Underwriter jobs in Waco, TX

Lighthouse Risk is currently seeking a Commercial Property Underwriter to join our team in Dallas, TX. The Commercial Property Underwriter will be responsible for underwriting new and renewal business within the MGA's appetite, managing broker relationships, and contributing to the profitable growth of the portfolio. This role is ideal for an underwriter ready to take the next step in responsibility and impact within a fast-growing entrepreneurial environment. Risk Evaluation & Underwriting Assess, price, and underwrite commercial property submissions (E&S focus) within authority levels. Review exposures, loss history, and risk quality to recommend appropriate terms and conditions. Ensure adherence to underwriting guidelines and profitability objectives. Broker Engagement Build and maintain strong working relationships with brokers (retail and wholesale). Provide responsive, clear communication on submissions and appetite. Support business development through proactive broker outreach. Portfolio Contribution Contribute to the achievement of team production and profitability goals. Identify opportunities for cross-sell and portfolio optimization. Monitor renewal retention and performance of assigned accounts. Collaboration & Growth Partner with senior underwriters on larger or more complex risks. Share insights on market trends, pricing shifts, and competitor activity. Contribute to underwriting process improvements and adoption of tech tools. Requirements: 2+ years of commercial property underwriting experience, preferably in the E&S market. Working knowledge of habitational, hospitality, or retail property risks. Strong analytical skills with the ability to assess and price risk accurately. Solid communication and relationship-building abilities. Entrepreneurial mindset with ability to thrive in a fast-paced, growth-oriented MGA. Proficiency with underwriting systems, rating tools, and MS Office suite. Bachelor's degree in Business, Finance, or related field preferred Professional certification in relevant field Learn more about Lighthouse Risk at ************** Must be able to successfully pass pre-employment (post-offer) drug screen and background check. Lighthouse HR Services is committed to equal employment opportunity for all persons regardless of race, color, religion, sex, age, national origin, citizenship status (as defined under the Immigration Reform and Control Act), disability, or marital status, sexual orientation or veteran's status. Lighthouse HR Services is also committed to providing all of its internship programs and activities on a nondiscriminatory basis. Equal employment opportunity extends to all aspects of the employment and/or internship relationship including hiring, recruiting, interviewing, selection, transfer, promotion, training, working conditions, compensation, benefits, and other terms and conditions of employment.

HouseMax Funding is a leading hard money lender specializing in real estate investment financing. Headquartered in Austin, Texas, we've built a reputation for flexibility, speed, and exceptional customer service. Since our inception, we've funded over $2 billion across more than 5,000 loans, making us one of the largest operators in the industry. Our mission is simple: empower real estate investors with innovative lending solutions. We prioritize long-term relationships with borrowers and loan buyers, offering tailored products that meet diverse needs. At HouseMax Funding, you'll join a dynamic team committed to excellence, collaboration, and growth in a fast-paced environment. Position Overview HouseMax Funding is seeking a detail-oriented and proactive Senior Loan Processor to join our team. The ideal candidate will process a variety of real estate loan products, set up files for underwriting, coordinate loans through the processing stage, and engage borrowers to ensure a smooth and satisfying experience. Key Responsibilities Process Multiple Loan Products: Handle all aspects of processing for HouseMax Funding's loan products, including DSCR and Bridge (Fix & Flip, Ground-Up Construction). Average file load of 20 to 25 each month File Setup for Underwriting: Collect, review, and organize borrower documentation; set up complete loan files for underwriting review with a goal of minimizing post UW conditions. Coordinate Loan Processing: Oversee and facilitate the movement of loans through the processing stage by working closely with loan originators, underwriters, title agents, insurance agents, and other stakeholders to ensure timely and accurate completion. Borrower Engagement: Daily proactive communication with borrowers via phone, email, and text to request documentation, provide updates, and answer questions. Increase Borrower Satisfaction: Deliver outstanding customer service, resolve issues quickly, and ensure borrowers have a positive experience throughout the loan process. Compliance & Accuracy: Ensure all files and documentation meet regulatory and company standards. System Management: Input and update loan data in LOS (Lendingwise) operating systems along with other 3 rd party systems including background reports, appraisal/valuations, flood certifications, Plaid banking software. Requirements Qualifications 8+ years of loan processing experience (real estate or private lending preferred). Familiarity with a variety of loan products (DSCR and Bridge loans) Strong organizational and multitasking skills. Excellent verbal and written communication abilities. Customer service mindset with a focus on borrower satisfaction. Proficiency with loan origination and processing systems. Attention to detail and commitment to compliance. US Work Authorization required.

Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. We leverage creative technology and innovation to make the home buying journey more approachable and understandable and home finance more affordable and accessible. Here are some interesting facts to help you get to know Better: - We've funded over $100 billion in loans for our customers, more than any other fintech- Yahoo! Finance - Best Mortgage Lender for First Time Homebuyers of January 2025: Best lender for quick approval- Yahoo! Finance - Best Mortgage Lenders of 2025: Best online mortgage lender - Fintech Breakthrough Award: Best Lending Innovation Award - Money Magazine - 8 Best Mortgage Lenders of 2025: Best for fast closing- We are Forbes' Best Online Mortgage Lender for 2023- We have raised over $1.2 billion in equity capital to transform the mortgage industry, the largest financial asset class in the world We are a place where smart, hungry, ambitious people who want to recognize their full potential thrive. A Better Opportunity Better is seeking a Mortgage Underwriter to join our growing team! In this role, you'll use established underwriting guidelines to assess borrower financials and credit information alongside property valuations to guide lending decisions. As an Underwriter, your responsibility will be to make informed, yet bold risk decisions based on your expertise and experience. You'll collaborate closely with the production team throughout the loan process to ensure seamless and timely closings. This position offers a unique opportunity to take on various roles, from reimagining the complex mortgage process, analyzing data for maximum impact, to working with skilled engineers and industry experts to tackle technical and operational challenges.Responsibilities Underwrite and decision agency conforming and jumbo residential mortgage loans Verify and analyze all necessary financial information and documentation; ensure that loan files contain all necessary credit and legal documents Review appraisal reports to identify and resolve any discrepancies discovered within Conduct thorough analysis of applicant's income and expense data, asset documentation, credit reports, and property valuations to confirm loan eligibility Calculate qualifying ratios, assess creditworthiness, and provide risk assessments Work closely and effectively with cross-functional teams and departments on a daily basis Qualifications Must be located in Irving, Texas area 3+ years of recent experience underwriting FNMA and FHLMC mortgages Expert knowledge of Desktop Underwriter (DU) & Loan Prospector/Loan Product Advisor (LP/LPA) Ability to work well in a high pressure, fast paced environment Must be able to carry a pipeline of 200+ loans Ability to carry out requisite loan calculations (DTI, LTV, etc.) Proven ability to thrive in a remote setting Manage multiple loan files simultaneously in a high-volume setting Strong written and verbal communication The drive to build something new HELOC & Non-Conforming experience a plus Excellent attention to detail, the ability to work efficiently under pressure, and a deep understanding of loan processes are essential in this role Company Benefits We are thrilled to offer all our full-time employees the following benefit offerings: - Benefits eligibility effective DAY ONE - *$0 medical plan premium offering coverage nationwide paired with our Health Savings Account that includes an employer contribution (*Additional Medical, dental, vision plan options also all with nationwide coverage)- Flexible PTO- Immediate virtual mental health support by licensed therapists for our employees and their eligible dependents age 6 and up! First few visits at no cost to you!- Personalized care for every fertility and family care journey for our employees and their partner! - Dependent care benefits (i.e. childcare and/or elder care costs) and commuter benefits both include a company match! - Discount programs and perks including pet Insurance! The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided. Disclaimer Better Home & Finance Holding Company is an equal opportunity employer committed to fostering an inclusive and diverse environment for our employees. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status, or any other reason protected by law. We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. Better will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.

SWBC is seeking a talented individual to underwrite mortgage applications to include composing and creating credit decisions, interpret investor guidelines and policies, and review all loan submissions to ensure investor guidelines are met. This individual weighs credit risks to ensure loans originated by the company will be saleable in the secondary market, trains other underwriters, monitors the Mortgage Underwriting Scenarios Mailbox, acts as a liaison to the IT Department for systems issues, and performs underwriting for more complex loan products. Essential duties include the following: Provides technical assistance to other underwriters, loan originators, and processors and closers in order to enhance volume, accuracy, and efficiency through personal interaction and monitoring of Scenarios Mailbox. Develops training materials for new underwriters and for continued staff development; performs actual training of new underwriters; and assists in their development as needed. Acts as contact point and represents Underwriting Department for systems improvements including LOS systems. Determines and advises if a file can be counter-offered to a different product and/or program when appropriate. Underwrites all loan types including the more complex products. Performs second-level reviews of other underwriter files as needed. Interprets investor guidelines and policies to ensure that loans are salable in the secondary market. Underwrites Conventional, FHA, VA, and USDA loans ensuring compliance with appropriate company and secondary market investor standards. Makes decisions related to credit and collateral; analyzes complex loan documentation (i.e., appraisal reports, compliance inspections, credit reports, job verifications, financial statements and tax returns) to evaluate subject property and credit worthiness of borrowers; and determines if loans meet approval criteria and informs production staff within corporate time frame. Responds to investor, agencies, and internal qualify control audits as needed. Serious candidates will possess the minimum qualifications: Minimum of five (5) years mortgage lending experience, which includes at least three (3) years mortgage underwriting experience. Thorough understanding of FHA, VA, FNMA, FHLMC, and conventional guidelines, policies and procedures. Thorough knowledge of all underwriting procedures and real estate appraisals. Thorough knowledge of creditor financial analysis techniques and mortgage credit evaluations. Excellent analytical and decision making skills. Strong verbal and written communication skills. Strong negotiation skills. Thorough knowledge of MI policies. Thorough knowledge of complex personal and business financial analysis and an expertise in tax return and balance sheet analysis, including both cash flow and AGI methods. Working knowledge of personal computers to include MS Word and Excel. Possess a HUD Direct Endorsement Underwriter and a FHA DE designation. VA LAPP designation strongly preferred. Able to sit for long periods of time analyzing loan applications, credit reports, and other related documents. Able to lift/push/pull/stoop/kneel 10 - 20 lbs. of files or other documents. SWBC offers*: Competitive overall compensation package Work/Life balance Employee engagement activities and recognition awards Years of Service awards Career enhancement and growth opportunities Leadership Academy and Mentor Program Continuing education and career certifications Variety of healthcare coverage options Traditional and Roth 401(k) retirement plans Lucrative Wellness Program *Based upon employee eligibility Additional Information: SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law. To learn more about SWBC, visit our website at ************* If interested, please click the appropriate apply button.

