Underwriter Senior Resume Samples

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M Brown

Martin

Brown

8026 Tierra Trafficway

Chicago

+1 (555) 885 7249

8026 Tierra Trafficway

Chicago

Phone

p +1 (555) 885 7249

Experience Experience

Phoenix, AZ

Senior Surety Underwriter

Phoenix, AZ

Runolfsdottir-Paucek

Phoenix, AZ

Senior Surety Underwriter

Responsible for investigation, analyzing, and managing all necessary underwriting/accounting/work flow issues, within framework of Surety policies and procedures
Work under supervision of manager and mentor to develop marketing and underwriting expertise
May assess and identify changes in all aspects of the business including, but not limited to, work program to financial strength criteria, nature of work performed (inherent risk), accuracy and timeliness of data flow, and exposure analyses. Coordinate and surface issues to more Home Office staff and Bond Managers
In connection with credit recommendations which tend to fall outside of normal underwriting standards, applies sound reason and business logic to reach decision as authorized. Effectively documents such logic in file and communicates to more senior Home Office and Field underwriting staff, as necessary
Provide direction for topics to be addressed in meetings with agents, contractors and others, as necessary
Prepare and implement instructions for administering work flows and accounting/billing issues to service unique situations
Performs special projects and other duties as assigned

New York, NY

Senior Casualty Underwriter

New York, NY

Christiansen, Lubowitz and Roberts

New York, NY

Senior Casualty Underwriter

Assist in managing key client relationships in coordination with senior management
Ensure the maintenance/development of solid working relationships with all assigned brokers
Achieve agreed production targets by establishing strategic marketing objectives and action plans and developing broker relationships
Open Communication and information sharing with Segment Managers pertaining to Casualty
Provide timely production and portfolio reports
Provide superior service to offer a differentiated alternative in this very competitive sector of the market
Develop client tailored casualty insurance programs consisting of guaranteed cost, large deductible and SIR programs

present

Phoenix, AZ

Senior Debtor Risk Underwriter

Phoenix, AZ

Bashirian, Fisher and Little

present

Phoenix, AZ

Senior Debtor Risk Underwriter

present

Going beyond daily job, actively participate in process development and ad-hoc projects assigned by the Underwriter Manager
Manage credit insurance requests with the external insurance provider where necessary
Make responsible credit limit decisions in line within Delegation of Authority for the assigned EMEA and Asia industrial portfolios
Communicate recent events and trends impacting performance within the industries underwritten
Support order release process of assigned Clients, make recommendations to the Client if positive decision cannot be made by WCS
Ensure rigorous underwriting and update operating system with the CL granted according to standard Risk policies and procedures
Confidently communicate decisions to the counterparties, justify decisions by factual data

Education Education

Bachelor’s Degree in Business

Central Michigan University

Bachelor’s Degree in Business

Skills Skills

Demonstrate ability to accurately report and interpret MIB codes
Make real time decisions in a fast-paced environment characterized by ambiguity and change
Demonstrate understanding of medical terminology
Approval authority up to $1,500,000
Demonstrate understanding of the reinsurance process
Make independent decisions regarding life insurance applications within approval authority guidelines
Take initiative and act independently in appropriate circumstances
Render alternative outcomes for more difficult situations

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Senior Residential Loan Review Underwriter Resume Examples & Samples

Bachelor’s in liberal arts, economics, finance, education, business, or related
5+ years of experience
Knowledge of real estate related loan documents and lending regulations
Experience in loan underwriting, appraisal review, due diligence, loan administration and servicing, regulatory compliance verification, and mortgage quality assurance practices
Experience with spreadsheet, word processing, and database applications
Experience managing projects and people
Valid state driver’s license

Senior Specialist, Underwriter Resume Examples & Samples

Review and evaluate credit requests, making credit decisions using the Company’s Policies and Procedures, as well as the credit evaluation system, for all RFCS programs
Must complete a minimum number of hours per month on each RFCS program, as determined by your manager
Meet turnaround time goals and/or loan volume objectives monthly as established by the Company
Meet regulatory compliance, quality and performance goals monthly. Quality goals include performance related to soft skills, adherence to operating procedures, regulatory requirements, and call/deal quality
Ability to successfully execute multiple tasks, work in multiple systems and balance competing priorities
Ability to work flexible schedules between the hours of 7 am and 9 pm (central time) with a required weekend shift every other weekend or more if needed
Regularly recommend process improvements to improve efficiency and customer experience
Must have 2+ years of client services, operations, fraud, customer service or underwriting experience with a minimum of 1+ years in a complex analytical/decision making role
Must be able to work flexible schedules between the hours of 7 am and 9 pm (central time) with a required weekend shift every other weekend or more if needed
Consistent Top Performer: Leader in monthly metrics
Proven analytical, decision making and problem solving skills
Demonstrated leadership skills
Demonstrated Consumer Underwriting Experience

Senior Private Bank Underwriter Resume Examples & Samples

Bachelor’s degree. Preferably in accounting or finance
In-depth knowledge of loan documentation
Working knowledge of Basel risk rating methodology and AIRB Basel II requirements
Requires a minimum of 5 years of previous Commercial Loan and Underwriting experience in a financial services environment

Senior Reinsurance Underwriter Resume Examples & Samples

Assessing life and terminal illness claims
Participating in underwriting and claims audits, as required
Undertake calculations of risk, liability and financial implications
Actively participating in global longevity underwriting programmes, and working closely with colleagues both locally and internationally
Researching medical articles and statistics as required
Maintaining professional and productive relationships with internal and external colleagues
Provide advice to clients on underwriting and claims practices to include cross-functional support, as needed
Performing ongoing large case retrocession underwriting and case review as required

Commercial Bank Risk-underwriter Senior Associate Resume Examples & Samples

Ability to independently underwrite multi-family and commercial loans
Express ideas and convey technical information in written, oral, and electronic communication
Interpret results and formulate effective recommendations
Thorough understanding of risk impact and consequences of errors in formulating decisions and providing direction to others
Standards, practices, methodologies, and regulatory requirements relative to the credit and finance/accounting disciplines
Proficiency in multi-family and commercial real estate valuation methodologies
Knowledge and familiarity with market research resources like REIS and CoStar
Minimum requirements of 5+ years experience in commercial lending, business banking, real estate lending in both construction and permanent financing, accounting, auditing, law, credit policies and procedures, loan review and loan workouts
Any combination of education/and or experience consistent with the above that would demonstrate the capability to perform the duties of the position. Additional qualifying education may be substituted for a maximum of two years of the experience requirement. Additional qualifying work experience may be substituted for a maximum of two years of the education requirements

Senior Specialist, Underwriter Resume Examples & Samples

Must also perform CTP activities as dictated by business needs and call volume
4 year degree and/or minimum of 1 years of experience in a call center
Minimum of 1 year of credit underwriting experience
Demonstrated credit granting authority of at least $10,000 consumer or commercial credit
Experience of underwriting bank cards and PLCC (Private Label Credit Cards) is highly preferred
Demonstrated strong analytical skills
Demonstrated credit investigation techniques
Demonstrated ability to analyze tax returns, personal and business financial statements
Strong knowledge of consumer credit bureau reports, with expert report interpretation skills
Credit granting experience including decision and credit line assignment
Demonstrated ability to learn new systems, procedures and adaptable to change
Demonstrated ability to interact in a team environment
Basic PC Skills (Microsoft Office Programs)
Proficiency in MS Excel
Fluent in speaking Spanish
White Belt Training

Senior Debtor Risk Underwriter Resume Examples & Samples

Assess new credit requests received through the WF tools as well as from the Decision Automation UW queue
Support financing/funding of Clients by timely completion of monthly/quarterly underwriting tasks
Support order release process of assigned Clients, make recommendations to the Client if positive decision cannot be made by WCS
Confidently communicate decisions to the counterparties, justify decisions by factual data
Manage credit insurance requests with the external insurance provider where necessary
Research and gather financial and credit information on debtor companies, keep monitoring the assigned portfolio
Attend customers’ locations (visits) to review financial statements/opportunities as required
Mentor and coach assigned junior team members
0) and report risk process breaks
Going beyond daily job, actively participate in process development and ad-hoc projects assigned by the Underwriter Manager
Act as a backup of the team leader
Ensure rigorous underwriting and update operating system with the CL granted according to standard Risk policies and procedures
Measurements based on
Policy
0 violations
Bad Debt amount
Personal goals and objectives
Timeliness
Minimum 5 year experience in a credit management or underwriting role, preferably in an industrial business or in the credit insurance industry
Solid knowledge of financial statement analysis and credit analysis
Proven analytical and problem solving skills
Ability to work independently as well as team work skills
Confident verbal and written communication style
Team Leader prospect

Indirect Underwriter Iii / Senior Resume Examples & Samples

Review and decision credit applications while meeting call back time goals: document stipulations on conditional credit decisions
Follow non-prime segment purchase policies and procedures: document and justify exceptions
Achieve individual volume goals.as well as contributing to overall divisional volume
Solicit retail business from dealerships over the phone (or visit dealerships from time to time): Work with area sales managers to improve market penetration and follow-up on approved or conditioned credit decisions and document conversations with dealerships
Review, document and resolve early payment defaults: follow-up with dealerships regarding dealer agreement terms violations (e.g. straw purchases, missing options)
Assist loan administrators in completing the funding process
Provide a high level of customer service and problem solving

Senior Private Bank Underwriter, Commercial Resume Examples & Samples

Requires 5+ years of previous #Commercial Loan and Underwriting experience in a financial services environment
Demonstrated / In-depth knowledge of cash flow and financial analysis, credit analysis, evaluating collateral, and analyzing tax returns
Working knowledge of banking industry trends, regulations and relative means of governance
Demonstrated ability to successfully structure complex credit requests that minimize risk while providing customer business value
#MRA Spreads
Excellent planning and organizing skills and ability to manage multiple priorities
Execute with a sense of urgency
Ability to make sound transactional decisions to ensure policies and directives are met
Ability to communicate effectively by adding value to Private Banking Assistants, Credits, and Private Bankers
Ability to work independently and take ownership of personal performance and development

