Commercial Underwriting Assistant Job at First American Financial (Chicago)

Commercial Lines Underwriting Assistant

Bridge Specialty Group is seeking an Underwriting Assistant to join our growing ...

Location

United States , New Hyde Park

Salary:

24.04 - 28.85 USD / Hour

Brown & Brown UK

Expiration Date

Until further notice

Requirements

P&C State Licensed (preferred)
Associate or bachelor’s degree in a business or financial related discipline (preferred)
Minimum Education required
HS diploma or general education degree (GED)
or one to three months related experience and/or training
or equivalent combination of education and experience
Proficient with MS Office
Exceptional telephone demeanor
1-3 years’ experience in a similar administrative support position

Job Responsibility

Manage internal 59-day list, assist Underwriting and Accounting teams in processing 59-day notices
Management of surplus lines tax filing queries
Process Audit tax filings within management system
Carrier reconciliation: Processing system corrections (commission, market provider, etc.), direct bill invoicing, processing of AOR/BOR requests
Renewal solicit management
Reconcile binding subjectivities and requirements
Other Duties as Assigned

What we offer

Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off, Holidays, Preferred Partner Discounts

Fulltime

Underwriting Assistant - Risk Finance

The Underwriting Assistant administers the daily operations related to the procu...

Location

United States , Irving

Salary:

Not provided

CHRISTUS Health

Expiration Date

Until further notice

Requirements

High School Diploma required
1+ years of professional related experience required

Job Responsibility

Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders
Assists the CHRISTUS Underwriting Committee in evaluating and processing insurance applications
Gathers and analyzes data, prepares documentation, and ensures compliance with underwriting guidelines
Reviews new applications to confirm that information is appropriate
Reviews all risks for new and renewal applications
May recommend acceptance or declination of risks according to established guidelines
Files and creates reports, appeals, processes, files, correspondence, or contacts as assigned
Recommends methods for promotion of policies or improvements to processes
Contacts insurers, physician practice managers, department directors and risk management personnel to obtain appropriate professional liability coverage for new hires, close out coverage, procure extended reporting coverage, and annually renew coverage for certain employed physician programs
Develops and maintains employed physician program and individual insurance policies and correspondence for all years

Fulltime

Commercial Lines Assistant Underwriter

Indiana Farmers is currently looking for a Commercial Lines Assistant Underwrite...

Location

United States , Indianapolis

Salary:

Not provided

Indiana Farmers Insurance

Expiration Date

Until further notice

Requirements

High school diploma or equivalent
Ability to interpret underwriting guidelines is required
Basic understanding of underwriting concepts and insurance
Strong sales acumen with the ability to sell our products and pricing in the face of competition
Six months of previous commercial lines underwriting experience, preferred
Gathering, collecting and compiling any additional information necessary to assist in determining if insurance will be approved
Determining whether new business, changes, renewals and canceled policies qualify for coverage, renewal or reinstatement within guidelines
discussing and consulting with more experienced underwriters on anomalies beyond defined exceptions, to develop underwriting skills
Processing quotes, new applications, changes, endorsements, premium audits and renewals meeting underwriting guidelines
performing data entry and word processing

Job Responsibility

Gathering, collecting and compiling any additional information necessary to assist in determining if insurance will be approved
Determining whether new business, changes, renewals and canceled policies qualify for coverage, renewal or reinstatement within guidelines
discussing and consulting with more experienced underwriters on anomalies beyond defined exceptions, to develop underwriting skills
Processing quotes, new applications, changes, endorsements, premium audits and renewals meeting underwriting guidelines
performing data entry and word processing

What we offer

Free Health insurance
Free Dental insurance
Free Vision insurance
Free Life insurance
Free Short-Term & Long-Term Disability insurance
2% 401k Company Match
11% 401k Company Contribution
Excellent Paid Time Off
Generous paid time for Parental Leave
Day of Service

Fulltime

Commercial Loan Assistant

We are looking for a detail-oriented Commercial Loan Assistant to join our team ...

