Underwriting Associate Resume Samples
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Underwriting Associate Resume Samples
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FL
F Larson
Friedrich
Larson
43215 Sophia Burgs
Boston
MA
+1 (555) 473 3703
43215 Sophia Burgs
Boston
MA
Phone
p
+1 (555) 473 3703
Experience
Experience
Houston, TX
Underwriting Associate
Houston, TX
Erdman, Morar and Satterfield
Houston, TX
Underwriting Associate
- Has authority to make underwriting exceptions within established authority levels to continue the policy
- Will abide by departmental policies and procedures, including authority levels, to comply with C&F's risk management controls
- Develop and maintain excellent relationships with underwriters, producers through discussions and correspondence
- Assist credit administration and commercial lending departments with the underwriting and documentation of loan requests
- Proficient in maintaining schedules and prioritizing work tasks
- Commitment to high standards of performance and willingness to put in extra effort to achieve results
- Optimizes sales & contributes toward growth targets by providing a superior level of underwriting service and attention to Encompass agents
Los Angeles, CA
Commercial Bank Risk-underwriting Associate
Los Angeles, CA
Cummerata-Bogisich
Los Angeles, CA
Commercial Bank Risk-underwriting Associate
- Work in partnership with senior underwriters and Bankers to develop fulsome Client relationships
- Assist in the ownership of an assigned portfolio, acting with a sense of urgency, doing whatever it takes to effectively get the job done
- Prepare and present semi-annual portfolio review material to senior management
- Help prepare semi-annual portfolio review material to senior management
- Use financial models to develop a forward-looking credit risk assessment based on key value drivers and sensitized assumptions
- Working proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving
- Assist in the structuring of specific client facilities
present
Chicago, IL
Senior Underwriting Associate
Chicago, IL
Schneider-Dickens
present
Chicago, IL
Senior Underwriting Associate
present
- Provide early identification and proactive management of deteriorating credits and other problem situations
- Work closely with PMAs/Credit Assistants to ensure accuracy of credit system data
- Provide a well-researched and thoughtful risk assessment of each assigned client on an ongoing basis
- Portfolio Management
- Develop a well-informed and balanced view of the business, financial and competitive risks faced by a company, sector, and industry
- Work with bank examiners and internal credit reviewers to validate credit quality and integrity of the credit process
- Develop and articulate a dynamic, forward-looking risk assessment of client companies, transactions, competitive threats, and industry and other factors
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Emory University
Bachelor’s Degree in Business
Skills
Skills
- Performs due diligence and underwriting for feasibility analyses to determine suitability of prospective investments
- Performs field research of prospective investments through in-depth research of local market conditions, population and employment trends, and competitive product analysis through on-site interviews of market participants. Field research typically takes one to three business days to complete and it is anticipated that roughly 36 such field research trips will be performed in a given year
- Ascertains strength of overall market based on review of third-party data and internal research of market area and inspection of geographic area
- Prepares competitive supply comparisons and conclude appropriate rents for prospective properties by conducting field research and reviewing third-party data
- Directs and performs internal data gathering of comparable properties within portfolio in order to aid with feasibility review
- Supervises the feasibility review process with goal of developing conclusions regarding appropriate rent levels, demand, absorption and reasonableness of budgeted operating expenses and overall viability of property
- Reviews plans, specifications and scope of work to determine property’s comparative advantage within the market
- Analyzes pro forma operating budget and evaluate risk of proposed property investment
- Analyzes financial data and prior performance of development team members and interviews team members in order to reach conclusions regarding their ability to perform as anticipated
- Performs other duties and responsibilities as assigned
15 Underwriting Associate resume templates
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1
Municipal Underwriting Associate Resume Examples & Samples
- Perform traditional syndicate functions related to pricing deals
- Perform requisite due diligence on issuer clients for underwriting desk
- Coordinate with professionals throughout the organization, including senior management, group heads, product specialists, investment bankers and fellow associates
- Demonstrate understanding of our comprehensive suite of municipal products and services
- Participate in other projects as requested by management
- Track current market, industry and company activity
- FINRA Series 7 / S52 / S63; If not registered, required within three months of hire date
- Detail-oriented and able to prioritize tasks
- Accustomed to working in a fast-paced, team-oriented environment
- Proficient in MS Office (Work, Excel and PowerPoint)
- Detail oriented with excellent organizational skills
- Experience Preferred: College graduate /MBA preferred
2
Senior Underwriting Associate Resume Examples & Samples
- Superior credit, lending, documentation, and transaction experience
- BA/BAA degree required, MBA a plus
- Completion of a major corporate bank credit training program or equivalent experience
- Entertainment industry experience a plus
- Knowledge of credit and JPMC and similar bank policies
- Strong interpersonal skills to deal with clients, bankers, product partners and senior management
- Typically 4-7 years of Commercial / Corporate banking/lending experience including extensive credit, structuring and marketing experience
- Excellent PC and financial modeling skills
3
Underwriting Associate, Commercial Bank Resume Examples & Samples
- Assist in the ownership of an assigned portfolio, acting with a sense of urgency, doing whatever it takes to effectively get the job done
- Assist in the structuring of specific client facilities
- Preparation and analysis of monthly client data information
- Occasional client visits when requested
- Ability to function in a fast paced, deadline driven environment
- Strong financial company level analysis required
- BA/ BBA/MBA, completion of a major corporate bank credit training program (or the equivalent corporate banking / corporate finance experience) and typically a minimum of 3 + years in banking / lending experience which might include credit, structuring and marketing
4
Underwriting Associate Resume Examples & Samples
- Operation of automated systems/tools sufficient to effectively perform job duties
- General concepts relating to analyzing property operating statements as well as personal financial statements of individual sponsor
- Knowledge and familiarity with market research resources like REIS and CoStar
- Ability to serve as functional technical expert in responding to customer inquiries and resolving system related issues
- Use complex software and systems and operate office equipment at an acceptable level of proficiency
- Understand and interpret operating statements, tax returns, and financial/performance data
- Understand and apply financial analysis methodologies to achieve/produce a desired result
- Interpret results and formulate effective recommendations
- Independently plan and conduct non-routine financial analysis/reporting projects
- Minimum requirements of 3+ 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
5
Underwriting Associate Resume Examples & Samples
