Commercial Underwriter jobs at CrossFirst Bank - 429 jobs
Commercial Construction Underwriter
Cooperative Business Services 3.7
Cincinnati, OH jobs
Job DescriptionDescription:
The CBS Difference
Cooperative Business Services offers a comprehensive, end-to-end commercial lending solution that empowers financial institutions with cutting-edge software, expert services, and strategic business development resources. Additionally, we support borrowers by providing tailored business loans designed to fuel growth and success. With a focus on innovation and collaboration, CBS ensures seamless processes and enhanced opportunities for lenders and borrowers alike.
At CBS, our goal is to set the standard for excellence in business lending. We strive to be the best - in our processes, in our service, and in the results, we help our clients achieve. We're deeply committed to serving our partner credit unions and borrowers with integrity, precision, and a shared vision for sustainable growth.
Join us on this journey as we continue to transform the future of commercial lending.
Your Role in Our Success
The Commercial Construction Underwriterunderwritescommercial construction loans and SBA 504 construction loans. The Underwriter ensures compliance with program and regulatory guidelines, structures loan packages, and oversees construction draw workflows. This position analyzes financial data and mitigates risk related to specialized construction lending relationships.
Here's how you will make an impact:
Underwritescommercial construction and SBA 504 loan requests to ensure compliance with all internal and external regulations.
Analyzes financial statements, tax returns, cash flow projections, credit reports, and construction budgets to determine borrower repayment capacity and project feasibility.
Evaluates collateral, appraisals, project feasibility, and borrower repayment capacity to assess risk exposure.
Prepares credit memos and underwriting recommendations for management review and approval.
Reviews and recommends approvals for construction project draw requests and monitors construction progress to mitigate risk during the building phase.
Ensures accurate SBA documentation, filing requirements, and debenture funding readiness to guarantee loan eligibility and sale readiness.
Maintains underwriting records, loan data, and performance tracking in Abrigo (or similar software) for audit and reporting purposes.
Performs portfolio reviews, updates risk ratings, and reports on loan performance to inform portfolio management decisions.
Collaborates with Credit Union personnel, Business Development Officers (BDOs), closing teams, internal and external stakeholders throughout the underwriting, and participation process to ensure smooth execution.
Provides guidance to construction analysts and supports process improvements and regulatory compliance within the department.
Preforms other related duties as assigned by management.
Requirements:
What You Bring to the Table
Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
5+ years' experience in commercial construction and CRE underwriting required with proven expertise in SBA 504 construction loan underwriting.
Proficiency with credit spreading software, financial modeling, cash flow analysis, and construction draw software.
Expertise in construction project budgets, draw schedules, feasibility analysis, and global cash flow.
Strong understanding of commercial construction, multi-family, hospitality and mixed-use projects.
In-depth knowledge of SBA 504 program guidelines, CDC coordination, and project eligibility
The Perks of Being with Us
At Cooperative Business Services, we believe in creating an environment where you can thrive both personally and professionally. Here's what you can look forward to as a valued member of our team:
Compensation: Base compensation for this role ranges from $ $80,000-$90,000 annually.
Remote Work Environment
Generous Holidays: Take advantage of 13 paid holidays each year
Comprehensive Insurance Coverage: Choose from a selection of medical, dental, vision, and supplemental benefit plans to suit your needs. Additionally, the company provides company-paid Short-Term Disability (STD), Long-Term Disability (LTD), and life insurance equivalent to 1 time your salary.
401(k) Plan: The company provides a generous matching contribution of up to 6%.
Tuition Assistance
$80k-90k yearly 7d ago
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Senior Small Commercial Underwriter
The Hartford 4.5
Charlotte, NC jobs
Executive Underwriter - UH07BDSenior Underwriter - UH08BA We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
We're in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They're at the heart of everything we do. And by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests.
Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, we value entrepreneurial spirits, self-starters and are customer focused. We welcome all ideas and live our authentic selves. And you'll have any number of opportunities for your career to grow in whatever direction you choose.
The Hartford is seeking a highly skilled Small Business Underwriter, who is responsible for the following:
+ Underwriting all commercial lines, including Business Owner's Policy (BOP), Commercial Automobile, and Workers' Compensation and Umbrella.
+ You will accurately develop and price individual risks, analyze loss and risk information, and recognize file inconsistencies in order to write profitable commercial business.
+ Underwrite a variety of businesses and effectively apply all applicable Underwriting guidelines when making decisions
+ Display thorough knowledge of applicable laws, regulations and governance
+ Partner with aligned territory sales rep to achieve profit and growth objectives.
+ Develop and maintain relationships with territory aligned agents to deliver the value proposition and drive optimal business results in a highly competitive marketplace.
+ Plan and prioritize work activities to achieve desired results within necessary time frames.
Qualifications:
+ 3+ years of Commercial Carrier Underwriting experience required
+ Superior technical underwriting knowledge and sound decision-making skills
+ Demonstrated success in developing and maintaining solid relationships with all internal and external business partners
+ Excellent communication, interpersonal and presentation skills
+ An ability to think analytically about business problems, make recommendations and propose solutions.
+ High energy self-starter, who is resilient and has an entrepreneurial spirit
+ Demonstration of solid time, organizational, and desk management skills
+ Goal-oriented and delivers outcomes
+ Ability to challenge the status quo and compete to win
+ Flexibility to travel approximately 10%
This role will have a Hybrid work schedule, with the expectation of working in an office (Charlotte, NC; San Antonio, TX; Scottsdale, AZ; Clinton, NY; Hartford, CT) 3 days a week (Tuesday through Thursday).
