Commercial banker vs commercial underwriter

Differences between commercial banker and commercial underwriter duties and responsibilities

Commercial banker example responsibilities.

• Establish leads by building upon existing clientele and developing relationships with major centers of influence including CPA's and attorneys.
• Manage and develop commercial lenders and administrative assistants.
• Manage commercial customer portfolios by using profile analysis to identify cross-sell opportunities to sell other products and services.
• Manage origination initiatives associate with business accounts, treasury products, and loans while adhering to bank compliance procedures.
• Develop strategies for optimal cash flow optimization through complex treasury and cash management solutions couple with appropriate credit instruments.
• Train processors, establish compliance policy, establish and maintain business relationships with lenders and builders.
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Commercial underwriter example responsibilities.

• Handle new and renewal multi-line policies.
• Quoted new business and handle multi-line commercial accounts for this retailer.
• Front office administration; maintain A/R and A/P for 1000+ commercial lines clients and 2000+ personal lines clients.
• Market banking services to individuals, as well as to small businesses and corporations through networking and cross-selling.
• Update loan origination systems to ensure that pipeline reports reflect the most current status for active loan in process.
• Work along with the owner and accounting staff on all financial matters, A/R, A/P, payroll, and taxes.
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