Location

United States , Midland

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 1 year of experience in loan administration, loan origination, or commercial lending
Strong knowledge of commercial loan processes and documentation
Excellent organizational skills with the ability to manage multiple tasks accurately
Proficiency in using digital tools and systems for document management
Effective communication skills to interact with customers and team members
Detail-oriented mindset to ensure accuracy in loan processing and documentation
Ability to work collaboratively in a fast-paced, detail-focused environment
Familiarity with banking regulations and compliance standards

Job Responsibility

Support commercial lenders by gathering necessary data and assisting in underwriting loan applications
Ensure the accuracy of loan documents prior to closing and verify that loans are booked correctly
Maintain organized and up-to-date digital loan files by scanning and uploading documentation
Assist loan officers with portfolio management and maintaining comprehensive loan records
Provide guidance to customers throughout the loan process to ensure a positive experience
Collaborate with Credit Administration on loan processing and examinations
Monitor loan documentation for compliance and address any discrepancies proactively
Contribute to the efficient execution of loan bookings and related administrative tasks
Assist in preparing reports and summaries as required by lenders or management
Act as a resource for resolving issues related to loan documentation or processing

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Commercial Lines Senior Assistant Underwriter

Indiana Farmers is currently looking for a Commercial Lines Senior Assistant Und...

Location

United States , Indianapolis

Salary:

Not provided

Indiana Farmers Insurance

Expiration Date

Until further notice

Requirements

High school diploma or equivalent required
associate’s or bachelor’s degree preferred
Five or more years commercial underwriting support experience
Experience handling complex commercial accounts, including endorsements, renewals, and policy transactions
Knowledge of underwriting principles, policy processing, and coverage structures
Experience supporting underwriting transactions, including new business, endorsements, and renewals
Experience providing guidance or training to less experienced staff preferred

Job Responsibility

Accurate and timely handling of complex underwriting transactions
Support the evaluation and servicing of commercial risks by applying underwriting guidelines, exercising delegated authority, and supporting risk selection and pricing decisions
Provide technical guidance and support to underwriters and assistant underwriters
Deliver informed, responsive service to agents and insureds

What we offer

Free Health insurance
Free Dental insurance
Free Vision insurance
Free Life insurance
Free Short-Term & Long-Term Disability insurance
2% 401k Company Match
11% 401k Company Contribution
Excellent Paid Time Off
Generous paid time for Parental Leave
Day of Service

Fulltime

Assistant Vice President, Commercial Banking Support Banker

Citi Commercial Bank offers its clients the convenience, a global banking networ...

Location

Japan , Tokyo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Previous banking experience
Working within Commercial/Corporate banking is desirable
Experience in a Client Relationship role or client facing role
Sales, presentation and communication skills
Analytical and credit skills
High level of self-motivation
Knowledge of general banking processes, general understanding of commercial banking solutions
Ability to build & develop strong client relationships
Effective collaboration skills with Senior Relationship Managers and Commercial Banking partners

Job Responsibility

Build relationships with Citi network and operational teams, becoming one of the key contacts for clients’ requests, internal requests/escalation and resolution
Support Senior Relationship manager in management of assigned portfolio of clients
Work closely with Senior Relationship Managers to ensure we provide a 'Client First' approach and help to deliver outstanding day to day banking & operational support to our Mid-Market clients
In cooperation with Senior Relationship Manager calls on clients and maximise ‘One Citi’ client experience, by proactively leveraging and sharing Citi’s market leading insights, global network and solutions
Monitor and support products’ implementation processes, clients on-boarding process and manage sales CRM platform
Liaise with Relationship Associate to ensure adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met
Develops and maintains strong ties with Commercial Banking teams across the globe, in particular CCB colleagues working across the same sector vertical, CCB colleagues supporting subsidiary businesses overseas (Commercial Subsidiaries Group)
Collaborate and work closely with various product teams (cash sales, trade finance, markets, corporate finance), Underwriting / Risk teams
Work with Senior Relationship Managers to analyse client relationships, risks & opportunities, assists with credit application write-up, financial spreading, deal structuring, returns calculation, documentation review & preparation
Administrate the credit relationship of clients, ensuring the proper application of policies and institutional processes

Fulltime

Assistant Vice President, Asset Management, MOB & Commercial

Heitman is seeking an experienced Asset Manager to join our team. The ideal cand...

