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Underwriting Process jobs near me - 64 jobs

  • Retention Representative (Veterinary-Focused)

    One80 Intermediaries

    Remote job

    The AVMA Retention Representative for Pearl Insurance Solutions (PIS) is responsible for promoting and renewing assigned Pearl Insurance coverage(s) to existing clients over the phone and through email, mail, and fax. Answers inquiries through the call center from policyholders or insurance brokers regarding current coverage(s) and upcoming renewals. This role has an anticipated start date of March 2026. Your Impact: Conduct high volume of customer contact via the phone, email, mail, and fax to promote and renew assigned coverage(s) to existing Pearl Insurance clients; sell ancillary product(s) to clients. Facilitate the application and underwriting process with the client and the internal underwriter that includes - sending application to client; finalizing application and any applicable forms and prepare information for submission, following up with the client when additional information is needed to complete the underwriting process. Present the quote or estimate to the potential client; close the sale; attempt to gain market intelligence if unable to close the renewal. Document sales activities in the Customer Relationship Management (CRM) system. Build and maintain customer relationships following their first year of coverage by responding to various questions, needs, and requests. Serve as a back up to other Client Relations Account Representatives when they are not available. Successful Candidates Will Have: Bachelor's degree in business management, marketing, or a related field. Previous sales and/or customer service experience, preferably within the insurance industry; or equivalent combination of education and experience. Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization. Property and Casualty insurance license required (or the ability to obtain). One80 Intermediaries is part of Arrowhead Intermediaries, a global insurance distribution platform that offers deep specialization, scale, and innovation across wholesale brokerage, program administration, and specialty insurance. With more than 7,000 professionals worldwide and a collective portfolio exceeding $18 billion in premium placed in 2024, our combined organization delivers a diverse trading platform for insurance carriers as well as expanded access and niche solutions for brokers and customers navigating complex and hard-to-place risks. The platform combines entrepreneurial culture with operational excellence to deliver tailored solutions and long-term value across the insurance ecosystem. For more information, please visit one80.com. If you have any questions about this posting, please contact **********************. In addition to the pay range below, this role is also eligible for commission. Pay Range: $15.48 - $20.63 Hourly The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. One80 Intermediaries is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at One80 Intermediaries by visiting our careers page: ********************** Personal information submitted by California applicants in response to a job posting is subject to One80's California Job Applicant Privacy Notice .
    $15.5-20.6 hourly Auto-Apply 28d ago
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  • FHA Asset Management - Transactions Underwriter

    Lument Real Estate Capital

    Columbus, OH

    The Transaction Underwriting Senior Associate, FHA/USDA Transactions - Agency Risk (FHA Asset Management) will underwrite and process FHA/USDA Healthcare and Multifamily post-closing transactions and requests, which include loan assumptions (Full TPA/CHOP), transfers of interest (Modified TPA/CHOP), and changes of facility operator. The position coordinates and works with bankers, associates, external counsel, government agency personnel, and any other third parties to carry out post-closing transactions and requests. The candidate's primary responsibilities are to 1) deliver outstanding internal and external customer service regarding post-closing transactions and requests; 2) underwrite credit submissions and recommendations for Management approval; 3) manage the credit approval process and handoff to Asset Management in a timely manner; and 4) monitor compliance with loan terms and government agency loan program guidelines. This position reports to the Associate Director of FHA/USDA Transactions - Agency Risk. Essential Duties and Responsibilities: Facilitates and diligently documents initiation, progress, and completion of post-closing transactions such as loan assumptions (Full TPA or CHOP), transfers of interest (Modified TPA or CHOP), and changes of facility operator. Maintains loan servicing files with detailed documentation in an organized manner. Processes and documents any change in borrower, operator, or management agent contact information. Ensure that all job functions are executed in compliance with investor requirements and internal policies and procedures. Provide excellent customer service by timely and effectively communicating between all internal and external transaction parties involved and handle to conclusion. Underwrite transactions related to loans collateralized by various asset types. Collect, review, and analyze property and sponsor financial statements per agency guidelines. Review all due diligence material provided for a transaction. Provide prompt and accurate analysis, and ensure programmatic requirements are met for each transaction. Candidate will ensure any deviation is clearly documented and approved by all required parties. Critically review, evaluate, and approve any required third party reports to assess alignment with program requirements. Provide timely portfolio status updates to management team. Actively participate in updating and improving department processes and procedures. Assess physical condition of property collateral by reviewing property inspections and third-party reports. Prepare and present final credit packages addressing the creditworthiness of the sponsorship and the real estate for senior management review. Comply with agency credit package submission guidelines and timeframes as described in respective servicing guides. Clearly manage and communicate underwriting process, approval and closing timelines among all internal and external transaction parties. Demonstrates strong working knowledge of all deals and project assignments. As needed, follow up with closing coordinator and legal counsel to collect any missing loan documents, and disseminate pertinent insurance, tax, and other information from closing. Set up appropriate follow-up systems to manage ongoing compliance with loan document covenants and ensure proper file set-up. Ensure all loan related system changes per specific loan documentation and/or Ginnie Mae requirements are completed. Ensure final underwriting files and approvals are documented accurately and completely and are compliant with Lument's loan file policy. Cross-train in all areas of department to gain full understanding of all aspects of departmental responsibilities. Provide internal transparency in approval process by ensuring task management system and pipeline reports are updated and following up with transaction party members in an accurate and timely manner. Participate and present transactions in credit meetings for discussion. Works professionally and harmoniously with team and coworkers. Other projects and duties as assigned Education, Skills and Experience: Bachelor's degree in business administration, finance, accounting, political science/government, or related area. Minimum of five years of progressive experience in commercial mortgage servicing or commercial real estate asset management is preferred. An equivalent combination of education and experience which clearly demonstrates knowledge and skillset to perform the job functions may be considered. HUD/FHA specific servicing or asset management experience is required. USDA specific servicing or asset management experience is preferred. Excellent organizational, communication, presentation, and interpersonal skills. Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments and transactions simultaneously. Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities. Professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation). Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team. Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment. Ability to work with and understand financial concepts and perform financial analysis on various asset types. Strong computer literacy required, particularly regarding spreadsheet and word processing applications such as Microsoft Excel, Word, and PowerPoint. An excellent customer service attitude. Life at ORIX We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
    $47k-79k yearly est. Auto-Apply 4d ago
  • Sales Vice President, Highland Capital Brokerage - REMOTE