Senior ABL Underwriter Resume Examples & Samples

Prepares narrative analyses or write-ups on prospect ABL opportunities. Reviews all pertinent credit and financial information including: financial statements; tax returns; appraisals; projections; market demographics; and other material relating to the specific project. Determines the need for a more thorough investigation or additional information. Analyzes collateral information. Spreads and analyzes the financial data, and prepares a written summary, presents facts, and offers opinions concerning credit-worthiness
Completes the due diligence process, field examination reviews and loan committee presentations
Provides recommendations to Business Development Officers in the structuring of loan transactions
Develops a solid working relationship with prospective borrowers, key referral sources (PEGs, investment banks, etc.) and other potential senior/junior lending partners
Participates with Business Development Officers on customer/prospect calls in gathering the required information to perform/complete the prospect screening write-up
Negotiates with prospective borrowers to document transactions and manage the bank’s legal counsel when needed to ensure that transactions are tightly documented, issues are appropriately identified and resolved and that transactions are executed in an efficient and cost effective manner
Ensures reports are regularly reviewed for appropriateness, well documented and up to date with business requirements
Shares knowledge, ideas and information relating to risk management across the business
20150203

Senior Indirect Underwriter Resume Examples & Samples

40 hour weekly schedule include up to 3 Saturdays per month. Approximately 2hr OT per week
The weeks that include Saturday shift will have a weekday off. Should be able to work 8 hour shifts anywhere from 9am to 8pm during the week and til 7pm on Saturdays
The successful candidate will have a history of developing dealer relationships, selling through objections and providing a high degree of customer service while complying with bank credit guidelines
Requires a minimum of 7 years’ experience

Senior Professional Underwriter Resume Examples & Samples

Assesses background information regarding the individual or group requesting insurance coverage using standard practices. Analyzes data to determine benefits and rates
Reviews moderately complex insurance proposals, calculates possible risk, assesses situations regarding insurance coverage, and provides alternative solutions where appropriate
Determines client suitability for insurance coverage through review of credit history while considering possible legal implications
Negotiates policyholder contract terms and prepares documentation of the policies in accordance with specified terms
Meets with clients to discuss their insurance policies in order to ensure appropriate coverage; provides alternative approaches to policies as appropriate
Bachelor's degree in business administration or related field preferred
Experience working with underwriting methodologies
Experience working with organizational insurance procedures and policies
Good organization and planning skills
Good personal computer and business solutions software skills
Ability to create and maintain working relationships with clients

Senior CRE Underwriter / AVP Resume Examples & Samples

Thorough understanding of personal/ partnership and corporate tax returns
Working knowledge of legal entity structures
Ability to support and defend decisions on loan requests

RCC Capital Markets Senior Lean Underwriter Resume Examples & Samples

Responsible for accurate loan sizing and overall risk assessment prior to loan application utilizing FHA multifamily underwriting guidelines
Interact with HUD representatives regarding underwriting application
Interact with third party professionals, including appraisers, architects and environmental consultants
Healthcare Underwriting experience
HUD, Fannie Mae/Freddie Mac multifamily underwriting experience
Master in Real Estate

Senior Indirect Underwriter Resume Examples & Samples

7+ years’ experience as an underwriter with lending authority
Demonstrated ability to analyze financial and cash flow statements and tax returns
Detailed knowledge of real estate industry terminology and practices and ability to review and evaluate documents
2+ years consumer underwriting experience in a fast pace customer service orientated team environment

Senior ABL Underwriter Resume Examples & Samples

Prepares narrative analyses or write-ups on prospect ABL opportunities. Reviews all pertinent credit and financial information including, but not limited to: financial statements; tax returns; appraisals; projections; market demographics; and other material relating to the specific project. Determines the need for a more thorough investigation or additional information. Analyzes collateral information. Spreads and analyzes the financial data, and prepares a written summary, presents facts, and offers opinions concerning credit-worthiness
Assists Underwriters with the due diligence process, field examination reviews and loan committee presentations
Provides recommendations to Business Development Officers and Underwriters in the structuring of loan transactions
Participates, along with Business Development Officers, on customer/prospect calls in gathering the required information to perform/complete the prospect screening write-up
20160629

Senior Production Underwriter Resume Examples & Samples

Four year college degree and five to seven years’ experience underwriting commercial P&C BUSINESS WITH TRUCKING EXPERTISE
Prior experience with hazardous materials trucking risks preferred
P&C license as well as professional designation as Associate Underwriter (AU), Associate in Risk Management (ARM) or CPCU obtained or in process with a goal to complete
Excellent verbal and written communication skills; strong interpersonal skills with the ability to work in a team across multiple locations; ability to work in a fast-paced environment
Must possess a strong customer service commitment

Senior Middle Market Underwriter Resume Examples & Samples

Responsible for underwriting large middle market credit requests
Prepare recommendations on credit structure and approve or deny the most complex commercial credit relationships according to established policy and applicable legal and regulatory guidelines
Lead, mentor and motivate team members; assist in department workflow by helping to assign, prioritize and monitor work
Assist in developing unit operating policies and procedures by communicating new or unique situations and solutions
Perform thorough financial and collateral analysis on a variety of middle market customers. Research financial information sources for customer information such as competitors, general industry outlook and overall economic conditions and ensure the information is complete and sufficient for a thorough analysis
Analyze and evaluate customer information. Prepare extensive written analysis and recommendations that ensure an appropriate balance between business opportunity, financial risk evaluation and established credit policy
Review reports with lenders, and highlight areas of concern, and recommend the loan for approval or denial as appropriate
Participate in customer and committee meetings to provide credit perspective, expert analytical counsel, and solutions that adhere to the bank’s credit policies. Independently confirm risk ratings for an array of loan types
Develop and maintain expert knowledge of competitors, current market conditions and unique credit requirements of potential customers
Maintain extensive documentation to provide reference and back-up to credit decisions. Ensure clear logic, reasoning and background behind decisions to ensure others can review and understand processes and exceptions to policy
Develop and maintain extensive knowledge of commercial credit industry and current development and trends. Contribute to the development of policies and procedures related to the aforementioned trends
Broad product knowledge (ex: equipment finance deals, syndication deals, etc)
Advanced knowledge of commercial credit and financial analysis techniques
Demonstrated ability to independently gather, consolidate, analyze and summarize data and provide thorough recommendations for all levels of commercial credit relationships
Ability to effectively communicate with all levels of the organization, clearly expressing ideas and concepts both verbally and in writing to effectively handle sensitive issues and facilitate critical interactions
Demonstrated ability to identify and quantify subtle business risks and the ability to identify key drivers of risk and focus discussions accordingly
Strong proven leadership skills with the ability to assist in motivating team members
Excellent time management skills and the ability to successfully work on multiple analytical assignments while maintaining high quality
Strong self-confidence at all levels of conversation with the ability to assertively defend analytical decisions
Ability to assist in coaching, training and leading staff in credit and financial analysis techniques
Demonstrated ability to successfully act independently, weighing competing priorities according to business needs
Must be able to maintain a high degree of confidentiality
Intermediate level proficiency with Microsoft Word, Excel, PowerPoint and Outlook
Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude
Bachelor’s degree in Accounting, Business, Finance, or a related field, or equivalent combination of education and experience required
8+ years of experience in commercial credit/lending required
Broad product experience required

Senior Stop Loss Underwriter Resume Examples & Samples

Evaluate, price and propose rate and strategy on Stop-Loss prospects, including specific and aggregate benefits
Manage assigned workload to meet productivity and time service standards
Independent decision making on case work utilizing general underwriting guidelines
Analyzes information on medical industry, demographics, plan document design, medical network and other standard criteria
Determines level of risk based on well established underwriting guidelines
Quotes appropriate rates based on risk properties of prospect to field sales team
Minimum 5 years of Stop-Loss product underwriting experience
Strong math, communication, negotiation and analytical skills required
Demonstrates multi-tasking ability
Must be detail oriented, well organized and have the ability to manage a high volume workload with competing demands

Senior Mtg Underwriter Resume Examples & Samples

Strong oral and written communication skills
FHA and VA underwriting experience with DE and SAR
Customer contact experience & customer focused
Computer & typing skills, with knowledge of Microsoft office

Senior Surety Underwriter Resume Examples & Samples

Meets with agents and brokers from assigned customer base/territory to solicit business/submissions via marketing efforts and educate agency representative(s) on Liberty Mutual Surety policies, procedures, appetite, and requirements. May require some overnight travel. Act in a consultative capacity and discuss/review agency accounts and performance
Underwrites new and existing contractor account submissions utilizing underwriting authority granted by Chief Underwriting Officer. Makes thorough evaluations and assessments of a contractor's financial, technical, organizational, and management capacities, past experience , desired work objectives as well as a subjective judgment of character, normally based upon data/insights. In many cases, will meet with client to facilitate above assessments
Performs analytical evaluations of financial statements on both a static and trend basis. Determines the present and historical financial position of the account and monitors financial position of risk through analysis of quarterly statements and work in progress data as appropriate
Develop/maintain strong relationships with agents/brokers and oversee a book of contract Surety business within defined territory. Meets production, marketing, and profitability goals as set by manager and assist in developing marketing plan
Monitor an existing book of business from an underwriting standpoint. Continuously evaluates the qualitative characteristics of the business (new and existing) as assigned. Examples include utilization of self-audit programs, financial ratio analysis report. Makes recommendations to Manager for proper lines of authority to be submitted to Home Office. Monitors and controls utilization of such lines to ensure compliance with guidelines
May assess and identify changes in all aspects of the business including, but not limited to, work program to financial strength criteria, nature of work performed (inherent risk), accuracy and timeliness of data flow, and exposure analyses. Coordinate and surface issues to more Home Office staff and Bond Managers
Provide direction for topics to be addressed in meetings with agents, contractors and others, as necessary
Bachelor's degree in Finance, Accounting or equivalent and a minimum of 1 year experience expected, and a preference of 4 or more years surety underwriting experience and/or equivalent surety related business experience preferred with a strong preference in the contract product line
Solid understanding of financial and accounting principles and the ability to demonstrate sound business judgment in the evaluation of the financial condition, credit history, experience and character of contract accounts
Demonstrates strong communication and interpersonal skills in dealing with agents, brokers, CPAs, bankers, attorneys, etc. required to build & maintain good business relationships
Excellent organizational skills as well as attention to detail
Ability to work independently and juggle many tasks simultaneously as well as a comfort level in interacting with people in small groups and social situations
Technically savvy and experience with diverse computer applications
A minor amount of overnight travel may be required and the ability to attend occasional agent meetings and social or industry events

