tools that are specific to Freddie MacCurrent Freddie Mac employees please apply through the internal career site.Today, Freddie Mac makes home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. Join our smart, creative and dedicated team and you'll do important work for the housing finance system and make a difference in the lives of others.We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by applicable law. We will ensure that individuals with differing abilities 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.Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit and register with our referral code: MAC.Time-type:Full timeJob Category:UnderwritingFLSA Status:Non-Exempt
05/04/2021
Full time
Job DescriptionAt Freddie Mac, you will do important work to build a better housing finance system and you'll be part of a team helping to make homeownership and rental housing more accessible and affordable across the nation. Position Overview:If you are a smart, motivated and intellectually driven professional with a passion for commercial real estate (CRE) and finance, Freddie Mac Multifamily is the employer for you. The nation's greatest and most innovative secondary market Multifamily mortgage lender is looking to add a Senior Underwriting Analyst to its Western regional office. As a senior analyst on the conventional underwriting team, your role will be to support underwriters by managing the inflow of new multifamily loan submissions and assisting in preliminary underwriting.**This position can be performed currently from a remote location in the U.S. but will require presence in a Freddie Mac office in the future.*** Our Impact:Our group is responsible for underwriting Multifamily conventional loans in the Western regionInnovate based on market behaviors while efficiently analyzing, mitigating, and clearly defining credit riskEvaluate the overall story and make decisions on the credit risk profileInteract with a diverse group of coworkers, lenders, and borrowersProvide stability and liquidity to the multifamily housing market by contributing to Freddie Mac's mission-driven affordability goalYour Impact:Assists with credit quality of loan production and underwriting for a territory, group of customers and/or product typeReviews incoming loan submissions for completeness and working directly with lenders to correct any deficienciesAssists with evaluation of proposed loans for credit risk, negotiating and obtaining loan approvals, and overseeing the preparation and issuing of commitment lettersAssists creating and/or finalizing pro formas, rent roll analysis, market analysis, and review of third-party reports and borrower financial positionConducts inspections, both virtually and in person, of multifamily properties that will serve as collateral for new loansLearns to identify risks in proposed loans by becoming proficient with Freddie Mac Multifamily's credit policy and lender guideRelationship development: You will work to build relationships with our business partners at Freddie Mac and our lendersProcess improvements: Engaged in innovation and a resource for feedbackLifelong learning: Maintain a growth mindset to seek and provide feedback, participate in training, and take charge of your personal career developmentQualifications:Typically has BA/BS degree or equivalent professional experience, advanced degree preferred2-3 years of real estate experienceKnowledge of real estate property fundamentals and real estate lending/underwritingProficiency with Microsoft Excel and WordAbility to travel domesticallyKeys to Success in this Role:Ability to multi-task and prioritizeStrong relationship-building and problem-solving skillsGood communication and writing skillsKeep calm under pressureAbility to take initiative and perform optimally with minimal directionAdaptability and flexibility in times of change and uncertaintyUnderstanding of market trends in the industry and Freddie Mac's position in the marketAbility to learn multifamily underwriting systems and tools that are specific to Freddie MacCurrent Freddie Mac employees please apply through the internal career site.Today, Freddie Mac makes home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. Join our smart, creative and dedicated team and you'll do important work for the housing finance system and make a difference in the lives of others.We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by applicable law. We will ensure that individuals with differing abilities 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.Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit and register with our referral code: MAC.Time-type:Full timeJob Category:UnderwritingFLSA Status:Non-Exempt
