NewRemote Mortgage Underwriter (DE and LAPP/SAR Required) JobotRemote Mortgage Underwriter (DE and LAPP/SAR Required)Charlotte, NCRemote$95,000–$110,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Your underwriting decisions will directly influence customers’ ability to secure financing for their new homes, making attention to detail, sound judgment, and collaboration essential to success.
NewMortgage Underwriter First Horizon BankMortgage UnderwriterCharlotte, NCEssential Duties and Responsibilities: • Independently evaluate a variety of complex residential mortgage credit applications, credit bureau information, collateral valuation, complicated tax returns, financial statements, sales contracts, title, insurance and/or other supporting documentation to decision loans within designated authority levels by way of automated underwriting tools. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Mortgage Underwriter Primis BankMortgage UnderwriterWilmington, NCReasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense. The Mortgage Underwriter is responsible for exercising sound judgment based on detailed analysis and ensuring all documentation is compliant with the relevant regulations.
Mortgage Underwriter II Truist Financial CorpMortgage Underwriter IIGreensboro, NCPerform detailed underwriting analysis of all Truist Financial mortgage loan products including calculating all income type, calculating complex financial analysis, analyzing title reports and lien information, reviewing all financial statements, and reviewing all additional documentation prior to approval. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Mortgage Underwriter I Truist Financial CorpMortgage Underwriter IGreensboro, NCPerform detailed underwriting analysis of all Truist Financial mortgage loan products including calculating all income type, calculating complex financial analysis, analyzing title reports and lien information, reviewing all financial statements, and reviewing all additional documentation prior to approval. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
NewMortgage Underwriter Primis Mortgage CompanyMortgage UnderwriterWilmington, NCPart timeReasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense. The Mortgage Underwriter is responsible for exercising sound judgment based on detailed analysis and ensuring all documentation is compliant with the relevant regulations.
Senior Underwriter Primis BankSenior UnderwriterMatthews, NCThe Senior Mortgage Underwriter is responsible for exercising sound judgment based on detailed analysis and ensuring all documentation is in compliance with the relevant regulations and collaborates with borrowers and other parties involved in the mortgage process as well as oversee and assist the managers. May provide training and direction to team members in order to assure clear understanding of compliance and lending guidelines, particularly with those intending to eventually serve in an Underwriter role.
Senior Mortgage Underwriter Southstate BankSenior Mortgage UnderwriterVa, North CarolinaRemoteCommunication – Asks questions as necessary for clarification purposes; keeps others accurately informed; handles all communication in a timely manner; keeps communications confidential; communicates good and bad news in a professional manner; explains decisions and considers additional information presented by Mortgage Loan Officers or others. Reliability - Completes all assigned tasks on time and with minimal supervision; is punctual, present for work and accessible; fulfills commitments made to co-workers and supervisor; informs appropriate individuals when assigned tasks will not be completed in agreed upon time frame.
Mortgage Underwriter First Horizon CorpMortgage UnderwriterCharlotte, NCEssential Duties and Responsibilities: Independently evaluate a variety of complex residential mortgage credit applications, credit bureau information, collateral valuation, complicated tax returns, financial statements, sales contracts, title, insurance and/or other supporting documentation to decision loans within designated authority levels by way of automated underwriting tools. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
NewSenior Underwriter Primis Mortgage CompanySenior UnderwriterWilmington, NCPart timeThe Senior Mortgage Underwriter is responsible for exercising sound judgment based on detailed analysis and ensuring all documentation is in compliance with the relevant regulations and collaborates with borrowers and other parties involved in the mortgage process as well as oversee and assist the managers. May provide training and direction to team members in order to assure clear understanding of compliance and lending guidelines, particularly with those intending to eventually serve in an Underwriter role.
Mortgage Loan Underwriter Coastal Credit UnionMortgage Loan UnderwriterRaleigh, NC15%) Compliance and Regulatory Adherence – ensure loans meet applicable federal, state, and agency regulations including TRID, ATR/QM, Reg B and fair lending. The Mortgage Loan Underwriter is responsible for fully evaluating the mortgage loan application and documentation to determine borrower eligibility based on creditworthiness, income, assets, and property.
Mortgage Underwriter Fidelity BankMortgage UnderwriterGreensboro, NCPRINCIPAL ACCOUNTABILITIES: Time: Description: 10% Reviews all items and conditions provided by borrowers and ensures they meet the required guidelines by utilizing internal and external (e.g., agency) policies and procedures [e.g., automated underwriting systems such as DU or LPA]. 10% Analyzes documentation such as credit, income, assets, and appraisals to make sound underwriting decisions based on this analysis by using internal checklist.