    Osaic

    Remote job

    Current Employees and Contractors Apply HereOsaic Careers REMOTE Life Insurance Sales Opportunity with Highland Capital Brokerage Sales Vice President, Highland Capital Brokerage Role Type: Full time Compensation: $75,000 - $150,000 expected 1st year earnings in a draw plus uncapped commission-based payment structure with excellent earning potential. Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: ******************************************** Summary: Highland Capital Brokerage's primary goal is to serve our clients with an intense focus on exceptional client service, both internal and external, resulting in the highest level of professional success. We go above and beyond when it comes to supporting financial advisors who want to provide their clients with the best-in-class life, annuity, and longevity planning. Are you ready to elevate your career? We have an opportunity for a Sales Vice President specializing in Life Insurance. In this role, you will be challenged to manage clients and a workload offering unique, dynamic strategies and customizable support. The Sales Vice President is responsible for building ongoing distribution from institutional clients and/or successful independent producers through the sale of Life Insurance. Our goal is to help you grow as an individual and leader in your field and community while transforming those around you as well. Education Requirements: Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required. Responsibilities: Implement company-supported sales concepts in alignment with industry, company, and compliance standards. Drive substantial target premium sales through third-party producers. Offer point-of-sale and post-sale support, nurturing producer, and client relationships. Cultivate and enhance relationships with independent retail producers, institutional account offices, branch managers, and insurance specialists. Engage in continuous training, practice enhancement programs, and peer-support study groups. Provide expert assistance in case design and sales presentations to producers. Collaborate with new business and marketing teams to recommend carrier, product, and pricing alternatives. Leverage CRM technology for reporting and documentation. Develop customer profile strategies to maximize sales opportunities with current and prospective clients. Perform other duties as assigned. Basic Requirements: Over 3 years of experience in life insurance sales and/or wholesaling, with a strong emphasis on client-facing point-of-sale interactions and/or personal production in life insurance planning. Recognizing the significance of direct client engagement and individual insurance production, these aspects are a priority over wholesaling in life insurance planning. Self-starter, actively pursuing sales outlets and opportunities, and creating new relationships that result in sales and increased target premiums. Demonstrate confidence and tenacity to continue to strengthen relationships with clients. Knowledge of new business and underwriting process with the ability to effectively re-analyze the case when it is different than applied for Intermediate level to advanced knowledge of insurance products and technical planning techniques Demonstrate ability to effectively present concepts to groups ranging in size from 2-50 people. Any of the following designations: CLU, ChFC or CFP; Series 7 and/or Series 24, Series 6, Series 63, Life, Accident & Health licenses Preferred Requirements: Worked with financial advisors inside institutional relationships and RIA's a plus. Current Employees and Contractors Apply Here
    $75k-150k yearly Auto-Apply 60d+ ago
  • Virtual Agent

    Yellowstone Life Insurance Agency 3.9company rating

    Remote job

    Yellowstone Life Insurance Agency, LLC is on the lookout for enthusiastic individuals to join our dynamic team as Virtual Agents. This role offers the flexibility to work from home while making a significant impact in the lives of our clients. As a Virtual Agent, you will engage with potential clients, guiding them through their life insurance journey. Utilizing our cutting-edge lead generation technology, you will assist clients in understanding their options and needs, ensuring they make informed choices about their coverage. If you are passionate about helping others, possess a strong work ethic, and are looking for a role that provides both flexibility and the opportunity for career growth, we want to hear from you! Key Responsibilities Provide comprehensive support to clients exploring life insurance options. Explain various insurance products and assist clients in selecting suitable plans based on their needs. Guide clients through the application process and documentation requirements. Collaborate with insurance providers and facilitate the underwriting process to streamline policy issuance. Build and maintain lasting relationships with clients through regular follow-ups and support. Requirements Strong communication and interpersonal skills Ability to connect with clients and establish rapport Attention to detail and strong organizational capabilities Self-starter with the ability to work independently Prior experience in sales or the insurance industry preferred but not mandatory A reliable computer and internet connection are required Benefits Freedom & ability to work virtually
    $25k-29k yearly est. Auto-Apply 60d+ ago
  • Jurisdictional Coordinator

    Jessica Hanchey

    Remote job

    This role is reporting to the Jurisdictional Technical Director, introducing the consultant to a wide variety of CGRA operations. The primary role, estimated at 80%, is jurisdictional compliance coordinator, assisting CGRA and Chubb in meeting state jurisdictional requirements regarding notification and provision of loss control services to Chubb Group policyholders. The position will also function secondarily, approximately 20%, as an CGRA Field Consultant \- a position that is integral in ensuring customer satisfaction and the profitable growth of CGRA. The overall role regularly interfaces with all levels of CGRA operations, CGRA Sales and Marketing, Chubb Underwriting, broker partners and client personnel. Provides Health, Safety, and Environmental consultative services to assigned clients in a specific territory. There will be approximately 10% national travel required to support this split role. MAJOR DUTIES\/RESPONSIBILITIES Jurisdictional Compliance: Complete and distribute annual service offer letters to meet various state requirements Complete Loss Monitoring and Loss Analyses and handout materials for policyholders meeting specific state criteria Respond to policyholder requests and coordinate CGRA field assignments to meet needs Maintain a database to track jurisdictional activities Provide support to management team in preparation for state audits and annual reports. CGRA Field Consultant: Assists clients in the development and implementation of written CGRA policies, programs and practices. Work as an individual consultant or as a member of a team to conduct CGRA audits, assessments and inspections. Develop and deliver technical safety and health training. Conducts risk evaluation surveys to assist in the underwriting process of new and renewal business. Evaluate compliance with federal, state and local regulations. Prepare technically detailed reports providing a clear assessment of risk and appropriate recommendations. Assist clients on implementation of Safety and Health programs and audit recommendations. Build and maintain relationships with internal and external stakeholders that may include underwriters, brokers\/agents, and clients. Performs special assignments and projects as assigned. KEY METRICS Assist organization to insure meeting state jurisdictional requirements. Field Consultant Service Revenue to assigned goal. Responsible for efficient and cost effective delivery of field resources with results and measurement systems in place. Cross\-selling of CGRA services to clients to grow the CGRA business and develop leads. LOCATION -This is an office position, with strong preference for Chicago location. Southfield, MI is also possible. Position reports directly to the Jurisdictional Director of Technical Services. Travel is expected to be 10%. Requirements 0\-3+ years of comprehensive Health, Safety, Environmental and risk control consulting experience supporting multiple industry customers. BS degree in safety related sciences, engineering, related field, or equivalent. Certifications like ASP, CSP, ARM, ALCM etc., or willingness to work towards obtaining them within 2 years. Ability to meet jurisdictional state qualifications for a Field Safety Representative Excellent knowledge of safety regulations and recognized safe work practices is required. Ability to access remote job locations, climb ladders to inspect elevated work sites, and traverse difficult terrain is required. Strong oral and written communication skills are essential. Good interpersonal and collaboration skills required. Strong Organizational and prioritization skills Proficient personal computer skills with Microsoft Office programs, especially Excel and Word Demonstrates consistent quality in delivering desired results and meeting operational needs. Must be able to work independently with minimal supervision, is self\-motivated, self\-managed and disciplined. Must possess a valid driver's license. 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    $37k-60k yearly est. 60d+ ago
  • Case Management Associate

    Modern Life

    Remote job

    Join our team and accelerate your career. Life insurance is a complex and consequential purchase that impacts hundreds of millions of Americans. With our powerful and integrated digital tools, expert support, and leading insurance products, we empower advisors to better serve their clients, grow their businesses, and bring the future of the industry to life. We are a high-growth, technology-enabled brokerage backed by $35M from top-tier investors, including Thrive Capital (major investors in OpenAI, Stripe, Instagram, Spotify, Slack, and SpaceX), New York Life, and Northwestern Mutual. What You'll Do: Core working hours are 10:00 AM - 7:00 PM ET Enter new cases in the Agency Management System Monitor our New Business email inbox for incoming requests Review & Scrub applications to ensure they are in good order Submit and coordinate offers for informal applications Order and follow-up on medical exams and attending physician statements Monitor case progress, track down requirements, and provide ongoing status updates, escalating as needed Aid Case Managers and Sr. Case Managers in the underwriting process Reconcile the AMS requirements with carrier portals Continuously look for ways to expedite and improve our processes and services Maintain positive relationships with agents, underwriters, and the internal team Keep the AMS systems up to date Who You Are: Strong written and verbal communication skills. You should be capable communicating clear instructions to advisors. Life insurance & case management experience is required Track record of successes in a fast-paced, customer service environment Excellent relationship building and the ability to influence a situation to achieve the best client outcome Ability to quickly learn and master our internal and carrier software programs Experience with an agency management system is preferred
    $64k-108k yearly est. Auto-Apply 60d+ ago
  • Home Based Insurance Sales/Work From Home

