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...
, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance... partners to deliver Truist solutions. Monitor, maintain and update sales activity, pipeline, and other pertinent information...
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...
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...
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...
, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all in accordance... partners to deliver Truist solutions. Monitor, maintain and update sales activity, pipeline, and other pertinent information...
may change from time to time. Underwriting: leads the entire commercial underwriting process both internally... for and manages assigned portfolio by monitoring performance and trends, proactively defining client credit solutions, identifying...
sourced relationship clients to find financial solutions for Affordable CRE transactions. In this capacity the banker will act... by Grandbridge/Truist. Perform preliminary underwriting of the loan and properly identify the most probable lenders. Work...
and documentation, system and technical solutions, assessment of impacts across internal departments and functions, and change... in business credit underwriting 4. Understanding of the Truist Credit Culture 5. Familiarity with Truist standard software...
in selling these ideas and products to their clients, and assisting those advisors through the life insurance underwriting... details on products and solutions, including estate planning (including transfer tax calculations and life insurance taxation issues...