Senior Construction Underwriter Resume Examples & Samples

Strong underwriting skills,
Advanced job and business knowledge,
Excellent relationship building
Location may be in Alexandria, VA; Hunt Valley, MD or King of Prussia, PA**

Senior Construction Underwriter Resume Examples & Samples

Quote renewals and new business opportunities with underwriting authority approval through analyzing renewal applications and re-rating accounts
Consults and provides solutions
Manages the sales process including planning, operating routines, and monitoring
Establishes and maintains pipeline; manages cross-sell and up-sell opportunities across team; generates cross-sell opportunities
Knowledgeable about risk engineering and claim service available to insureds
4 year undergraduate degree and/or insurance designations preferred
Strong technical knowledge, decision making and analytical skills
Strong marketing and relationship management capabilities

Senior Casualty Underwriter Resume Examples & Samples

Key responsibilities for the position include new and renewal business production underwriting of Energy and Energy related accounts with focus on revenues of $50M and above
Adhere to underwriting rules and guidelines and develop strong producer relationships via quality service
Develop client tailored casualty insurance programs consisting of guaranteed cost, large deductible and SIR programs
Business lines include General Liability, Excess Casualty, Automobile and Workers Compensation
Bachelor's degree and Insurance certifications
A minimum of 5 years’ experience as a Casualty Underwriter. Energy underwriting experience preferred
Knowledge of rating plans including experience rating, composite rating, large risk and loss rating
Financial analysis including collateral requirements
Excellent analytical, communication, and computer skills
A positive, customer-oriented approach
Current relationships with key Energy producers a plus

Senior PI Development Underwriter Resume Examples & Samples

Establish and develop key broker relationships which will provide meaningful business to Zurich
Underwrite complex business to a high level of authority
Provide creative solutions to complex underwriting issues
Be capable of leading senior level negotiations on risks and/or business deals
Support underwriting function with good quality admin and systems usage
Ensure delivery of first class service and productivity
Implement agreed technical standards, controls, practices, procedures and contribute to the continued development of technical knowledge and within the team
Support the Business Manager in day to day management of the underwriting team, demonstrating proactive approach to this aspect of the role
Build personal market profile with brokers and customers
Liaise with Account Executives to identify and maximise business opportunities
Handle a range of queries providing information and advice to assist in the development of the account and maintain underwriting standards
Support the effective coaching, development and training of Market Underwriters and Assistant Market Underwriters
Excellent understanding of underwriting principles and practice
Detailed knowledge of underwriting aspects of a wide range of (predominantly) PI and other financial lines business
Excellent understanding of the financial lines market in terms of competitors and key brokers
Good knowledge of current issues affecting financial lines market and its clients
Good knowledge of the insurance market and current market dynamics
Achieve or progressing towards professional qualifications

Senior Annuity Underwriter Resume Examples & Samples

Analyzes data related to the risk being underwritten for retirement income and structured settlement annuity cases, with an intermediate level of complexity, in order to determine what benefits, if any, can be offered and at what premiums under supervision
Assists managers and producers in properly submitting requirements on group and individual annuity applications and quote requests
Conducts research in order to secure additional data needed to make determinations on benefits and pricing
Communicates with contract holders, brokers, agencies, and/or other sources concerning underwriting guidelines, decisions and procedures
Develop and maintain a good working relationship and rapport with the field force
Review industry publications and stay abreast of new and complex products, advances in underwriting techniques and the state and federal legislation that governs or impacts the industry
Complete other projects as requested
Ability to work independently and make decisions with sound and logical reasoning
Attention to detail with strong planning and organizational skills
Ability to work accurately and efficiently in a fast paced environment
Strong interpersonal skills, communication skills (written and verbal) and negotiation skills
Familiarity with a variety of Underwriting concepts, practices and procedures and the ability to creatively apply them
Proficient computer skills using various software packages including word processing, spreadsheet and electronic mail
Bachelors degree or equivalent work experience
Seasoned underwriting knowledge and expertise with structured settlement annuity products, design, administration and regulatory requirements

Senior Trading Underwriter Resume Examples & Samples

Administer and monitor underwriting rules and guidelines, insurance laws and regulations(including cross border), and rating annual rules
Complete detailed opportunity assessment with key distributors to identify growth opportunities
Negotiate Terms & Conditions and close deals
Proactively engage in the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date
Measure exposures/analyse risk
Service accounts, handles declination's/cancellations
International Real Estate or Property portfolio underwriting experience
Educated to degree level – desirable
Strong trading relationships and knowledge of Global Brokers
In-depth knowledge of line(s) of business and legal and regulatory guidelines, including other European countries not just limited to the UK
Ability to effectively assess risk including Natural Catastrophe risks
Superior skills in relationship building, active listening, needs analysis and win-win negotiating

Senior Commercial Lending Underwriter Resume Examples & Samples

Shares responsibility with assigned Relationship Managers to coordinate the renewals or extensions of lines of credit/loans to ensure these credit facilities are renewed/extended prior to maturity date
Underwriter may work with both Relationship Managers and Borrower to gather information for renewal
With Relationship Manager input and thorough analysis, underwrite line of credit and loan renewals
Complete financial spreads as appropriate
Review and analyze any third party exhibits such as appraisals, environmental questionnaires/Phase I & II reports, legal documents such as business organization documents, UCC lien searches, title reports, credit reports, etc
Underwrites according to current credit underwriting criteria outlined in the Bank’s Lending Policies and Procedures
Process will include incorporation of any specialized documentation such as SBA, ACH, etc
Recommend appropriate risk rating
Assist in underwriting prefights of loan requests
Other duties may include assisting with signing of documents, meet with clients to better understand business needs and to obtain information
Other duties as may be assigned
Bachelor’s Degree in Business related field or equivalent education preferred
Ability to read and interpret a variety of financial statements required
Ability to spread financial statements using Moody’s
Minimum of 5 years’ experience in commercial credit underwriting or related experience
Strong written and oral communication skills, attention to detail, spelling, grammatical and proofreading abilities
Proficiency with Microsoft office products (Excel, Word, Outlook)
Must possess a positive attitude, good judgment, and the ability to accept responsibility and handle confidential information
Ability to meet deadlines and work under pressure
Willingness to assume additional responsibilities/duties/projects as they arise

Senior Commercial Loans Underwriter Resume Examples & Samples

Analyze a breadth of commercial files and complex high net worth individuals for loan products largely focused on insurance lending, and commercial real estate
Underwrite and recommend new money applications
Underwrite and recommend annual review applications
Manage a high net worth personal loan portfolio and commercial lending portfolio with an average case size of $1,000,000
Conduct a thorough analysis of business financial statements, conduct cash flow analysis and collateral analysis
Work at an expert level, apply sound judgment using educated business knowledge and experience
Deal with customers in a pleasant and professional manner
Assume the role of Senior advisor, teacher, mentor and expert to more junior staff
When called upon, conduct educational workshops for 3rd parties
Project a positive attitude with the ability to cope and help others to cope with change when required
Make decisions, commensurate with good depth of exposure, on referred problem cases
High degree of contact with clients, sales reps, advisors and professionals
Contribute to development of new business opportunities (when possible)

Senior Surety Underwriter Resume Examples & Samples

Efficiently underwrite new surety submissions. Gather information regarding financial status, credit standing, and organization profit to analyze and determine acceptability of the risk
Interaction with professional NASBP member agents as well as other agents who do business with United Fire Group
Attend selected industry events that provide interactions with producers and/or potential accounts
Responsibility for building and maintaining effective business relationships with internal and external customers/coworkers in order to attract and retain profitable business
Be actively engaged in additional industry and professional development and designations (AFSB, CPCU, MBA, etc). Additional classes and training maybe required
Should be proficient in: risk evaluation, contract knowledge, common sense judgment, and big picture views
Strong communication (written and verbal), influencing, negotiating, listening, and interpersonal skills to effectively develop/maintain productive internal and external relationships
Minimum eight to ten years’ experience in contract surety underwriting

Senior Casualty Underwriter Resume Examples & Samples

Being accountable for ensuring that new and renewed solutions are implemented and maintained according to the quality standards and in line with XL Catlin processes and guidelines
Cultivating and maintaining key broker relationships to ensure new business opportunities that fit within our underwriting appetite
Providing clients with service that supports the positive image of the company. To do this, the underwriter has a significant amount of contact with clients and brokers, and deals worldwide with experts in order to gain cooperation within the network and to leverage the underwriting, as well as the business know-how
Cross-marketing with other XL Catlin lines
Meeting with brokers and insureds as required
Thorough knowledge of applying underwriting guidelines, rating methodologies, reinsurance concept and business processes
Has experience with large domestic and international accounts and cash flow programs

Senior Executive Underwriter Resume Examples & Samples

Cultivates key broker relationships in the region to maintain a steady stream of business within our underwriting appetite
Develop and manage underwriting strategies for both renewals and targets within his/her portfolio of accounts, including knowledge of the current penetration by product, cross marketing penetration and specific plans to increase company share
Strong organizational, time-management and multi-tasking skills

Senior Surety Underwriter Resume Examples & Samples

Develop a profitable book of surety business of varying degrees of complexity for assigned territory, taking into consideration the strengths and weaknesses of the producer plant/territory and competitors, divisional objectives and overall market conditions
Accountable for accurate underwriting documentation/information in account management systems and adherence to documentation standards
Travel is required with frequent overnight stays; up to 15 to 20% of time will be traveling. Must have a valid driver’s license

Senior Corporate Underwriter Resume Examples & Samples

Must understand the regulatory environment of HLTs and familiar with analysing business valuations
Actively participate and assist in all aspects of the loan process including joint calling, underwriting and preparation of credit approval packages
Firm understanding and experience in dealing with Loan Documentation
Must be able to spread, analyse and interpret businesses and financial statements
Must prepare and be able to present credit analysis packages through the credit approval chain with limited supervision; and,
Other duties and projects as may be assigned by management
Serves as the initial deal screen to determine loan viability –
Prepare credit analysis packages
Complete any special project work