    The Jernigan Agency

    Remote job

    We are looking for individuals interested in working from home, remotely, as life insurance sales representatives. We are hiring coachable individuals comfortable with a 100% commission based income helping our clients who have asked for our help with life insurance backed products. Agents usually help 3 - 5 families each week, and average $300 - $500 for each family they help. You must be a US citizen to qualify for this position. SCHEDULE AN INTERVIEW TODAY!As this is a commission based income, there is no cap on your earnings. We use data driven systems and cutting edge lead generation that gets you connected with interested clients quickly.The candidate we are looking for is disciplined, honest, confident, and passionate about helping people achieve their financial goals. Occasional travel for work for in-person conferences. If you are not currently licensed but have a desire to learn this business, we will help guide you in that process. Sales Job Description: Call on our lead prospects to set up appointments. Help each client to review their options and apply for that coverage. See the application through the underwriting process and get our clients covered. Requirements for Sales Position: Must be licensed in life products or willing to get licensed. Must have a computer and phone to service the clients. This is all online so internet connection is a must. We provide all of the training. We have warm leads available who have contacted us first. No COLD calling. Must be a US citizen. We provide: Training Mentorship Lead system for getting in front of clients If you are interested in learning more about working with us, please SCHEDULE AN INTERVIEW TODAY!
    $46k-86k yearly est. Auto-Apply 2d ago
  • Senior Business Process Analyst (Group Benefits)

    Pacific Life 4.5company rating

    Remote job

    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own. We're actively seeking a talented Senior Business Process Analyst (Group Benefits) to join our Product Management Team in Omaha, NE; or Chattanooga, TN. If hired in Chattanooga, TN, the work location is fully remote but is expected to transition to an in-office position in the future. As a Senior Business Process Analyst (Group Benefits) in our Product Management Team, you'll partner with business and technology leaders throughout the organization to understand business problems and objectives and how to solve them with a combination of people, process, and technology. Developing an empathetic understanding of the customer need, you will empower product owners and managers to drive a digital first vision. This role will initially focus on process and technology optimization in the Implementation, Employer Management and Billing areas for Workforce Benefits. Analyze operational workflows, identifying opportunities for improved efficiency, risk management and customer experience Document process bottlenecks and failure modes to target for technology and process improvement Complete Side by sides with frontline staff to develop a firsthand understanding of the user needs and impact of technology solutions Partner closely with our product owner and division product managers to define tactics to achieve long-term improvement objectives. How you will make an impact: Analyze traditional business processes and the capabilities of the Pacific Life technology stack to identify how to solve problems in simple and innovative ways Develop and implement business processes that are designed with the goal of a $1 Billion business in mind, supporting the ability to scale and evolve over time Advocate for business needs and develop deep knowledge of why technology and process decisions are made Stay current on the latest digital technologies and trends, and make recommendations for their implementation within the division Collaborate with cross-functional teams to design and implement new systems and processes Develop and implement testing plans to understand and evaluate new processes and tools Monitor and measure the success of digital transformation initiatives and adjust as needed Communicate with stakeholders to gather feedback and ensure that solutions meet their needs Participate in planning and work with Architects to understand enabler related work The experience you will bring: Minimum of 5 years Group benefits experience Minimum of 5 years of experience in Continuous improvement, Operational management, process and documentation design Strong desire to participate in building Agile Product Management within a start-up, growth business within a large organization. Demonstrated ability to support third-party implementations and testing Experience with project management and implementation of digital solutions Strong understanding of business operations, process design, and process mapping Additional relevant experiences: Straight through processing Third-Party API implementations Experience with the quoting and Underwriting process for Group insurance How you stand out: You embrace the ambiguity and high degree of complexity associated with standing up a new business. You are willing and able to jump in where needed and you bring an innovative mindset to solving critical business problems. Excellent communication and interpersonal skills You can be who you are. We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife #LI-EH1 Base Pay Range: The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $86,850.00 - $106,150.00 Your Benefits Start Day 1 Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered. Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off Paid Parental Leave as well as an Adoption Assistance Program Competitive 401k savings plan with company match and an additional contribution regardless of participation EEO Statement: Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
    $86.9k-106.2k yearly Auto-Apply 16d ago
  • Collateral Processor