- Performs due diligence and underwriting for feasibility analyses to determine suitability of prospective investments
- Performs field research of prospective investments through in-depth research of local market conditions, population and employment trends, and competitive product analysis through on-site interviews of market participants. Field research typically takes one to three business days to complete and it is anticipated that roughly 36 such field research trips will be performed in a given year
- Ascertains strength of overall market based on review of third-party data and internal research of market area and inspection of geographic area
- Prepares competitive supply comparisons and conclude appropriate rents for prospective properties by conducting field research and reviewing third-party data
- Directs and performs internal data gathering of comparable properties within portfolio in order to aid with feasibility review
- Supervises the feasibility review process with goal of developing conclusions regarding appropriate rent levels, demand, absorption and reasonableness of budgeted operating expenses and overall viability of property
- Reviews plans, specifications and scope of work to determine property’s comparative advantage within the market
- Analyzes pro forma operating budget and evaluate risk of proposed property investment
- Analyzes financial data and prior performance of development team members and interviews team members in order to reach conclusions regarding their ability to perform as anticipated
- Company’s working structure, policies, mission and strategies
- Advanced concepts, principles and practices of the real estate finance industry, including deal structure and equity
- Basic concepts, principles and practices of LIHTC
- Real estate market analysis
- Operating expense analysis
- Financial statement analysis statements of corporations and individuals
- Interpreting and applying policies and procedures
- Implement changes to standard reporting procedures when required by specific situations and circumstances
- Work independently, make non-routine decisions and resolve moderately complex accounting problems
- Direct, monitor and guide the work activity of others
- Communicate effectively, both orally and in writing, with all organizational levels, including senior management
- Balance conflicting resource and priority demands
- Bachelor’s Degree (B.A.) in Finance or related field and a minimum of five (5) years of real estate analysis and commercial real estate underwriting experience
6
Underwriting Associate Processor Resume Examples & Samples
- Must hold a current South Carolina Property & Casualty or Personal Lines License
- Accumulates and verifies data in order to process vouchers and produce billings or other forms and documents
- Expedites in-house processing of checks, invoices and/or other transactions performing additional follow-up when necessary to meet client standards and service level agreements. Prepares deposits as necessary
- Reviews, recommends and implements modifications to procedures and workflow as necessary to ensure efficient and effective processing of transactions
7
Senior Underwriting Associate Resume Examples & Samples
- Risk Assessment
- Identify the key risk factors associated with clients, transactions, and industry sub-sectors across an assigned portfolio
- Develop and articulate a dynamic, forward-looking risk assessment of client companies, transactions, competitive threats, and industry and other factors
- Lead and/or participate in client due diligence meetings as necessary
- Attend client, bank, and other meetings to develop a better understanding of client companies, management teams, and industry sectors
- Use financial models to incorporate the impact of forward-looking risk assessment on key value drivers
- Develop and recommend appropriate credit structures relative to risk assessment
- Credit Approval Process
- Apply corporate finance and accounting expertise to develop appropriate financing structures
- Prepare credit approval materials, ensure all credit risk policies are followed, and present and recommend credits for approval at the appropriate level
- Analyze and negotiate covenants and other terms and conditions as part of a deal team
- Review and negotiate legal documentation to ensure terms are appropriate and consistent with credit approval
- Portfolio Management
- Provide a well-researched and thoughtful risk assessment of each assigned client on an ongoing basis
- Ensure risk ratings are accurate and reflect a current forward-looking view of the client
- Provide early identification and proactive management of deteriorating credits and other problem situations
- Analyze, prepare, and present for approval all required waivers, amendments, and extensions
- Prepare and present semi-annual portfolio review material to senior management
- Work with bank examiners and internal credit reviewers to validate credit quality and integrity of the credit process
- Work closely with PMAs/Credit Assistants to ensure accuracy of credit system data
- Assist Senior Underwriters on complex transactions and other assignments as needed
- Superior credit, lending, negotiation, loan documentation, and financial modeling skills
- Independently productive; able to operate at a highly effective level with minimal day-to-day managerial direction
- Completion of a major commercial/investment bank credit training program or equivalent experience, and a thorough understanding of bank credit policies and procedures
- Minimum of 5 years of commercial/investment banking lending experience including extensive credit, structuring, and marketing. Experience working with technology industry clients is preferred
- BA/BS degree is required, MBA is a plus
8
Commercial Bank Risk-underwriting Associate Middle Market Specialized Industries Resume Examples & Samples
- Take ownership of your portfolio, acting independently and with a sense of urgency
- Structure transactions by being open minded and creative while balancing the risk with the potential revenue opportunity
- Manage the closing process for mandated credit transactions to include review of legal documentation and working with internal loan closing personnel and external parties including financial advisors and external counsel to facilitate efficient and on time loan closings
- Work in partnership with the Bankers to develop fulsome client relationships
- Direct client contact via phone and in person as it relates to due diligence, information gathering, etc
- Bachelor’s Degree with 1-4 years of banking/lending experience which typically includes completion of a major commercial bank credit training program and experience that includes credit analysis and deal structuring
- Demonstrated superior verbal, written, and interpersonal skills along with superior analytical and problem solving skills
- Requires impeccable organizational skills, ability to manage multiple projects simultaneiously, 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
9
Commercial Bank Risk-ctl-underwriting Associate Resume Examples & Samples
- Thorough understanding of commercial property valuation techniques including discounted cash flow analysis
- Market research tools for all commercial real estate including multifamily, industrial, retail and office property
- Superior financial analysis skills including property operating statement for variety of property types and personal financial statements of individual sponsors
- Standards, practices, methodologies, and regulatory requirements relative to the finance/accounting disciplines
- Ability to serve as functional technical expert in responding to inquiries and resolving system related issues
- Thorough understanding of risk impact and consequence of errors in formulating decisions and providing direction to others
- Minimum requirements of 7+ years experience in commercial real estate lending, underwriting and or loan workouts
10
Commercial Bank Risk-underwriting Associate Resume Examples & Samples
- Identify the key risk factors associated with clients, transactions, and industries across an assigned portfolio