Update 12.17.25: This is a hybrid position. Candidates within a reasonable commuting distance are expected to report into a Hartford office; open to considering a remote work arrangement for experienced talent outside of these locations.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$81,600 - $142,800
The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (*********************************************
Every day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us (*************************************
Our Culture
What It's Like to Work Here (**************************************************
Perks & Benefits
Legal Notice (*****************************************
Accessibility Statement Producer Compensation (**************************************************
EEO
Privacy Policy (**************************************************
California Privacy Policy
Your California Privacy Choices (******************************************************
International Privacy Policy
Canadian Privacy Policy (****************************************************
Unincorporated Areas of LA County, CA (Applicant Information)
MA Applicant Notice (********************************************
Hartford India Prospective Personnel Privacy Notice
$81.6k-142.8k yearly 60d+ ago
Senior Small Commercial Underwriter
The Hartford 4.5
Charlotte, NC jobs
Executive Underwriter - UH07BDSenior Underwriter - UH08BA
We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
We're in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They're at the heart of everything we do. And by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests.
Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, we value entrepreneurial spirits, self-starters and are customer focused. We welcome all ideas and live our authentic selves. And you'll have any number of opportunities for your career to grow in whatever direction you choose.
The Hartford is seeking a highly skilled Small Business Underwriter, who is responsible for the following:
Underwriting all commercial lines, including Business Owner's Policy (BOP), Commercial Automobile, and Workers' Compensation and Umbrella.
You will accurately develop and price individual risks, analyze loss and risk information, and recognize file inconsistencies in order to write profitable commercial business.
Underwrite a variety of businesses and effectively apply all applicable Underwriting guidelines when making decisions
Display thorough knowledge of applicable laws, regulations and governance
Partner with aligned territory sales rep to achieve profit and growth objectives.
Develop and maintain relationships with territory aligned agents to deliver the value proposition and drive optimal business results in a highly competitive marketplace.
Plan and prioritize work activities to achieve desired results within necessary time frames.
Qualifications:
3+ years of Commercial Carrier Underwriting experience required
Superior technical underwriting knowledge and sound decision-making skills
Demonstrated success in developing and maintaining solid relationships with all internal and external business partners
Excellent communication, interpersonal and presentation skills
An ability to think analytically about business problems, make recommendations and propose solutions.
High energy self-starter, who is resilient and has an entrepreneurial spirit
Demonstration of solid time, organizational, and desk management skills
Goal-oriented and delivers outcomes
Ability to challenge the status quo and compete to win
Flexibility to travel approximately 10%
This role will have a Hybrid work schedule, with the expectation of working in an office (
Charlotte, NC; San Antonio, TX; Scottsdale, AZ; Clinton, NY; Hartford, CT
) 3 days a week (Tuesday through Thursday).
Update 12.17.25: This is a hybrid position. Candidates within a reasonable commuting distance are expected to report into a Hartford office; open to considering a remote work arrangement for experienced talent outside of these locations.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$81,600 - $142,800
The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
$81.6k-142.8k yearly Auto-Apply 15d ago
Senior Small Commercial Underwriter
The Hartford 4.5
Hartford, CT jobs
Executive Underwriter - UH07BD Senior Underwriter - UH08BA We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
We're in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They're at the heart of everything we do. And by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests.
Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, we value entrepreneurial spirits, self-starters and are customer focused. We welcome all ideas and live our authentic selves. And you'll have any number of opportunities for your career to grow in whatever direction you choose.
The Hartford is seeking a highly skilled Small Business Underwriter, who is responsible for the following:
* Underwriting all commercial lines, including Business Owner's Policy (BOP), Commercial Automobile, and Workers' Compensation and Umbrella.
* You will accurately develop and price individual risks, analyze loss and risk information, and recognize file inconsistencies in order to write profitable commercial business.
* Underwrite a variety of businesses and effectively apply all applicable Underwriting guidelines when making decisions
* Display thorough knowledge of applicable laws, regulations and governance
* Partner with aligned territory sales rep to achieve profit and growth objectives.
* Develop and maintain relationships with territory aligned agents to deliver the value proposition and drive optimal business results in a highly competitive marketplace.
* Plan and prioritize work activities to achieve desired results within necessary time frames.
Qualifications:
* 3+ years of Commercial Carrier Underwriting experience required
* Superior technical underwriting knowledge and sound decision-making skills
* Demonstrated success in developing and maintaining solid relationships with all internal and external business partners
* Excellent communication, interpersonal and presentation skills
* An ability to think analytically about business problems, make recommendations and propose solutions.
* High energy self-starter, who is resilient and has an entrepreneurial spirit
* Demonstration of solid time, organizational, and desk management skills
* Goal-oriented and delivers outcomes
* Ability to challenge the status quo and compete to win
* Flexibility to travel approximately 10%
This role will have a Hybrid work schedule, with the expectation of working in an office (Charlotte, NC; San Antonio, TX; Scottsdale, AZ; Clinton, NY; Hartford, CT) 3 days a week (Tuesday through Thursday).
Update 12.17.25: This is a hybrid position. Candidates within a reasonable commuting distance are expected to report into a Hartford office; open to considering a remote work arrangement for experienced talent outside of these locations.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$81,600 - $142,800
The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
$81.6k-142.8k yearly Auto-Apply 21d ago
Senior Small Commercial Underwriter
The Hartford 4.5
Hartford, CT jobs
Executive Underwriter - UH07BDSenior Underwriter - UH08BA We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
We're in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They're at the heart of everything we do. And by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests.
Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, we value entrepreneurial spirits, self-starters and are customer focused. We welcome all ideas and live our authentic selves. And you'll have any number of opportunities for your career to grow in whatever direction you choose.
The Hartford is seeking a highly skilled Small Business Underwriter, who is responsible for the following:
+ Underwriting all commercial lines, including Business Owner's Policy (BOP), Commercial Automobile, and Workers' Compensation and Umbrella.
+ You will accurately develop and price individual risks, analyze loss and risk information, and recognize file inconsistencies in order to write profitable commercial business.
+ Underwrite a variety of businesses and effectively apply all applicable Underwriting guidelines when making decisions
+ Display thorough knowledge of applicable laws, regulations and governance
+ Partner with aligned territory sales rep to achieve profit and growth objectives.
+ Develop and maintain relationships with territory aligned agents to deliver the value proposition and drive optimal business results in a highly competitive marketplace.
+ Plan and prioritize work activities to achieve desired results within necessary time frames.
Qualifications:
+ 3+ years of Commercial Carrier Underwriting experience required
+ Superior technical underwriting knowledge and sound decision-making skills
+ Demonstrated success in developing and maintaining solid relationships with all internal and external business partners
+ Excellent communication, interpersonal and presentation skills
+ An ability to think analytically about business problems, make recommendations and propose solutions.
+ High energy self-starter, who is resilient and has an entrepreneurial spirit
+ Demonstration of solid time, organizational, and desk management skills
+ Goal-oriented and delivers outcomes
+ Ability to challenge the status quo and compete to win
+ Flexibility to travel approximately 10%
This role will have a Hybrid work schedule, with the expectation of working in an office (Charlotte, NC; San Antonio, TX; Scottsdale, AZ; Clinton, NY; Hartford, CT) 3 days a week (Tuesday through Thursday).
Update 12.17.25: This is a hybrid position. Candidates within a reasonable commuting distance are expected to report into a Hartford office; open to considering a remote work arrangement for experienced talent outside of these locations.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$81,600 - $142,800
The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (*********************************************
Every day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us (*************************************
Our Culture
What It's Like to Work Here (**************************************************
Perks & Benefits
Legal Notice (*****************************************
Accessibility Statement Producer Compensation (**************************************************
EEO
Privacy Policy (**************************************************
California Privacy Policy
Your California Privacy Choices (******************************************************
International Privacy Policy
Canadian Privacy Policy (****************************************************
Unincorporated Areas of LA County, CA (Applicant Information)
MA Applicant Notice (********************************************
Hartford India Prospective Personnel Privacy Notice
$81.6k-142.8k yearly 60d+ ago
Senior Small Commercial Underwriter
The Hartford 4.5
Scottsdale, AZ jobs
Executive Underwriter - UH07BD Senior Underwriter - UH08BA We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
We're in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They're at the heart of everything we do. And by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests.
Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, we value entrepreneurial spirits, self-starters and are customer focused. We welcome all ideas and live our authentic selves. And you'll have any number of opportunities for your career to grow in whatever direction you choose.
The Hartford is seeking a highly skilled Small Business Underwriter, who is responsible for the following:
* Underwriting all commercial lines, including Business Owner's Policy (BOP), Commercial Automobile, and Workers' Compensation and Umbrella.
* You will accurately develop and price individual risks, analyze loss and risk information, and recognize file inconsistencies in order to write profitable commercial business.
* Underwrite a variety of businesses and effectively apply all applicable Underwriting guidelines when making decisions
* Display thorough knowledge of applicable laws, regulations and governance
* Partner with aligned territory sales rep to achieve profit and growth objectives.
* Develop and maintain relationships with territory aligned agents to deliver the value proposition and drive optimal business results in a highly competitive marketplace.
* Plan and prioritize work activities to achieve desired results within necessary time frames.
Qualifications:
* 3+ years of Commercial Carrier Underwriting experience required
* Superior technical underwriting knowledge and sound decision-making skills
* Demonstrated success in developing and maintaining solid relationships with all internal and external business partners
* Excellent communication, interpersonal and presentation skills
* An ability to think analytically about business problems, make recommendations and propose solutions.
* High energy self-starter, who is resilient and has an entrepreneurial spirit
* Demonstration of solid time, organizational, and desk management skills
* Goal-oriented and delivers outcomes
* Ability to challenge the status quo and compete to win
* Flexibility to travel approximately 10%
This role will have a Hybrid work schedule, with the expectation of working in an office (Charlotte, NC; San Antonio, TX; Scottsdale, AZ; Clinton, NY; Hartford, CT) 3 days a week (Tuesday through Thursday).
Update 12.17.25: This is a hybrid position. Candidates within a reasonable commuting distance are expected to report into a Hartford office; open to considering a remote work arrangement for experienced talent outside of these locations.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$81,600 - $142,800
The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
$81.6k-142.8k yearly Auto-Apply 21d ago
Senior Small Commercial Underwriter
The Hartford 4.5
Scottsdale, AZ jobs
Executive Underwriter - UH07BDSenior Underwriter - UH08BA We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
We're in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They're at the heart of everything we do. And by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests.
Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, we value entrepreneurial spirits, self-starters and are customer focused. We welcome all ideas and live our authentic selves. And you'll have any number of opportunities for your career to grow in whatever direction you choose.