    Zippy 4.0company rating

    Remote job

    Zippy was founded with one mission: to make getting a loan for a manufactured home simple, fast, and fully online. We believe modern manufactured homes are affordable, well-built, eco-friendly, and stylish, but finding a lender who understands this market can be challenging. That's why Zippy focuses exclusively on manufactured home loans, offering a seamless, digital experience. Headquartered in Dallas, TX, with an office in Tempe, AZ, Zippy provides home loans and insurance to manufactured home buyers throughout the United States. Our remote-first team is spread across cities like Dallas, Houston, Knoxville, Omaha, Philadelphia, Phoenix, and several other states and cities. Backed by institutional investors, we offer competitive pay, stock options, and excellent benefits. At Zippy, we pride ourselves on our commitment to finance happiness through the power of home. We are dedicated to enhancing consumers' financial outcomes and tackling the affordable housing crisis through cutting-edge technology and innovative solutions. The Role The Zippy Collateral Processor plays a crucial role in facilitating the smooth and efficient processing of manufactured home loan applications with a focus on the collateral. Your primary responsibilities will include coordinating community operators selling homes utilizing digital avenues, and collaborating with underwriters and Zippy closers to ensure timely completion of loan files. By leveraging your exceptional organizational skills, attention to detail, and strong communication abilities, you will contribute to the overall success of our loan origination operations and helping our borrowers become home owners! ResponsibilitiesDocument Processing: Review loan applications and associated community documents for accuracy, completeness, and adherence to company guidelines Verify seller information including home title, purchase agreements, payoffs and other seller conditions Organize and maintain loan files, ensuring all necessary documentation is included Digital Interaction: Communicate effectively with communities via digital avenues providing guidance to communities regarding the documentation needed, requirements, and timelines Communicate effectively with manufactured housing communities selling homes Communicate effectively with Zippy team members to quickly align and move files through the application pipeline Compliance and Quality Control: Adhere to all regulatory guidelines, policies, and procedures throughout the loan processing and underwriting process Conduct quality control checks on loan files to ensure accuracy, completeness, and compliance with company standards. Administrative Support: Perform administrative tasks related to loan processing, including data entry, file organization, and recordkeeping Utilize mortgage software and other relevant tools to track and update loan status accurately Maintain confidentiality and handle sensitive borrower information with care Qualifications: 2-3+ year of experience in consumer lending or mortgage processing or related. 6+ months of manufactured housing experience or title document exposure required Proficiency in Microsoft Office and other software tools Excellent verbal and written communication skills, with the ability to explain complex concepts to borrowers clearly Strong organizational skills, attention to detail, and the ability to manage multiple tasks simultaneously Proficiency in using mortgage software, loan origination systems, and other relevant computer applications Comfortable working with several technology tools in a digital 100% remote environment Familiarity with mortgage industry regulations, guidelines, and compliance requirements Ability to work independently as well as collaboratively in a fast-paced, deadline-driven environment Customer-oriented mindset with a focus on delivering exceptional service to borrowers Desired Mentality: Passionate about creating better consumer outcomes and solving the affordable housing crisis Team player that is self-motivated, proactive, task oriented, and solutions-focused (Let's help our borrowers!) Shows the highest level of integrity, intent, ability and results in all endeavors to build trust Desire to work and win in an innovative, fast-paced & committed environment Communicative and open to feedback, and willing to give feedback to others Collaborative and innovative with a strong desire for the entire team to win together Important Applicant Information While many of our interviews are conducted virtually, all applicants should be prepared to potentially meet in person as part of the process. As a participating employer, we will use E-Verify to confirm employment eligibility. Please note that we are currently only hiring candidates who reside in the following states: Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, and Wisconsin. Applicants that do not reside in the bolded states will be rejected. Total Rewards At Zippy, we're passionate about creating a workplace where people love to work. We put a lot of heart into building and nurturing a company culture that not only supports our team but also inspires them to do their best work. Our benefits and perks are always evolving, but here's what we offer right now: Competitive Compensation: We offer a competitive salary with the potential for annual bonuses and variable pay, depending on your skills and experience. Equity for All: As a part of our commitment to shared success, all employees receive equity in the company, allowing you to share in the growth and achievements of Zippy. Remote Work: Enjoy the flexibility of working from home in a dynamic, remote-first environment. Comprehensive Health Coverage: We provide medical, dental, and vision insurance, along with company-subsidized benefits like STD, LTD, and life insurance for you and your family. Flexible Spending Accounts: Take advantage of medical & dependent care FSAs to help manage your expenses. Training & Licensing Support: We invest in your professional growth with resources for training and licensing. Paid Time Off: We offer generous PTO-and we encourage you to use it! Wellbeing Programs: Access a variety of wellbeing resources, including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder, and more through our Sequoia Wellbeing Programs. Parental Leave: We provide paid parental leave to support you and your growing family. No Meeting Wednesdays: Enjoy a mid-week break from meetings to focus and recharge. Vibrant Slack Community: Engage with colleagues in our lively remote Slack community, featuring fun channels that connect people around shared interests like travel, pets, sports, food, and more. Career Growth: We believe in promoting from within, offering you opportunities to grow your career with us. Beyond the tangible benefits: Core Values: At the heart of everything we do are our core values: Lead with Passion, Own It, Build a Better Way, Results Driven, and The Golden Rule . These values guide our decisions, shape our culture, and inspire us to achieve our best every day. Join a Growing Team: Be part of a dynamic team at a pivotal moment in Zippy's growth, where every contribution makes a significant impact. Innovative Work: Collaborate with sharp, passionate teammates to tackle unique challenges in the Manufactured Housing market, positioning our product as a top-tier lending solution. Supportive Culture: You'll be welcomed into a collaborative environment that fosters camaraderie, respect, and a deep sense of belonging. Diversity & Inclusion: We're committed to empowering a diverse and inclusive workforce, celebrating our differences, and ensuring everyone feels safe to bring their whole selves to work. Inspirational Leadership: Work alongside leaders who are not only approachable but also dedicated to providing guidance, mentorship, and support to help you succeed. Meaningful Impact: Be part of a mission-driven team that's making housing more affordable for everyone, helping prospective buyers secure fast and simple online loans to purchase manufactured homes. By joining Zippy you will help improve the lives of over 22 million Americans who live in manufactured homes today. Zippy is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.
    $23k-29k yearly est. Auto-Apply 8d ago
  • Senior Construction Consultant - Risk Engineering

    Jessica Hanchey

    Remote job

    The role of the HSE Construction Consultant is integral in ensuring customer satisfaction and the profitable growth of the company. We work with our clients to understand their specific needs and provide customized solutions with projects ranging from small commercial to heavy civil, oil & gas, bridges, tunnels, high\-rise and more. This role regularly interfaces with all levels of HSE operations, Sales and Marketing, Contractors, OCIP's and CCIP's, Underwriting, MGA's and MGU's and broker partners. This role will provide Health, Safety, and Environmental consultative services to assigned clients in a specific territory. Travel required to support the company's clients regionally and occasionally throughout the US. DUTIES AND RESPONSIBILITIES: Assists clients in the development and implementation of written HSE policies, programs and practices. Work as an individual consultant or as a member of a team to conduct HSE audits and assessments to provide best practice risk avoidance and mitigation recommendations and techniques. Develop and deliver technical safety and health training. Conducts risk evaluation surveys pre\-and post\-bind, to assist in the underwriting process of new and renewal business. Evaluate compliance with federal, state and local regulations. Prepare technically detailed reports providing a clear assessment of risk and appropriate recommendations. Assist clients on implementation of Safety and Health programs and audit recommendations. Build and maintain relationships with internal and external stakeholders that may include underwriters, brokers\/agents, and clients. Performs special assignments and projects as assigned. Requirements A minimum 7 years of Construction Safety and Health Consulting safety experience supporting customers across multiple industries. Must have a minimum of 3 years working for or directly with a heavy civil contractor. BS degree in safety related sciences, engineering, related field, or equivalent. CHST designation essential, ASP, CSP, ARM, and CRIS strongly desired. Must be an OSHA Authorized Construction Trainer (OSHA 10\-30 hour) Expertise in safety and health compliance, practices, problem solving and verification. Must be able to understand the processes related to heavy civil work, understand the hazards associated with the phases of and best practice mitigation techniques. Possesses understanding and application of risk control principles and techniques as it relates to Hazard\/Exposure Identification, Analysis, Control, Risk Assessment and Management. Thorough knowledge of safety regulations and recognized safe work practices is required. May be required to pass a Federal security clearance, e.g. SIDA (Security Identification Display Area) or SWAC (Secure Worker Access Consortium for access to secure areas and sites. Ability to access remote job locations, climb ladders to inspect elevated work sites, work at heights and traverse difficult terrain is required. Must be able to meet all of OSHA's respirator standard and respiratory protection program guidelines in the event respirators are required. Strong oral and written communication skills are essential. Good interpersonal and collaboration skills required. Proficient personal computer skills with Microsoft Office programs. Demonstrates consistent quality in delivering desired results and meeting operational needs. Must be able to work independently with minimal supervision, is self\-motivated, self\-managed and disciplined. Must possess a valid driver's license. Location - New York City \/ New Jersey Region Travel - Yes, 60% of the time Benefits The company strives to offer a diverse and inclusive and rewarding work environment. Teamwork and mutual respect are central to how the company operates and we believe the best solutions draw upon diverse perspectives, experiences and skills. We operate in such a way where everyone, regardless of their singular background has the opportunity to contribute to our collective success . The company offers a competitive compensation package and comprehensive benefits package including life, health and dental, vision, a generous retirement savings plan, disability coverage, stock purchase plan, flexible spending accounts, tuition reimbursement, and business casual dress. At the company, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. The company prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment. "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"696736903","FontFamily":"Verdana, Geneva, sans\-serif","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Consulting"},{"field Label":"Work Experience","uitype":2,"value":"5+ years"},{"field Label":"City","uitype":1,"value":"New York"},{"field Label":"State\/Province","uitype":1,"value":"New York"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"10010"}],"header Name":"Senior Construction Consultant \- Risk Engineering","widget Id":"5**********0072311","is JobBoard":"false","user Id":"5**********0272007","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":false,"job Id":"5**********1646038","FontSize":"12","google IndexUrl":"https:\/\/hanchey.zohorecruit.com\/recruit\/ViewJob.na?digest=8RZ.YYi2rpqW6kMfPseQpUYkhABzzYLrnCqE6oiVdiU\-&embedsource=Google","location":"New York","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do"}
    $89k-126k yearly est. 60d+ ago
  • Business Development Officer II

