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POSITION SUMMARY: The principal functions of the Portfolio Banker are to (1) continuously monitor and assess the credit profiles of the customers in her/his assigned portfolio; (2) help retain customer relationships by providing exceptional service; (3) ensure that renewals, extensions and annual reviews are completed in a timely manner; (4) seek ways to enhance customer profitability by continuously looking for cross-sell opportunities; (5) replace runoff and amortization in the portfolio by selling deeper into the book of business and (6) continuously seek referral opportunities from current customers and centers of influence. Proactively reviews existing relationships for product penetration and calls on opportunities (loans, deposits, fees and non-credit products and services); issue proposals as appropriate.

YEAR

Park State Bank

Portfolio Banker

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Financial Modeling & Risk Metrics: Calculate and analyze key real estate metrics including Net Operating Income (NOI), Debt Service (including adjustments for interest rate hedges), Debt Service Coverage Ratios (DSCR) and Loan-to-Value (LTV) to determine the borrower's ability to meet current debt service obligations as well as refinance at maturity. Guarantor Analysis: Conduct in-depth analysis of individual and corporate guarantors, including a thorough review of personal/corporate financial statements, tax returns, liquidity, contingent liabilities and global cash flow from assets to assess their financial strength and capacity to support the debt.

Capital One Financial Corp

Analyst, Underwriter & Portfolio Manager

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The successful candidate will partner closely with Sales, Rebate Operations, Underwriting, Clinical, Formulary, and the broader Medicare Part D team to deliver insights and solutions that help meet client needs and business objectives. This role is responsible for developing projections, analyzing business performance, evaluating the impact of evolving Medicare Part D regulations, and conducting Book of Business (BOB) studies to support client and enterprise decision-making.

<p>CVS Health offers a world of promising job opportunities across a diverse range of careers in everything from corporate and pharmacy roles to retails positions. No matter where you work at CVS Health, your unique skills, talents and abilities are welcome and valued. We recognize and reward greatness and want our employees to know their work is making a difference in the lives of millions. Join us today. Together we can continue making innovative, high-quality health and pharmacy services safe, affordable and accessible – for all. </p>

CVS Health Corp

Manager, Actuarial

This role will apply actuarial expertise, financial modeling, and actuarial judgment to develop pricing strategies, forecast plan performance, evaluate financial risk, and assess the impact of evolving Medicare Part D regulations. The position is responsible for developing projections, conducting experience studies and Book of Business (BOB) analyses, and generating data-driven insights that support client and enterprise decision-making.

Manager, Actuarial - Employer Group Waiver Plan

Help bridge communication and business practices between Japanese parent companies, local U.S. operations, and Marsh teams to support effective decision-making and service delivery. Use risk and industry expertise to design and implement placement solutions that align with client needs and commercial objectives, including the needs of Japanese-owned and multinational clients.

Marsh McLennan

AVP Account Manager, Japanese-English Bilingual

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Our underwriters have a combined 100+ years of industry experience and are strategically located across the United States to provide select wholesale brokers with coverage solutions for underserved risks. With 20 operating companies spanning property, casualty and professional lines and representing more than 100 programs across numerous industries, we are perfectly positioned to deliver the niche underwriting expertise and creative solutions for our clients.

Amwins Global Risks UK Ltd

Underwriter L.A.U.N.C.H Program - Alta

We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. We provide market leading service and administration to Write Your Own (WYO) insurance companies and agents including direct access to both the National Flood Insurance Program (NFIP) and innovative private insurance products.

Junior Underwriter

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Alongside our traditional mortgage business, we operate a fast-growing Private Money / Hard Money Lending Division , focused on funding real estate investment loans with speed, accuracy, and strong risk management. We are looking for a skilled Hard Money Underwriter who understands private lending, can underwrite deals quickly, and make confident decisions that protect the company while keeping production moving.

LBC Mortgage

Commercial Underwriter

Mortgage Underwriter

About this role: The Senior Credit Analyst is responsible for the written analysis and underwriting of the credit worthiness of new loan proposals as well as existing loans, identifying credit policy exceptions and other credit issues in order to identify and protect the asset quality of the Bank’s commercial loans. In this role you will: Support the Bank’s “People First” focus and rules of engagement—maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, always striving to make CNOB “A Better Place to Be”.

ConnectOne Bank

Senior Credit Analyst - C&I

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Includes: (1) quantitative components within the underwriting narrative documenting the credit analysis; (2) accurate use of risk rating scoring models (aka Dual Risk Rating), both quantitative and qualitative rating elements, to ensure customers and loans are properly risk-rated; (3) accurate identification and mitigation of all exceptions to Bank tracked policies exceptions (TPE), tracked guidelines exceptions (TGE), procedures and compliance regulations; and (4) accurate loan coding consistent with nature of the borrowing relationship and terms of the credit(s). Monitor borrower financial performance in line with commercial and/or real estate loan documents; spreads financial statement and/or ensures required financial statements are spread in accordance with Bank Guidelines and resulting covenant calculations are accurate, complete and adhere to approval conditions and loan documentation.