Senior Yacht Underwriter Resume Examples & Samples

Lead & manage the relationship with key Business suppliers & DA arrangements ensuring a focus on portfolio development, mix, adherence to governance, controls
Accountability for management of contracts and delegated authority levels
Ownership and drive for dedicated Portfolio management
FAC and Scheme Underwriting
Contribution of Underwriting performance across our yacht and prestige product lines
Delivery of planned portfolio profitability, mix and top line metrics
Ability to prioritise and focus on targets & results balancing technical requirements with commercial and market trading context
Continually seeks to drive improvements in our service levels
Mentor and coach junior underwriters where required
Degree level or equivalent business experience
Strong understanding of underwriting principles and experience application in a market context
Relevant underwriting and portfolio experience
Negotiation and relationship management at a senior level both internally and externally
Strong knowledge of yacht and marine market preferred but not essential
Computer literate and highly numerate alongside an ability to demonstrate commercial acumen
Excellent team player and an ability to motivate and develop others that are not within reporting line and collaborate with wider business stakeholders
Advocate for selling and delivering the long terms strategic objectives of N&G
Always displays a positive, professional outlook
Willing to play a really key role in the future success of N&G

Senior Surety Underwriter Resume Examples & Samples

Underwrite and manage existing bond accounts through under the direction of senior underwriters, managers or Home Office management, as applicable
Individual development focused on developing underwriting expertise and strong agency management skills
Underwrite renewal business and renewal lines of credit as applicable for assigned accounts
Meet with agents from assigned agency base/territory to solicit business/submissions through marketing efforts and educate agency representatives on Hanover risk appetite, procedures, point of sale system

Senior Specialty Underwriter, E&S Resume Examples & Samples

Demonstrates a solid understanding of the E&S business strategy & business appetite
Builds and develops relationships with CSR’s within the agency in order to achieve growth and profitability goals
Manages overall quality of the Retail book
Responsible for driving and executing E&S Retail strategy initiatives keeping in mind underwriting appetite and business mix strategies
Demonstrate the appropriate blend of price and coverage restrictions to ensure profitability and to maximize returns
Close collaboration with Hanover Specialty Insurance Brokers (HSIB), an in house wholesaler, to assist with marketing with a long term goal of developing a limited binding authority for HSIB
Responsible for cross functional collaboration with other Hanover departments (such as Operations, IT, Product, Actuarial, etc.)
Scrubs Pipeline lists and provides feedback on the quality of the opportunity
Organizational skills to handle the flow of submissions from retailers while developing agency relationships
Ownership of the development of workflows to ensure compliance with agreed upon Service Levels
Primarily focus on Small accounts, with the ability to work on larger accounts with referral protocol
Support state strategy efforts

Senior Commercial Lines Underwriter Resume Examples & Samples

Provide guidance and coaching to other underwriters
Good memory retention levels for detailed work
Ability to handle large workload and prioritize to meet deadlines
Promote a positive and professional image and develop productive relationships
Demonstrate an open-minded, collaborative work style

Senior Regional Surety Underwriter Resume Examples & Samples

Must demonstrate the strong analytical skills needed to evaluate new submissions for acceptability within company underwriting parameters
Experienced in new market development; ability to prospect, appoint and manage producer relationships to achieve production and profitability objectives
Solid following of existing broker and agency relationships within the assigned geographic region
Proficient in: risk evaluation, contract knowledge, common sense judgment, and the ability to see the big picture
Be actively engaged in additional industry and professional development and designations (AFSB, CPCU, MBA, etc.). Additional classes and training may be required
Develop a profitable book of surety business of varying degrees of complexity for assigned territory, taking into consideration the strengths and weaknesses of the producer plant /territory and competitors, divisional objectives and overall market conditions
Make prompt, sound decisions within underwriting authority based on appropriate underwriting information consultation
Travel is required with frequent overnight stays; up to 20 to 25% of time will be traveling. Must have a valid driver’s license
Perform special projects as assigned
Minimum Seven to ten years’ experience in contract surety underwriting
Four year college degree is required; majors in Accounting, Business Administration, Finance or Economics are preferred

Underwriter, Senior Resume Examples & Samples

Bachelor's Degree or in-lieu of degree equivalent education, training and work-related experience
3+ years of Property and Casualty insurance industry experience
In depth knowledge of Personal Line products
Experience in training large or small groups and/or public speaking
Must perform well in high-energy, dynamic and team-oriented environments
Must be able and willing to travel to agency visits, functions, and training as requested
Experience using multiple processing systems
Willingness to act as a valued team member

Senior Stop Loss Underwriter, New Business Resume Examples & Samples

Manage field office relationships in regards to industry information, prospects and regional medical trends
Formulate a successful strategy with regional sales team to sell cases within general underwriting guidelines
Act as a resource for other underwriters and the field sales team
Determines level of risk based on well-established underwriting guidelines
Supports the identification and development of best practices work flows and procedures
Requires strong Microsoft Excel and Word knowledge

Senior Construction Underwriter Resume Examples & Samples

Develop, maintain & collaborate with Line of Business representatives on referrals and other business related needs, as appropriate
Supports the sales culture by being a Help Point for agents, brokers and customers. Proactively seek renewal and new account opportunities
Strong trading relationships and knowledge of Brokers
In-depth knowledge of Construction Underwriting and regulatory guidelines
Solid knowledge of processing methods and workflow procedures, and basic knowledge of insurance underwriting and regulations for assigned territories

Senior Large Casualty Underwriter Iv-avp Resume Examples & Samples

High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area
Advanced knowledge and practice of Casualty line of business
Knowledge of time restraints for quotes on new and renewal business

Senior Schemes Underwriter Croydon Resume Examples & Samples

Delivery of a first class service to our Brokers
Develop, maintain & collaborate with line of business representatives on referrals and other business related needs
Develop and maintain relationships with Scheme Brokers in support of business retention and acquisition and work with customers and distributors to determine their insurance needs and provide solutions
Promptly handle and positively resolve enquiries from brokers, customers and colleagues
Meet agreed performance measures (including high quality and timely data input to systems)
Undertake all Governance aspects required to ensure our schemes run in accordance with FCA guidelines and internal Zurich requirements
Undertake Third Party Reviews
Make broker/customer on sight calls with a planned and well prepared purpose
Coach and mentor other team members
CII qualification or progression towards this
Portfolio Underwriting experience
In depth knowledge of construction/casualty/property underwriting and regulatory guidelines
Demonstrated technical knowledge and skills reflective of progression of positions of increasing responsibilityl
Great team player
Effective numeracy skills

Senior Garage Underwriter Resume Examples & Samples

Utilize underwriting tools to determine accurate classifications, rates, and premium charges
Review state laws, including cancellation and non-renewal, within assigned territory to properly transact business within the state
Assist in the training of departmental personnel
Provide technical expertise to the Underwriting department in determining rate and product changes and during Product Line Reviews
Create, analyze, and interpret data from various reports
Travel to agent offices at least once each year
Complete all assigned tasks according to department standards
Bachelor’s degree or three year to five years related insurance experience and/or equivalent combination of education and experience
Minimum of two to four years underwriting experience with authority, preferably in excess and surplus lines Garage business
Previous insurance educational work, IIA and CPCU desirable

Senior Residential Construction Underwriter Resume Examples & Samples

BA in a related field or equivalent combination of experience and education
Minimum eight years commercial loan underwriting experience preferred including appraisal, credit review and due diligence, analysis and processing of loans to ensure quality and to manage risk
Strong knowledge of Real Estate Principles, with demonstrated abilities to assess the physical condition of proposed collateral, its marketability and its management
Basic understanding of Residential Construction appraisal methodology and Residential Construction financial mathematics
Competent at Word and Excel
A self-starter, accurate and dependable in completing responsibilities with strong attention to detail, good organizational skills, and able to work independently with little supervision
Able to work within deadlines and under extreme pressure
Able to quickly compose clear and distinct letters and memoranda
Good at problem solving, researching, and decision making with the ability to think critically and independently
Willingness to assume additional duties/projects as they arise
Ability to accept and facilitate change, whether indicated by corporate needs, market, or regulatory requirements
Proven ability to work on multiple concurrent projects
Able to maintain composure and present a professional image in very volatile and stressful situations including dealing with difficult customers
Excellent communication skills interacting with Senior Management, customers, co-workers and other departments. This includes written, verbal and personal contact
Demonstrated high level of personal integrity, judgment, maturity, with the ability to accept responsibility and handle confidential information
Ability and desire to work with others as a team, respecting people of diverse backgrounds, to provide excellent customer service

Senior Specialist Underwriter, Trade Finance Resume Examples & Samples

Take ownership for the full Credit Underwriting, sizing discretionary limits, minimum credit reserves and premium
Liaise with the risk team where necessary
Completing insurance quotations (NBI) for approval by the European Credit Committee or NY senior management. Drafting transaction summary template in conjunction with TF personnel for the European Credit Committee / NY. Attending meeting and conference calls (internal and external – client facing where necessary) Liaising with the clients to agree insurance terms as set out in the NBI
Conduct detailed diligence remotely and on site where necessary (in conjunction with TF personnel and funders)
Liaise closely with TF personnel, the Transaction Execution Manager and Transaction Monitoring Manager (in transaction execution phase)
Making sure policies remain compliant with AIG Europe Insurance Underwriting processes and procedures
Liaising with TF personnel to manager mid-term endorsements and renewals
Ability to handle a varied workload in a diverse and growing portfolio
Ambitious individual who is commercially focussed and able to present to CFOs Treasurers and banks
Analytical thinker and self motivated to manage several large new business projects at once, whilst dealing with existing renewals and endorsements
Ability to prioritise tasks and manage workload essential
Experience in structured finance transactions
Knowledge of Basel III and IFRS international regulatory guidelines
Insurance / receivable finance / factoring knowledge
Has both Risk and Commercial experience
Able to deal with complex, bespoke and challenging credit underwriting
Well organised, client facing individual
Good analytical mind/logical thinker

Senior Field Underwriter Resume Examples & Samples

3+ years of Commercial Insurance Company, Agency or Brokerage experience
Proven ability to build and maintain strong professional relationships; familiarity with the downtown NY brokerage community preferred
Working knowledge of US Environmental Casualty lines of business (Pollution Liability, Auto Liability, Construction, and General Liability) including product features, forms, regulatory environments and risks etc

Senior Casualty Underwriter Resume Examples & Samples

Achieve agreed production targets by establishing strategic marketing objectives and action plans and developing broker relationships
Provide timely production and portfolio reports
Execute the business’ strategic plans to ensure budgets are met at both branch and national level
Minimum of 5 years Casualty Underwriting experience across a broad range of products including Primary Casualty, Excess/Umbrella
Entrepreneurial and Solution based approach to Underwriting whilst maintaining and demonstrating a high degree of technical skill
Proven working relationship with key Broking partners
Excellent written and verbal communication skills (English), combined with the ability to influence people