    Bankeasy

    Remote job

    This remote position can be located in South Dakota, Minnesota, Iowa, Nebraska, Missouri, Texas, Wisconsin, Michigan, Illinois. This position plays a pivotal role in developing and implementing sales strategies to identify qualified prospective clients for First Bank & Trust Commercial Finance. This person will drive expansion and revenue growth by developing new and expanding on existing relationships nationwide with both prospective business clients and a wide range of referral sources, leveraging strong sales and business development skills. Qualifications: This person should have a bachelor's degree and 6 years of relevant experience, or the equivalent. Preferred qualifications include a proven track record of success selling factoring or asset-based products. This person should be self-motivated, resourceful, and results-driven; eager to thrive in a fast-paced environment. Must demonstrate strong knowledge of various receivable financing and possess financial and business acumen. Additionally, a diverse and expansive referral source base is preferred. Strong networking, presentation, communication, and relationship management skills are essential. Up to 20% travel. Principal Responsibilities: Drive revenue growth through cultivation of new client relationships, consistently meet or exceed sales targets/goals. Structure and present complex new client opportunities for relationships ranging from $50,000 to $5 million. In coordination with management, develop and execute a sales strategy within a defined geographical sales region. Constantly identify and develop strategic relationships with a broad range of referral partners or potential customers. Develop and actively manage a strong and sustainable pipeline of new business opportunities through contacts and referral sources. Continuously evaluate market conditions and recommend changes to ensure maximum sales activity and attainment of unit business plan for growth and profitability. Seek, identify, and solicit desirable customers and referral sources in with a primary goal of obtaining strong profitability while working to minimize risk to the division. Manage prospect through the pipeline from initial contact to funding to make sure the prospects needs are met from a structuring and timing standpoint. Consistently meet with and educate FB&T Commercial Banking team in various locations as to the value of the factoring product and how our teams can work together to find new, partner with existing, and help with exit relationships. Take a collaborative approach with prospects regarding their financial needs and recommend a structure or other products and solutions to meet those needs to grow the portfolio and ensure customer retention. Assist where needed in the prospect application review, initial due diligence and in obtaining necessary documents for the underwriting process. Keep informed of industry products, developments, and financial trends, ensuring the division's competitive advantage. Positively and professionally represent the factoring division. Attend networking functions, sales conferences and industry functions as required. Keep management informed about business activities, performance, opportunities and recommend courses of action. Maintain updated and accurate records, including business activities and opportunities within Salesforce. Act in accordance with FBT policies and procedures as set forth in the employee handbook. Adhere to compliance procedures and participate in required compliance training. The anticipated salary range for this role is between $77,776.04 and $127,397.66. This range is a good faith estimate for the position. The actual compensation offered to a candidate may differ based on various factors, including the individual's relevant experience, training, skills, work location, and other considerations. For those in eligible roles, we offer incentive compensation based on individual performance. Furthermore, this role may qualify for a variety of benefits, such as Medical, Dental, and Vision insurance, Health Savings Accounts, 401(k)/ESOP, Paid Time Off, Flexible Work Arrangements, Paid Parental Leave and Student Loan Repayment Assistance. Learn more at ************************ Compensation Grade Salary Grade 7 First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement . Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at ************ or email ***************.
    $77.8k-127.4k yearly Auto-Apply 4d ago
  • Commercial Loan Officer | REMOTE

    Cnb Bank 3.3company rating

    Remote job

    Job Title: Loan Officer Department: Loans Reports To: SVP/Commercial Loan Mgr. REMOTE OPPORTUNITY Underwrites loan requests/applications according to approved policies and procedures prepares credit and presents applicable requests to loan review committee for approval. ESSENTIAL DUTIES AND RESPONSIBILITIES Actively participates in local business and community activities to market the Bank and facilitate new loans and deposits to assist in meeting bank profitability goals including business plan growth, income objectives, controlling expenses to maintain a profit Reviews, analyzes, and processes commercial and consumer lending requests and packages. Presents and reviews major loan requests to loan committee or Executive Committee of the board of directors for approval or rejection Negotiates loan participation and purchase agreements, inspects properties held as collateral, review applicable loan documents, and maintains files and servicing for such loans Works with attorneys representing the financial institution on loan matters Interviews commercial/consumer loan applicants as well as obtains and compiles financial information necessary for loan processing. Assists in the Bank's loan portfolios as to risk management considerations to maintain quality control and minimize losses Orders credit report and other required documents for loan applicants. Actively involved in new commercial and consumer-based and third-party loan programs. Market the Bank through involvement in civic and community events and organizations Work closely with credit analysts in the underwriting process, using a team approach during the preparation of credit proposals Responsible for keeping the process moving by supplying the necessary items to Loan Operations or to outside legal counsel/title companies etc. to necessitate a closing EDUCATION and/or EXPERIENCE Bachelor's degree preferred, but not required. Strong interpersonal communication and phone etiquette Proficiency with Microsoft Word and Excel, including accuracy Ability to multi-task, prioritize and meet deadlines; follow direction Ability to work independently Attention to detail, accuracy, and follow-through Lending/banking/sales experience preferred, but not required
    $51k-68k yearly est. Auto-Apply 60d+ ago
  • HELOC Wholesale Account Executive - Remote

    First American Bank 4.1company rating

    Remote job

    First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations. The Mortgage Broker Sales Manager is responsible for managing and maintaining current mortgage broker business relationships and seeking new accounts through sales, marketing, and referrals within an assigned market. The Mortgage Broker Sales Manager is an officer-level position. This position offers a base salary ranging from $75,000 to $80,000 per year. Additional compensation may be earned based on successful referrals for retail loans, such as Home Equity Lines of Credit and Home Equity Loans. The Mortgage Broker Sales Manager is an officer-level position. DUTIES & RESPONSIBILITIES Manage and maintain long-term partnerships with mortgage brokers, ensuring consistent communication, support, and strategic collaboration to drive business growth. Identify, cultivate, and expand new business opportunities through strategic sales initiatives, targeted marketing efforts, and strong referral networks, driving sustained growth and market presence. Manage the broker review and new broker presentation process. Educate brokers on our loan package submission procedures, underwriting process, loan programs, and compliance requirements. Update brokers on changes to bank programs via e-mail, telephone, and in-person visits. Resolve conflicts between brokers and the bank. Material participation in industry organizations such as the Wisconsin Mortgage Bankers Association to ensure bank visibility within the mortgage broker community. Coordinate and actively participate in a variety of after-hour events, fostering meaningful connections, enhancing brand presence, and strengthening professional relationships. Responsible for supervision of sales support staff. Conduct performance evaluations, coach sessions, train, and carry out progressive disciplinary action as needed. Provide feedback to management regarding quality of service issues. Develop, refine, and deliver comprehensive tracking reports for senior management, leveraging data-driven insights to support strategic decision-making and drive business performance. Communicate with clients and bank staff via e-mail, telephone, mail, and in-person visits. Attend functions at various broker locations. May require up to 75% local travel. Conduct and complete additional assignments/projects as designated by management. QUALIFICATIONS High school diploma or equivalent required. Associate or Bachelor's degree preferred. Minimum two years of experience in the field or related area. Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively. Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar. Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry. Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach. Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks. Cold calling sales ability, with assertive, positive, and persistent style. Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports. Exposure to on-line banking systems a plus. Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades. This position requires regular travel by car to various locations throughout the Milwaukee market. Occasional out-of-state travel may be required. Scheduled hours are typically Monday through Friday 8:00am-5:00pm or 9:00am-6:00pm; Saturdays and after-hours as necessary.
    $75k-80k yearly Auto-Apply 1d ago
  • Credit Portfolio Manager IV--Equipment Finance (REMOTE)