Job DescriptionAt Freddie Mac, you will do important work to build a better housing finance system and you'll be part of a team helping to make homeownership and rental housing more accessible and affordable across the nation. Position Overview:Freddie Mac has emerged as one of the nation's largest affordable housing lenders and the structured underwriting and credit grouphas introduced, and continues to introduce, many innovative financial products into the market to provide liquidity, stability, and affordability to a wide range of lenders and borrowers that support the multifamily housing market.If you are a smart, motivated and intellectually driven professional with a desire/drive to create complex lending solutions for multifamily housing, please submit your application to join our exciting and dynamic organization !**This position can be performed currently from a remote location in the U.S. but will require presence in a Freddie Mac office in the future.*** Our Impact:Structuredunderwritingandcreditgroup structures and underwrites complex transactions that involve pooling multifamily mortgages and crafting pool level credit enhancements including subordination or retained securities. Structured transactions traditionally fall outside the parameters of the Optigo Network flow business, but still align with Freddie's core credit principals.StructuredProducts cover many Multifamily asset classes, including conventional, affordable, seniors housing, manufactured housing, and student housing.Our team specializes in thinking creatively to meet customers' affordable debt financing needs.Your Impact:Evaluate proposed loans and pooled transactions for credit risk and make recommendations to deal approverResponsible for conducting cash flow analysis, market analysis, review of third-party reports, perform site inspections and review of borrower financial position.Work with producers to structure deals and provide solutions for complex issues.Act as transaction lead and primary underwriting contact for external clientsBecome a subject matter expert in Structured Product offerings and our underwriting and due diligence process; act as a resource for internal and external business partnersLead a team of less experienced underwriters (including training, providing guidance, and delegating and overseeing the timely execution of tasks and transactions)Assist Management with various tasks, projects, or new initiatives.Qualifications:Typically has 3 to 5 years of directly related experienceBachelor's Degree or Advanced Degree in Real Estate, Finance, Economics, Business Administration, Community Development or relateddisciplineProficient in Microsoft Office (Excel and Modeling skills are a plus)Understanding and familiarity with working with large data setsUnderstanding and familiarity with securitization or CMBS processAbility to travel domestically on occasionKeys to Success in this Role:Thorough understanding of underwriting fundamentals, and develop a strong command of Credit Policy and product requirements and apply to underwriting decisions across diverse set of productsEstablishes strong working partnerships with internal/external business partners; working toward shared success Team Player, Drives for Execution, and Seeks and Embrace ChangeProactive communicator & creative problem solverStrongworkethic, organization and attention to detailIntellectual agility andinterpersonalflexibilityKeepcalmunderpressureCurrent Freddie Mac employees please apply through the internal career site.Today, Freddie Mac makes home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. Join our smart, creative and dedicated team and you'll do important work for the housing finance system and make a difference in the lives of others.We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by applicable law. We will ensure that individuals with differing abilities 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.Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit and register with our referral code: MAC.Time-type:Full timeJob Category:UnderwritingFLSA Status:Exempt
05/04/2021
Full time
Job DescriptionAt Freddie Mac, you will do important work to build a better housing finance system and you'll be part of a team helping to make homeownership and rental housing more accessible and affordable across the nation. Position Overview:Freddie Mac has emerged as one of the nation's largest affordable housing lenders and the structured underwriting and credit grouphas introduced, and continues to introduce, many innovative financial products into the market to provide liquidity, stability, and affordability to a wide range of lenders and borrowers that support the multifamily housing market.If you are a smart, motivated and intellectually driven professional with a desire/drive to create complex lending solutions for multifamily housing, please submit your application to join our exciting and dynamic organization !**This position can be performed currently from a remote location in the U.S. but will require presence in a Freddie Mac office in the future.*** Our Impact:Structuredunderwritingandcreditgroup structures and underwrites complex transactions that involve pooling multifamily mortgages and crafting pool level credit enhancements including subordination or retained securities. Structured transactions traditionally fall outside the parameters of the Optigo Network flow business, but still align with Freddie's core credit principals.StructuredProducts cover many Multifamily asset classes, including conventional, affordable, seniors housing, manufactured housing, and student housing.Our team specializes in thinking creatively to meet customers' affordable debt financing needs.Your Impact:Evaluate proposed loans and pooled transactions for credit risk and make recommendations to deal approverResponsible for conducting cash flow analysis, market analysis, review of third-party reports, perform site inspections and review of borrower financial position.Work with producers to structure deals and provide solutions for complex issues.Act as transaction lead and primary underwriting contact for external clientsBecome a subject matter expert in Structured