NewConstruction Regional Underwriting Manager - Senior Underwriter TX LaMorte Search Associates, Inc.Construction Regional Underwriting Manager - Senior Underwriter TXDallas, TXWe are seeking an experienced Senior-Level Construction Underwriter with large lines casualty experience to lead production underwriting and manage a robust regional book of construction business. The ideal candidate will have strong retail brokerage relationships and a proven track record of success in the construction segment.
NewSEC Reporting Manager (Pre IPO) JobotSEC Reporting Manager (Pre IPO)Irving, TX$150,000–$175,000 / 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. Play a key role in IPO readiness, including drafting initial registration statements, supporting auditor reviews, and responding to SEC comments.
NewSenior Portfolio Manager First Horizon BankSenior Portfolio ManagerDallas, TXHeadquartered 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. Partnering closely with Relationship Managers, this role leads the structuring, underwriting, origination, renewal, and servicing of credits; independently prioritizes requests, assesses risk and risk ratings, recommends optimal credit structures, and prepares and presents credit proposals.
NewUnderwriters, Comm'l E&S. P&C, TX, Hybrid Lost Dutchman SearchUnderwriters, Comm'l E&S. P&C, TX, HybridDallas, TXThey are actively seeking experienced Commercial E&S Underwriters to join their expanding team, in their Dallas as well as their Scottsdale, AZ offices. Career Growth: These roles offer a clear path to Team Lead and/or Regional Manager opportunities, providing a dynamic environment for professional advancement.
AVP, Underwriting Support Manager, Inland Marine Sompo International Holdings LimitedAVP, Underwriting Support Manager, Inland MarineDallas, TXYou will also be responsible for meeting monthly premium bookings and working closely and effectively with various partners such as underwriting, CAT modeling team, centralized support groups, claims, risk control, and more. Below is a summary of our current comprehensive U.S. benefit programs: Two medical plans to choose from, including a Traditional PPO & a Consumer Driven Health Plan with a Health Savings account providing a competitive employer contribution.
AVP, Underwriting Support Manager, Inland Marine Endurance Services LimitedAVP, Underwriting Support Manager, Inland MarineDallas, TexasYou will also be responsible for meeting monthly premium bookings and working closely and effectively with various partners such as underwriting, CAT modeling team, centralized support groups, claims, risk control, and more. Salary Range: Actual compensation for this role will depend on several factors including the cost of living associated with your work location, your qualifications, skills, competencies, and relevant experience.
Senior Manager, Underwriting Galileo Financial Technologies, Inc.Senior Manager, UnderwritingFrisco, TX$131,200–$225,500 / yearGalileo leads its industry with superior fraud detection, security, decision-making analytics and regulatory compliance functionality combined with customized, responsive and flexible programs to accelerate the success of all payments companies and solve tomorrow's payments challenges today. In this high-impact role, you will lead our strategic expansion into the purchase market by recruiting, onboarding, and mentoring an elite team of underwriters for Conventional, Government, Jumbo, Portfolio, and Non-QM home loans.
Manager, Underwriting W. R. Berkley CorpManager, UnderwritingIrving, TXWhat you need to have: Bachelor''s degree in insurance or related field and/or six 6+ years commercial lines underwriting experience required with demonstrated expertise in multi-line products including rating, coverage, processing, and underwriting preferred. Actively track and report on key performance indicators for the portfolio, including pipeline activity, quoting volume, new business generation, overall book composition, business mix, retention rates, loss performance, and rate attainment.
Manager, Underwriting BerkleyManager, UnderwritingIrving, TexasActively track and report on key performance indicators for the portfolio, including pipeline activity, quoting volume, new business generation, overall book composition, business mix, retention rates, loss performance, and rate attainment. Bachelor's degree in insurance or related field and/or six 6+ years commercial lines underwriting experience required with demonstrated expertise in multi-line products including rating, coverage, processing, and underwriting preferred.