The Hartford is seeking a highly skilled Small Business Underwriter, who is responsible for the following:
+ Underwriting all commercial lines, including Business Owner's Policy (BOP), Commercial Automobile, and Workers' Compensation and Umbrella.
+ You will accurately develop and price individual risks, analyze loss and risk information, and recognize file inconsistencies in order to write profitable commercial business.
+ Underwrite a variety of businesses and effectively apply all applicable Underwriting guidelines when making decisions
+ Display thorough knowledge of applicable laws, regulations and governance
+ Partner with aligned territory sales rep to achieve profit and growth objectives.
+ Develop and maintain relationships with territory aligned agents to deliver the value proposition and drive optimal business results in a highly competitive marketplace.
+ Plan and prioritize work activities to achieve desired results within necessary time frames.
Qualifications:
+ 3+ years of Commercial Carrier Underwriting experience required
+ Superior technical underwriting knowledge and sound decision-making skills
+ Demonstrated success in developing and maintaining solid relationships with all internal and external business partners
+ Excellent communication, interpersonal and presentation skills
+ An ability to think analytically about business problems, make recommendations and propose solutions.
+ High energy self-starter, who is resilient and has an entrepreneurial spirit
+ Demonstration of solid time, organizational, and desk management skills
+ Goal-oriented and delivers outcomes
+ Ability to challenge the status quo and compete to win
+ Flexibility to travel approximately 10%
This role will have a Hybrid work schedule, with the expectation of working in an office (Charlotte, NC; San Antonio, TX; Scottsdale, AZ; Clinton, NY; Hartford, CT) 3 days a week (Tuesday through Thursday).
Update 12.17.25: This is a hybrid position. Candidates within a reasonable commuting distance are expected to report into a Hartford office; open to considering a remote work arrangement for experienced talent outside of these locations.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$81,600 - $142,800
The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us (************************************* | Our Culture (******************************************************* | What It's Like to Work Here (************************************************** | Perks & Benefits (*********************************************
Every day, a day to do right.
Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.
Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
About Us (*************************************
Our Culture
What It's Like to Work Here (**************************************************
Perks & Benefits
Legal Notice (*****************************************
Accessibility Statement Producer Compensation (**************************************************
EEO
Privacy Policy (**************************************************
California Privacy Policy
Your California Privacy Choices (******************************************************
International Privacy Policy
Canadian Privacy Policy (****************************************************
Unincorporated Areas of LA County, CA (Applicant Information)
MA Applicant Notice (********************************************
Hartford India Prospective Personnel Privacy Notice
$81.6k-142.8k yearly 60d+ ago
Senior Small Commercial Underwriter
The Hartford 4.5
Clinton, NY jobs
Executive Underwriter - UH07BD Senior Underwriter - UH08BA We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
We're in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They're at the heart of everything we do. And by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests.
Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, we value entrepreneurial spirits, self-starters and are customer focused. We welcome all ideas and live our authentic selves. And you'll have any number of opportunities for your career to grow in whatever direction you choose.
The Hartford is seeking a highly skilled Small Business Underwriter, who is responsible for the following:
* Underwriting all commercial lines, including Business Owner's Policy (BOP), Commercial Automobile, and Workers' Compensation and Umbrella.
* You will accurately develop and price individual risks, analyze loss and risk information, and recognize file inconsistencies in order to write profitable commercial business.
* Underwrite a variety of businesses and effectively apply all applicable Underwriting guidelines when making decisions
* Display thorough knowledge of applicable laws, regulations and governance
* Partner with aligned territory sales rep to achieve profit and growth objectives.
* Develop and maintain relationships with territory aligned agents to deliver the value proposition and drive optimal business results in a highly competitive marketplace.
* Plan and prioritize work activities to achieve desired results within necessary time frames.
Qualifications:
* 3+ years of Commercial Carrier Underwriting experience required
* Superior technical underwriting knowledge and sound decision-making skills
* Demonstrated success in developing and maintaining solid relationships with all internal and external business partners
* Excellent communication, interpersonal and presentation skills
* An ability to think analytically about business problems, make recommendations and propose solutions.
* High energy self-starter, who is resilient and has an entrepreneurial spirit
* Demonstration of solid time, organizational, and desk management skills
* Goal-oriented and delivers outcomes
* Ability to challenge the status quo and compete to win
* Flexibility to travel approximately 10%
This role will have a Hybrid work schedule, with the expectation of working in an office (Charlotte, NC; San Antonio, TX; Scottsdale, AZ; Clinton, NY; Hartford, CT) 3 days a week (Tuesday through Thursday).
Update 12.17.25: This is a hybrid position. Candidates within a reasonable commuting distance are expected to report into a Hartford office; open to considering a remote work arrangement for experienced talent outside of these locations.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$81,600 - $142,800
The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
$81.6k-142.8k yearly Auto-Apply 21d ago
Senior Small Commercial Underwriter
The Hartford 4.5
Clinton, NY jobs
Executive Underwriter - UH07BDSenior Underwriter - UH08BA We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
We're in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They're at the heart of everything we do. And by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests.
Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, we value entrepreneurial spirits, self-starters and are customer focused. We welcome all ideas and live our authentic selves. And you'll have any number of opportunities for your career to grow in whatever direction you choose.
The Hartford is seeking a highly skilled Small Business Underwriter, who is responsible for the following:
+ Underwriting all commercial lines, including Business Owner's Policy (BOP), Commercial Automobile, and Workers' Compensation and Umbrella.