Product offerings and our underwriting and due diligence process; act as a resource for internal and external business partnersLead a team of less experienced underwriters (including training, providing guidance, and delegating and overseeing the timely execution of tasks and transactions)Assist Management with various tasks, projects, or new initiatives.Qualifications:Typically has 3 to 5 years of directly related experienceBachelor's Degree or Advanced Degree in Real Estate, Finance, Economics, Business Administration, Community Development or relateddisciplineProficient in Microsoft Office (Excel and Modeling skills are a plus)Understanding and familiarity with working with large data setsUnderstanding and familiarity with securitization or CMBS processAbility to travel domestically on occasionKeys to Success in this Role:Thorough understanding of underwriting fundamentals, and develop a strong command of Credit Policy and product requirements and apply to underwriting decisions across diverse set of productsEstablishes strong working partnerships with internal/external business partners; working toward shared success Team Player, Drives for Execution, and Seeks and Embrace ChangeProactive communicator & creative problem solverStrongworkethic, organization and attention to detailIntellectual agility andinterpersonalflexibilityKeepcalmunderpressureCurrent Freddie Mac employees please apply through the internal career site.Today, Freddie Mac makes home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. Join our smart, creative and dedicated team and you'll do important work for the housing finance system and make a difference in the lives of others.We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by applicable law. We will ensure that individuals with differing abilities 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.Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit and register with our referral code: MAC.Time-type:Full timeJob Category:UnderwritingFLSA Status:Exempt
Job DescriptionAt Freddie Mac, you will do important work to build a better housing finance system and you'll be part of a team helping to make homeownership and rental housing more accessible and affordable across the nation. Position Overview:The Single Family Underwriting Senior position ensures the quality and integrity of underwriting decisions and processes. This includes investigation, tracking, reporting and working across divisional lines to achieve resolution of issues, as well as ongoing consultation.**This position can be performed from a remote location in the U.S.***Our Impact:Complete full loan file quality control underwriting review to cover all aspects of credit, capacity and collateral to determine investment quality and alignment with credit philosophy.Department underwriting results help to determine customer defect rates and sampling methodology and provides quality control guidance and feedback to Freddie Mac seller/servicers.Your Impact:Manage a pipeline of loans assigned each month, to meet production and quality requirements.Request missing documentation necessary to complete the underwriting review.Write clear and concise repurchase letters to customers identifying defects discovered in the loan file.Validate delivery data in Freddie Mac systems.Proactively identify and monitor adverse trends and report findings.Develop strong relationships with internal business partners who support assigned customer base.Evaluate and redesign quality assurance and risk management practices as needed and provide resolutions to an extensive range of complicated problems.Work under limited direction and independently determine and develop an approach to solutions.Serve as liaison to Vendors and other Freddie Mac partners in the Securitization process.Qualifications:Typically has 5-7 years of recent mortgage underwriting experienceCollege Degree or equivalent work experienceStrong verbal and written communication skillsAbility to work well in a team environment and create a positive attitude within the teamAbility to follow existing processes, yet challenge those processes when appropriateMust be self-motivated and able to perform investigative processesAdvanced proficiency with Microsoft OfficeKeys to Success in this Role:Robust analytical skillsSuperior oral and written communications skillsAbility to work effectively with continuous change and short deadlinesDemonstrated business acumen, problem solving skills, intellectual maturity and relationship managementAbility to prioritize duties to ensure deadlines are met in a timely manner. Flexibility in terms of working hours and adjustment of work hours during critical periods.Strong interpersonal skills, strong written and verbal skills and the ability to handle confidential informationCurrent Freddie Mac employees please apply through the internal career site.Today, Freddie Mac makes home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. Join our smart, creative and dedicated team and you'll do important work for the housing finance system and make a difference in the lives of others.We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by applicable law. We will ensure that individuals with differing abilities 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.Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit and register with our referral code: MAC.Time-type:Full timeJob Category:UnderwritingFLSA Status:Exempt
05/04/2021