Mortgage Loan Underwriter - 60426 Coastal Federal Credit UnionMortgage Loan Underwriter - 60426Raleigh, NCAs a key contributor to the Coastal team, your responsibilities will be: (40%) Loan Application Review and Risk Assessment - analyze borrower financials, income, credit history, assets, and property details to assess risk and determine loan eligibility. (15%) Compliance and Regulatory Adherence - ensure loans meet applicable federal, state, and agency regulations including TRID, ATR/QM, Reg B and fair lending.
Mortgage Underwriter RCN CapitalMortgage UnderwriterCharlotte, NCPart timeCollaborate closely with Loan Officers and the lending team to ensure files are complete and moving efficiently toward funding. Manage a daily pipeline of loans across RCN Capital’s full suite of lending programs.
Underwriter IV- Agency The PNC Financial Services Group IncUnderwriter IV- AgencyCharlotte, NC$65,000–$217,100 / yearAccuracy and Attention to Detail, Coaching Others, Credit Analysis and Verification, Decision Making and Critical Thinking, Knowledge of Underwriting, Managing Multiple Priorities, Market Research, Real Estate Development, Real Estate Practice, Real Estate Property Data Analysis, Real Estate Sales Closings and Agreements, Regulatory Environment - Financial Services. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
PGIM Senior Investment Associate, Affordable Underwriter PGIM Global High Yield FundPGIM Senior Investment Associate, Affordable UnderwriterCharlotte, NC$120,000–$135,000 / yearWith $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally.
Underwriter IV- Sr. Housing The PNC Financial Services Group IncUnderwriter IV- Sr. HousingCharlotte, NC$86,250–$172,500 / yearAccuracy and Attention to Detail, Coaching Others, Credit Analysis and Verification, Decision Making and Critical Thinking, Knowledge of Underwriting, Managing Multiple Priorities, Market Research, Real Estate Development, Real Estate Practice, Real Estate Property Data Analysis, Real Estate Sales Closings and Agreements, Regulatory Environment - Financial Services. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Title Insurance Underwriter Investors Title CompanyTitle Insurance UnderwriterWilmington, NCBeacon Title Agency, an Investors Title managed agency, is looking for a Title Insurance Underwriter that is detail-oriented, organized, and looking to grow in the real estate and title insurance industry. What Were Looking For: Experience: 2+ years of administrative or underwriting experience in title insurance, mortgage lending, legal support, or loan processing preferred.
Insurance Underwriter Berylline Insurance GroupInsurance UnderwriterChapel Hill, North CarolinaRemoteWe're growing quickly, and we're looking for an experienced Underwriter who's ready to own accounts, partner directly with brokers, and help shape a modern habitational program from the inside. You'll work directly with brokers, evaluate new and renewal business, and partner with senior underwriters and program leadership on appetite, pricing, and portfolio decisions.
Commercial Lines Underwriter Auto-Owners Insurance CompanyCommercial Lines UnderwriterCharlotte, North CarolinaThis job includes training and development through completion of the Company’s underwriter training program for the assigned line of insurance and requires the person to: Learn various insurance coverages and contracts along with company philosophy and procedures, in order to make underwriting decisions. Our group of caring associates create financial security by helping individuals and businesses make a new start when a loss occurs.
Senior Underwriter-Analyst PEMCO Mutual Insurance CompanySenior Underwriter-AnalystNC$105,762–$129,264 / yearAnalytical and data-driven: Thinks analytically; a structured thinker who can put complex ideas into clear frameworks; uses data to conduct root cause analysis and develops high quality, consumable, and consistent metrics that drive strategic objectives and priorities. Maintain an underwriting territory, reviewing individual risks and aggregate trends and working with agents as needed for book quality; provide relationship-oriented service to customers, colleagues and stakeholders, including direct contact with customers.
PGIM Senior Investment Associate, Affordable Underwriter Prudential Financial IncPGIM Senior Investment Associate, Affordable UnderwriterCharlotte, NC$120,000–$135,000 / yearWith $207.9 billion in gross assets under management and administration ($133.8 billion net),1 PGIM Real Estate provides investors and borrowers access to a range of real estate equity, real estate debt, agriculture, and impact solutions across the risk-return spectrum. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing,2 and the local experience of professionals in 32 cities globally.