Senior Manager, Underwriting SoFi Technologies IncSenior Manager, UnderwritingFrisco, TXIn this high-impact role, you will lead our strategic expansion into the purchase market by recruiting, onboarding, and mentoring an elite team of underwriters for Conventional, Government, Jumbo, Portfolio, and Non-QM home loans. Tech Roadmap Influence: Partner with product and engineering teams to influence the technology roadmap, adopting and managing the digital tools necessary to automate and streamline the underwriting process.
Mortgage Underwriting Manager - Green Brick Mortgage Green Brick PartnersMortgage Underwriting Manager - Green Brick MortgagePlano, TexasPhysical Requirements: Ability to stand and walk for 4 hours straight or up to a full 8-hour day; sit for extended periods; kneel and bend at the waist; walk up and down stairs; walk on unlevel terrain; use hands to finger, handle or feel; reach with hands and arms; talk and hear. The Underwriting Manager is responsible for leading and overseeing the underwriting department to ensure high quality, compliant loan decisions across Conventional, FHA, VA, and USDA products.
Underwriting Manager W. R. Berkley CorpUnderwriting ManagerIrving, TXRemoteReporting to the Segment Leader, the Underwriting Manager is responsible for leading a team of Broker Specialists and Renewal Underwriters within our Professional Liability, Specialty Casualty and Construction segment and driving the results for the group. Vela Insurance Services provides specialized Excess and Surplus Lines Casualty and Professional Liability insurance solutions in the following market segments: Construction, Specialty Casualty, & Professional Liability.
Underwriting Manager - Professional Liability BerkleyUnderwriting Manager - Professional LiabilityIrving, TexasRemoteResponsibilities: Reporting to the Segment Leader, the Underwriting Manager is responsible for leading a team of Broker Specialists and Renewal Underwriters within our Professional Liability, Specialty Casualty and Construction segment and driving the results for the group. Vela Insurance Services provides specialized Excess and Surplus Lines Casualty and Professional Liability insurance solutions in the following market segments: Construction, Specialty Casualty, & Professional Liability.
Mortgage Underwriting Manager Green Brick Mortgage Green Brick Partners IncMortgage Underwriting Manager Green Brick MortgagePlano, TXPhysical Requirements: Ability to stand and walk for 4 hours straight or up to a full 8-hour day; sit for extended periods; kneel and bend at the waist; walk up and down stairs; walk on unlevel terrain; use hands to finger, handle or feel; reach with hands and arms; talk and hear. The Underwriting Manager is responsible for leading and overseeing the underwriting department to ensure high quality, compliant loan decisions across Conventional, FHA, VA, and USDA products.
Director Underwriting Strategy and Capabilities - Program Manager USAADirector Underwriting Strategy and Capabilities - Program ManagerPlano, TX$143,320–$273,930 / yearWhether you are leading tech-savvy teams to design modular, cross-product solutions, managing the execution flow and multimillion dollar IT budget of our portfolio, or architecting our long-term strategic roadmaps, your mission is the same: reinvent how we underwrite through modern technology. We are looking for self-directed, analytically minded business subject matter experts who can bridge the gap between underwriting problems and complex systems engineering to deliver unprecedented speed, precision, and market responsiveness so we can serve more military members and their families.
Multifamily Underwriting Fraud Investigation - Lead Associate Fannie MaeMultifamily Underwriting Fraud Investigation - Lead AssociatePlano, TexasThe Multifamily Underwriting Fraud Investigation – Lead Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Perform forensic underwriting reviews of complex multifamily loan files to identify potential fraud, misrepresentation, data integrity concerns, and other issues relevant to mortgage fraud determinations. In this role, you will assess allegations involving the origination, processing, underwriting, sale, servicing, and disposition of multifamily loans or REO properties; conduct targeted research; prepare well-supported investigative reports and files; and present findings to key stakeholders and senior management.
Commercial Auto Underwriting Manager Kemper CorpCommercial Auto Underwriting ManagerDallas, TXRemoteProvides final approval/denial of risks outside the UW III authority up to (1) Million in liability, fleet policies in excess of $20K in premium, loss history on large accounts and policies with a state or federal filing. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a healthy work-life balance can be highly motivating and productive.