Full time
Job DescriptionAt Freddie Mac, you will do important work to build a better housing finance system and you'll be part of a team helping to make homeownership and rental housing more accessible and affordable across the nation. Position Overview:The Single Family Underwriting Senior position ensures the quality and integrity of underwriting decisions and processes. This includes investigation, tracking, reporting and working across divisional lines to achieve resolution of issues, as well as ongoing consultation.**This position can be performed from a remote location in the U.S.***Our Impact:Complete full loan file quality control underwriting review to cover all aspects of credit, capacity and collateral to determine investment quality and alignment with credit philosophy.Department underwriting results help to determine customer defect rates and sampling methodology and provides quality control guidance and feedback to Freddie Mac seller/servicers.Your Impact:Manage a pipeline of loans assigned each month, to meet production and quality requirements.Request missing documentation necessary to complete the underwriting review.Write clear and concise repurchase letters to customers identifying defects discovered in the loan file.Validate delivery data in Freddie Mac systems.Proactively identify and monitor adverse trends and report findings.Develop strong relationships with internal business partners who support assigned customer base.Evaluate and redesign quality assurance and risk management practices as needed and provide resolutions to an extensive range of complicated problems.Work under limited direction and independently determine and develop an approach to solutions.Serve as liaison to Vendors and other Freddie Mac partners in the Securitization process.Qualifications:Typically has 5-7 years of recent mortgage underwriting experienceCollege Degree or equivalent work experienceStrong verbal and written communication skillsAbility to work well in a team environment and create a positive attitude within the teamAbility to follow existing processes, yet challenge those processes when appropriateMust be self-motivated and able to perform investigative processesAdvanced proficiency with Microsoft OfficeKeys to Success in this Role:Robust analytical skillsSuperior oral and written communications skillsAbility to work effectively with continuous change and short deadlinesDemonstrated business acumen, problem solving skills, intellectual maturity and relationship managementAbility to prioritize duties to ensure deadlines are met in a timely manner. Flexibility in terms of working hours and adjustment of work hours during critical periods.Strong interpersonal skills, strong written and verbal skills and the ability to handle confidential informationCurrent Freddie Mac employees please apply through the internal career site.Today, Freddie Mac makes home possible for one in four home borrowers and is one of the largest sources of financing for multifamily housing. Join our smart, creative and dedicated team and you'll do important work for the housing finance system and make a difference in the lives of others.We are an equal opportunity employer and value diversity and inclusion at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by applicable law. We will ensure that individuals with differing abilities 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.Notice to External Search Firms: Freddie Mac partners with BountyJobs for contingency search business through outside firms. Resumes received outside the BountyJobs system will be considered unsolicited and Freddie Mac will not be obligated to pay a placement fee. If interested in learning more, please visit and register with our referral code: MAC.Time-type:Full timeJob Category:UnderwritingFLSA Status:Exempt
WHEN APPLYING PLEASE USE A WEB BROWSER OTHER THAN INTERNET EXPLORER IF YOU ENCOUNTER ISSUES (CHROME, FIREFOX, SAFARI, ETC.)Amerisure is an insurance organization charged with creating exceptional value for its Partners For Success agencies, employees and policyholders. As a property and casualty insurance company, Amerisures promise to our partner agencies and policyholders begins with a comprehensive line of insurance products designed to protect businesses, as well as the health and safety of every employee. Amerisure is an A.M. Best A (excellent) rated company and services mid-sized commercial enterprises focused in construction, manufacturing and healthcare. We are ranked as one of the top 100 Property & Casualty companies in the United States, with more than $835 million in Direct Written Premium and $937 million in surplus.We are recruiting for a Marketing Underwriter - Program Business, to join our team. This role can be housed in any of our locations or be remote. Locations include Farmington Hills, MI; Tampa, FL; Dallas, TX; Atlanta, GA; Chicago, IL; Indianapolis, IN; Phoenix, AZ; Richmond, VA or Memphis, TN.Position Summary: Market, evaluate and price products and services for program business within Amerisure target classes. Serve as an agency contact and service coordinator for assigned agents or as a partner with other underwriters to service their accounts.Responsibilities:Market, evaluate and price products and services for program business within Amerisure target classes of business.Assist in executing business plans for achieving established operational plan targets for written premium, loss ratio, product