Investment Real Estate BBU Underwriter 2 First National Bank Of PennsylvaniaInvestment Real Estate BBU Underwriter 2Charlotte, North CarolinaResearch available data including internet sources and subscription-based utilities as available and summarizes information regarding current and projected status of certain industries and borrowers of Bank services along with general economic trends and conditions according to the availability of research data to aid in the quality of lending decisions. Develops a personal program for maintaining an adequate level of knowledge in banking matters, compliance, credit analysis, policies and procedures and personal skills and demonstrates interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance.
Senior Underwriter, PRG HCC Life Insurance CompanySenior Underwriter, PRGNCRemoteThe Company will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state and local laws, such as the Violent Crime Control and Law Enforcement Act of 1994 (18 USC § 1033(e))(the "VCCLEA"), which restricts financial institutions and insurers such as TMHCC from employing individuals with certain types of criminal convictions. Profitability and Compliance - Profitability is a pillar in our corporate objectives, we strongly believe that you will develop a profitable book of business if you are disciplined and consciously operate within your granted underwriting authority, within the parameters of the underwriting guidelines, and follow direction given by compliance.
Associate Underwriter Burns & WilcoxAssociate UnderwriterCharlotte, NCThis role works closely with underwriters, brokers, and internal teams to ensure timely, accurate renewal processing and to help identify cross‑sell opportunities that strengthen account retention and broaden coverage offerings. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide.
Associate Underwriter H.W. Kaufman Financial Group, Inc.Associate UnderwriterMorehead City, NCThis role works closely with underwriters, brokers, and internal teams to ensure timely, accurate renewal processing and to help identify cross-sell opportunities that strengthen account retention and broaden coverage offerings. Burns & Wilcox offers wide-ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide.
Executive Commercial Lines Underwriter - Charlotte, NC Utica Mutual Insurance CompanyExecutive Commercial Lines Underwriter - Charlotte, NCNC$90,000–$154,000 / yearPart timeWe believe strongly that talented people are core to our success and are attracted to companies that provide competitive pay, comprehensive benefits packages, career advancement and challenging work opportunities. Analyzes and evaluates new submissions and renewal accounts to determine acceptability of the risk within parameters outlined within the Underwriting Authority CL Underwriter Document.
Commercial Title Insurance Underwriter Winston Salem, NC Fidelity National Financial IncCommercial Title Insurance Underwriter Winston Salem, NCWinston-Salem, NCUnderwrite commercial title insurance commitments, endorsements, and policies in accordance with company and regulatory guidelines.•Review and analyze title searches, surveys, recorded documents, zoning matters, easements, restrictions, and other real property issues.•Identify title defects, risks, and exceptions, and develop solutions to clear or insure over complex title matters.•Draft and approve policy exceptions, requirements, endorsements, and special underwriting provisions.•Provide underwriting guidance and technical support to escrow, closing, sales, and legal teams.•Communicate effectively with clients, attorneys, lenders, and developers regarding underwriting decisions and risk mitigation.•Interpret contracts, leases, loan documents, and other transaction related materials for underwriting purposes.•Stay current on industry trends, underwriting practices, and applicable state and federal laws.•Assist with training and mentoring staff, as needed.•Maintain accurate documentation and ensure timely issuance of commitments and policies. Strong understanding of commercial real estate transactions, including acquisitions, refinances, and development projects.•Excellent analytical, problem solving, and decision making skills.•Ability to manage multiple files and deadlines in a fast paced environment.•Strong written and verbal communication skills.•Proficiency with title production systems and underwriting tools.
Commercial Real Estate Senior Underwriter - Housing Capital U.S. BancorpCommercial Real Estate Senior Underwriter - Housing CapitalCharlotte, NC$111,605–$131,300 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The Senior Underwriter serves as a trusted partner to Relationship Managers and internal stakeholders while maintaining a strong focus on disciplined risk management and credit quality.
Investment Real Estate BBU Underwriter 2 FNB CorpInvestment Real Estate BBU Underwriter 2Charlotte, NCMinimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: • 3. Skills Required to Perform the Primary Responsibilities of this Position: • Excellent project management skills • Excellent communication skills, both written and verbal • Excellent organizational, analytical and interpersonal skills • Excellent customer service skills • Ability to use a personal computer and job-related software • MS Word - Basic Level • MS Excel - Intermediate Level • MS PowerPoint - Basic Level • Knowledge of a wide range of commercial lending (C&I, IRE, Muni, and NFP), underwriting practices, and banking practices • Knowledge of commercial banking policies, procedures and government regulations. • Research available data including internet sources and subscription-based utilities as available and summarizes information regarding current and projected status of certain industries and borrowers of Bank services along with general economic trends and conditions according to the availability of research data to aid in the quality of lending decisions.