    Atlantic Union Bank Careers 4.3company rating

    Remote job

    Atlantic Union Equipment Finance (“AUEF”), a subsidiary of Atlantic Union Bank (“AUB”), continues to grow and enhance its underwriting and portfolio management team to house and consistently manage credit risk activities of its equipment finance clients. AUEF's objective is to provide integrated end-to-end credit underwriting, identification, measurement, management, and monitoring of AUB's equipment finance clients. The position is responsible for providing an independent perspective in underwriting and managing complex equipment finance loans/leases and relationships up to the AUB's legal lending limit. The position partners with Relationship Managers, Credit Officers, and the Equipment Finance Underwriting Manager in delivering credit solutions through underwriting, portfolio management, deal team management, and extensive internal and external client interaction. A Credit Portfolio Manager IV is expected to be a subject matter expert (SME) in equipment finance, their respective portfolio, and adheres to all regulatory and compliance guidelines. Position Accountabilities Lead the independent underwriting process for new and renewal opportunities for clients and prospects within an assigned portfolio. The position will be assigned the more complex credits and larger portfolios within Equipment Finance. Provide in-depth, independent analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral, and guarantor support for new/renewal opportunities and other credit risk management deliverables. Prepare detailed short or long-term financial projections within a vendor provided solution such as nCino, Moody's Risk Analyst, or within an Excel spreadsheet. Make recommendations to Relationship Managers and Credit Officer regarding credit amount, structure, and policy compliance. Manage assigned portfolio by proactively monitoring performance and trends, ensuring risk rating integrity, ensuring timely compliance with all covenants, identifying issues and following through for remediation, and assisting with compliance and regulatory reviews. Participate or lead client calls with the borrower's CFO (or similar position) and Relationship Managers to address in-depth financial questions, deal information, collection of financial statements, and other portfolio management requirements. Participate in special projects to aid with the continuous improvement in underwriting and portfolio management. Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Prioritize new deal, renewal, and portfolio management requirements and coordinate as appropriate with clients. and prospects, Relationship Managers, Credit Risk, Treasury Management, and other internal and external stakeholders. This senior position may mentor CPMs I, II, and III, as appropriate. Generate new ideas and recommendations for continuous process improvement. Participate in special projects on an as-needed basis Organizational Relationship This position reports to the Equipment Finance Underwriting Manager Position Qualifications Education & Experience Bachelor's degree in Accounting or Finance and seven or more years of experience in a commercial lending environment Knowledge & Skills Experience underwriting across multiple industries and asset types. Knowledge of Equipment Leasing concepts is a plus. Considered a SME for aligned industry, commercial credit and lending concepts, practices and regulations. Advanced written and analytical skills to encompass an ability to analyze balance sheet structure, and income and cash flow trends. Consistently demonstrates ability to make complex decisions and sound business judgments regarding business and lending activities. Skilled in the analysis of financial statements, tax returns and cash flows of commercial & industrial companies. Knowledge of financial statement spreading, including proficiency in preparing pro-forma statements within nCino, Moody's or other software packages. Excellent written, oral and interpersonal skills, to include structuring, negotiating, closing, maintenance, modifications and problem resolution PC proficiency with Word and Excel, including the use of system and user generated formulas, macros, charts, and tables. Ability to research industry sources and equipment types needed for credit evaluations. Strong organization skills with the ability to self-manage time and work flow to meet deadlines. Ability to manage multiple projects at one time. Ability to work independently as well as within a team environment Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
    $97k-151k yearly est. 19d ago
  • Underwriting Trainer II

    Transamerica 4.1company rating

    Remote job

    Job Family Underwriting About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Job Profile Summary The Manager Underwriting Distribution Liaison develops and maintains close relationships with assigned distribution partner(s) to provide consistency in messaging, service and support during the underwriting process for life and health insurance applications. Manages a team(s) of underwriters and serves as the escalation point for cases requiring immediate resolution. Responsibilities Maintain positive, results-driven relationships with assigned distribution partner(s); provide feedback and data on distribution specific performance. Manage, coach, and develop underwriting staff. Timely resolution of escalated cases; work with underwriter through to completion. Collaborate with distribution partner(s) and Technical Underwriting Lead to identify areas for improvement; develop training/mentoring plans for internal and external groups as appropriate. Educate agents on complex medical and financial concepts to help improve placement rates. Qualifications Bachelor's degree in a business field or equivalent experience Seven years of life or health underwriting experience Experience managing staff Leadership skills to act as a change agent Analytical, critical thinking, and decision-making abilities Self-directed with the ability to work under pressure Excellent written/oral communication and presentation skills Proficient using MS Office Preferred Qualifications Knowledge of Transamerica products and distribution channels FALU, FLMI and other industry designations Experience with company underwriting processing systems Working Conditions Remote (Other) Environment Occasional Travel Travel for field/training visits The Salary for this position generally ranges between $88,000-110,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for a 12.5% Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits Competitive Pay Bonus for Eligible Employees Benefits Package Pension Plan 401k Match Employee Stock Purchase Plan Tuition Reimbursement Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Discounts Career Training & Development Opportunities Health and Work/Life Balance Benefits Paid Time Off starting at 160 hours annually for employees in their first year of service. Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. Adoption Assistance Employee Assistance Program Back-Up Care Program PTO for Volunteer Hours Employee Matching Gifts Program Employee Resource Groups Inclusion and Diversity Programs Employee Recognition Program Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023
    $88k-110k yearly Auto-Apply 2d ago
  • New Business Sales Representative (Veterinary-Focused)