retention, pricing and coordination of service.Order and screen miscellaneous reports in the rating and underwriting process such as Motor Vehicle Reports (MVRs), loss runs, credit scores, loss control inspections, etc.Participate in agency visits and in servicing the agency relationship, facilitating communication between the agency and Amerisure service team to obtain information necessary for screenings, transactions, resolving policy and billing issues, etc.Collaborate with service team to support and advance the program business strategy, ensuring adherence to the service model and promoting a strong customer service focus.Requirements:Bachelors degree or equivalent work-related experience.3 plus year of commercial property & casualty underwriting experience.Proficient computer skills required including Microsoft Office Suite.Demonstrated successful ability to build positive relationships and partnerships within department, across the organization and with external customers.Excellent verbal and written communication skills.Good problem-solving skills and attention to detail.Must have a valid drivers license and a clean driving record.Ability to travel within assigned area.WHEN APPLYING PLEASE USE A WEB BROWSER OTHER THAN INTERNET EXPLORER SUCH AS CHROME, FIREFOX, ETC.Just as we are committed to creating exceptional value for our Partners For Success agencies and policyholders, Amerisure also remains committed to being an employer of choice. We reinforce this commitment by adhering to an Employee Value Proposition that, in part, is provided through a competitive total rewards package. Amerisure offers a Compensation & Benefits Package that includes competitive base pay, performance based incentive pay, comprehensive health & welfare benefits, 401(k) savings plan, and profit sharing. In addition to generous paid time off programs, we allow our employees flexible and remote work arrangements. If you strive for excellence and are committed to personal and professional growth, Amerisure is looking for you. Amerisure Insurance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Amerisure Insurance complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Amerisure Insurance expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Amerisures employees to perform their job duties may result in discipline up to and including discharge.
05/02/2021
Full time
WHEN APPLYING PLEASE USE A WEB BROWSER OTHER THAN INTERNET EXPLORER IF YOU ENCOUNTER ISSUES (CHROME, FIREFOX, SAFARI, ETC.)Amerisure is an insurance organization charged with creating exceptional value for its Partners For Success agencies, employees and policyholders. As a property and casualty insurance company, Amerisures promise to our partner agencies and policyholders begins with a comprehensive line of insurance products designed to protect businesses, as well as the health and safety of every employee. Amerisure is an A.M. Best A (excellent) rated company and services mid-sized commercial enterprises focused in construction, manufacturing and healthcare. We are ranked as one of the top 100 Property & Casualty companies in the United States, with more than $835 million in Direct Written Premium and $937 million in surplus.We are recruiting for a Marketing Underwriter - Program Business, to join our team. This role can be housed in any of our locations or be remote. Locations include Farmington Hills, MI; Tampa, FL; Dallas, TX; Atlanta, GA; Chicago, IL; Indianapolis, IN; Phoenix, AZ; Richmond, VA or Memphis, TN.Position Summary: Market, evaluate and price products and services for program business within Amerisure target classes. Serve as an agency contact and service coordinator for assigned agents or as a partner with other underwriters to service their accounts.Responsibilities:Market, evaluate and price products and services for program business within Amerisure target classes of business.Assist in executing business plans for achieving established operational plan targets for written premium, loss ratio, product retention, pricing and coordination of service.Order and screen miscellaneous reports in the rating and underwriting process such as Motor Vehicle Reports (MVRs), loss runs, credit scores, loss control inspections, etc.Participate in agency visits and in servicing the agency relationship, facilitating communication between the agency and Amerisure service team to obtain information necessary for screenings, transactions, resolving policy and billing issues, etc.Collaborate with service team to support and advance the program business strategy, ensuring adherence to the service model and promoting a strong customer service focus.Requirements:Bachelors degree or equivalent work-related experience.3 plus year of commercial property & casualty underwriting experience.Proficient computer skills required including Microsoft Office Suite.Demonstrated successful ability to build positive relationships and partnerships within department, across the organization and with external customers.Excellent verbal and written communication skills.Good problem-solving skills and attention to detail.Must have a valid drivers license and a clean driving record.Ability to travel within assigned area.WHEN APPLYING PLEASE USE A WEB BROWSER OTHER THAN INTERNET EXPLORER SUCH AS CHROME, FIREFOX, ETC.Just as we are committed to creating exceptional value for our Partners For Success agencies and policyholders, Amerisure also remains