Senior Specialist Underwriter Resume Examples & Samples

Extensive underwriting experience is desired; other relevant professional experience may substitute for underwriting experience
Strong Financial Lines Product knowledge
Time management - ability to handle multiple priorities, organise work and meet deadlines
Tenacious, motivated, proactive
Able to work in a cooperative team environment
Languages: any language in addition to English would be welcome

Senior M&A Tax Underwriter Resume Examples & Samples

UK qualified tax solicitor (5 PQE minimum)
Strong technical knowledge in relation to tax law and tax practice
Excellent business development skills
Strong written and oral communication skills; extremely proficient drafter of legal and commercial documents
Ability to negotiate with commercially and legally sophisticated advisors and clients
Highly focused, enthusiastic and creative thinker
Strong interpersonal skills and ability to collaboratively work with local M&A underwriting team
Ability to understand and execute commercial decision making in a context of legal risk assessment
European language skills
Specific experience in advising M&A Insurance carriers on tax risks
Experience in negotiating and managing the tax warranties and risks relating to M&A transactions

Senior Small Business Lending Underwriter Resume Examples & Samples

Performs credit analysis and underwriting of business customers, guarantors, industry & economic conditions and recommends credit decisions and terms for Small Business Loan transactions
Prepares written analyses and loan summary documents to assist in the making of lending decisions on new, renewal and extension loans. Participates in discussions regarding the credit worthiness of pending loan requests
Receives and analizes credit requests, spreading the customer's financial information and makes decisions regarding these credit requests within establishe guidelines and policies. Typically takes the deal from branch referral all the way through to decision
Provides guidance and assistance to Retail Branch staff in developing, evaluating and assisting customers with Small Business Loan requests

Senior CRE Underwriter Resume Examples & Samples

Performs special financial statement analysis, typically involving complex and interlocking relationships
Rendering assistance to lending officers on credit matters and loans involving unusual situations or requiring close scrutiny
Obtain data to perform portfolio concentration analysis and assist in the preparation on the monthly allowance for loan and lease loss (ALLL)
May train selected personnel in credit operations and financial statement analysis and oversee the training of the credit analyst area

Senior Hull & Liability Underwriter Resume Examples & Samples

Accountable for soliciting and underwriting risks in support of the successful execution of territorial strategic operating and marketing plans and to deliver positive financial performance
Oversight of proper risk selection, mix of business management, pricing strategies, adherence to underwriting guidelines, quality analysis for Ocean and Inland Marine
Responsible for managing assigned agent/broker relationships
Provide necessary underwriting and tactical support to peer underwriters and junior underwriters
Collaborate with other business units to advance the enterprise and reputation of the marine unit within the enterprise
Assist the marine manager as necessary on project work to expand the appetite and product offerings of the marine unit
Bachelor’s Degree and minimum 3 years marine insurance underwriting experience
Professional designations, certificates, or other insurance classes are highly desired
Recognized expert and specialization in the marine insurance industry

Senior Market Facing Underwriter Resume Examples & Samples

Generating, underwriting and analyzing for private and non-profit based organizations. Products of focus include; Directors & Officers Liability, Employment Practices liability, Fiduciary/Pension Liability and Crime/Fidelity Liability
In-depth knowledge of corporate Directors & Officers Liability, Employment Practices liability, Fiduciary/Pension Liability and Crime/Fidelity Liability lines of business and legal and regulatory guidelines
Strong presentation skills and a solutions and service orientation

Senior Business Banking Underwriter Resume Examples & Samples

Performs quality underwriting by practicing sound underwriting judgment and risk management principles when making lending decisions in the granting of Business Banking Credit. Approve Business Banking credit under prescribed loan authority
Develops and provides training to lenders (on and off site) in structuring and underwriting Business Banking loans as per the credit policies of the Bank
Provides training and orientation to new associates in regards to the Bank’s Business Banking loan programs and lending processes
Performs Credit Review and Quality Control targeted reviews on Portfolio Mortgage and Indirect Lending lines of business
Works closely with the Consumer Risk Executive, Consumer Lending Executive, and Bus. Bkg. Sr. Credit Officer to develop and enhance Credit Policy and Business Banking loan products
Assists the Bus. Bkg. Sr. Credit Officer with Credit Review, Internal Audit and external examinations including remediation of any issues/matters requiring attention
Works closely with lenders and compliance officer to ensure the bank meets regulatory compliance requirements with underwriting policies and elevate risk issues for Business Banking lending
Works closely with Consumer Lending Executive management team to support cross-sale of Bank services to loan applicants
Assist lenders in problem loan management
Bachelor's degree in business or related field with four or more years related underwriting experience and/or training in Business Banking or equivalent combination of education and experience
Strong knowledge of Microsoft Windows operating system & Microsoft Word, Power Point, and Outlook and expertise in Microsoft Excel
Excellent written and verbal communication skills with good presentational skills, in addition to solid math skills and ability to interact with internal and external customers
Ability to read and listen, understand and communicate information and ideas in a clear and understandable manner, both orally and in writing with senior executives, business unit management and staff, state and federal regulators and officials and significant business partners
Certifications and Licenses: None

Senior Middle Markets Underwriter Resume Examples & Samples

High School Diploma or Equivalent and 5 or more years of experience in commercial underwriting or market facing area
In-depth knowledge of the middle markets marketplace
Commercial property & casualty underwriting experience

Senior Production Underwriter Resume Examples & Samples

Analyzes financial and risk data of proposed insureds to identify hazards and exposures
Determines appropriate recommendations subject to our management and underwriting guidelines
Develops working relationships with assigned agencies within the assigned territory
Ensures the delivery, follow-up and servicing requirements of all quotes on new and renewal accounts
Develops retail agency plant within the assigned territory
Provides detailed instructions for administrative staff to process policies and statistical information
6 or more years of related experience
Bachelors Degree or equivalent experience
Excess Casualty experience is preferred
Experience in umbrella coverage is required

Senior Account Manager / Senior Underwriter Resume Examples & Samples

Has responsibility for low to moderately complex risk selection / rejection, pricing, retention, growth and profitability within scope of authority and per divisional objectives
Uses independent judgment and initiative to support business goals. Maintains a high level of customer service
Receives and analyzes submissions and determines terms to offer (policy limits, credit limits, deductibles, coverage options and conditions, work programs, etc.)
May conduct investigations of new and existing accounts through business owners (banks, owners, creditors, debtors, architects, engineers, criminal record checks, on-site visits, etc.)
Assesses risk quality and compliance within company guidelines
Orders and analyzes miscellaneous business reports needed in the rating and underwriting processes, including credit checks, bank agreements, financial statements and underwriting surveys
Makes recommendations on risks over authority
Prepares effective internal and external communications on underwriting issues
Visits producers and principals in order to retain existing accounts, build and maintain business relationships and develop new opportunities in support of divisional objectives. Interprets, explains and markets products and services
May provide guidance and assistance to less experienced associates
Must have a Bachelor's degree and a minimum of 10 years of fidelity and crime with specific financial institution underwriting experience. Underwriters with multi-line experience with some fidelity and crime experience are encouraged to apply
Must possess a high level of customer service and proven success in building and maintaining effective business relationships
Proficiency in PC based programs and Microsoft Office

Corporate Banking Senior Underwriter Resume Examples & Samples

Evaluate, analyze and form opinions for the approving and denying of business banking and/or commercial loan applications according to business unit standards
Manage the commercial loan portfolio with coordination from the Relationship Manager (RM)
Conduct initial interview with the RM and is introduced to client
Follow up with borrower for required financial information and explanation
Have thorough discussion with the client with minimal RM assistance to be able to obtain sufficient understanding of borrower's financial position, managerial strategy, and expected loan performance to recommend a loan structure
Document understanding of the lending relationship in written form primarily in loan credit presentations, but also in problem loan reports, semi-annual credit reviews, MDM loan grading, and file comments
The PRO will assist and may lead the presentation of the loan at credit committee
Incorporate financial analysis completed by junior staff into written documentation
Obtain satisfactory CED and Regulatory examination findings
Manage the loan portfolio with limited assistance from the RM

Senior Surety Underwriter Resume Examples & Samples

Bachelor’s Degree from a college or university is required
5+ years of related underwriting experience in Property and Casualty insurance
Ability to adhere to strict time deadlines and underwriting standards

Senior Surety Underwriter Resume Examples & Samples

Review and evaluate renewal bond in order to determine renewal underwriting and documentation requirements
Review midterm adjustments, credit reports and underwriting information when received, and advise branch manager and/or Home Office
Underwriting of considerations on any midterm adjustments
Assist with preparing branch/reinsurance submissions of financial files
Assist underwriting personnel with financial file updates and maintenance of necessary information
Assist with evaluating underwriting requirements for home office or branch office bond submissions
Assist with reviewing and revising bond forms
Review status inquiries and advise Home Office Underwriting of necessary actions
5+ years’ experience underwriting surety commercial or contract bonds

Senior Production Underwriter Resume Examples & Samples

3-5 years commercial underwriting experience or formal P&C underwriting training
High school graduate/GED; Bachelor's degree preferred
Has a desire to learn and sees the opportunities to take initiative
Ability to establish and maintain client relationships in a marketing/sales capacity
Ability to work independently and multi-task
Ability to travel 25% - mostly same day some overnight

Senior Underwriter Financial Institutions Resume Examples & Samples

Expand and manage the FI portfolio with profitable and sustainable growth
Drive profitable growth while achieving the FL Benelux budget figures
Establish strategies and action plans with the Underwriting Manager Benelux and with the product line Chief Underwriting Officer for Financial Institutions
Ensure workflow and service standards
Oversee business development, generate submission flow to meet specific targets, and identify up-sell/cross-sell opportunities initiatives with other lines of businesses
Support on the preparation of estimates, budgets and respond to other reporting requests
Anticipate market trends and keep track of specific underwriting issues
Drive locally new product development with respect to FI, in coordination with product lines Chief Underwriting Officer, ensuring the production of XL Catlin wordings/language for the various insurances
Represent XL Catlin locally in front of the top brokers to maximize opportunities coming from global broker agreements and develop a broker management strategy, showing leadership by effective communication and providing them with education, update and guidance relating identified trends and regulatory changes
Develop customer relationship management initiatives in coordination with Client Distribution Leaders, particularly with Risk Managers of main Benelux corporations
Underwrite assigned accounts
Interact and manage relationships with other product lines and support areas locally in Benelux, particularly claims to ensure adequate communication
Coordinate local/regional communication in both directions
University degree in business or law
About 4/6 years of Financial Lines underwriting and sales experience, with recognized knowledge and abilities overall with Financial Institutions
Strong knowledge and experience in Benelux FI market
Excellent local market knowledge and very good reputation in the market
High negotiations communications and presentation skills
Good communication & interpersonal skills
Analytical, proactive and communicative, takes on an active approach
Ability to work independently and in a team
Ability to add and share knowledge to the UW team and XL Catlin organisation
High working capacity and resistance to pressure
High level of personal integrity
Fluent in spoken and written local languages and English