- Attend client, bank, and other meetings to develop a better understanding of client companies, industries, and management teams
- Use financial models to incorporate the impact of forward-looking risk assessment on key value drivers
- Ensure all credit risk and other policies are followed, and credit exposures are approved at the appropriate level
- Prepare credit approval materials, and present and recommend credits for approval at appropriate level
- Analyze and negotiate covenants and other terms and conditions as part of a deal team
- Provide a well-researched and thoughtful risk assessment of each assigned client on an ongoing basis
- Ensure risk ratings are accurate and reflect a current forward-looking view of the client
- Analyze, prepare, and present for approval all required waivers, amendments, and extensions
- Prepare and present semi-annual portfolio review material to senior management
- Assist Credit Risk Executive and Credit Risk Directors on complex transactions and as otherwise needed
- Work closely with Credit Administration staff to ensure accuracy of credit system data
- BA/BS degree; MBA is a plus
- Completion of a major corporate bank credit training program or equivalent experience
- Knowledge of credit and JPMC (or similar bank) policies and procedures
- Excellent desktop computing and financial modeling skills
11
Underwriting Associate Resume Examples & Samples
- Credit/Lending Experience: Minimum of two years in a commercial real estate credit or lending function; experience with commercial clients and complex transactions
- Knowledge/Education: BA/BS or Masters, with concentration in accounting/finance/economics. Other plusses are successful completion of credit training, understanding of commercial real estate, and knowledge of Community Development
- Skills: excellent teamwork and customer service; consistently delivering on commitments to colleagues and internal and external customers; strong analytical and project management skills with the ability to multi-task; communications skills, both written and oral; computer skills, particularly Excel and Word; ability to handle problems, be it for internal or external customers, and persist until problem is resolved; attention to detail
12
Commercial Bank Risk-underwriting Associate Resume Examples & Samples
- Work in partnership with senior underwriters and Bankers to develop fulsome Client relationships
- The ability and courage to voice your opinion in a clear, concise manner and to defend that position when requested
- Ability to work effectively and efficiently with the MWF Ops Team located in Irving, Texas
- Some travel (25%)
- Demonstrated superior verbal and written skills, interpersonal skills, and analytical problem solving skills
- Mortgage Banking experience a plus
13
Commercial Bank Risk-underwriting Associate Resume Examples & Samples
- Apply corporate finance and accounting expertise to develop appropriate financing structures
- Prepare credit approval materials, ensure all credit risk policies are followed, and present and recommend credits for approval at the appropriate level
- Assist Senior Underwriters and Credit Risk Director on complex transactions and other assignments as needed
- Superior credit, lending, negotiation, loan documentation, and financial modeling skills
- Completion of a major commercial/investment bank credit training program or equivalent experience, and a thorough understanding of bank credit policies and procedures
- Minimum of 3 years of commercial/investment banking lending experience including extensive credit, structuring, and marketing
- BA/BS degree is required, MBA is a plus
14
Underwriting Associate Resume Examples & Samples
- Evaluates, makes decisions and processes policies for multiple states based on Encompass underwriting strategies, underwriting guidelines while using underwriting judgment to access potential future profitability of the policy. Must document underwriting thought process
- Using their underwriting expertise, answers inquiries on complex issues regarding policies, procedures, rules, regulations, contract and rates countrywide
- Must be able to articulate corporate underwriting strategy and be able to fully explain underwriting decision
- Handles underwriting disputes and complaints by researching and resolving customer communications, concerns, conflicts and issues
- Negotiates mutually acceptable solutions for the agent and the company
- Optimizes sales & contributes toward growth targets by providing a superior level of underwriting service and attention to Encompass agents
- Prioritizes work based on multiple distributions of agency contacts via inbound calls, outbound calls, e-mail and fax
- Has authority to make underwriting exceptions within established authority levels to continue the policy
- Insures legal compliance for work processed when taking termination action. Prioritizes work to meet legal requirements and established service level agreements
- Understands and evaluates the potential risks the company is exposed to after a loss and takes appropriate action
- Pulls external reports or obtain documents from agents to verify policy information. Based on that information, ask underwriting questions in order to fully develop the account
- Understands and evaluates reports such as environmental remediation reports, inspections reports, and motor vehicle reports
- Underwrites and evaluates policies for misrepresentation or non-disclosure of information to determine eligibility and/or rate
- Analyzes and recommends modification to underwriting referral rules as appropriate
- Actively builds relationships with team members & other business units to improve processes through collaboration, problem solving and achievement of common goals and objectives
- Reports/works with the manager in identifying, coordinating, communicating and implementing training needs within team or other units
- Consults and assists the agent with the development of coverage levels appropriate for complex and unique high value exposures
- Accountable for individual underwriting decisions as a part of large loss reviews
- Able to transfer process and underwriting knowledge to others
- Partners with Claims for SIU investigations
- Accountable for individual risk decisions as a part of large loss reviews
- College degree and/or equivalent insurance experience
- Moderate knowledge of underwriting policy for multiple lines, complex single lines and across regions
- Moderate knowledge of the fundamental principles of insurance and underwriting
- Ability to perform moderate tasks using analytical and problem solving skills with minimal supervision
- Able to communicate information clearly with agents and other internal customers/clients
15
Underwriting Associate Resume Examples & Samples
- Review information provided by the client in their application to determine eligibility for Personal Health Insurance in accordance with Sun Life's guidelines. On occasion, information from the client's physician is also considered in the assessment
- Communicate and explain PHI underwriting decisions effectively to the sales force and respond to any inquiries
- Review PHI claims history on new contracts to determine if exclusions are required on the contract or a rescission is warranted
- Perform selected underwriting functions in support of the overall underwriting of insurance contracts. These functions currently include
- LI-MH1
16
Commercial Bank Risk-underwriting Associate Resume Examples & Samples
- Computer proficiency skills in Excel (financial modeling), Microsoft Word, PowerPoint
- Establish and maintain effective relations with internal business partners including sales, processing closing and legal
- Project management skills including ability to prioritize, plan and manage people and processes to complete underwriting and other assignments on a timely basis
- Identify issues in a timely manner, formulate and propose effective solutions
17
Ketr Underwriting Associate Resume Examples & Samples