+ You will accurately develop and price individual risks, analyze loss and risk information, and recognize file inconsistencies in order to write profitable commercial business.
+ Underwrite a variety of businesses and effectively apply all applicable Underwriting guidelines when making decisions
+ Display thorough knowledge of applicable laws, regulations and governance
+ Partner with aligned territory sales rep to achieve profit and growth objectives.
+ Develop and maintain relationships with territory aligned agents to deliver the value proposition and drive optimal business results in a highly competitive marketplace.
+ Plan and prioritize work activities to achieve desired results within necessary time frames.
Qualifications:
+ 3+ years of Commercial Carrier Underwriting experience required
+ Superior technical underwriting knowledge and sound decision-making skills
+ Demonstrated success in developing and maintaining solid relationships with all internal and external business partners
+ Excellent communication, interpersonal and presentation skills
+ An ability to think analytically about business problems, make recommendations and propose solutions.
+ High energy self-starter, who is resilient and has an entrepreneurial spirit
+ Demonstration of solid time, organizational, and desk management skills
+ Goal-oriented and delivers outcomes
+ Ability to challenge the status quo and compete to win
+ Flexibility to travel approximately 10%
This role will have a Hybrid work schedule, with the expectation of working in an office (Charlotte, NC; San Antonio, TX; Scottsdale, AZ; Clinton, NY; Hartford, CT) 3 days a week (Tuesday through Thursday).
Update 12.17.25: This is a hybrid position. Candidates within a reasonable commuting distance are expected to report into a Hartford office; open to considering a remote work arrangement for experienced talent outside of these locations.
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$81,600 - $142,800
The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience.
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
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Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?
That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.
And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.
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$81.6k-142.8k yearly 60d+ ago
Commercial Banker
Amalgamated Bank of Ny 4.5
Boston, MA jobs
Amalgamated Bank seeks an experienced leader who has a demonstrated track record of working with senior leadership across international unions, district councils and locals. This position will be responsible for developing existing relationships and originating new relationships which result in deposit and lending growth for the union sector and other strategic areas as determined by bank leadership. Success in this position is measured in part against individualized annual deposit and lending growth goals as well as other key performance indicators as determined by leadership. As such, the ideal candidate will come to the position with a deep understanding and knowledge of the union and organized labor sector.
Further, this position will be responsible for managing some of the most strategically important relationships within the bank's New England region's portfolio of union clients. This will require providing best-in-class customer service and financial partnership to the sector's clients. The candidate will develop and maintain expertise in customer, industry and market conditions that support the development of long-term trusted partnerships across Amalgamated Bank's impact areas, with a particular focus on unions.
This candidate will have knowledge of (or be able to develop expertise in the position with) structuring credit facilities in support of the union sector and other affiliated organizations. The position will be responsible for working with the underwriting teams to structure loans that demonstrate strong credit and risk management guidelines, including leverage, cash flow, portfolio management, loan and key performance indicators. This position will also be required to partner with the portfolio management team in the ongoing compliance of and manage the renewal of loans in the existing portfolio.
The candidate will also work with the Trust and Investment teams focused on Taft-Hartley, Union and Public Funds markets to build new customer relationships as well coordinate the expansion of existing relationships.
A significant portion of time will be spent in market generating new client opportunities by meeting with prospects, outside calling, attending networking functions and industry events. This position will be accountable for the day-to-day work of the Account Executive team assigned to manage the union sector's daily banking activity.
Essential Job Functions:
Achieve the deposit and lending annual growth goals.
Identify and develop new business relationships with customers.
Grow existing customer relationships through cross-sales with other bank teams.
A strong working knowledge of the key performance indicators and underlying financials of unions.
Work with internal commercial banking support functions to effectively manage existing as well as new client relationships.
Maintain a strong understanding of Amalgamated Bank's commercial treasury management suite of product and services.
Work closely with critical industry partners including trade/network organizations, consultants, and mission aligned service organizations to assist in driving new business aligned with Amalgamated Bank's strategic objectives.
Understand and execute senior management sales objectives nationally as well as within the New England Region.
Stay current with national, regional and local industry trends that may impact customer financial needs.
Work closely with the lending and credit risk teams within the Bank to develop, structure and assist the underwriting teams with new loans.
Work closely with the portfolio management team within the Bank to assure that existing loans are in compliance.
Perform other duties as directed.
Knowledge, Skills and Experience Requirements:
Experience building and maintaining relationships with customers and prospects in Amalgamated Bank's focus areas.
Understanding of the unique needs and characteristics of union clients.
Proven track record of individual excellence in sales or in similar goals-based environment.
Proven organizational skills: able to work independently and be detail oriented.
Ability to work with peers and lead teams across the institution on diverse projects and in support of client relationships.
Strong credit and financial analysis skills.
Bachelor's degree or equivalent experience.
Strong verbal, written, inter-personal and public presentation skills.
Our job titles may span more than one career level. The starting base salary for this role is between $150,000.00 - $165,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.
Hybrid Work Model
Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”.
Search Firm Representatives- Please Read Carefully
Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.
$150k-165k yearly Auto-Apply 56d ago
Commercial Banker
Amalgamated Bank of Ny 4.5
Boston, MA jobs
Job Description
Amalgamated Bank seeks an experienced leader who has a demonstrated track record of working with senior leadership across international unions, district councils and locals. This position will be responsible for developing existing relationships and originating new relationships which result in deposit and lending growth for the union sector and other strategic areas as determined by bank leadership. Success in this position is measured in part against individualized annual deposit and lending growth goals as well as other key performance indicators as determined by leadership. As such, the ideal candidate will come to the position with a deep understanding and knowledge of the union and organized labor sector.