Columbia Bank

Middle Market Underwriter, Sr

Includes: (1) quantitative components within the underwriting narrative documenting the credit analysis; (2) accurate use of risk rating scoring models (aka Dual Risk Rating), both quantitative and qualitative rating elements, to ensure customers and loans are properly risk-rated; (3) accurate identification and mitigation of all exceptions to Bank tracked policies exceptions (TPE), tracked guidelines exceptions (TGE), procedures and compliance regulations; and (4) accurate loan coding consistent with nature of the borrowing relationship and terms of the credit(s). Underwrites new and renewal Middle Market credit requests comprised of working capital lines of credit, asset-based lines of credit, commercial real estate loans (Owner Occupied and Investor) and equipment financing; most often from moderate-to-complex enterprises with revenues greater than $5 million.

Middle Market Underwriter, Sr.

Sr Middle Market Underwriter - Agriculture

Senior Middle Market Underwriter

Umpqua Bank

Establish and maintain a professional and efficient relationship with allocated customers and internal stakeholders which includes contacting the customer or customer's representative to obtain additional information or explanation details throughout the underwriting and funding process while coordinating with the Factoring Team Lead, Underwriting Manager, Portfolio Manager, and Legal Manager. This position will primarily support the Client Acquisition, Client Services, Legal, and Underwriting teams across its suite of products, including factoring, traditional factoring, and asset-based lending.

Renasant Corp

Client Onboarding Specialist

The Territory Underwriting Manager will manage an assigned territory in Texas to ensure profitable growth as well as underwrite and service the most complex accounts and largest agency relationships. Additional responsibilities include mentoring teammates, delivering training programs and assisting in the development of underwriting guidelines and products.

FCCI Insurance Group

Territory Underwriting Manager - E&S, Texas

IAT Surety has an immediate opening for a Surety Underwriting Manager (also open to other underwriting levels) in our Alpharetta, Georgia or Birmingham, Alabama office location. This role will act to serve as a point member of our underwriting team, handling routine underwriting responsibilities including but not limited to the below, in a fashion consistent with the company policy and procedures.

IAT Insurance Group

Surety Underwriting Manager

OTHER

Although this position is not a people manager, the Lead Underwriting Operations Specialist is expected to: demonstrate leadership through expertise, collaboration, and accountability; serve as a role model for professionalism, service excellence, and teamwork; foster knowledge sharing and continuous improvement; support departmental goals and strategic initiatives; and positively influence team performance through guidance, training, and operational leadership. CapSpecialty is seeking a Lead Underwriting Operations Specialist who will serve as a senior member of the Operations team, providing subject matter expertise, operational leadership, and workflow coordination to support underwriting business objectives.

CapSpecialty

Lead Underwriting Operations Specialist

ExactHire

Amynta Dealer Solutions is Amynta’s leading dealer program offering a full suite of industry leading property, casualty and specialty products for dealerships within multiple industry verticals. As we grow, there will be additional personal and career development opportunities that can be aligned with your core capabilities and personal growth objectives in our underwriting, sales, marketing, data analytics or operation management teams.

Amynta Agency

Underwriting Operations Specialist

Proposes individual account insurance program to reflect risk quality, identified exposures and controls, loss experience, and achievement of bottom line profit results for the company with occasional need for input from manager, product or referral teams. Expertise should include underwriting of named perils, all risks, and single catastrophe related risks across multiple classes including habitational, light manufacturing, mixed real estate and other E&S related classes.

Underwriting Manager Jobs in the United States

Portfolio Banker Park State Bank

Analyst, Underwriter & Portfolio Manager Capital One Financial Corp

Manager, Actuarial CVS Health Corp

Manager, Actuarial - Employer Group Waiver Plan CVS Health Corp

AVP Account Manager, Japanese-English Bilingual Marsh McLennan

Underwriter L.A.U.N.C.H Program - Alta Amwins Global Risks UK Ltd

Junior Underwriter Marsh McLennan

Commercial Underwriter LBC Mortgage

Mortgage Underwriter LBC Mortgage

Senior Credit Analyst - C&I ConnectOne Bank

Middle Market Underwriter, Sr Columbia Bank

Middle Market Underwriter, Sr. Columbia Bank

Sr Middle Market Underwriter - Agriculture Columbia Bank

Senior Middle Market Underwriter Columbia Bank

Client Onboarding Specialist Renasant Corp

Territory Underwriting Manager - E&S, Texas FCCI Insurance Group

Surety Underwriting Manager IAT Insurance Group

Lead Underwriting Operations Specialist CapSpecialty

Underwriting Operations Specialist Amynta Agency

Underwriting Director, Wholesale Property - Navigators, a Brand of The Hartford The Hartford Insurance Group Inc

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