published or quoted in top publications in the planning field (National Underwriter and The Wall Street Journal). In addition... and delivers presentations on sales concepts and tax issues. Responsible for premium financing case approvals, credit union case...
principles - Prior experience as a loan underwriter or credit analyst is MANDATORY. -Prior experience in preparation of loan... - Actively prospect and market to potential new clients - Analyze credit risk and make informed lending decisions - Monitor...
and processes prior to loan being assigned to an underwriter. Pull business credit reports, MARI reports, UCC filings, flood...
and a designated underwriter to oversee work. Focus on new loan originations while processors work on the loan. Ensure 14-day... client relationships.** Experience with CRM/CMS systems, preferably HubSpot.** Ability to make sound judgments on credit...
, without limitation, project refinances, acquisitions, and/or 4% and 9% tax credit models. Continuously communicate with (and support...) Senior Underwriter, Project Leaders, asset managers and financial partners to update same. Focus on financial refinances...
Card, and Company Credit Card for Business Expenses Eligible for Profit Sharing based on company results Eligible... to inspect, evaluate, and document exposures and conduct sales presentations. As a field underwriter, offer sound risk management...
within the limits of authority level, and coordinates workflow of cases outside authority limits to underwriter, manager.... Perform and analyze complex calculations which may include illustrations, reinstatement figures, conversion credit, cost...
Card, and Company Credit Card for Business Expenses Eligible for Profit Sharing based on company results Eligible... to inspect, evaluate, and document exposures and conduct sales presentations. As a field underwriter, offer sound risk management...
within the limits of authority level, and coordinates workflow of cases outside authority limits to underwriter, manager.... Perform and analyze complex calculations which may include illustrations, reinstatement figures, conversion credit, cost...
and underwriting and credit analysis. Prior experience as a loan underwriter or credit analyst is preferred - Prior experience... in preparation of loan memorandums for credit committee approval is also preferred - Strong financial analysis and risk assessment...
principles - Prior experience as a loan underwriter or credit analyst is MANDATORY. -Prior experience in preparation of loan... - Actively prospect and market to potential new clients - Analyze credit risk and make informed lending decisions - Monitor...
principles - Prior experience as a loan underwriter or credit analyst is MANDATORY. -Prior experience in preparation of loan... - Actively prospect and market to potential new clients - Analyze credit risk and make informed lending decisions - Monitor...
principles - Prior experience as a loan underwriter or credit analyst is MANDATORY. -Prior experience in preparation of loan... - Actively prospect and market to potential new clients - Analyze credit risk and make informed lending decisions - Monitor...
principles - Prior experience as a loan underwriter or credit analyst is MANDATORY. -Prior experience in preparation of loan... - Actively prospect and market to potential new clients - Analyze credit risk and make informed lending decisions - Monitor...
principles - Prior experience as a loan underwriter or credit analyst is MANDATORY. -Prior experience in preparation of loan... - Actively prospect and market to potential new clients - Analyze credit risk and make informed lending decisions - Monitor...
client; circulate concept memo if needed prior to issuance of term sheet/LOI. Work with designated underwriter, loan... assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”) for new loans, renewals, amendments...
necessary and verified financial documentation, such as credit reports Maintain detailed documentation of the process... guidelines Reviews and analyzes all loan documentation received such as appraisals, loan applications, credit reports, income...
Sales Support: Responsible for supporting the Underwriter in the sales acquisition process through a variety of services... for handling high volumes of transactions. Effectively balance quality, and timeliness while working alongside the Underwriter...
closely with the underwriter/Manager to move deals through the pipeline as expeditiously as possible Work with distributors... programs to support sales, captive finance business Understanding of credit products, services and underlying processes...
closely with the underwriter/Manager to move deals through the pipeline as expeditiously as possible Work with distributors... programs to support sales, captive finance business Understanding of credit products, services and underlying processes...