Remote Heathcare Senior Underwriter - Senior Living CRC Insurance Services, LLCRemote Heathcare Senior Underwriter - Senior LivingNCRemotePlease review the following job description: Underwrites new and renewal business, approves policy changes, maintains workload, and controls written business up to and including the time of binding according to Company guidelines and established internal and external procedures. Monitor production, hit ratios, renewal retention ratios spread of risk and other production and quality measures to minimize risk and predict future success.
Personal Lines Underwriter Burns & WilcoxPersonal Lines UnderwriterCharlotte, NCBurns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Monitor key metrics, such as, new business hit ratio, renewal retention ratio, premium growth, and loss ratio, formulating corrective action where necessary.
Senior Commercial Underwriter First Citizens BankSenior Commercial UnderwriterRaleigh, North CarolinaLeads special projects as needed to facilitate commercial lending activities and service capabilities, and may act in a leadership role to less experienced underwriters in the work group. Qualifications: Bachelor's Degree and 6 years of experience in Commercial Credit Analysis, Lending, or Underwriting, Financial Statement Spreading, Preparation of Projections, and Trailing Twelve Month Analysis OR High School Diploma .
Personal Lines Underwriter H.W. Kaufman Financial Group, Inc.Personal Lines UnderwriterCharlotte, NCBurns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Monitor key metrics, such as, new business hit ratio, renewal retention ratio, premium growth, and loss ratio, formulating corrective action where necessary.
Senior Manager, Medical Underwriter CVS Health CorpSenior Manager, Medical UnderwriterWork At Home, NC$67,900–$182,549 / yearPartners with the Actuarial team to align filed rates with emerging experience, escalate cases outside delegated authority, and support WD5 financial close reporting on earned premium and incurred claims. Leads broker and consultant-facing engagements, including BAFO presentations, experience reviews, and renewal negotiations - representing Aetna's underwriting rationale with clarity and credibility.
SBA Underwriter Regions Financial CorpSBA UnderwriterCharlotte, NCAbility to identify and voice issues • Ability to prioritize and operate with a sense of urgency • Ability to work collaboratively with multiple stakeholders • Organized, detail-oriented, and able to multi-task • Strong analytical and problem-solving skills • Strong verbal and written communication skills • Previous SBA experience preferred. This position serves as the primary evaluation point for SBA loan requests with responsibilities including reviewing applications against approval checklist by product type, completing initial eligibility analysis, financial statement spreading, detailed analysis of repayment capacity and financial metrics, and initial Credit Approval Package preparation.
P&C Excess Casualty Center Underwriter The Hartford Insurance Group IncP&C Excess Casualty Center UnderwriterCharlotte, NC$69,200–$148,200 / yearThe Hartford's Excess team is looking to add a Center Renewal Underwriter to their team which delivers specialized umbrella and excess solutions in a variety of industries for middle and large commercial clients. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role.
Captives Underwriter The Hartford Insurance Group IncCaptives UnderwriterCharlotte, NC$124,000–$199,800 / yearThe Captives Underwriter does not have any direct reports but is the client manager and is responsible for influencing internal and external partners to achieve positive program results. Location: This role will have a Hybrid Work arrangement, with the expectation of working in one of the listed office locations three days a week (Tuesday through Thursday).
Commercial Lines Associate Underwriter (Commercial P&C) Amerisure Mutual Insurance CompanyCommercial Lines Associate Underwriter (Commercial P&C)Charlotte, NCPOSITION SUMMARY: Steward the new business process through evaluation of new business, performing risk assessments and ensuring comprehensive data collection for underwriting decisions. Ranked as one of the top 100 Property & Casualty companies in the United States, we proudly manage nearly $1 Billion of Direct Written Premium and maintain $1.21 billion in surplus.
Field Underwriter (WFH) Spieldenner Financial GroupField Underwriter (WFH)Asheville, North CarolinaRemoteYour level of success will depend on factors including your effort, ability to follow training and systems, engagement with leads, and client needs in your area. Spieldenner Financial Group is hiring motivated individuals to help families protect their income through mortgage protection coverage.
Underwriter (Sports & Entertainment) James River Group Holdings IncUnderwriter (Sports & Entertainment)Raleigh, NCRemoteAt James River Insurance, we are committed to providing a stable and rewarding work environment supported by our Core Values and Guiding Principles: Integrity, Accountability, Innovation, Customer Service, Communication, and Teamwork. Since 2003, James River has provided thousands of commercial property and casualty customers with innovative and creative solutions for particular insurance needs.