Further, this position will be responsible for managing some of the most strategically important relationships within the bank's New England region's portfolio of union clients. This will require providing best-in-class customer service and financial partnership to the sector's clients. The candidate will develop and maintain expertise in customer, industry and market conditions that support the development of long-term trusted partnerships across Amalgamated Bank's impact areas, with a particular focus on unions.
This candidate will have knowledge of (or be able to develop expertise in the position with) structuring credit facilities in support of the union sector and other affiliated organizations. The position will be responsible for working with the underwriting teams to structure loans that demonstrate strong credit and risk management guidelines, including leverage, cash flow, portfolio management, loan and key performance indicators. This position will also be required to partner with the portfolio management team in the ongoing compliance of and manage the renewal of loans in the existing portfolio.
The candidate will also work with the Trust and Investment teams focused on Taft-Hartley, Union and Public Funds markets to build new customer relationships as well coordinate the expansion of existing relationships.
A significant portion of time will be spent in market generating new client opportunities by meeting with prospects, outside calling, attending networking functions and industry events. This position will be accountable for the day-to-day work of the Account Executive team assigned to manage the union sector's daily banking activity.
Essential Job Functions:
Achieve the deposit and lending annual growth goals.
Identify and develop new business relationships with customers.
Grow existing customer relationships through cross-sales with other bank teams.
A strong working knowledge of the key performance indicators and underlying financials of unions.
Work with internal commercial banking support functions to effectively manage existing as well as new client relationships.
Maintain a strong understanding of Amalgamated Bank's commercial treasury management suite of product and services.
Work closely with critical industry partners including trade/network organizations, consultants, and mission aligned service organizations to assist in driving new business aligned with Amalgamated Bank's strategic objectives.
Understand and execute senior management sales objectives nationally as well as within the New England Region.
Stay current with national, regional and local industry trends that may impact customer financial needs.
Work closely with the lending and credit risk teams within the Bank to develop, structure and assist the underwriting teams with new loans.
Work closely with the portfolio management team within the Bank to assure that existing loans are in compliance.
Perform other duties as directed.
Knowledge, Skills and Experience Requirements:
Experience building and maintaining relationships with customers and prospects in Amalgamated Bank's focus areas.
Understanding of the unique needs and characteristics of union clients.
Proven track record of individual excellence in sales or in similar goals-based environment.
Proven organizational skills: able to work independently and be detail oriented.
Ability to work with peers and lead teams across the institution on diverse projects and in support of client relationships.
Strong credit and financial analysis skills.
Bachelor's degree or equivalent experience.
Strong verbal, written, inter-personal and public presentation skills.
Our job titles may span more than one career level. The starting base salary for this role is between $150,000.00 - $165,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas.
Hybrid Work Model
Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”.
Search Firm Representatives- Please Read Carefully
Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.
$150k-165k yearly 28d ago
Chase Auto Commercial Banker - Virginia
Jpmorganchase 4.8
Remote
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing.
As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients.
Job responsibilities
Execute the strategies and the business priorities of the Region to grow the business and support current initiatives.
Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business.
Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals.
Manage the profitability and performance of assigned portfolio.
Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients.
Analyze and document the effectiveness of sales performance and results as related to KPMs.
Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed.
Adhere to the firm's Code of Conduct and controls/compliance.
Required qualifications, capabilities and skills
Bachelor's degree
10+ years of experience in commercial banking or business banking.
Strong knowledge and understanding of Deposits and Treasury products and solutions.
Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing.
Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners.
Knowledge of accounting principles and financial statement analysis
Strategic thinker who supports the goals and direction of the firm
Ability to partner across lines of businesses and leverage internal resources.
Strong knowledge of regulatory and control framework
Preferred qualifications, capabilities and skills
MBA
Knowledge of consumer lending
Formal credit training
Automotive industry
THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.
$56k-109k yearly est. Auto-Apply 55d ago
Chase Auto Commercial Banker - Virginia
Jpmorgan Chase 4.8
Ashburn, VA jobs
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing.
As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients.
**Job responsibilities**
+ Execute the strategies and the business priorities of the Region to grow the business and support current initiatives.
+ Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business.
+ Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals.
+ Manage the profitability and performance of assigned portfolio.
+ Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients.
+ Analyze and document the effectiveness of sales performance and results as related to KPMs.
+ Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed.
+ Adhere to the firm's Code of Conduct and controls/compliance.
**Required qualifications, capabilities and skills**
+ Bachelor's degree
+ 10+ years of experience in commercial banking or business banking.
+ Strong knowledge and understanding of Deposits and Treasury products and solutions.
+ Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing.
+ Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners.
+ Knowledge of accounting principles and financial statement analysis
+ Strategic thinker who supports the goals and direction of the firm
+ Ability to partner across lines of businesses and leverage internal resources.
+ Strong knowledge of regulatory and control framework
**Preferred qualifications, capabilities and skills**
+ MBA
+ Knowledge of consumer lending
+ Formal credit training
+ Automotive industry
**THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.**
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$54k-85k yearly est. 53d ago
Chase Auto Commercial Banker - Virginia
Jpmorganchase 4.8
Virginia jobs
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing.
As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients.
Job responsibilities
Execute the strategies and the business priorities of the Region to grow the business and support current initiatives.
Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business.
Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals.
Manage the profitability and performance of assigned portfolio.
Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients.