Senior Contract Bond Underwriter Resume Examples & Samples

BA/BS required in finance, accounting or economics or advance degree preferred
AFSB designation preferred
Typically requires 3+ years of surety/bond underwriting experience
Must be a multi-dimensional team player, must possess strong product knowledge, sales ability and underwriting expertise
Depending on candidates experience we may hire at a different level**

Underwriter Senior Resume Examples & Samples

Bachelors degree and Minimum of 1 year of life underwriting experience
Demonstrate ability to accurately report and interpret MIB codes
Demonstrate understanding of the reinsurance process
Demonstrate understanding of medical terminology
Approval authority up to $1,500,000
Make real time decisions in a fast-paced environment characterized by ambiguity and change
Make independent decisions regarding life insurance applications within approval authority guidelines
Take initiative and act independently in appropriate circumstances
Render alternative outcomes for more difficult situations

Senior Underwriter Umbrella Resume Examples & Samples

Assist in developing annual business plan and analyze and evaluate results for assigned producers
Keep abreast of market trends, competition philosophy, products and distributions systems
Analyze and authorize risk and pricing on new and renewal business
Sell and promote company products and programs to assigned producers
Attain premium, loss ratio, QAP and service goals as assigned

Senior Stop / Loss Underwriter Resume Examples & Samples

Assess and analyze claims experience, network efficiencies, contributions, risk selection/migration tendencies, large claim exposure, etc. to develop sound Specific and Aggregate Stop Loss pricing recommendations for both prospective and inforce stop loss accounts
Develop Administrative Services Only (ASO) pricing and Shared Advantage network pricing for new business prospects and renewals
Participate in discussions and interactions with Sales and Account Management teams to provide consultative recommendations, develop alternate options, and assist with strategy formulation when required
Interact with brokers and consultants to discuss and defend rating actions and negotiate stop loss and administrative services terms
Work closely with fully insured underwriting team in coordinating fully insured and self funded proposals in dual funded quoting scenarios
Participate in cross functional forums representing the stop loss underwriting team
Train/mentor junior underwriters and provide guidance and recommendations to counterparts within the underwriting teams
Provide advice on underwriting principles and techniques to other departments/functional areas including senior management

Senior Motor Product Underwriter Resume Examples & Samples

Proactively contribute to the development of new and/or enhanced propositions based on technical, customer and distributor insights, including leading the design and delivery of policy wordings, acceptance criteria, underwriting processes and market pricing for such propositions
Working with the Head of Personal Motor to ensure the successful delivery of those Underwriting Initiatives set out in the Business Plan
Providing a significant contribution to the annual planning process, in conjunction with Distribution and Market Facing functions, including the identification of opportunities for profitable growth and an understanding of market trends and developments impacting top- and bottom- lines
Providing valued insight and proposals for improved portfolio performance, including tactical actions to address emerging risks and challenges (e.g. application fraud, premium leakage, renewal churn, etc.) in an appropriate and timely manner
Provides technical underwriting expertise and guidance to Market Facing Underwriting, Distribution and Proposition Development functions in support of the achievement of the Personal Motor strategy and business plan(s)
Contribute to development of technical underwriting standards, controls, practices and procedures
Handles a range of queries and referrals within agreed authority limits, provides approval of terms and conditions and advice to assist with the development of the account and to maintain/develop underwriting standards through the development and delivery of technical training programs and the support of mentoring activities within the Market Facing Underwriting community
Control, Maintenance and Issuance of Underwriting Guidelines and supporting internal and external collateral (e.g. EDI Guidelines)
Contribute to the development of business plans and pricing strategies and alignment of these with Global, Business Division, Business Unit and Regional strategies
Provides guidance to lower level associates and proactively supports development of self and others
Typically holds relevant professional designation
Demonstrates advanced technical knowledge and skills reflective of a seasoned practitioner who has progressed within underwriting positions of increasing responsibility; typically seen in six or more years of related experience. Has a high level of UW authority and involved in trade & Industry bodies for area of specialism

Senior Production Underwriter Resume Examples & Samples

Uses independent judgment and initiative to support business goals
Assesses risk quality and determines appropriate recommendations subject to our management and underwriting guidelines
Analyzing financial and risk data of proposed insured's to identify hazards and exposures to determine proper terms to offer including coverage and pricing
Manages agency relationships, ensuring the delivery, follow-up and servicing requirements of all quotes on new and renewal accounts
We are seeking candidates with a Bachelor's degree and a minimum of 2-5 years of commercial property and casualty underwriting and marketing experience. Experience with human services and accounts preferred. Proficient with underwriting concepts, practices and procedures is a plus
Must possess excellent communication, interpersonal, presentation and organizational skills. Uses communication skills to build trusting relationships and enhance service reputation
Continuing education such as CIC or CPCU designation is a plus

Senior Underwriter Miscellaneous Professional Liability Resume Examples & Samples

Developing, maintaining and servicing broker relationships within the distribution model. Coordinate with brokers to determine their marketing and education needs supported by XL Catlin
Interacting directly with insureds, brokers and producers and service accounts and brokers
Contributing to the regional strategy for business distribution
Professional registration or other designation preferred:, , RPLU, CPCU, IIA, CRIS preferred
Excellent written and oral communication skills. Excellent customer service focus is a must

Crop-senior Underwriter Resume Examples & Samples

Provide processing and support for claims and compliance departments and complete transactions within area of responsibility
Track, monitor and route written agreements to ensure timely processing
Training of local department or provide training to other remote personnel, including agents. Mentor department staff on company and industry procedures
Specific duties as assigned by management due to regional specialty crops. Regional specialization perennial underwriter, master yield certification or other region skill specific to region
Assist with UAT testing for IT releases pertaining to processing
4+ years relevant experience
4+ years experience with Crop Insurance
Broad working knowledge of crop insurance concepts
Advanced working knowledge of terminology, function and fundamental capabilities of common computer, software, information and communication technology devices, components, and concepts
Proficient with EasyMapping, EasyHail, OnBase, EasyQuote and workflow
Use multiple resources to gather and analyze information and use logic to underwrite basic risk exposures within authority
Understand the needs and goals of a customer and actively look for ways to meet them
Follow established guidelines to focus on details and complete tasks attentively and thoroughly
Excellent customer service and communication (written and verbal) skills
Ability to work under pressure with a strong attention to detail
Act fairly, ethically and with integrity when decision-making
Share knowledge, train and mentor others

Senior Regional Accounts Underwriter Resume Examples & Samples

Proactively manages largest, most complex book of business, advising clients on various risk and underwriting issues
Performs analyses on insurance company client's entire Life, AD&D, STD or LTD business
Assists in preparation of RFP responses
Gives client presentations at critical points such as at initial sale and renewal
Proactively develops and maintains excellent working relationships with sales and internal representatives and clients
Represents underwriting function on segment and division project committees
Trains other underwriting staff, here and at client companies
Manages department projects
Provide consultative services to GRP clients on presale cases. Consultative services can include rationale for risk evaluation and negotiation
Works independently with final decision making authority within assigned authority levels
He/she will interact with GRP's client companies and sales personnel
May perform underwriting audits internally and at client companies
6+ years experience preferably underwriting cases 1000+ lives and/or Reinsurance background
Exceptional group life and disability underwriting skills
Proven decision making and critical thinking skills
Advanced job and product knowledge, work flow, product and system knowledge
Project and process management skills
Advanced analytical and quantitative skills
Excellent communication and negotiation skills
Ability to manage priorities
Takes ownership
Solid team building and relationship skills
Demonstrates integrity and respect consistently
*No Agencies Please***

Senior SBA Underwriter Resume Examples & Samples

Reviewing preliminary SBA loan applications for completeness and request any items that may be missing or inadequate
Preliminary due diligence and analysis for cash flow, financial capacity, and SBA eligibility
Completing spreads, cash flow, analysis and preparing a credit authorization with a credit decision recommendation in agreement with Bank’s and SBA policy and Standard Operating Procedures (SOP). Underwriter will also provide supplementary recommendations on loan structure and alternatives that may be more suitable for the transaction
Upon acceptance of credit authorization, Underwriter will endure to follow conditional approval items and other documentation needed to finalize loan approval and closing
Assisting with portfolio management as essential by the SBA supervisor
Demonstrates high degree of professionalism in communication, attitude and teamwork with clients, peers and management
Understands and complies with all company rules and regulations
Attends training and upholds a minimum acquaintance of procedures to safeguard compliance with laws and regulations governing financial institutions, as they apply to the role and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA
Additional Tasks as assigned as it relates to the position
BA/BS in accounting, finance, marketing or other business-related field or any major with a minor in business or relevant accounting and finance coursework
At least two years of recent experience in SBA 7a and 504 underwriting or credit administration in a banking or commercial finance setting, dealing with a range of loan types
A detailed understanding of SBA Standard Operating Procedures and regulations is mandatory

Senior SBA Underwriter Resume Examples & Samples

Provides outstanding client service to business bankers, branch supervisors daily
Recommends commercial loan risks rating grades as part of the loan underwriting process or on an as needed basis in the interim
Works with Small Business Bankers in structuring loan requests in a manner which will best mitigate lending risks while meeting borrower needs
Additional job related tasks as assigned, predominantly special project work related to Small Business policy, underwriting, and/or risk management
At least 4 years of experience in credit administration, loan underwriting, commercial lending
Completion of a formal credit training
Extensive acquaintance with SBA SOP
SBA lending AND SBA credit experience

Senior Underwriter, Credit & Political Risk Resume Examples & Samples

Generating, underwriting and analyzing political risk and multibuyer credit risks
Ability to structure and price policies to meet the needs of both Zurich and its clients
Possess knowledge of time restraints for quotes on new and renewal business
Established relationships and networks with specialty trade credit brokers