- Prospects, researches, cultivates, and solicits underwriting support for KETR from new clients to maintain an predictable source of underwriting income and meet or exceed individual revenue goals on a regular basis
- Renews and upgrades current client contracts
- Develops and maintains effective working relationships with current and prospective clients through face-to-face, email, telephone, and personalized written correspondence
- Anticipates, meets and/or exceeds customer needs, wants, and expectations
- Provides services to clients to ensure needs are met, including but not limited to, proposals, contracts, copywriting, order maintenance, and routine follow up
- Track and record success of meeting and exceeding sales goals by providing reports summarizing activities and contact status, sales/revenue goals, achievements, strategic planning, and forecasting to supervisor when requested
- Follow station guidelines regarding processing of proposals, contracts, pricing, trade, copywriting, copy approval, order maintenance, copy and traffic deadlines, and collections
- Ensures adherence to FCC guidelines
- Understands and utilizes radio and market research and statistics
- Participates in station activities, meetings, and events
- Works with Development Coordinator in preparation and execution of station’s fundraising efforts, including pledge drives
- Represents KETR, maintains professional appearance and attitude
- Maintains comprehensive knowledge of KETR’s polices, products, and services
18
Commercial Bank Risk-senior Underwriting Associate Resume Examples & Samples
- Credit/Lending Experience: Minimum of three years in a commercial real estate credit or lending function with experience structuring complex transactions; Knowledge of CDFIs and experience with their different programmatic lending areas (charter schools, health centers, grocery) is a plus
- Knowledge/Education: BA/BS or Masters, with concentration in urban policy or management and/or accounting/finance/economics. Other plusses are successful completion of credit training, understanding of commercial real estate, and knowledge of Community Development financing tools including NMTCs and LIHTCs
- Skills: excellent teamwork and customer service; consistently delivering on commitments to colleagues and internal and external customers; strong analytical and project management skills with the ability to multi-task; communications skills, both written and oral; computer skills, particularly Excel and Word; ability to handle problems, be it for internal or external customers, and persist until problem is resolved; attention to detail
19
Underwriting Associate Trainee Resume Examples & Samples
- High School Diploma or GED and 2 or more years of experience in relevant insurance disciplines i.e., underwriting/underwriting operations, claims, risk management, premium audit, etc
- Bachelor’s degree in any insurance related discipline i.e., insurance/finance/math/engineering/international studies/geology and 0 years of experience
- Experience support
- Proven organizational, prioritization, and multi-tasking skills
- Demonstrated mastery of processing, rating and policy issuance systems
- Must be comfortable working in a high-volume, production environment
- Ability to work independently and prioritize work to successfully meet job requirements
- Workers' compensation
- General liability (including global)
- Commercial automobile (including global)
- HPR Property
- Property (including global)
- Boiler & machinery
- Marine hull and liabilities
- Ocean cargo
- Energy property (onshore and offshore)
- Energy casualty
20
Senior Underwriting Associate Resume Examples & Samples
- Bachelors Degree in Engineering or Finance or Mathematics/Statistics or Insurance or International Studies or Geology and No prior experience required in the Administrative or Customer Service or Data Entry or Financial Services or Risk Management area
- Underwriting/underwriting operations, claims, risk management or premium audit experience
- Excellent customer service orientation and communication skills
21
Underwriting Associate for Business Banking Resume Examples & Samples
- Recommend risk ratings, run pricing models and document calls
- Attend and participate in loan approval discussions and present deals to loan committees
- Bachelors degree in Business or Economics
- 1 year word processing and spreadsheet software experience
22
Underwriting Associate National Dealer Services Chicago Resume Examples & Samples
- Work on complex spreadsheets of financial statements to identify and analyze inconsistencies and inaccuracies
- Recommend risk ratings, run pricing models and document calls
- Attend and participate in loan approval discussions and present deals to loan committees
- Assist credit administration and commercial lending departments with the underwriting and documentation of loan requests
- Provide services such as investigation of the borrowing entity, analysis of the proposed structure and the various repayment sources as well as industry/economic factors affecting the request
23
SBA Underwriting Associate Resume Examples & Samples
- Provide complete analysis of the loan application, as well as reviews of existing relationships, utilizing the various underwriting methods as established by Credit Administration. Includes providing an in-depth analysis of financial statements and identification of key issues/concerns and writing of Officer or Credit Administration remarks; providing complete credit documentation of the loan application utilizing RECAP and other various addendums as established by Credit Administration; providing industry analysis; spreading more complex financial statements and identifying and analyzing inconsistencies and inaccuracies; starting reaffirmations and collecting financials without supervision; accurately and timely preparation of short form and simple RECAPs and necessary attachments
- Request and review applications and other documents, and interact with clients, outside professionals, and internal partners as needed throughout the underwriting and loan process
- Review and document SBA eligibility and exceptions to Credit Policy
- Work with SBA Advisors to evaluate and structure loan requests
- Make recommendations to approve decline or modify loan requests
- Work with SBA Advisors and SBA Operations to ensure loans are closed and funded properly (e.g., client follow-up)
- Manage individual workload so that credit decisions and post-approval due diligence tasks are completed within parameters established by U.S.-SBA's SOPs, Credit Policy, Service Level Agreements, and department goals
- Assist with overall operation of SBA Credit Dept. with regard to audits, client servicing/portfolio management (e.g., loan modifications, collections, etc.), transfers to SAG, special projects, and enhancing efficiency, effectiveness, and profitability
- Attend customer calls and document the calls. Frame questions and independently contacts borrowers to obtain answers and complete analysis. Attend and participates in loan approval discussions
- Identify credit risks in more complex transactions
- Recommend risk ratings
- Investigate title searches, surveys and UCC searches
- Monitor loan covenants and tracking on simple transactions
- Monitor complex loan agreements for compliance and calculates financial covenant ratios
- Discuss with Credit Administration financial performance of the borrower and provides recommendations on improving credit position
- Assist lenders with ongoing maintenance and management of loan portfolio including customer contact and follow-up of credit issues
- Assist loan groups with audits and loan reviews
- Assist lending officers in calling efforts on an as-needed basis
24
Underwriting Associate Mortgage Banking Resume Examples & Samples
- Work on complex spreadsheets of financial statements to identify and analyze inconsistencies and inaccuracies
- Assist credit administration and commercial lending departments with the underwriting and documentation of loan requests
- Provide services such as investigation of the borrowing entity, analysis of the proposed structure and the various repayment sources as well as industry/economic factors affecting the request