Analyze and document the effectiveness of sales performance and results as related to KPMs.
Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed.
Adhere to the firm's Code of Conduct and controls/compliance.
Required qualifications, capabilities and skills
Bachelor's degree
10+ years of experience in commercial banking or business banking.
Strong knowledge and understanding of Deposits and Treasury products and solutions.
Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing.
Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners.
Knowledge of accounting principles and financial statement analysis
Strategic thinker who supports the goals and direction of the firm
Ability to partner across lines of businesses and leverage internal resources.
Strong knowledge of regulatory and control framework
Preferred qualifications, capabilities and skills
MBA
Knowledge of consumer lending
Formal credit training
Automotive industry
THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.
$53k-84k yearly est. Auto-Apply 55d ago
Commercial Bank- Product- United States- 2026 ReEntry Program
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210689565 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Palo Alto,CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00
About the Program
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program.
Commercial Bank
The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams.
Segments: CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE
What We Look For:
Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
$78k-129k yearly Auto-Apply 36d ago
Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210684722 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $166,300.00-$235,000.00 Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities.
Job Summary:
As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm.
Job Responsibilities:
* Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
* Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
* Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
* Prepare and present financing feasibility and debt capacity studies.
* Review legal documents on existing ESOP deals to ensure compliance.
* Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
* Conduct periodic reviews of ESOP's to support credit exposure extensions.
Required qualifications, capabilities, and skills:
* Bachelor's degree.
* Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
* Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
* Strong business development acumen and strategic vision to identify marketplace opportunities.
* Ability to assess credit transaction risks and knowledge of credit policies.
* Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
Preferred qualifications, capabilities, and skills:
* Experience working with Client Executives and Senior Bankers.
* Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers.
* Knowledge of credit underwriting and structuring.
$54k-86k yearly est. Auto-Apply 54d ago
Commercial/Small Business Banking Underwriter - Midvale, UT (Remote)
Zions Bancorporation 4.5
Midvale, UT jobs
Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. This position is eligible for remote work.
The ideal candidate for the Commercial Small Business Banking Underwriter position will have the skills and experience necessary to:
* Responsible for compilation of data as it relates to preparation of credit packages (or pre-screens) incorporating spreads, cash flow, value of related collateral, appraisals, audits and other data.
* Interpret outcome of analysis and prepares summary, recommendations and may make joint presentations with Relationship Manager (RM) to Credit Approvers on renewals and new loans submitted.
* Evaluate, analyze and form opinions for the approving or denying of commercial, commercial RE, and/or business banking loan applications.
* Spread financial statements, identify credit strengths and weaknesses, provide detailed and documented analysis of credit worthiness.
* Ensure credit requests are processed in accordance with bank policies, banking regulations and laws.
* Identify risk and mitigating factors related to conducting a thorough credit analysis for approval.
* Respond to internal and external customer inquiries.
* Recommend exceptions based on findings.
* May work closely with Relationship Manager on the more complex aspects of loan structuring, including long term, fixed vs. variable rates, pre-payment penalty and other variables.
* May have authority to approve loans beyond the organizations guidelines.
* Senior most level may function as a lead and be responsible for second level approvals.
* Other duties as assigned.
Qualifications:
* Requires a Bachelor's in Finance, Business, Accounting or a related field and 1+ year commercial, commercial real estate credit or small business underwriting, spread analysis, lending, underwriting concepts, practices and procedures or other directly related experience.
* A combination of education and experience may meet qualifications.
* Basic knowledge of commercial, commercial RE and/or small business credit underwriting, spread analysis, lending, underwriting concepts, practices and procedures.
* Basic knowledge of C&I and CRE loan requirements with the ability to identify risk and mitigating factors related to conducting a thorough credit analysis for approval. Knowledge of balance sheets, income and cash flow statements.
* Good understanding of commercial and/or small business lending policies and procedures and general banking laws and regulations.
* Ability to analysis and research financial statements, business plans, credit reports, debt ratios and loan to value information.
* Possess good judgment, ability to make sound decisions.
* Ability to accept responsibility and handle confidential information.
* Must have good customer relations and communication skills.
* Must be a self-starter, dependable, accurate in completing responsibilities with strong attention to detail and organizational skills.
* Working knowledge of a various related software applications, including spreadsheets, word processing, etc.
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
* Employees may, at the company's discretion, be eligible to receive a cash bonus award
$32k-40k yearly est. 10d ago
Commercial/Small Business Banking Underwriter - Midvale, UT (Remote)
Zions Bancorporation 4.5
Midvale, UT jobs
Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career. This position is eligible for remote work.
The ideal candidate for the Commercial Small Business Banking Underwriter position will have the skills and experience necessary to:
· Responsible for compilation of data as it relates to preparation of credit packages (or pre-screens) incorporating spreads, cash flow, value of related collateral, appraisals, audits and other data.
· Interpret outcome of analysis and prepares summary, recommendations and may make joint presentations with Relationship Manager (RM) to Credit Approvers on renewals and new loans submitted.
· Evaluate, analyze and form opinions for the approving or denying of commercial, commercial RE, and/or business banking loan applications.
· Spread financial statements, identify credit strengths and weaknesses, provide detailed and documented analysis of credit worthiness.
· Ensure credit requests are processed in accordance with bank policies, banking regulations and laws.
· Identify risk and mitigating factors related to conducting a thorough credit analysis for approval.
· Respond to internal and external customer inquiries.
· Recommend exceptions based on findings.
