- CRC Insurance Services, Inc. (Atlanta, GA)
- …functions. 1. One year of wholesale insurance experience 2. State specific Insurance License 3 . Experience as an underwriting clerk or a three years of general ... audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.). 3 . Manage file and account documentation. 4. Invoice and process new… more
- Guardian Life (Atlanta, GA)
- …contribution and an annual profit-sharing contribution, if applicable + Complimentary 1:1 financial guidance with a licensed Fidelity representative **Time Off ... related concerns. + Handles administrative processing of cases. Use underwriting systems and databases for quotes, sales, renewals to.../Travel Hybrid role - 2 days in the office, 3 days WFH - Preferred locations- Guardian home offices… more
- Truist (Atlanta, GA)
- …and reviews, making independent recommendations based on assigned components of the underwriting work product. 3 . Collaborate with PM Associates and Portfolio ... America) **Please review the following job description:** Responsible for the financial analysis, risk assessment and credit structure recommendation for Commercial… more
- Truist (Atlanta, GA)
- …primarily provides analytical support assigned to Portfolio Managers including analyzing financial statements and projections, utilizing financial models and ... developing and participating in credit presentations and participating in credit underwriting and structuring. May participate in client support, as appropriate. Is… more
- Truist (Alpharetta, GA)
- …are complete, accurate and thoroughly documented 2. Analyze and/or recommend adjustments to financial statement spreads 3 . Interact with client, verbally and in ... 3 years of experience in commercial lending and/or credit experience 3 . Comprehensive commercial lending, underwriting , and regulatory knowledge 4.… more
- CRC Insurance Services, Inc. (Alpharetta, GA)
- …exceed production targets as assigned by management. 2. Ensure adherence to carrier underwriting guidelines and policies and procedures 3 . Mentor and develop ... 1. Bachelor's degree or appropriate insurance designation 2. Three years of experience in underwriting or brokering E&S insurance products 3 . Must be licensed in… more
- Truist (Atlanta, GA)
- … 3 years of experience in underwriting and portfolio management. 3 . Strong understanding of accounting, credit, financial modeling, structuring and ... analysis, and financial analysis of historical and projected cash flows. 3 . Performs research and analysis on companies, industries and transactions in support… more
- CRC Insurance Services, Inc. (Atlanta, GA)
- …Company guidelines and established CRC procedures. Provides leadership to a production/ underwriting team. Provides high quality professional service to Agents and ... goals as assigned by manager. 2. Underwrite new and renewal business. 3 . Supervise a multi-person team ensuring all pertinent information is communicated. 4.… more
- Truist (Atlanta, GA)
- …The Group also supports day-to-day portfolio management with responsibilities including financial statement spreads and monitoring of financial trends, annual ... client reviews, covenant compliance analysis, risk rating and underwriting exceptions analysis. **Essential Duties and Responsibilities** Following is a summary of… more
- CRC Insurance Services, Inc. (Atlanta, GA)
- …and established internal and external procedures. Provides leadership to a production/ underwriting team. Provides high quality professional service to Agents and ... goals as assigned by Management. 2. Underwrite new and renewal business. 3 . Supervise of team(s) ensuring all pertinent information is communicated. 4. Develop… more
- Truist (Atlanta, GA)
- …tools, and developing relationship management skills. The CRE Analyst learns underwriting fundamentals to include financial analysis/modeling, risk evaluation, ... risks and trends. **ESSENTIAL DUTIES AND RESPONSIBILITIES** 1. Project Analysis: Financial modeling and analysis, Project proposal, analysis and screening documents,… more
- Truist (Alpharetta, GA)
- …accuracy of the assigned risk rating and assess the quality of credit underwriting and structuring. Identify and elevate exposures that are outside of Truist's ... only moderate level of oversight 2. Solid knowledge of credit risk underwriting , transaction structuring, Truist risk appetite, and credit documentation as well as… more
- MUFG (Atlanta, GA)
- …voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. ... With a vision to be the world's most trusted financial group, it's part of our culture to put...a Core Account Officer for Japanese Corporates in Atlanta representative office in JCB for the Americas. Atlanta … more
- Truist (Atlanta, GA)
- …the credit decisioning process, including analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, ... appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to… more
- OneMain Financial (Mcdonough, GA)
- … Sales, Management Development, Finance, Full-time, Career, Benefits, Customer Experience, Financial Representative , Credit, Leadership OneMain Holdings, Inc. is ... required **PREFERRED REQUIREMENTS** + College degree or experience with underwriting , credit decision, or related financial industry...year, based on start date) + Paid volunteer time ( 3 days per year, prorated based on start date)… more
- Truist (Atlanta, GA)
- …with new sales opportunities. Hybrid schedule** - Working in the office 3 days/week.** **ESSENTIAL DUTIES AND RESPONSIBILITIES:** Following is a summary of the ... all claims within the upper and Jumbo segments with little direct supervision. 3 . Enhance McGriff Insurance Services Inc.'s relations with key customers; and assist… more
- OneMain Financial (Mableton, GA)
- …Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative , Credit, Leadership, Manager Trainee OneMain ... the loan process and loan life cycle + Present financial solutions, based on customer needs, that meet their...develop new customers + Learn how to utilize credit underwriting techniques and sales tools + Manage the life… more
- Truist (Atlanta, GA)
- …processing, financial modeling, statistical analysis, research, and presentation development. 3 . May participate in client support, as appropriate. 4. At the ... Structuring or Asset Mgmt, primarily provides analytical support, including analyzing financial statements and projections, utilizing financial models and… more
- Truist (Atlanta, GA)
- …knowledgeable of applicable coverages, carrier guidelines, alternative funding arrangements, underwriting and legislative changes. Build and grow relationships with ... lines and endorsements that enhance coverage and meet the needs of the client. 3 . Ability to direct and lead mid-year reviews and annual stewardship meetings 4.… more
- Truist (Atlanta, GA)
- …a mentor to others. Be knowledgeable of coverages, carrier guidelines, underwriting , legislative changes, and maintain relationships with clients and carrier ... all assigned accounts that address their business needs and risk management goals. 3 . Lead the client service team in service activities related to administration,… more