Location

United States , Chicago

Salary:

125000.00 - 145000.00 USD / Year

Heitman

Expiration Date

Until further notice

Requirements

Minimum 7 years of real estate experience
At least 3 years of real estate asset management experience
Experience with either Medical Office Buildings or Commercial property types
Strong interpersonal skills with an ability to collaborate with others
Ability to communicate complex issues clearly and professionally, both verbally and in writing
Strong analytical skills and experience with cash flow modeling and analysis, budgeting, financial reporting, and interpreting data
Creative problem-solving skills for defining, developing, and executing asset management strategies
Understanding of standard real estate practices and investment trends
Knowledge of construction and redevelopment terminology for overseeing the budgeting and planning of capital projects
Working knowledge of legal terminology for interpreting and negotiating a variety of real estate agreements

Job Responsibility

Manage a multi-property real estate portfolio focused on Medical Office Buildings and Commercial assets
Devise and implement asset management strategies, including income and expense maximization, leasing, capital expenditures, financing/refinancing, hold/sell, and value creation, applying both qualitative and quantitative analysis
Monitor market conditions at both a macro and micro level to proactively direct the successful performance of the investments
Oversee the preparation of annual budgets, business plans, internal valuations, and quarterly reporting
Evaluate investment performance against budgets, business plans, and internal and external benchmarks
Work closely with Heitman’s Data Analytics and Financial Operations and Analysis teams to inform asset level strategy and drive performance
Partner with and oversee third parties performing the day-to-day operations of the assets
Conduct regular property inspections to identify property risks and opportunities, evaluate operational performance of third-party teams, and understand market dynamics
communicate findings
Communicate recommendations and results both orally and in writing to clients, Heitman’s Investment Committee, portfolio managers, Asset Management leaders, and sector specialists

What we offer

Competitive compensation
Annual bonus plan
Leading-edge, human-centric benefits package

Fulltime

Commercial Real Estate Underwriter - Citi Community Capital – Assistant Vice President

The Analyst will hold a critical role within the Structured Credit and Real Esta...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6+ years of credit, portfolio management or structuring experience in a financial institution, rating agency, financial guarantor, or asset management firm
real estate or structured credit/securitization experience is a plus
A strong interest in real estate/structured products and credit analysis
Strong Microsoft Office skills. Modelling experience is a plus
Strong attention to detail
Oral and written communications skills enabling him or her to effectively interact with internal and external constituents of all levels
Team player with strong work ethic who also works well with others at all levels
Strong organizational skills with ability and willingness to work under pressure and manages time and priorities effectively
The ability to work independently to meet tight deadlines and initiate ideas with other members of the SCREU team and Independent Risk to mitigate risk
Education: MBA or CFA or CA

Job Responsibility

Work proactively with the Underwriting team to ensure timely information flow/ communications among all internal stakeholders
Monitor the ongoing compliance of assigned deals with the documented financing terms and conditions, portfolio performance and financial triggers with the aim of identifying and mitigating credit risks. Assist with classification and risk rating processes, decisions and monitoring
Review servicer reports for accuracy, investigate unusual data trends, identify deteriorating asset performance, and keep abreast of industry and market trends and customer-specific events, which may require contributions to quarterly portfolio reviews and liaising on updates to collateral data
Prepare annual credit approval and quarterly memos in a timely manner
Model transactions for risk rating and stress testing purposes
Assist with special projects including stress testing, portfolio concentration analysis, internal audit & reviews, risk rating processes, Credit Policies and Credit Programs across product groups
Assist in reporting of Basel securitization parameters
Maintain organized credit files for credit, regulatory, and compliance purposes and ensuring compliance with WCR policies and processes
Review and analyze historical and pro forma financial statements of real estate properties (e.g., operating statements, rent rolls) to ascertain revenue trends, expense structures, and Net Operating Income (NOI)
Examine the financial statements (Balance Sheet, Income Statement, Cash Flow Statement) of borrowers and sponsors to assess their financial health

Fulltime

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Commercial Underwriting Assistant

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