    One80 Intermediaries

    Remote job

    The New Business Sales Representative is responsible for promoting and selling assigned Pearl Insurance coverage(s) to prospective clients primarily through phone and email outreach. This role focuses on achieving monthly and annual sales goals while delivering exceptional service and support throughout the client's first year of policy coverage. The Sales Representative serves as a trusted advisor and first point of contact for American Veterinarian Medical Association members and affiliated clients. This role has an anticipated start date of March 2026. Your Impact: Prioritize and manage sales leads from multiple sources, including inbound inquiries, marketing campaigns, CRM data, and internal lead lists (e.g., monthly sales funnel, daily activity report, website leads, etc.). Conduct a high volume of outbound contact via the phone, email, and other channels to promote, quote, and sell assigned insurance products to new prospects. Present quotes and proposals to potential clients; effectively close sales while identifying opportunities for cross-selling and relationship expansion. Facilitate the application and underwriting process with the potential client including - sending application to potential clients, finalizing application with any applicable forms, following up when additional information is needed to complete underwriting process. Document sales activities in the Customer Relationship Management (CRM) system. Build and maintain customer relationships by responding to various questions, needs, and requests. Successful Candidates Will Have: Associate degree in business management, marketing, or a related field. 2+ years of previous sales and/or customer service experience, preferably within the insurance industry. Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization. Property and Casualty insurance license required (or the ability to obtain). Regular use of a personal computer including ability to use the following software/systems - Customer Relationship Management (CRM) system; E-storage solutions; Adobe or Foxit PDF; MS Office - Word, PowerPoint, Excel, Outlook, etc. One80 Intermediaries is a privately held firm with offices throughout the US and Canada. As a leading insurance wholesaler and program manager, One80 offers placement services and binding authority for property and casualty, life, travel/accident and health, affinity and administrative services, and warranty business. In 2024, One80 Intermediaries was ranked the 14th largest broker in the U.S. by Business Insurance. In 2025, One80 Intermediaries earned the Great Place To Work Certification™ for the second consecutive year. In addition to the pay range below, this role is also eligible for commission. Pay Range: $17.78 - $23.73 Hourly The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. One80 Intermediaries is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at One80 Intermediaries by visiting our careers page: ********************** Personal information submitted by California applicants in response to a job posting is subject to One80's California Job Applicant Privacy Notice .
    $17.8-23.7 hourly Auto-Apply 16d ago
  • EHS Consultant - Construction

    Jessica Hanchey

    Remote job

    Chubb is the world's largest publicly traded property and casualty insurer. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. Scope: Chubb Global Risk Advisors is a global consulting enterprise which provides health, safety, environmental, and engineering services to clients across the globe. Chubb Global Risk Advisors will be the preferred provider of consulting and compliance services in the unbundled market while maintaining our underwriting and loss control capabilities to support Chubb. Our relentless focus on the customer experience will build our brand preference. Our customers will define us as customer\-focused, experienced, flexible, creative and efficient. The role of the HSE Construction Consultant is integral in ensuring customer satisfaction and the profitable growth of Chubb Global Risk Advisors (CGRA). This role regularly interfaces with all levels of HSE operations, CGRA Sales and Marketing, Contractors, Chubb Underwriting, MGA's, broker partners and client personnel. Provides Health, Safety, and Environmental consultative services to assigned clients in a specific territory. Frequent travel required to support Chubb Global Risk Advisors clients regionally and occasionally throughout the US. The majority of this work will be held in the NYC\/Jersey City area. Responsibilities: Assists clients in the development and implementation of written HSE policies, programs and practices. Work as an individual consultant or as a member of a team to conduct HSE audits, assessments and inspections. Develop and deliver technical safety and health training. Conducts risk evaluation surveys to assist in the underwriting process of new and renewal business. Evaluate compliance with federal, state and local regulations. Prepare technically detailed reports providing a clear assessment of risk and appropriate recommendations. Assist clients on implementation of Safety and Health programs and audit recommendations. Build and maintain relationships with internal and external stakeholders that may include underwriters, brokers\/agents, and clients. Performs special assignments and projects as assigned. Job Risk Control Travel Yes, 50 % of the Time Requirements Qualifications: A minimum 3 - 5 years of Construction Consulting and Health, Safety, Environmental experience supporting customers across multiple industries. BS degree in safety related sciences, engineering, related field, or equivalent. Certifications like ASP, CSP, CHST, ARM, CRIS etc., or willingness to work towards obtaining them within twelve months. Expertise in safety and health compliance, practices, problem solving and verification. Possesses understanding and application of risk control principles and techniques as it relates to Hazard\/Exposure Identification, Analysis, Control, Risk Assessment and Management. Must be an OSHA Authorized Construction Trainer (OSHA 10\-30 hour) Excellent knowledge of safety regulations and recognized safe work practices is required. Will need to pass clearance for airport security SIDA (Security Identification Display Area) for access to secure areas of airport facilities. Ability to access remote job locations, climb ladders to inspect elevated work sites, work at heights and traverse difficult terrain is required. Air travel may be required, must be able to travel by air. Strong oral and written communication skills are essential. Good interpersonal and collaboration skills required. Proficient personal computer skills with Microsoft Office programs. Demonstrates consistent quality in delivering desired results and meeting operational needs. Must be able to work independently with minimal supervision, is self\-motivated, self\-managed and disciplined. Must possess a valid driver's license. Must be able to meet all of OSHA's respirator standard and respiratory protection program guidelines in the event respirators are required. Chubb strives to offer a diverse and inclusive and rewarding work environment. Teamwork and mutual respect are central to how Chubb operates and we believe the best solutions draw upon diverse perspectives, experiences and skills. We operate in such a way where everyone, regardless of their singular background has the opportunity to contribute to our collective success. Chubb offers a competitive compensation package and comprehensive benefits package including life, health and dental, vision, a generous retirement savings plan, disability coverage, stock purchase plan, flexible spending accounts, tuition reimbursement, and business casual dress. At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religion, age, sex, sexual orientation, transgender, national origin, disability, genetic information, veteran, or marital status, or any other characteristic protected by law. EEO Statement At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment. 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    $67k-106k yearly est. 60d+ ago
  • Part-Time Insurance Verification Specialist (Remote)

    Globe Life Family of Companies 4.6company rating

    Remote job

    At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better. Role Overview: Could you be our next Part-Time Insurance Verification Specialist? Globe Life is looking for a Part-Time Insurance Verification Specialist to join the team! In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy. This is a remote / work-from-home position. What You Will Do: Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment. Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed. Clearly explain the application process to potential customers. Accurately complete additional paperwork as needed. Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database. Transfer calls to the appropriate department as needed. Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's). Be enlisted in special projects that encompass making numerous outbound calls, recording activities requested by/from customers, etc. What You Can Bring: Minimum typing requirement of 35 wpm. Bilingual English and Spanish preferred Superior customer service skills required - friendly, efficient, good listener. Proficient use of the computer, keyboard functions, and Microsoft Office. Ability to multitask and work under pressure. Knowledge of medical terminology and spelling is a plus. Excellent organization and time management skills. Must be detail-oriented. Have a desire to learn and grow within the Company. Applicable To All Employees of Globe Life Family of Companies: Reliable and predictable attendance of your assigned shift. Ability to work full-time and/or part-time based on the position specifications.
    $28k-31k yearly est. 60d+ ago
  • Wholesale Underwriting Manager - Remote (West Coast)