25
Underwriting Associate for Large Corporate Resume Examples & Samples
- Work on complex spreadsheets of financial statements to identify and analyze inconsistencies and inaccuracies
- Recommend risk ratings, run pricing models and document calls
- Attend and participate in loan approval discussions and present deals to loan committees
- Assist credit administration and commercial lending departments with the underwriting and documentation of loan requests
- Provide services such as investigation of the borrowing entity, analysis of the proposed structure and the various repayment sources as well as industry/economic factors affecting the request
26
Underwriting Associate RJB Resume Examples & Samples
- Underwrites credit package and makes loan decisions for residential and consumer lending applications up to the loan amount authority established by the board of directors
- Underwrites credit package and prepares recommendation for presentation to Loan Committee, using DeskTop Underwriter system, ensuring compliance with Raymond James Bank, state, federal and, if applicable, agency and investor guidelines
- Reviews and analyzes real estate appraisals for acceptance in connection with residential loan transactions
- Maintains knowledge of Raymond James Bank loan programs, as well as secondary market investors’ underwriting/documentation requirements
- Interacts professionally with clients, associates and Financial Advisors to provide professional customer service upholding the Service 1st philosophy
- Obtains, prepares, and reviews documents for origination and processing phases of residential loans
- Coordinates the approval of underwriting conditions; performs review of the file prior to closing
- Analysis of tax returns, financial statements and review of Title Commitments
- Communicates with correspondent lenders as to guideline exceptions
- Interacts with liaisons with Mortgage Insurance companies as to approval of high loan-to-value loans
- Adheres to policies as dictated by management
- Performs activities requiring knowledge of technical, specialized or professional skills
- Provides information and assistance to loan applicants, and interacts with CPA’s, financial advisors and other parties to the transaction when necessary
- FNMA and FHLMC underwriting guidelines, national multi-state federal and state lending laws, and portfolio residential lending
- FNMA Desktop Underwriting
- Government underwriting
- Data Analysis
- Critical thinking, problem solving, creativity
- Organizational skills, including a high level of accuracy and attention to detail
- Effective oral and written communications sufficient to convey details on various mortgage loan products and processes
- Word processing, spreadsheet and typing sufficient to produce spreadsheets with basic formulas and business form letters and memos
- Conduct analysis including basic math, competency with decimals and fractions
- Research and analyze financial statements, complex tax return analysis, interprets findings and prepares reports of financial position and credit worthiness
- High School Diploma and a minimum of five (5) years of residential mortgage and consumer processing experience
27
Commercial Bank Risk-senior Underwriting Associate Resume Examples & Samples
- Taking ownership of your portfolio, acting with a sense of urgency, strategizing to effectively work on your portfolio
- Structuring transactions by being open-minded, creative and thinking from the standpoint of "how can we do this deal"
- Providing ideas/suggestions on how to market our structure to the customer
- Utilize credit skills to author well thought out and concise analysis of Middle Market relationships using appropriate structure and identifying key risks
- Work in partnership with the Bankers to develop fulsome Client relationships
- Demonstrate strong communication skills both internally and externally and using those communication skills to effectively solve problems
- The ability and courage to voice your opinion in a clear, concise manner and to defend that position with Management
- BA/BBA and completion of a major corporate or commercial bank credit training program (or the equivalent corporate banking/corporate finance experience) and typically a minimum of five years experience in commercial banking/lending which might include credit, structuring and marketing experience
28
Commercial Bank Risk-senior Underwriting Associate Resume Examples & Samples
- Independently manage the closing process for mandated credit transactions to include review of legal documentation, working with internal loan closing personnel and external parties including financial advisors and external counsel to facilitate efficient and on time loan closings
- The ability and courage to voice your opinion in a clear, concise manner and to defend that position with team members and members of management
- Bachelor’s Degree in a business related field with a minimum of 5 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 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
29
Underwriting Associate for Private Banking Resume Examples & Samples
- Primary support for a Trust Administrator
- Various non-routine administrative support functions teamed with account administrator(s) to provide client service
- Limited discretion in making decisions involving individual trust accounts
- Signing authority up to $10,000 for disbursements and can make. recommendations to the account officer and other less seasoned assistants over this limit
- Proactive & reactive contacts with assigned clientele base for routine requests as well as crisis resolutions and problem solving
- Inputting trade orders accurately; buying/selling within the specific time frames; providing available funds in account to meet trust agreement objectives
- Verifying correct posting in accounts
- Monitors client's daily cash positions for overdraft and exceptions to cash policy requirements
- Execute procedures to open/close/transfer accounts; collect assets from brokers or outside institutions
- Assembles & reviews all required materials for, and may attend, formal trust reviews with the AO
- Interacts with appropriate departments to obtain needed information or requests that action be taken. Follow up to ensure processes are completed in a timely manner - i.e. Discretionary action requests, FORAY runs, etc
- Participate in the preparation of client presentation materials. Read and interpret basic trust agreement/documents
- Ability to communicate with senior management when situations require or issues arise
- Limited cross sell & referral responsibility involving PB & Retail products and services
- Appointment to Notary Public as needed within the team to provide individual Private Banking team needs
- Proficient with all Administrative Assistant II responsibilities. Attend departmental training (such as PBU, Cannon) and applicable Corporate HR curriculum when offered
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Surety Underwriting Associate Resume Examples & Samples
- Good organizational and follow-up skills
- Good listening skills and customer service skills
- Ability to resolve issues and problems
- Ability to work independently and effectively in a high volume environment
- Knowledge of Microsoft Office Suite and other business related software
- Ability to handle multiple tasks and prioritize work
- Typically a High school diploma or equivalent
- Typically a minimum six months to one of related experience
- LI-BD1
- TWJ-BD1
31
Underwriting Associate for Technology Life Sciences Resume Examples & Samples
- Work on complex spreadsheets of financial statements to identify and analyze inconsistencies and inaccuracies
- Recommend risk ratings, run pricing models and document calls
- Attend and participate in loan approval discussions and present deals to loan committees
- Assist credit administration and commercial lending departments with the underwriting and documentation of loan requests