committed to being an employer of choice. We reinforce this commitment by adhering to an Employee Value Proposition that, in part, is provided through a competitive total rewards package. Amerisure offers a Compensation & Benefits Package that includes competitive base pay, performance based incentive pay, comprehensive health & welfare benefits, 401(k) savings plan, and profit sharing. In addition to generous paid time off programs, we allow our employees flexible and remote work arrangements. If you strive for excellence and are committed to personal and professional growth, Amerisure is looking for you. Amerisure Insurance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Amerisure Insurance complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Amerisure Insurance expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Amerisures employees to perform their job duties may result in discipline up to and including discharge.
WHEN APPLYING PLEASE USE A WEB BROWSER OTHER THAN INTERNET EXPLORER IF YOU ENCOUNTER ISSUES (CHROME, FIREFOX, SAFARI, ETC.)Amerisure is an insurance organization charged with creating exceptional value for its Partners For Success agencies, employees and policyholders. As a property and casualty insurance company, Amerisures promise to our partner agencies and policyholders begins with a comprehensive line of insurance products designed to protect businesses, as well as the health and safety of every employee. Amerisure is an A.M. Best A (excellent) rated company and services mid-sized commercial enterprises focused in construction, manufacturing and healthcare. We are ranked as one of the top 100 Property & Casualty companies in the United States, with more than $835 million in Direct Written Premium and $937 million in surplus.We are recruiting for a Field Marketing & Underwriting Manager to join our team in Dallas, TX. This position can potentially sit remotely in other areas of Texas.POSITION SUMMARY:Manages the most complex and demanding agency relationships in support of the companys mission. Independently provides leadership to assigned Marketing Underwriters. Manages marketing underwriters who handle complex Property and Casualty accounts. Implements underwriting guidelines and procedures and provides final approval for assigned Marketing Underwriters.RESPONSIBILITIESManage, train, provide performance feedback and assign duties of direct reports to ensure productivity, efficiency, and effectiveness.Interpret and apply the companys strategies to high level agency relationships.Assist in development and execution of Core Service Center strategies.Manage, with limited direction, the development and implementation of business plans for achieving established operational plan targets for written premium, loss ratio, product retention, pricing and coordination of service.Manage agency relationships including cultivating, diagnosing and adjusting to changing agency environments.Analyze and interpret information drawn from multiple sources to make comprehensive agency decisions regarding quality of book of business.Manage overall customer relationship including proper support and service delivery activities to ensure achievement of business plan objectives.Manage assigned marketing underwriters in the development of the agency through PFS levels.REQUIREMENTS:Bachelors degree or equivalent work-related experience.7 years middle market marketing and underwriting experience.2 years management experience of middle market underwriters.Demonstrated success cultivating and maintaining business relationships with key customers to support departmental goals and objectives.Demonstrated successful ability to build positive relationships and partnerships within department, across the organization and with external customers.Ability to think strategically with supporting analytical and problem-solving skills, including the ability to deal with ambiguity.Ability to influence and persuade others.Excellent organizational skills and ability to function in a fast paced, highly visible, and changing environment.Must have a valid drivers license and a clean driving record.Ability to travel within assigned region.Proficient computer skills required including Microsoft Office Suite.Designations such as CIC, CPCU, and AU preferred.WHEN APPLYING PLEASE USE A WEB BROWSER OTHER THAN INTERNET EXPLORER SUCH AS CHROME, FIREFOX, ETC.Just as we are committed to creating exceptional value for our Partners For Success agencies and policyholders, Amerisure also remains committed to being an employer of choice. We reinforce this commitment by adhering to an Employee Value Proposition that, in part, is provided through a competitive total rewards package. Amerisure offers a Compensation & Benefits Package that includes competitive base pay, performance based incentive pay, comprehensive health & welfare benefits, 401(k) savings plan, and profit sharing. In addition to generous paid time off programs, we allow our employees flexible and remote work arrangements. If you strive for excellence and are committed to personal and professional growth, Amerisure is looking for you. Amerisure Insurance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Amerisure Insurance complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Amerisure Insurance expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Amerisures employees to perform their job duties may result in discipline up to and including discharge.