    Benchmark Mortgage 4.2company rating

    Remote job

    Description Position Overview:11 Mortgage recognizes the changing regulations that accompany the loan process and holds innovation and adaptability as critical characteristics for our Underwriters and Underwriting Managers. The Underwriting Manager is responsible for the management, training, and development of the underwriters. Ideal candidates for this position will be experienced in the underwriting process for Agency (FNMA/FHLMC), Jumbo Non-Conforming, Non-QM, and Government lending (FHA/VA), an excellent communicator, and highly experienced in team management and development. This person will be based on the West Coast and work PST time zone schedule. Essential Functions of the Role: Oversee the wholesale underwriting process; develop and implement new procedures to increase quality and efficiency while maintaining a high level of customer service. Train wholesale underwriters and operations staff on underwriting process as needed. Collaborate with various department managers regarding underwriting concerns, trends, and for process improvements. Ensure loans are underwritten to guidelines that are compliant with state and federal laws and regulations. Establish and monitor performance metrics within the department, identifying deficiencies and addressing as needed. Other duties as assigned. Classification: Full Time, Exempt Essential Knowledge/Skills/Abilities: Ability to delegate and motivate team members Knowledge of regulatory requirements (FNMA, FHLMC, FHA/DE, etc.) Strong communication skills Excellent organizational skills Ability to work across organizational boundaries Highly detail-oriented Strong decision making skills Advanced problem solving capabilities Strong critical thinking skills Proven ability to prioritize and multi-task Experience Requirements: Minimum of five (5) years of mortgage underwriting experience required. Prior management experience preferred. Encompass and Desktop Underwriter experience preferred. Education / Licensing Requirements: High school diploma or equivalent required. Some college preferred. Working Conditions: Fast-paced environment. Requires normal vision (corrected) both close and distant. Requires normal hearing levels (corrected). Requires working at a desk to use a phone and computer for extended periods of time. Requires sitting, bending. Works effectively with frequent interruptions. Lifting requirements of 10 lbs. occasionally. Minimal travel
    $66k-84k yearly est. Auto-Apply 60d+ ago
  • Senior Investor Suspense Analyst

    Zillow 4.5company rating

    Remote job

    About the team The Post Closing team at Zillow Home Loans is a collaborative, high-performing group dedicated to delivering outstanding service and operational excellence throughout the mortgage lending process. Team members work closely together, sharing knowledge and supporting one another to achieve shared goals. We cultivate a respectful, inclusive, and solution-focused environment, making our workplace both productive and rewarding. As part of this team, your contributions are recognized and celebrated, and you'll help uphold our reputation as a leader in post-closing operations.About the role As a Senior Investor Suspense Analyst at Zillow Home Loans, you'll be a seasoned mortgage professional responsible for resolving complex and often ambiguous post-closing suspense issues and audit findings to ensure timely, compliant loan purchases. You will work across a broad range of products and investors, applying deep mortgage underwriting knowledge and sound judgment to protect revenue, reduce defects, and maintain strong investor relationships. You will independently own and prioritize your work, frequently handling the most challenging files within the suspense pipeline. You'll collaborate with cross-functional partners to address recurring issues, contribute to process improvements, and serve as a go-to resource and mentor for Investor Suspense Analysts on the team. In this fully remote position, you'll gather documentation, address deficiencies, and uphold high service standards as part of a supportive, high-performing team committed to integrity and operational excellence. Research and resolve suspense issues and audit findings from external sources (MI companies, investors, agencies) and internal Post Closing reviews, in accordance with investor-specific timeframes, focusing on the more complex or high-risk scenarios, in accordance with investor-specific timeframes, up to and including re-underwriting the loan. Independently diagnose and resolve a wide range of complex suspense issues, including those with ambiguous or partially defined root causes, using established guidelines, investor overlays, and professional judgment. Gather all documentation necessary to cure issues, including contacting internal employees, borrowers, and outside vendors. Exercise judgment in prioritizing work based on severity, financial impact, and aging, escalating only when necessary or when policy interpretation is unclear. Partner with Capital Markets, Loan Delivery, Insuring, Fulfillment, Compliance, and other teams to gather documentation, clarify requirements, and resolve issues that span multiple steps of the mortgage lifecycle. Input and maintain information within the Loan Origination System (Encompass) and/or AirTable from initial notification to loan funding. Identify recurring trends and defects that originate upstream and share clear, actionable insights with partners to prevent future suspense issues. Build and maintain relationships with investors and internal employees to ensure efficient issue resolution. Collaborate with other Post Closing roles to ensure timely completion of daily duties. Ensure loans are purchased within the time frame set by Capital Markets. Maintain company service level and turn-time standards, including return-call times, return-email times, and task completion times, even when handling a high volume of complex loans. Uphold high standards for data quality, documentation completeness, and compliance in all suspense resolution activities. This role has been categorized as a Remote position. “Remote” employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice, which must be identified to the Company. U.S. employees may live in any of the 50 United States, with limited exceptions.In California, Connecticut, Maryland, Massachusetts, New Jersey, New York, Washington state, and Washington DC the standard base pay range for this role is $32.60 - $52.00 hourly. This base pay range is specific to these locations and may not be applicable to other locations. In Colorado, Hawaii, Illinois, Minnesota, Nevada, Ohio, Rhode Island, and Vermont the standard base pay range for this role is $31.00 - $49.40 hourly. The base pay range is specific to these locations and may not be applicable to other locations.In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Actual amounts will vary depending on experience, performance and location. Employees in this role will not be paid below the salary threshold for exempt employees in the state where they reside.Who you are Minimum of 7 years of experience in mortgage underwriting, processing, post-closing, investor delivery, or other directly related roles (or equivalent combination of education and experience), with a strong track record handling complex loan scenarios. Proven expertise in lending requirements for Jumbo, Conventional, FHA, and VA loans. Detailed knowledge of the origination/underwriting process and loan decisioning. Detailed knowledge of origination loan documents, closing and legal documents, credit and income documents, and insurance documents. Demonstrated expertise reviewing and completing income calculations, ordering and reviewing appraisal reports, credit reports, and other loan documentation to cure loan deficiencies. Experience communicating documentation requests to borrowers, overcoming objections, and creating urgency. Strong understanding of compliance with respect to Disclosure documents (LEs and CDs) and related timing, as well as MDIA and APR rules (TILA, RESPA, etc.). Demonstrated ability to work on a broad range of issues where the problem is somewhat defined but often includes areas of ambiguity that require deeper investigation and interpretation and offer creative, innovative solutions to a wide range of issues. Proven ability to use professional concepts, policies, and prior experience to offer solutions within an established framework, but with intermittent supervision. This role requires some decision making authority. Ability to collaborate effectively across teams and functions, building productive relationships with internal partners and external contacts (e.g., investors, MI companies, vendors). Excellent written and verbal communication skills, including the ability to explain complex situations clearly and professionally to varied audiences. Exceptional attention to detail and time management skills. Ability to produce and maintain reports outlining trends and key findings from investors. Ability to thrive in a fast-paced environment, handle pressure, and meet deadlines. Proficiency in Microsoft Office suite. Willingness to work overtime as required. You are a detail-oriented, seasoned mortgage professional with deep experience in underwriting, processing, or post-closing, and you are comfortable taking on the more complex, nuanced suspense issues on the team. You excel at problem-solving and are energized by digging into ambiguous files, collaborating with cross-functional partners, and finding practical, compliant solutions that keep loans moving to purchase. You communicate clearly with diverse stakeholders, bring a collaborative mindset, and are committed to continuous improvement-for yourself, your teammates, and our processes. You thrive in fast-paced environments and are recognized for your ability to deliver high-quality work and support others in doing the same. Get to know us At Zillow, we're reimagining how people move-through the real estate market and through their careers. As the most-visited real estate platform in the U.S., we help customers navigate buying, selling, financing and renting with greater ease and confidence. Whether you're working in tech, sales, operations, or design, you'll be part of a company that's reshaping an industry and helping more people make home a reality. Zillow is honored to be recognized among the best workplaces in the country. Zillow was named one of FORTUNE 100 Best Companies to Work For in 2025, and included on the PEOPLE Companies That Care 2025 list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow. No matter where you sit in the organization, your work will help drive innovation, support our customers, and move the industry-and your career-forward, together. Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law. Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    $32.6-52 hourly Auto-Apply 2d ago

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