- Provide services such as investigation of the borrowing entity, analysis of the proposed structure and the various repayment sources as well as industry/economic factors affecting the request
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Underwriting Associate for Equity Fund Services Resume Examples & Samples
- Attend and participate in loan approval discussions and present deals to loan committees
- Assist credit administration and commercial lending departments with the underwriting and documentation of loan requests
- Provide services such as investigation of the borrowing entity, analysis of the proposed structure and the various repayment sources as well as industry/economic factors affecting the request
33
Commercial Bank Risk-underwriting Associate Resume Examples & Samples
- Participate in client due diligence and transaction negotiations
- Develop a thorough understanding of client companies, management teams, and industry sectors
- Use financial models to develop a forward-looking credit risk assessment based on key value drivers and sensitized assumptions
- Recommend appropriate credit structures relative to risk assessment and policy considerations
- Analyze and recommend financing terms and conditions as part of a deal team
- Review legal documentation to ensure terms are appropriate and consistent with credit approval
- Analyze and prepare required waivers, amendments, and extensions
- Help prepare semi-annual portfolio review material to senior management
- Work closely with Credit Support Specialists to ensure accuracy of credit system data
- Superior credit, corporate finance, negotiation, loan documentation, and financial modeling skills
- Completion of a major corporate or investment bank credit training program, or equivalent experience, and a thorough understanding of bank credit policies and procedures
- Minimum of 3 years of corporate or investment banking lending experience including extensive credit, structuring, and marketing. Experience working with technology industry clients is preferred
- BA/BS degree is required, any progress toward an MBA and/or CFA is preferred
34
Underwriting Associate Trainee Resume Examples & Samples
- Complete classroom training focused on understanding the anatomy and physiology of body systems and disease processes as they relate to the assessment of medical risks, in addition to a review of non-medical risk assessment, including avocations and financial needs analysis
- Work under the supervision of a mentor and the Team Manager to identify and reach professional development milestones
- Build strong relationships with customers, the underwriting team and business leaders
- Actively seek professional development and industry education opportunities
- Build a strong working knowledge of business processes, guidelines, products and systems
- Participate in Department and Company-sponsored activities
35
Underwriting Associate & Customer Service Rep Resume Examples & Samples
- Underwrites new policies; reinstates and/or cancels existing policies
- Reviews applications for insurance coverage, CLUE and credit reports, and other information to determine application acceptability for assigned line of business
- Evaluates the experience of a risk against the class of business and determines the loss potential due to catastrophe, severity and/or frequency, using established guidelines
- Rates new policies according to established guidelines and checks previously rated policies for proper rating
- Answers questions from agents, policyholders, and applicants
- Assists agents with comments or questions about applications
- Issues and revises binders
- Reviews requests for policy changes
- Issues determinations to decline applications for unacceptable risk
- Processes ACH payments
- Prepares quotes
- Provides guidance and information to co-workers as needed
- Works with Accounting and other office staff members to provide guidance and offer assistance
- Works with agents to provide information and facilitate application consideration and approval process
- Performs other duties as necessary
- College degree in business management, marketing or related field preferred
- One year of experience working in an underwriting team
- Must have a P&C license with the Texas Department of Insurance
- Excellent verbal and written communication skills with a customer service mindset; ability to handle confidential information appropriately
- Effective organization skills and attention to detail
- Ability follow through on responsibilities and requests to completion
- Strong critical thinking, analytical, and decision-making skills
- Ability to assess and respond to identified needs easily, quickly, and accurately; ability to identify, investigate and resolve issues
- Ability to work independently and manage multiple tasks concurrently
- Strong computer skills and proficiency with Microsoft Office or comparable software applications
- Ability to independently prepare reports and write business correspondence
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Commercial Bank Risk-central Ghhn-senior Underwriting Associate Resume Examples & Samples
- Working in partnership with the Bankers to develop fulsome client relationships and being looked to as the "go to" person when the Bankers are out
- Ability to build and maintain strong partnerships and relationships throughout the Bank, including Bankers, Treasury Services, Loan Servicing, Internal Legal Counsel, etc
- Developing strong professional relationships with clients; engaging them in robust discussions about their financial performance and market events affecting their businesses
- Working proactively, in a constructive, diplomatic manner with both internal and external contacts to keep transactions moving
- BA/ BBA/ MBA and completion of a major corporate bank credit training program (or the equivalent corporate banking/ municipal finance experience) and typically minimum of 5 years in banking/ lending experience which might include credit, deal structuring and marketing. An Underwriting Associate position may be considered if a candidate has less than 5 years of experience
- Ability to mentor junior underwriters and analysts
- Up to 25% travel may be required within the Midwest region
37
Underwriting Associate for Technology Life Sciences Resume Examples & Samples
- Obtain review/preliminary review of all required information to set up and maintain credit and loan closing files to include: RECAP approval, appraisals, environmental reports, reviews, surveys, title reports, UCC searches, good standing and existence certificates, contractor and construction information, equity injection, current financials and tax returns. Ensure all pertinent documents required from internal departments, outside vendors and borrowers and all other due diligence, along with verifying all documents requiring credit approvals, have been reviewed and approved
- Secure Small Business Administration (SBA) loan packages with the required SBA forms and signatures
- Support credit officers by performance of preliminary review of documentation required to answer questions and furnish additional information as required by SBA to secure approval
- Verify SBA approval against bank loan approval; draft any amendments to SBA approval for credit officer review/approval
- Communicate verbally and in writing with borrowers, credit officers and Business Development Officers (BDO) to advise of missing and/or inaccurate information
- Evaluate collateral position of bank as search, title and other reports become available
- Keep credit officers, BDO's and managers updated on work flow / pipeline for weekly meetings and day-to-day as requested
- Provide training and support for all other junior Loan Analysts
- Promote communication with internal customers by willingness to contribute assistant to promote their success in conjunction with department's success by sharing information and providing any and all assistance requested or referring the request to the appropriate department
38
Commercial Sales & Underwriting Associate Counsel Resume Examples & Samples