Capital Credit Manager, Underwriting and Portfolio Management Flexport IncCapital Credit Manager, Underwriting and Portfolio ManagementDallas, TXResolve Complex Credit Problems: Interpret ambiguous financials, seasonal revenue swings, multi-entity structures, improving-but-weak trajectories, and exercise judgment in recommending policy exceptions with clear risk/reward framing. Credit Judgment & Problem Solving: Demonstrated ability to interpret ambiguous financials, recommend policy exceptions with clear risk/reward framing, and proactively restructure deals that don't make credit sense.
Director, Underwriting BerkleyDirector, UnderwritingIrving, TexasProfitability; Pricing; Risk Selection; Risk Appetite; Renewal Retention; Compliance; Establishing and Monitoring Underwriting Guidelines; Monitoring SOX Compliance; Monitoring Authority of Underwriting Staff; Expense Management; and Underwriting Book, State & Industry Analysis. Analyze and evaluate portfolio metrics and communicate results with executive teams and relevant internal departments suggesting changes based on this data as needed.
AVP, Underwriting National Life Insurance CompanyAVP, UnderwritingAddison, TexasThe base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. This senior leadership role requires a data-driven, forward-thinking leader who can provide strategic oversight, drive innovation, and focus on the development of our team.
Managing Director - Underwriting and Portfolio Manager - Project Finance and Infrastructure Huntington Bancshares IncManaging Director - Underwriting and Portfolio Manager - Project Finance and InfrastructureDallas, TX$125,000–$255,000 / yearPrimary Roles and Responsibilities: Lead and compile due diligence to draw conclusions on material current and future risks and mitigates; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across transactions and share key takeaways across the organization. The Team Lead will serve as a subject matter expert in the PFI (including renewable energy, solar, Natural Gas Electricity Generation, Electric Transmission, and Public Private Partnership) and work closely with Relationship Managers as well as Credit Risk to drive profitable growth while protecting the Bank.
Underwriting Consultant, Natioanl Accounts Property, Wholesale CNA Financial CorpUnderwriting Consultant, Natioanl Accounts Property, WholesalePlano, TX$72,000–$141,000 / yearJOB DESCRIPTION: When you join the Cardinal, a CNA brand, National Accounts Property, Wholesale team as an Excess & Surplus Underwriting Consultant, you are responsible for the overall management, business development, analysis and monitoring of a highly complex book of business. Performs a combination of duties in accordance with departmental guidelines: Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability.
Manager Commercial Credit - Underwriting General Motors Financial Company, Inc.Manager Commercial Credit - UnderwritingIrving, TXThe ideal candidate brings strong expertise in automotive financing, financial analysis, and leadership, with the ability to manage complex projects, deliver excellent customer service, and thrive in a fast-paced, high-demand environment. About the role: This role leads commercial lending efforts for automotive dealerships, overseeing credit underwriting across multiple loan types while building internal capabilities and supporting field sales strategy.
Underwriting Consultant FCCI Insurance GroupUnderwriting ConsultantRichardson, TX$114,640–$176,546 / yearThe selected candidate will: Establish and ensure adherence to risk appetite, risk selection, coverage analysis, underwriting guidelines and underwriting authority for assigned line(s) of business. Assist in underwriting governance by participating in underwriting audits, monitoring exception thresholds and working with regional management on improvement plans.
Senior Underwriting Officer, Excess Casualty Liberty Mutual Holding Company IncSenior Underwriting Officer, Excess CasualtyPlano, TXOther professional skills required include superior communication skills (written, verbal, presentation, listening); approachability; tact; coaching/development; analyzing and problem solving; relationship and service driven; clear solutions orientation and commitment to achieving segment operational and financial objectives; negotiation skills; and demonstrated ability to consistently and positively influence others both internally and externally (brokers/customers) as required. You will focus on our Majors Excess Casualty portfolio, which services some of the largest companies in the U.S. The Senior Underwriting (UW) Officer, Excess Casualty, will work with the leadership team, deliver technical expertise, and serve as the point of contact for the frontline underwriting teams for all questions, key decisions, or referrals.