05/02/2021
Full time
WHEN APPLYING PLEASE USE A WEB BROWSER OTHER THAN INTERNET EXPLORER IF YOU ENCOUNTER ISSUES (CHROME, FIREFOX, SAFARI, ETC.)Amerisure is an insurance organization charged with creating exceptional value for its Partners For Success agencies, employees and policyholders. As a property and casualty insurance company, Amerisures promise to our partner agencies and policyholders begins with a comprehensive line of insurance products designed to protect businesses, as well as the health and safety of every employee. Amerisure is an A.M. Best A (excellent) rated company and services mid-sized commercial enterprises focused in construction, manufacturing and healthcare. We are ranked as one of the top 100 Property & Casualty companies in the United States, with more than $835 million in Direct Written Premium and $937 million in surplus.We are recruiting for a Field Marketing & Underwriting Manager to join our team in Dallas, TX. This position can potentially sit remotely in other areas of Texas.POSITION SUMMARY:Manages the most complex and demanding agency relationships in support of the companys mission. Independently provides leadership to assigned Marketing Underwriters. Manages marketing underwriters who handle complex Property and Casualty accounts. Implements underwriting guidelines and procedures and provides final approval for assigned Marketing Underwriters.RESPONSIBILITIESManage, train, provide performance feedback and assign duties of direct reports to ensure productivity, efficiency, and effectiveness.Interpret and apply the companys strategies to high level agency relationships.Assist in development and execution of Core Service Center strategies.Manage, with limited direction, the development and implementation of business plans for achieving established operational plan targets for written premium, loss ratio, product retention, pricing and coordination of service.Manage agency relationships including cultivating, diagnosing and adjusting to changing agency environments.Analyze and interpret information drawn from multiple sources to make comprehensive agency decisions regarding quality of book of business.Manage overall customer relationship including proper support and service delivery activities to ensure achievement of business plan objectives.Manage assigned marketing underwriters in the development of the agency through PFS levels.REQUIREMENTS:Bachelors degree or equivalent work-related experience.7 years middle market marketing and underwriting experience.2 years management experience of middle market underwriters.Demonstrated success cultivating and maintaining business relationships with key customers to support departmental goals and objectives.Demonstrated successful ability to build positive relationships and partnerships within department, across the organization and with external customers.Ability to think strategically with supporting analytical and problem-solving skills, including the ability to deal with ambiguity.Ability to influence and persuade others.Excellent organizational skills and ability to function in a fast paced, highly visible, and changing environment.Must have a valid drivers license and a clean driving record.Ability to travel within assigned region.Proficient computer skills required including Microsoft Office Suite.Designations such as CIC, CPCU, and AU preferred.WHEN APPLYING PLEASE USE A WEB BROWSER OTHER THAN INTERNET EXPLORER SUCH AS CHROME, FIREFOX, ETC.Just as we are committed to creating exceptional value for our Partners For Success agencies and policyholders, Amerisure also remains committed to being an employer of choice. We reinforce this commitment by adhering to an Employee Value Proposition that, in part, is provided through a competitive total rewards package. Amerisure offers a Compensation & Benefits Package that includes competitive base pay, performance based incentive pay, comprehensive health & welfare benefits, 401(k) savings plan, and profit sharing. In addition to generous paid time off programs, we allow our employees flexible and remote work arrangements. If you strive for excellence and are committed to personal and professional growth, Amerisure is looking for you. Amerisure Insurance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Amerisure Insurance complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Amerisure Insurance expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Amerisures employees to perform their job duties may result in discipline up to and including discharge.