Technical Underwriter Senior Resume Examples & Samples

Analyze submitted account information for the largest most complex accounts, evaluate risks and controls, and ensure compatibility with risk appetite
Work with actuarial units, finance teams, and Business units across the organization to understand actuarial model applications and stakeholder requirements
Acting as a role model for more junior underwriters, and making yourself available to offer advice and guidance

Commercial Lines Senior Underwriter Resume Examples & Samples

Select profitable risks within individual authorities granted, by identifying and analyzing risk exposures against coverage desired, using pricing rules and procedures, placing approved reinsurance where required, and modifying policy coverages where necessary to reflect the individual characteristics of each account
Manage and re-underwrite existing book of business to maintain profitable results, by identifying changes in risk exposures or characteristics, changes in loss trends as measured by loss ratio, loss frequency or other measures
Maintain policy retention objectives as determined to meet company objectives
Develop effective relationships with agents and other internal and external customers through effective communication, cooperation and periodic agency visits
Develop and maintain full knowledge of all policy forms, coverages, rating plans and manuals for all property and casualty lines written
Assist as needed in the training, mentoring and development of new or less experienced underwriting personnel
Manage assigned work to meet or exceed time and quality service standards
Review referrals from other underwriters and/or Tech Raters within the referral guidelines and individual underwriting authority
Exhibit the company’s core values of integrity, candor, ownership, working together and doing the right thing

Senior Field Underwriter Resume Examples & Samples

Under general direction underwrites assigned risks including our Eagle, Excess, Auto and Contractors Pollution policies and communicates risk appetite/AIG Value proposition to brokers
Develop strong long term broker relationships to profitably grow a book of business
Can influence decisions by use of engineering and analytics to differentiate AIG, as required
As appropriate engage with engineering and claims in risk analysis and underwriting decision-making
Prefer 2-3 years of technical underwriting experience with casualty or environmental insurance products
Analytical & quantitative skills

Senior Underwriter / Manager Resume Examples & Samples

Establishing and maintaining broker relationships, with a concentration on upper middle market primary casualty business
Assisting in development and execution of business strategy necessary to drive submission flow and binding of profitable business
Assisting in the continued development of the Commercial Casualty team
College degree preferred, with a minimum of 8 years of experience underwriting Casualty insurance
Ideally, candidate should have significant experience and expertise in working with a broad array of risk management program structures – everything from guaranteed cost to large deductibles, but a concentration in one of those areas with a drive to learn additional financing and program structures will be considered
Existing relationships with brokers handling upper middle market sized business and/or direct client relationships strongly preferred

National Accounts Senior Underwriter Resume Examples & Samples

Evaluates a prospect's/renewal's financial standing, operational strategy, and industry trends to determine whether to proceed with the account, and if so, under what terms and conditions
Using assessments of the prospect's/renewal's operations and anticipated hazards, losses (primary & excess), and expenses (service requirements), applies knowledge of pricing tools, manual rates, rating plans, and reinsurance, develops a price for each coverage and rating plan option under consideration that meets or exceeds target returns, and has accountability and ownership of account pricing recommendations
Creates a proposal that presents a business case reflecting the prospect's/renewal's critical risk and financial requirements and our unique value proposition. Understands the customer and/or producer buying decisions. Lead the proposal presentation (production underwriting model) or supports the territory manager who leads the proposal presentation (Middle Market model)
Cultivates effective business relationship with accounts, providing risk stewardship including initial setup of service commitments and ongoing consultation. Completes all required steps on account setup, documentation, and account management. Partners with service providers to build long-term relationships between customers/brokers and Liberty and manages expectations of all parties
Ability to analyze variables, such as type & amount of coverage, loss control, credit reports, and loss experience

Senior Workers Compensation Underwriter Resume Examples & Samples

Analyze and consolidate competitor information on an ongoing basis and report findings to management. Work with management in the development of underwriting policy, procedure and rating tools
Analyze underwriting & marketing activities and corresponding results; prepare reports to management
Analyze, select and profitably price commercial risks of moderate to high hazardous complexity (PCRB Risk Hazard Groups D, E, F), and determine terms and conditions of coverage on new and renewal business
Apply and conform to underwriting rules and guidelines, rating manuals, insurance laws/ regulations
Determine, coordinate and direct account management activities with various departments
Develop and maintain client relationships and coordinate team efforts
Identify opportunities for organizational improvement and recommend solutions
Mentor and provide technical training and guidance to Underwriting Technicians and Associate Underwriters
Negotiate and deliver proposals to producers and buyers
Negotiate the terms and conditions for securing collateral relative to writing Loss Sensitive deal structures
Perform in-depth financial analyses of large accounts to determine the appropriate collateral vehicle needed for Loss Sensitive deal structures
Price accounts appropriately using guaranteed cost or large deductibles for risks with premiums greater than $100,000 and less than $500,000
Select the appropriate loss sensitive product (retrospectively rated, large deductible, dividend, retention program) when and where applicable for risks with annual premiums greater than $500,000
Utilize a consultative selling approach to generate new business consistent with underwriting strategy and in coordination with team members to include accurately assessing the needs of the broker and the client and formulating solutions that effectively address those needs
Utilize and apply the underwriting guidelines appropriately and the ability to perform additional risk analysis
Bachelors Degree or 10 years commercial underwriting experience required
Minimum of seven years of progressively responsible workers compensation underwriting experience handling accounts of moderate to high hazard (PCRB Risk Hazard Groups A, B, C, D, E, F) and complexity
Capable of handling accounts with premiums in excess of $300,000
Previous experience with loss sensitive deal structures (retrospective rating, large deductible, dividend, and retention programs) required
Knowledge in financial analysis, account management and collateral management is required
Excellent research and analytical skills
Capable of working as part of a team environment
Proven ability to handle multiple and complex tasks
Demonstrated ability to interact with various levels of management and support personnel
Knowledge of local and regional market conditions as well as industry trends
Knowledge of underwriting territory and strong relationships with the local distribution network (local and regional agents, national and regional brokers, and select consultants)
Demonstrated proficiency in the successful marketing and prospecting of business opportunities, as well as, relationship building and agency management skills
Computer skills including knowledge of Microsoft Office Suite software

Commercial Bank Risk-hhn-VP-senior Underwriter Resume Examples & Samples

Take ownership of your portfolio, acting independently and with a sense of urgency
Utilize policy expertise and excellent credit skills to author well thought out and concise financial analysis and credit structures and clearly identify key risks and mitigating factors
Demonstrate excellent communication skills both internally and externally
Active involvement in the training and development of the team’s Analysts
Participation in national projects and efficiency initiatives
Bachelor’s Degree in a business related field with a minimum of 8 years of banking and/or credit experience which typically includes completion of a major commercial bank credit training program and experience that includes credit analysis and deal structuring
Prefer someone with experience in the Healthcare, Not-for-Profit, or Government finance and/or tax-exempt finance sectors
Demonstrated verbal, written, and interpersonal skills along with superior analytical and problem solving skills
Requires impeccable organizational skills, ability to manage multiple projects simultaneously, meet very time sensitive deadlines, keen attention to detail, and highly efficient work methods
Ability to build and maintain strong partnerships and relationships throughout the Bank including Bankers, Treasury Services, Loan Servicing, Internal Legal Counsel, etc

Senior M&A Underwriter Resume Examples & Samples

Analyze and assess the underlying risk in accordance with the relevant product line policies and procedures
Interact with clients, client’s advisors, brokers and other deal professionals
Manage the underwriting process and, in cooperation with the legal department, the selection of and work performed by outside counsel
Present preliminary findings and conclusions to senior underwriters and management
High competency in understanding complex corporate M&A transactions and drafting transaction documents
Strong negotiating skills
Specific knowledge of transactional legal exposures (warranty breaches, tax structuring issues, litigation and computation and measure of damages)
General knowledge of and ability to comprehend financial statements/financial reports/commercial reports; and
Competency in preparing and giving presentations (PowerPoint, Excel, etc.) to brokers, regional offices, legal advisors and others
Minimum of 5 years of experience in M&A legal, corporate finance or other relevant business; and

Senior Construction Underwriter Resume Examples & Samples

Actively manages and underwrite a profitable book of new and renewal business as per Zurich Commercial Insurance Construction a guidelines
Reviews Risk Services information and surveys
Coaches and mentors staff on the team, supports more junior underwriters
Effectively manages higher volume and/or higher Total Written Premium goals/book of business
Builds (meet with) and develops key broker relationships to maintain a steady stream of pipeline business within our appetite
Has thorough knowledge of applicable laws, regulations and governance
Attends industry events, trade events and broker meetings as required
Thrives in a collaborative, team focused environment, where team work and strong communications are vital traits of success for the individual and the department
Regular Predictable Attendance
Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines and ability to effectively assess risk
Ability to successfully work in a team environment

Senior Underwriter, Trade Credit Resume Examples & Samples

A background in credit or financial analysis and strong commercial development skills
5+ years of experience in an underwriting capacity is preferred
Proficiency in software packages Microsoft Office (Excel, Outlook, Powerpoint), S&P Cap IQ, CreditEdge, Salesforce, Factiva
MBA is strongly preferred
Foreign language proficiency valued, in addition to underwriting, banking, or other credit analysis experience

Field Senior Underwriter, Casualty Resume Examples & Samples

Minimum 5 years of Commercial Insurance Company, Agency or Brokerage experience
Very strong verbal and written communication skills
Highly motivated and results-oriented
Background in energy and construction industries is preferred, but not required

Senior Class Underwriter Resume Examples & Samples

Managing and underwriting a profitable book of new and renewal business per XL Catlin’s underwriting guidelines, with emphasis on growth and excellent service standards
Conducting risk review and analysis and determines terms and conditions as well as appropriate pricing in accordance with granted authority and XL Catlin guidelines
Ensuring that new and renewed solutions are implemented and maintained according to the quality standards and in line with XL Catlin processes and guidelines
Cultivating key broker relationships across United States to maintain a steady stream of business within our underwriting appetite
Underwriters play an important part in providing clients with a service that supports the positive image of the company. To do this the underwriter has a significant amount of contact with clients and brokers and deals worldwide with experts in order to gain co-operation within the network and to leverage the underwriting- as well as the business know-how
Cross selling with other XL Catlin lines; meeting with brokers and insured’s as required
Minimum 10 years of Aviation underwriting experience or equivalent
Thorough knowledge of underwriting guidelines, rating methodologies, reinsurance concept and business processes
Has experience with the full range of Aviation exposures and insurance coverages
Strong Communication: Excellent verbal and written communication, collaboration and presentation skills
Willing to travel, including weekends when required