AVP, Underwriting National Life Holding CompanyAVP, UnderwritingAddison, TX$168,750–$247,500 / yearThe base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. This senior leadership role requires a data-driven, forward-thinking leader who can provide strategic oversight, drive innovation, and focus on the development of our team.
Senior Underwriting Officer, Risk Management Liberty Mutual Holding Company IncSenior Underwriting Officer, Risk ManagementPlano, TXOther professional skills required include superior communication skills (written, verbal, presentation, listening); approachability; tact; coaching/development; analyzing and problem solving; relationship and service driven; clear solutions orientation and commitment to achieving segment operational and financial objectives; negotiation skills; and demonstrated ability to consistently and positively influence others both internally and externally (brokers/customers) as required. The Senior Underwriting Officer will concentrate on our Major Risk Management portfolio, which serves some of the largest companies in the U.S. This role involves collaborating with the leadership team, delivering technical expertise, and acting as the point of contact for frontline underwriting teams regarding questions, key decisions, or referrals.
Underwriting Supervisor Amerihome Mortgage Company, LLCUnderwriting SupervisorIrving, TXKnowledge of mortgage lending principles and underwriting guidelines including self-employed borrowers, partnership, corporation tax return analysis, Appraisal Reviews, condo project reviews, Trust, Leasehold and Power of Attorney documentation. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
Underwriting Supervisor Western Alliance BancorpUnderwriting SupervisorDallas, TXWhat you'll do: As an Underwriting Supervisor, you''ll be responsible for the management of offshore underwriting resources, including comprehensive review of income, credit, liabilities, and assets to ensure accuracy, consistency, and adherence to agency and company guidelines. Knowledge of mortgage lending principles and underwriting guidelines including self-employed borrowers, partnership, corporation tax return analysis, Appraisal Reviews, condo project reviews, Trust, Leasehold and Power of Attorney documentation.
Home Mortgage Underwriting Correspondent- Conventional Underwriter Cognizant Technology Solutions CorpHome Mortgage Underwriting Correspondent- Conventional UnderwriterIrving, TXBy clicking "Accept All", you agree to the storing of cookies on your device to give you the most optimal experience using our website. We may also use cookies to enhance performance, analyse site usage and to personalise your experience.
Group Underwriting Consultant Elevance Health IncGroup Underwriting ConsultantGrand Prairie, TXLocation: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Director, P&C Underwriting- (Focus on Process Excellence Underwriting) USAADirector, P&C Underwriting- (Focus on Process Excellence Underwriting)Plano, TX$127,310–$229,160 / yearDirects and oversees multiple initiatives in support of Underwriting and/or regulatory compliance related initiatives including but not limited to: oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, CoSA Third Party Governance, or quality governance. Leads the overall management of process performance by developing control limits, monitoring key performance indicators, and informing stakeholders of any deficiencies, improvements, operational risks issues, etc. and drives collaborative efforts to ensure process delivers against requirements.
Small CL Field Underwriting Director The Hanover Insurance Group IncSmall CL Field Underwriting DirectorDallas, TXThis includes being a thought partner in analyzing trends and developing regional strategy, maintaining profitability of the book, implementing and executing projects, actions, and assisting with agency management. POSITION OVERVIEW: The Small Commercial Underwriting Director is an experienced leader that demonstrates mastery of financial acumen, strategy development, leadership, and execution.
Underwriting Specialist/Executive Underwriter: Risk Management Excess Markel Group IncUnderwriting Specialist/Executive Underwriter: Risk Management ExcessPlano, TX$116,000–$159,000 / yearThis includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. Pay information: The base salary offered for the successful candidate will be based on compensable factors such as job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, geographic location, and other factors.
Director, Product Management (Underwriting) BestowDirector, Product Management (Underwriting)Dallas, TexasBestow is looking for an exceptional Director of Product Management to lead Underwriting — one of the most consequential functions in our platform and a domain that directly shapes how our carrier partners assess risk and bring products to market. You'll lead and develop a team of product managers, set the bar for discovery and delivery, and partner with senior leadership across Bestow to translate complex regulated-industry challenges into elegant, AI-native solutions.