- Develop and implement a sales and marketing program, inclusive of the commercial team and business strategy
- Actively manage any title, survey or other issues that arise in commercial transactions to ensure efficient and successful closings
- Review and negotiate indemnity agreements, escrow funding agreements, policies and endorsements
- Collaborate with personnel to share and discuss legal, transactional and title underwriting issues encountered on specific transactions
- Conduct periodic seminars with customers, agents and attorney clients on timely legal and underwriting topics
- Minimum of 2 to 4 years of commercial/residential real estate transactional experience, with extensive and direct client contact, and proven ability to proactively address and resolve issues and successfully complete transactions
- Self-motivated, with a sense of urgency and accountability, and an ability to meet deadlines with attention to detail and exceptional organizational skills
- Juris Doctorate and an active state bar membership in good standing
39
Underwriting Associate Resume Examples & Samples
- Working collaboratively with Zurich’s rating team
- Communicating directly with brokers via phone and email
- Evaluating exposures/controls, evaluating loss history and assessing financial condition, for basic to moderately complex business
- Issuing endorsements and handling billing issues
- In-depth knowledge of processing, rating and policy issuance systems
40
Credit & Underwriting Associate Resume Examples & Samples
- Review, analyze and report on tenant financial statements on a regular cadence to determine financial health of existing portfolio
- Leverage Excel and credit analysis to produce presentation-quality analysis and models for individual properties as well as portfolios to support investment or disposition decisions
- Work with asset management team to complete quarterly and annual internal reporting
- Research businesses/industries and real estate markets
- Perform other property due diligence as required, including assisting in asset underwriting and transaction closings
- Write, organize, and present conclusive investment summaries and memorandums
- Limited travel required
- Bachelor's degree in Real Estate, Finance or related field is required
- Three to five years of relevant business experience. Preferably in real estate lending, investment and/or analysis
- CFA preferred but not required
- Credit training from an investment or commercial bank (or background in accounting)
- Proven track record of analyzing companies and industries
- Strong math mind, who enjoys crunching numbers
- Strong proficiency in MS Office Suite, Internet applications, and common business software
- Superior communication skills and the ability to work effectively with individuals at all levels
- An excellent ability to work on multiple projects simultaneously
- Hard working self-starter, organized, confident, intelligent, eager to learn with team player mentality
41
Commercial Bank Risk-underwriting Associate Resume Examples & Samples
- Understanding of multi-family real estate property valuation techniques including discounted cash flow analysis
- Market research tools for commercial real estate
- Strong financial analysis skills including property operating statement for variety of property types and personal financial statements of individual sponsors
- Knowledge of the CTL organization structure, specific regulations, policies, and procedures
- Establish and maintain effective relations with internal business partners including sales, processing, closing and legal
- Thorough understanding of risk impact and consequence of errors in formulating decisions
- Minimum requirements of 3+ years’ experience in commercial real estate lending, loan review and loan workouts
42
Underwriting Associate for Equity Fund Services Resume Examples & Samples
- Bachelors degree in Business or Economics
- 0 (GPA) overall grade point average (GPA will be calculated by using grades for all credit hours/classes that are applied towards degree including transferred credits)
- 2 Accounting classes (3.0 average GPA)
- 1 year word processing and spreadsheet software experience
43
Underwriting Associate Resume Examples & Samples
- Prepares and reviews due diligence process, underwriting and valuation models
- Prepares and reviews investment memos and asset summary reports (ASRs) consistent with PLG’s requirements as it relates to each loan program
- Summarizes historical property operations
- Performs credit and financial analysis of key sponsors and major tenants
- Researches portfolio expense comparables and incorporate into the underwriting file
- Conducts real estate tax verification and analysis
- Reviews and approve third party reports including property appraisals, physical needs assessments, environmental reports, lease abstracts and others as required
- Acts as credit conduit for loan originator’s and DCU for new loan requests
- Responsible for aiding in training originators on PLG lending products
- Travels to perform property inspections and market evaluations
- Performs other duties and projects as assigned
- Three to five years of multifamily agency/CRE underwriting experience
- Experience with Fannie Mae and/or Freddie Mac Multifamily loan programs considered a plus, but not required
- Prefer experience in and understanding of bridge, conduit, CMBS and bank underwriting standards for loans secured by a wide range of asset classes, including office, retail, industrial, multifamily, and self-storage
- Strong credit mindset with, ideally, experience in credit training
- Ability to read, analyze and interpret complex documents and financial statements
- Applicable knowledge of Microsoft Office suite and, ideally, Closer
44
Underwriting Associate Resume Examples & Samples
- Responsible for the accurate and timely creation of case log entries
- Enforce adherence to Underwriting Guidelines and be obtain for approval of exceptions
- Analyze and decide whether to offer a quote
- Participate in the development of new rating practices and processes
- Prepare complete actuarial and underwriting analyses for account renewals
- Analyze and explain comparative advantages and disadvantages of various commercial programs submitted in competitive bidding situations
- Monitor and report on the profitability and persistency of the assigned book of business
- Data entry into rating systems and documents for senior underwriters
- Pull reports and provide analytics to Senior Underwriters
- Creative problem solving ability is required
- Seeks continuous professional development
- Proficiency in Excel and Word, and ability to learn new software/tools
- Sound business judgment with the ability to identify and respond flexibly to business issues
- Flexible customer service style and ability to work with internal/external business partners
- High level of thoroughness and accuracy and strong attention to detail
- Commitment to high standards of performance and willingness to put in extra effort to achieve results
- Must possess superior oral and written communication skills
- Bachelor's degree or equivalent job related experience required; degree in Finance, Economics or related field preferred
- Minimum of 1 year underwriting or related business experience preferred; experience with ESL Office/David Young software strongly preferred
- Stop Loss experience is preferred. Some knowledge of health benefit program and financial arrangements from both a risk and cash flow aspect is required
45
Commercial Bank Risk-senior Underwriting Associate Resume Examples & Samples
- Taking complete ownership of your GHHN portfolio, acting with a sense of urgency, doing what it takes to effectively get the job done
- Independently and confidently driving the credit process both within the Bank and externally by organizing deal team meetings, leading conversations and presenting and negotiating credit terms with clients and prospects