Senior Underwriter, Liability Resume Examples & Samples

Assist in the development of strategies to grow profitable business within set budget objectives for Liability business including product recall, general liability and professional indemnity in New Zealand
Assists and manage the budget process in the matrix environment
Works with Manager to identify new distribution channels and address issues related to channels
Increase AIG market share through the development of relationships with key producers, clients and industry groups
Make sales presentations to producers to gain new businesses, maintains accounts, and cross-sells additional coverage. Present and execute the distribution plans to assigned brokers
Assist in the development of training materials and programs for producers and customers on product benefits
Develop and underwrite liability and financial lines business, including renewal retention, administration services, marketing and compliance and legal obligations, for business generated in New Zealand within delegated underwriting authority
Involvement in the review and development of Products and development of new Products including associated Marketing material
Execute strategic plans to ensure budgets and strategic plans are met
Appropriately develop agreed production budgets in conjunction with the Manger in accordance with corporate growth requirements
Act as escalation point for Underwriters with limited authorities and provides guidance and training as required
Proven business development knowledge and success
Experience in underwriting general liability and professional indemnity business
Excellent relationship management skills
Understands industry environment including legislative and technological trends
Entrepreneurial

Comml Card Underwriter Senior Resume Examples & Samples

Experience in underwriting unsecured credit in both a commercial and consumer environment
Ability to review and interpret personal and business credit reports
Experience in evaluating business financial statements, cash flows, and key financial ratios and spreads
Ability to follow lending policy and guidelines
Demonstrate time management & decision-making
Use of judgment in difficult situation
Judgment to plan and accomplish assigned tasks and goals
Oral and written communication (internal & external)
Microsoft Excel and Word applications
Underwriting management experience
Self starter and ability to work with minimal supervision

Senior Casualty Underwriter Resume Examples & Samples

Perform underwriting analysis of existing and potential clients through comprehensive review of their experience, exposure, management, rates, coverage, financial standing and competitive environment in order to determine profit potential of reinsurance transactions
Assist in managing key client relationships in coordination with senior management
Direct other functional support areas on assigned business including claims, actuarial and accounting
Visit with clients to conduct underwriting audits, including determination of client needs and cross selling opportunities
Market company to reinsurance intermediaries and current and prospective clients through production calls, attending industry events, and participation in seminars and conferences
Participate in company planning process and development of department and company-wide goals
Provide leadership and direction to Associate Underwriters regarding the company’s corporate mission, culture, performance goals, profitability and technical underwriting
Superior communication skills, both verbal and written
Strong analytical and interpersonal skills
Ability to manage both support staff and client relations
Discretion and independent judgment
Proficiency in MS Word, Excel, PowerPoint, and Outlook
Minimum of 7 years of underwriting experience, with 5 years in casualty treaty
Sound knowledge of the reinsurance and insurance industry, including standard underlying coverage, treaty contracts, pricing techniques

Senior Production Underwriter Resume Examples & Samples

In this position a self-motivated individual will use independent judgment to analyze financial and risk data to assess risk quality and exposures
They will determine appropriate recommendations subject to our management and underwriting guidelines, and will proactively build broker relationships by communicating our underwriting appetite and stimulating production
This individual will be responsible for ensuring the delivery, follow-up and servicing requirements of all quotes on new and renewal accounts
This includes visiting brokers to review prospects and triage applications in the broker’s office
We are seeking candidates with a Bachelor's degree and a minimum of 3 to 5 years of California workers compensation field/production underwriting experience
Must be proficient with underwriting concepts and their practical application
Familiarity with the Southern California broker plant a plus
Must possess excellent communication, interpersonal, presentation and organizational skills
Uses communication skills to build trusting relationships and enhance service reputation
A valid driver’s license and satisfactory driving record are required

Senior Trade Commercial & Risk Underwriter Resume Examples & Samples

Experience in top tier bank’s trade credit or risk team or equivalent in corporate/ other funder environment
Strong transactional experience in trade finance deals including broad spectrum of trade products (receivables, confirmed payables, supply chain finance, guarantees, letters of credit, trade loans etc.)
Experience in driving trade product sales to corporates and/or financiers
Strong communication skills, written and oral, presentations
Ability to distil accounts, financial and written information
Organisational skills and project management
Proven decision making skills
Willingness to travel as products expand, particularly in Europe
Ambitious individual who is commercially focussed and able to present to CFOs, treasurers, investors and banks
Analytical thinker and self-motivated to manage several large new business projects at once, whilst dealing with existing transactions
Ability to work in a changing environment
Competent in IT packages and institutional systems

Senior Lean Underwriter Resume Examples & Samples

Interact with HUD representatives regarding underwriting application -Interact with third party professionals, including appraisers, architects and environmental consultants Minimum Qualifications -Bachelor's Degree or equivalent work experience
Excellent Microsoft Excel skills
Ability to simultaneously manage several loan transactions
Three years agency underwriting experience plus completion of multi-family inspection training (or similar work experience and credit training) -Healthcare Underwriting experience Ideal Qualifications
Multifamily appraisal experience -Master in Real Estate
FHA MAP designation plus 232/LEAN certification About M&T

Senior Market Facing Underwriter Resume Examples & Samples

In depth knowledge of D&O, Employment Practices, Fiduciary Liability, Security & Privacy and Cyber
Experience with Asset Management Companies (Investment Advisors, Hedge Funds, Mutual Funds) and Real Estate Investment Trusts
Knowledge of processing methods and workflow procedures and knowledge of insurance underwriting and regulations
Strong negotiation skill

Senior Construction Casualty Underwriter Resume Examples & Samples

High School Diploma or Equivalent and 5 or more years of experience in commercial underwriting or market facing area including brokerage experience
In-depth knowledge of the construction marketplace
Construction Casualty Underwriting experience
CPCU and ARM a plus

Underwriter Forensic Mortgage Senior Resume Examples & Samples

Independently reviews and investigates suspicious incidents from all loan creation business lines
Conducts timely investigations as necessary, including the filing of appropriate reports to law enforcement authorities or regulatory agencies. This includes forensic review of information from internal systems and physical documentation, external databases and other on-line resources
Leads fraud investigations; works with Lending Organizations, Human Resources and Legal Department as necessary. Engage in borrower correspondence, requesting additional information, or explanations and may have telephone contact with the borrowers. Participates in interviews or interrogations of bank personnel as required
Works closely with law enforcement officials as required
Assists in the development of written investigation procedures, fraud prevention and detection procedures
Demonstrated experience in, and detailed knowledge about, the methods of conducting forensic mortgage loan underwriting fraud and criminal investigations required
Ability to complete a thorough analysis of mortgage loan files for layered risks and determine adherence to underwriting guidelines and requirements
Proficiency in analyzing credit documents, application, credit and assets, income documents, and title and insurance documents
Solid understanding of mortgage origination and underwriting practices
Ability to apply multiple and varied sets of lender guidelines
Competence with residential mortgage documentation, third party risk assessment products and Federal/State/Local compliance regulations
Performs thorough investigative work to detail any fraudulent components
Capable of working in a paperless environment
Ability to present information in clear and concise manner. High level of proficiency in both oral and written communication skills, interpersonal and interrogation skills
Experience investigating cases of economic/financial crimes and fraud and preparing such cases to conform to the evidentiary rules required for criminal prosecution preferred
Demonstrated high level of personal integrity, ability to professionally handle confidential matters, and reflect appropriate level of judgment and maturity
Ability to work on multiple, concurrent projects
Ability to learn quickly, be accurate and timely in completing responsibilities with strong attention to detail
Ability to work as part of a team, as well as independently and with people of diverse backgrounds

Senior Technical Underwriter Resume Examples & Samples

The jobholder must be able to communicate effectively with colleagues across all levels and departments, and on their own initiative with minimal supervision
Act as an internal contact for the various supplier relationships with internal and external contacts
The jobholder must be able to prioritise and manage several projects and regular department work, working to tight deadlines, while keeping abreast of changes in the market, including competitors, distributors, legal and regulatory
Must be able to deputise for the line manger, and participate in coaching and training of team members in Underwriting and Technical Underwriting and in operations or claims as deemed necessary
Oversee the accuracy of figures used in the department budget
Must be self motivated with motor experience within the insurance industry and Technical motor underwriting experience in an insurance company or broker environment
Strong team building skills and good knowledge of technical aspects of personal motor insurance in particular Reinsurance, Solv II reporting, Managing Risk Mix and project work
Will need to be highly PC literate in Word and PowerPoint, but particularly in Excel
Seeking candidate with a proactive approach and clarity of thought and expression, articulate and knowledgeable on subject matters assigned
A Level education required and candidate should possess or working toward an Insurance qualification such as Associate of Chartered Insurance Institute or Certificate of Insurance Practice or progress towards

Senior Underwriter, Trade Credit Resume Examples & Samples

3-5 years of experience preferred in an underwriting capacity is preferred
Proficiency in software packages Microsoft Outlook, Cap IQ, Salesforce)
Foreign language proficiency valued, and underwriting, banking, or other credit analysis experience a plus

100

Senior Commercial Surety Underwriter Resume Examples & Samples

High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area
Advanced knowledge and practice of Commercial Surety lines of business
Demonstrates strong presentation skills and a solutions and service orientation

101

Senior Corporate Banking Underwriter Resume Examples & Samples

Work with corporate banking RMs to manage all aspects of the credit underwriting process, loan approval and closing processes
On an as needed basis, be able to support the Portfolio Management function including covenant compliance, annual reviews, renewals, borrowing base issues, etc
Must be able to spread, analyze and interpret businesses and financial statements
Must be able to identify strengths and weaknesses of individual requests and make recommendations to address and mitigate perceived risks
Must prepare and be able to present credit analysis packages through the credit approval chain with limited supervision
Must be able to make calls on companies, sponsors and investment bankers with senior bankers
Serves as the initial deal screen to determine loan viability
Research company and industry
Make credit recommendations
Interact with senior executives in senior credit committee
Communicate with corporate borrowers to obtain pertinent information for rendering recommendations
Address compliance issues with management and customers; evaluate and recommend changes to covenants, pricing, credit agreement terms, etc

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