Director Underwriting Capabilities and Tools - Dwelling USAADirector Underwriting Capabilities and Tools - DwellingPlano, TX$143,320–$273,930 / yearWe are looking for self-directed, analytically minded business subject matter experts who can bridge the gap between underwriting problems and complex systems engineering to deliver unprecedented speed, precision, and market responsiveness so we can serve more military members and their families. Whether you are leading tech-savvy teams to design modular, cross-product solutions, managing the execution flow and multimillion dollar IT budget of our portfolio, or architecting our long-term strategic roadmaps, your mission is the same: reinvent how we underwrite through modern technology.
Underwriting Consulting Director - National Accounts Property Shared & Layered CNAUnderwriting Consulting Director - National Accounts Property Shared & LayeredPlano, TexasPerforms a combination of duties in accordance with departmental guidelines: · Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability. · Determines appropriate pricing of complex risks for assigned book of business based on financial and competitive analysis in line with compliance requirements and with little oversight needed from superiors.
Dealer Commercial Services Senior Underwriting Associate Santander USDealer Commercial Services Senior Underwriting AssociateDallas, TXSantander Dealer Commercial Services (“DCS”) delivers integrated capital and banking solutions to automotive dealers nationwide, including floorplan financing, syndicated lending, commercial real estate, treasury, merchant services, and other commercial banking capabilities. + Receives and reviews incoming loan application requests and supporting documentation delivered through managed electronic lending portals, queues, or other avenues of receipt.
Underwriting Consulting Director - National Accounts Property Shared & Layered CNA Financial CorpUnderwriting Consulting Director - National Accounts Property Shared & LayeredPlano, TXPerforms a combination of duties in accordance with departmental guidelines: Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability. Determines appropriate pricing of complex risks for assigned book of business based on financial and competitive analysis in line with compliance requirements and with little oversight needed from superiors.
Underwriting Assistant CIBA Insurance ServicesUnderwriting AssistantDallas, TX$45,000–$55,000 / yearThe Underwriting Assistant assists the Underwriter in reviewing, quoting, and binding new submissions, and issues evidence of insurance certificates and invoices for new and renewal business. The Underwriting Assistant also processes renewals, ensures that renewal and new business are entered accurately into the system, and processes change requests.
Supply Chain Finance Underwriting Wells Fargo & CoSupply Chain Finance UnderwritingIrving, TX$139,000–$239,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. About this role: Wells Fargo's Supply Chain Finance Group ("SCF") supports companies with a broad range of supply chain solutions, including trade and receivables products, which provide a holistic approach to an enterprise's working capital risk mitigation and financing needs.
Clinical Medical Review - Oncology (Underwriting) (JR192475) Elevance Health IncClinical Medical Review - Oncology (Underwriting) (JR192475)Grand Prairie, TX$79,200–$129,600 / yearWe are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. Hybrid 1: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance.
Senior Analyst - Auto Underwriting Strategy Analytics Ally Financial IncSenior Analyst - Auto Underwriting Strategy AnalyticsLake Vista, TXRemote$85,000–$150,000 / yearOur Total Rewards program includes industry-leading compensation and benefits plus additional incentives that are designed to meet your needs and those of your family so you can get the most out of your career and your life, including: Time Away: Program starts at 20 paid time off days in addition to 11 paid holidays and 8 hours of volunteer time off yearly (time off days are prorated based on start date and program varies based on full or part-time status and management level). Supporting your Health & Well-being: flexible health and insurance options including medical, dental and vision, employee, spouse and child life insurance, short- and long-term disability, pre-tax Health Savings Account with employer contributions, Healthcare FSA, critical illness, accident & hospital indemnity insurance, and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially.
VP, Merchant Risk Underwriting Synchrony FinancialVP, Merchant Risk UnderwritingDallas, TXThis role will require extensive interaction with cross-functional teams to effectively influence and advance the merchant underwriting framework while ensuring risk controls are documented and enforced. Document and manage operational controls to ensure seamless alignment with the Lines of Defense (2nd Line Risk/Validation, 3rd Line Internal Audit) and Model Risk Management (MRM).