Underwriter Trainee W. R. Berkley CorpUnderwriter TraineeHigh Point, NCFrequent interaction with Client Service Executives, Risk Management Specialists, Regional Vice Presidents, IT staff, Policyholder Services Representatives, Premium Auditors, other Underwriters and functional areas as needed to give and receive information or to provide instruction and solve problems. Another component of the training plan includes rotation assignments with various departments, including risk management, claims, compliance and corporate marketing to understand how these departments work together to achieve the best level of service and outcomes for the client and Key Risk.
Middle Market Underwriter W. R. Berkley CorpMiddle Market UnderwriterCharlotte, NCThe company offers a competitive compensation plan and robust benefits package for full-time regular employees The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. BSIG provides local underwriting, risk services, claim, marketing and audit services for agents and policyholders in Alabama, Georgia, Mississippi, South Carolina, North Carolina and Tennessee.
Senior Commercial Underwriter First Citizens BancShares IncSenior Commercial UnderwriterRaleigh, NCLeads special projects as needed to facilitate commercial lending activities and service capabilities, and may act in a leadership role to less experienced underwriters in the work group. Bachelor''s Degree and 6 years of experience in Commercial Credit Analysis, Lending, or Underwriting, Financial Statement Spreading, Preparation of Projections, and Trailing Twelve Month Analysis OR High School Diploma.
Commercial Lines Underwriter FCCI Insurance GroupCommercial Lines UnderwriterNC$62,419–$96,126 / yearAs a leading super-regional property & casualty insurer with strong financials and excellent partnerships with our independent agents, FCCI is committed to creating connections and looking for employees who share our vision. Our dynamic team is looking for a Commercial Lines Underwriter to assist in the acquisition and retention of profitable commercial lines customers, through sound underwriting principles reflective of company policy.
Production Underwriter - Remote in Southern Region Selective Insurance Company of AmericaProduction Underwriter - Remote in Southern RegionNorth CarolinaRemote$101,000–$137,000 / yearSelective's unique position as both a leading insurance group and an employer of choice is recognized in a wide variety of awards and honors, including listing in Forbes Best Midsize Employers in 2025 and certification as a Great Place to Work® in 2025 for the sixth consecutive year. Total Rewards: Selective Insurance offers a total rewards package that includes a competitive base salary, incentive plan eligibility at all levels, and a wide array of benefits designed to help you and your family stay healthy, achieve your financial goals, and balance the demands of your work and personal life.
Commercial Credit Underwriter III - New Money CRE The Toronto-Dominion BankCommercial Credit Underwriter III - New Money CRECharlotte, NC$43.75–$70 / hourMay render final credit decision within individual lending authority limits, based upon the strengths and risks, collateral analysis, historical financials, business and personal cash flow & balance sheet analysis, ratio & trend analysis, review of credit bureau and business bureau reports / loan scoring output data, management profiles, business/product cycles, industry information, projected operating performance, application data and the ability to repay the proposed debt. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Senior Credit Underwriter-Global Wealth and Investment Management Bank of AmericaSenior Credit Underwriter-Global Wealth and Investment ManagementCharlotte, North CarolinaThe Global Wealth Investment Management-Sr Credit Underwriter is aligned with the Private Client Advisor (PCA) in their goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, and managing a portfolio of existing lending relationships. Synthesize appropriate financial information to understand the client’s financial standing, including liquidity, leverage, cash flow, key risks/mitigants and legal structure (trusts, special wealth vehicles, etc.) and apply sound reasoning to arrive at an appropriate credit decision.
Underwriter / Associate Account Executive - Financial Institutions TravelersUnderwriter / Associate Account Executive - Financial InstitutionsCharlotte, North CarolinaFoster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Team members work in a fast-paced environment that analyzes complex data related to financial and stock performance along with assessing operational and economic exposures within the Financial Institution industry.
Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management Bank of America CorpSenior Credit Underwriter - Custom Lending - Global Wealth & Investment ManagementCharlotte, NCEvaluates credit worthiness and provides analysis and decisioning on whether a client should receive a credit facility • Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver credit solutions • Monitors the clients operating performance and financial condition proactively identifying issues and opportunities • Delivers financial modeling, loan structure, industry, economic, and other analysis to team members to support the loan decision-making process • Ensures adherence to credit policies, guidelines, procedures, and applicable regulatory requirements. • Strong financial analysis, accounting skills, and deal structuring for borrowers with complex balance sheets and income streams • 10 years of commercial and/or private wealth management credit experience • Strong negotiation and communication skills • Proficiency in Word, Excel, and PowerPoint • Excellent interpersonal skills and the ability to build business partnerships with risk services and client teams who may not be co-located.