SetPoint Consultants is a national recruitment firm that specializes in the Title, Legal, Mortgage, Customer Service, and Banking industry. We have a growing national title company that is currently looking for an experienced Commercial Title Underwriter or Commercial Real Estate Attorney. Salary Range: $85,000- $130,000 (for licensed attorneys) plus great benefits Job Description Commercial Title Underwriter: We are seeking an individual that is dedicated and hard-working for this permanent position. Qualified candidates will have the proven ability to clear, underwrite and close large commercial transactions. The candidate will have to m anage a high-volume workload and possess the ability to multi-task and manage multiple deadlines. Job Duties for Commercial Title Underwriter: The candidate will serve as a subject matter expert in providing commercial real estate expertise. The candidate will have professional communication with attorneys, clients, title insurance companies, government officials, and closing agents across the US. The candidate will be reviewing title and survey due diligence matters, drafting and reviewing real estate sale and purchase contracts, closing documents, and coordinating purchase and sale closings. The ability to clear title issues and the ability to prepare all Closing Documents and Settlement Statements are required. The candidate must have a Bachelor's Degree along with a minimum of 5-7 years of commercial title experience. Real Estate attorneys with this experience will earn higher pay but our client is open to experienced Commercial Real Estate Paralegals who are ready to take their career to the next level. This is an immediate need and our client is currently interviewing. Please submit your resume for immediate consideration. All qualified candidates will be contacted. This is a permanent position and NOT TEMP or contract. Salary is negotiable and commensurate with experience. We look forward to hearing from you. Job Requirements: Bachelor's Degree required or experience in lieu of degree 5-7 years of experience as a Commercial Real Estate Paralegal or Attorney Superior communication skills Ability to work in a stressful deadline-driven environment Excellent computer skills and legal software programs experience Ability to pass a complete background test
05/02/2021
Full time
SetPoint Consultants is a national recruitment firm that specializes in the Title, Legal, Mortgage, Customer Service, and Banking industry. We have a growing national title company that is currently looking for an experienced Commercial Title Underwriter or Commercial Real Estate Attorney. Salary Range: $85,000- $130,000 (for licensed attorneys) plus great benefits Job Description Commercial Title Underwriter: We are seeking an individual that is dedicated and hard-working for this permanent position. Qualified candidates will have the proven ability to clear, underwrite and close large commercial transactions. The candidate will have to m anage a high-volume workload and possess the ability to multi-task and manage multiple deadlines. Job Duties for Commercial Title Underwriter: The candidate will serve as a subject matter expert in providing commercial real estate expertise. The candidate will have professional communication with attorneys, clients, title insurance companies, government officials, and closing agents across the US. The candidate will be reviewing title and survey due diligence matters, drafting and reviewing real estate sale and purchase contracts, closing documents, and coordinating purchase and sale closings. The ability to clear title issues and the ability to prepare all Closing Documents and Settlement Statements are required. The candidate must have a Bachelor's Degree along with a minimum of 5-7 years of commercial title experience. Real Estate attorneys with this experience will earn higher pay but our client is open to experienced Commercial Real Estate Paralegals who are ready to take their career to the next level. This is an immediate need and our client is currently interviewing. Please submit your resume for immediate consideration. All qualified candidates will be contacted. This is a permanent position and NOT TEMP or contract. Salary is negotiable and commensurate with experience. We look forward to hearing from you. Job Requirements: Bachelor's Degree required or experience in lieu of degree 5-7 years of experience as a Commercial Real Estate Paralegal or Attorney Superior communication skills Ability to work in a stressful deadline-driven environment Excellent computer skills and legal software programs experience Ability to pass a complete background test