Dealer Finance Analyst (Credit Underwriting) Kubota CorpDealer Finance Analyst (Credit Underwriting)Grapevine, TXSupplies historical and pro-forma financial analysis to determine dealership eligibility regarding potential new dealership points, addition of Kubota product lines, additional financial products, etc. PRINCIPAL ACTIVITIES: This position does the following in accordance with all applicable Federal, State and local laws / regulations and the Company's policies, procedures and guidelines: Performs physical inventory auditing at the direction of the Territory Credit Manager.
Dealer Commercial Services Senior Underwriting Associate Banco Santander (Brasil) SADealer Commercial Services Senior Underwriting AssociateDallas, TXSantander Dealer Commercial Services ("DCS") delivers integrated capital and banking solutions to automotive dealers nationwide, including floorplan financing, syndicated lending, commercial real estate, treasury, merchant services, and other commercial banking capabilities. Receives and reviews incoming loan application requests and supporting documentation delivered through managed electronic lending portals, queues, or other avenues of receipt.
NewVP, Portfolio Manager (Healthcare & ABL) Madison-DavisVP, Portfolio Manager (Healthcare & ABL)Dallas, TX$150,000–$170,000 / yearThis is a senior Portfolio Manager and Underwriter opportunity within the Healthcare Finance specialty lending group of a well-established commercial bank, offering end-to-end ownership across underwriting, credit monitoring, and portfolio management for C&I, CRE, and ABL transactions in the healthcare sector. Perform ongoing monitoring of credit and covenant compliance across the healthcare portfolio;accurately risk-rate loans and evaluate both cash flow and collateral-based credits.
Senior Portfolio Manager - Freelance AI Trainer MindriftSenior Portfolio Manager - Freelance AI TrainerDallas, TXlong-term capital gains, and alternatives to selling (redirecting contributions); Build tax-loss harvesting scenarios that test the wash-sale rule in both directions — including the 30-day backward window and substantially identical securities across different fund families and tickers; Develop suitability check cases probing risk tolerance, time horizon, prohibited holdings, and concentration limits against a client's Investment Policy Statement; Design ESG look-through scenarios where the fund label diverges from actual holdings due to subsidiary relationships or narrow exclusion methodologies; Construct fee-stack analysis cases: portfolio-weighted expense ratios, advisory fees, all-in cost comparisons against category benchmarks; Author goal-projection scenarios that test whether the agent uses assumption-based language and never slips into commitment language when prompted to be reassuring; Document test cases clearly with verified calculations, policy citations, and correct answers. Ideally, contributors will have: Degree in Finance, Economics, Business Administration, Accounting, or related field — or equivalent professional experience; no specific degree is required if CFA charterholder status or comparable credentials are present; 3+ years of experience managing portfolios or writing investment research in a fiduciary context (RIA, private wealth, asset management, family office, or bank trust); Ability to compute time-weighted returns, attribution effects (Brinson framework), and portfolio-weighted expense ratios without assistance; Practical knowledge of the wash-sale rule applied in both directions, tax-lot accounting methods (FIFO, specific identification, HIFO), and short- vs.
AVP, Regional Marine Manager Chubb LtdAVP, Regional Marine ManagerDallas, TXMarketing Strategy and Execution - Works closely with Field Operations on development and execution of marketing strategy and coordinates marketing and production activities within the Southwest region for Marine business. Staff Development and Staff Administration (including Performance Management and Compensation) for the underwriting team - Accountable for new hire onboarding, training and developing, succession planning, culture of inclusion, coaching and mentoring and retention of staff.
Asset Based Lending Underwriter/Portfolio Manager - SLC, Dallas or Houston Zions Bancorporation NAAsset Based Lending Underwriter/Portfolio Manager - SLC, Dallas or HoustonDallas, TXQualifications: 6-8+ years in asset-based lending, underwriting, loan structuring, credit, or portfolio management, field exam, loan documentation, loan workouts, monitoring collateral and credit performance, economic and industry evaluations, or other directly related experience. Ideal candidates will have the skills and experience necessary to: Responsible to support the lending unit in the structuring and performs due-diligence, underwriting, legal documentation, closing, analyzing financial data and managing both new and existing complex Asset-Based loans.