· May work closely with Relationship Manager on the more complex aspects of loan structuring, including long term, fixed vs. variable rates, pre-payment penalty and other variables.
· May have authority to approve loans beyond the organizations guidelines.
· Senior most level may function as a lead and be responsible for second level approvals.
· Other duties as assigned.
Qualifications:
· Requires a Bachelor's in Finance, Business, Accounting or a related field and 1+ year commercial, commercial real estate credit or small business underwriting, spread analysis, lending, underwriting concepts, practices and procedures or other directly related experience.
· A combination of education and experience may meet qualifications.
· Basic knowledge of commercial, commercial RE and/or small business credit underwriting, spread analysis, lending, underwriting concepts, practices and procedures.
· Basic knowledge of C&I and CRE loan requirements with the ability to identify risk and mitigating factors related to conducting a thorough credit analysis for approval. Knowledge of balance sheets, income and cash flow statements.
· Good understanding of commercial and/or small business lending policies and procedures and general banking laws and regulations.
· Ability to analysis and research financial statements, business plans, credit reports, debt ratios and loan to value information.
· Possess good judgment, ability to make sound decisions.
· Ability to accept responsibility and handle confidential information.
· Must have good customer relations and communication skills.
· Must be a self-starter, dependable, accurate in completing responsibilities with strong attention to detail and organizational skills.
· Working knowledge of a various related software applications, including spreadsheets, word processing, etc.
Benefits:
· Medical, Dental and Vision Insurance - START DAY ONE!
· Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
· Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
· Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
· 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
· Mental health benefits including coaching and therapy sessions
· Tuition Reimbursement for qualifying employees
· Employee Ambassador preferred banking products
· Employees may, at the company's discretion, be eligible to receive a cash bonus award
$32k-40k yearly est. 9d ago
Chase Auto Commercial Banker - Virginia
Jpmorgan Chase & Co 4.8
Ivy, VA jobs
JobID: 210684481 JobSchedule: Full time JobShift: : Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing.
As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients.
Job responsibilities
* Execute the strategies and the business priorities of the Region to grow the business and support current initiatives.
* Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business.
* Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals.
* Manage the profitability and performance of assigned portfolio.
* Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients.
* Analyze and document the effectiveness of sales performance and results as related to KPMs.
* Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed.
* Adhere to the firm's Code of Conduct and controls/compliance.
Required qualifications, capabilities and skills
* Bachelor's degree
* 10+ years of experience in commercial banking or business banking.
* Strong knowledge and understanding of Deposits and Treasury products and solutions.
* Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing.
* Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners.
* Knowledge of accounting principles and financial statement analysis
* Strategic thinker who supports the goals and direction of the firm
* Ability to partner across lines of businesses and leverage internal resources.
* Strong knowledge of regulatory and control framework
Preferred qualifications, capabilities and skills
* MBA
* Knowledge of consumer lending
* Formal credit training
* Automotive industry
THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.
$52k-82k yearly est. Auto-Apply 55d ago
Commercial Banker
First National Bank (FNB Corp 3.7
Cleveland, OH jobs
Primary Office Location: 55 Public Square Suit 105. Cleveland, Ohio. 44113. Join our team. Make a difference - for us and for your future. Commercial Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
This position is primarily responsible for developing new and existing commercial loan business relationships, administering a portfolio of commercial loans, determining the credit worthiness of borrowers, monitoring loan performance, preparing commercial loans for presentation and promoting the Bank's image in the community in order to meet or exceed commercial loan quality, profitability, growth and service objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new and existing commercial loan business relationships by calling on potential and existing customers to cross-sell all banking products including other banking services and to promote the Bank's image within limits of current budget and mix of products to develop new and expand existing commercial loan business and achieve profit and growth objectives.
Administers a portfolio of commercial loans by preparing loans that meet credit quality, profitability, growth and service requirements as determined by portfolio yield, loss ratio, delinquency rate and other measures to achieve profit and growth objectives.
Determines the credit worthiness of borrowers by making sound analysis of their financial condition, ability to repay the loan and the net realizable value of the collateral in accordance with established policy and procedure to ensure a portfolio of commercial loans that meet the Bank's quality standards.
Monitors loan performance by maintaining contact with borrowers, monitoring the financial condition of borrowers and resolving problems and when appropriate waiving a request for financial statements according to established policies, procedures and regulations in an accurate and timely manner to reduce risk the Bank might incur from collateral deterioration or borrowers' inability to pay.
Prepares loan documents that are in compliance with bank regulations for presentation, presents loans that are above the incumbent's lending limit to the loan committee or officer with higher lending limits communicating all elements of the loan to ensure compliance with regulations and to enhance the ability to make sound credit decisions.
Promotes the Bank's image in the community by participating in community activities, coordinating community development efforts, promoting involvement and participation in community service organizations to assist in compliance with the Community Reinvestment Act, presents a favorable image in the community and establishes contacts that could generate new business.
Develops and maintains an adequate level of knowledge in Commercial Banking, general banking and business development matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees to ensure an acceptable degree of performance.
Implements all compliance policies and procedures within the department and ensures the department staff receives adequate regulatory compliance training to perform job functions in compliance with regulatory requirements and standards, follows corporate Compliance policies and procedures and cooperates fully with all internal and external compliance reviews and examinations.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
10
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Intermediate Level
MS Excel - Intermediate Level
MS PowerPoint - Intermediate Level
Experience in a lending banking position and in an equivalent customer focused position.
Knowledge of banking laws and regulations.
Experience in community and civic activities.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.