- Structuring transactions by being open minded and creative and thinking from the standpoint of "how can we do this deal" while balancing the risk/reward rather than concluding immediately that a deal cannot be done. Additionally, you will provide ideas/suggestions on how to market our structure to the client
- Providing leadership in the market by being a positive contributor to the team including being a mentor to less experienced team members and embracing change
- Demonstrating the ability and courage to voice your opinion in a clear, concise manner; articulating the reasons for your decisions to the Bankers, Management and clients
- Strong understanding of the GHHN sector and municipal finance structures is preferred
- Demonstrated excellent verbal and written communication skills, interpersonal skills, and analytical and problem solving skills
46
Underwriting Associate Resume Examples & Samples
- Develop and maintain excellent relationships with underwriters, producers through discussions and correspondence
- Assist department underwriters and managers as required
- Maintain and follow up on outstanding information as required using an abeyance system
- Understanding of our existing programs and products and ability to issue documents as necessary
- Actively participate in commercial lines meetings as requested
- Other duties as may be required by Manager and/or Underwriters
- Ability to adapt to change and take decisive action when necessary
- Excellent Computer skills
- Strategic thinking skills: ability to see the big picture while maintaining focus on daily details
- Excellent verbal and written communication skills, superior customer service skills, excellent time management skills with the ability to multi-task
- 1-2 years related Insurance experience
- Some technical knowledge of Insurance/Reinsurance terminology
- CIP courses an asset
- Level 1 License (or working towards)
47
Senior Underwriting Associate Resume Examples & Samples
- Minimum of 5-7 years Life Underwriting experience
- Strong oral and written communication skills, strong customer service skills
- Strong interpersonal skills, excellent teamwork
48
Underwriting Associate & CSR Resume Examples & Samples
- Contact customers for selling insurance for various lines of business
- Reviews applications for insurance coverage, and other information to determine application acceptability for assigned line of business
- Utilizing expertise in the related field, evaluates the experience of a risk against the class of business and determines the loss potential due to catastrophe, severity and/or frequency, using established guidelines
- Rates new policies according to established guidelines and checks previously rated policies for proper rating
- Answers questions from agents, policyholders, and applicants
- Assists agents with comments or questions about applications
- Issues and revises binders
- Reviews requests for policy changes
- Issues determinations to decline applications for unacceptable risk
- Provides guidance and information to co-workers as needed
- Works with Accounting and other office staff members to provide guidance and offer assistance
- Works with agents to provide information and facilitate application consideration and approval process
- Performs other duties as necessary
49
Surety Underwriting Associate Resume Examples & Samples
- Completes data entry and file preparation of new business or notary business utilizing the Rhumba application, or performs the completion of bond, policy, and related forms using a typewriter or data base application; or operate a PC to compile business correspondence
- Cross trains in a variety of business types including cancellations, adjustments, renewals, notary, typing, word processing, and direct bill
- Understand and be proficient in the use of the PC applications including (Image and Workflow, Fax Form Letters, and Exchange/Outlook); and PC software including (Book Manager, Risk Scoring, and Credit Report)
- Identifies class codes and descriptions, correctly calculate premiums, penalties, rates, and verify anniversary date using the rate manual and control file
- Exhibits a thorough knowledge of business correspondence and the proper workflow path of each item
- Works closely with underwriting in the preparation of the file for risk analysis
- Completes the files that are within the limits of the authority guidelines
- Communicates frequently in a professional manner with agents via telephone, fax or written correspondence as required
- Participates in key account business relationships through processing, telephone contact with client and close underwriter contact
- High school diploma, GED, or equivalent experience
- Typically a minimum of 1 year relevant experience
50
Underwriting Associate Resume Examples & Samples
- Evaluates renewal policies and endorsements against prescribed criteria to determine if policies and endorsements are ready for issuance
- Maintains proper file documentation
- Proactively acquires insurance knowledge and skills
- Participates in training activities and initiatives to develop knowledge base
- May participate in projects
51
Underwriting Associate Resume Examples & Samples
- Superior customer service orientation
- Above average knowledge of math calculations
- Excellent oral and written communication skills for interaction with agents, policyholders, loss payees, mortgagees and other Company personnel with regard to processing guidelines and procedures
- Must be able to operate keyboard with speed and accuracy
- Must be proficient in operating computer, calculator, telephone and fax machine
- Ability to perform essential functions of the job, with or without reasonable accommodations
- Works under moderate supervision and is accountable for efficient, accurate, and timely issuance of applications and requested policy changes
- Effectively communicates with agents, policyholders, loss payees, and mortgagees regarding policies in a timely manner
- Responsible for making routine decisions in accordance with defined underwriting guidelines and procedures
- Ability to work well with individuals throughout the Company having a wide range of understanding of the underwriting process
- Proficient in maintaining schedules and prioritizing work tasks
52
Commercial Bank Risk-senior Underwriting Associate Real Estate Resume Examples & Samples
- Thorough understanding of commercial property valuation techniques including discounted cash flow analysis
- Market research tools for all commercial real estate including multifamily, industrial, retail and office property
- Superior financial analysis skills including property operating statement for variety of property types and personal financial statements of individual sponsors
- Computer proficiency skills in Excel (financial modeling), Microsoft Word, PowerPoint
- Standards, practices, methodologies, and regulatory requirements relative to the finance/accounting disciplines
- Establish and maintain effective relations with internal business partners including sales, processing closing and legal
- Project management skills including ability to prioritize, plan and manage people and processes to complete underwriting and other assignments on a timely basis
- Identify issues in a timely manner, formulate and propose effective solutions
- Understand and interpret financial/performance data
- Become conversant with the policies, standards, procedures, and regulations applicable to the assigned work unit in a timely manner
- Provide effective guidance and performance feedback to lower-level underwriters and analysts
- Independently plan and conduct non-routine financial analysis/reporting projects
- Ability to serve as functional technical expert in responding to inquiries and resolving system related issues
- Thorough understanding of risk impact and consequence of errors in formulating decisions and providing direction to others
- Minimum requirements of 5+ years experience in commercial real estate lending, underwriting and or loan workouts
- Underwriting management experience is preferred
- Graduation from a college or university with major course work in a discipline related to the work of the position
