to Underwriting Clerks and Policy Typists. 4. Evaluate policies, endorsements, audits, cancellations, etc., resolve any discrepancies... underwriting files on accounts in which policies are not issued and handle according to Company and internal established procedures...
compensating factors on higher risk/complex requests. 3. Analyze financial statements and tax returns when underwriting large.... Provide recommendations to Manager for improving policy and processes related to underwriting consumer cards and constant...
banking organizations. Truist Securities, together with and Treasury Solutions, comprise Truist’s Corporate & Institutional... Group, offering lending, capital markets and treasury management solutions to businesses, institutions, not-for-profit...
on creative solutions 10. Effectively utilize company client management system to manage sales process QUALIFICATIONS.... Ability to analyze problems and develop solutions 10. Ability to communicate with individuals at all levels of the organization 11...
Group (XIG) XIG provides clients with investment and advisory solutions, across leading hedge fund managers, private... and liquidity solutions to investors, drawing on Goldman Sachs' market insights and risk management expertise. We extend these...
of innovation, translating data into impactful solutions and taking the reins of your career like never before. We believe...;Understanding Consultative Selling - Shadowing our producers, consultants and underwriting teams as they connect with clients...
effective decisions and develop appropriate solutions. Also assists with the identification of additional sources of funding... Nation underwriting rating. May be required to travel to training events, conferences, and temporary work locations...
, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies 7. Remain contemporary... computer applications such as Microsoft Office software products 9. Ability to analyze problems and develop solutions 10...
Advisor is an active member of the client relationship team, providing loan structure and credit advisory solutions... be in excess of $100MM. The Lending Advisor 3 consults with Wealth Advisors on credit solutions and strategies for HNW or UHNW...
Consultative Solutions: Shadowing Gallagher consultants, producers, and underwriting teams as they meet with clients and prospects... strategic solutions that improve productivity and reduce losses. Some examples of these solutions include field risk assessments...