Why Jencap? We are one of the largest wholesale insurance intermediaries in the United States with expertise in wholesale brokerage, binding authority, and program management. The common thread woven throughout our success story is our collaborative and driven team of people. Our teams are empowered and work together to find solutions. We have a passion culture - with teamwork, collaboration and a focus on growing individuals and giving them the tools & development opportunities to have a successful career. The New Business Underwriter role is focused on new business development including marketing, managing and retaining a consistently growing book of business in keeping with agency and individual goals while building relationships with clients and maintaining a high level of responsive client service. The New Business Underwriter/Producer will work from our Atlanta, GA office. Responsibilities: Effectively develop and present proposals on a timely basis. Negotiate/execute new and renewal production and goals as established with management. Develop and pursue prospects through solicitation, referral, target marketing and industry affiliations. Secure information, recommendations for prospective accounts, present proposals and new accounts while adhering to prescribed policies and procedures and document electronic file accordingly. Efficiently coordinate, present and process new business on timely basis. Properly document all conversation and materials with insureds and/or carriers regarding exposures and coverages in the electronic file. Assist in resolving any coverage issues/questions, audits, endorsements, accounting, claims or marketing issues as needed. Requirements: Bachelor's degree or equivalent industry experience 5 Plus years Underwriting, Broker, or Sr. Underwriting experience with multi line binding experience Experienced in Packaged & Monoline Polices; P&C, Transportation and Garage. Experience in developing new business and growing the book of business and territory Willingness to travel within territory Maintain state-issued P&C license Want the opportunity to build something new? Expand your knowledge and stretch your experience through new and emerging risks? Have your voice heard, your skills properly applied, and to add tangible value to an organization? You're in the right place. Jencap is dynamic, bold, tenacious, and trusted in the industry. Here, you are not just one of the many, you are one of us. We truly are better together. Jencap is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin or citizenship status, sexual orientation, gender identity or expression, pregnancy, marital or familial status, disability status, medical condition, genetic information, military or veteran status, political affiliation, or any other characteristic protected by law. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard, as we believe that that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

Company Details Berkley Aspire is passionate about making excess and surplus lines business easy to transact. We differentiate ourselves by continually innovating to bring market-leading technology and services to our agents and their clients. From direct bill with installments, to not requiring renewal applications for 80% of our small business policies, we focus on making it easy, expeditious, and efficient for agents and consumers. Berkley Aspire writes from small, minimum premium, policies to accounts over six figures. We offer General Liability, Property, Inland Marine and Excess policies through Berkley appointed agencies in 49 states. Benefit Highlights • Aspire offers Medical, Dental and Vision coverage. Our onsite Scottsdale, AZ Wellness Center and companywide Employee Assistance Program are free to employees and are here to support your overall well-being. Our flexible work schedule with a work-from-home day means you can balance work and life like a pro. • Our Health Savings Accounts have automatic company contributions if you sign up, and we offer Flexible Spending Accounts, STD, LTD, life insurance policies, and more. Plus, we offer a 401(k) program, profit-sharing program, and stock purchase plan - investing in your future has never been so rewarding. • We've got you covered with competitive paid time off, paid sick time, and 12 weeks of paid parental leave. Plus, you get paid holidays, a floating holiday, and paid volunteer time - because giving back to the community is important to us at Aspire! • Come grow with us! Level up with company sponsored conferences, tuition assistance, and industry-related education and exams. We have many internal promotional growth opportunities - because we believe in growing together. • We believe in working hard and playing hard. We embrace team building and are enthusiastic about sponsoring fun activities inside and outside of the office. Our Plum Benefits program gives you cost-free access to thousands of exclusive travel and entertainment discounts - it's like a VIP pass to fun. ********************* Responsibilities The Central Region E&S Regional Underwriter supports new business production within an assigned regional underwriting territory. Ideally this role will be located in Dallas, TX though could also be performed from AR, LA, MO, NM, KS, NE, OK or other surrounding states. The Regional Underwriter plays a key role in driving profitable growth by underwriting new business, identifying new opportunities, and managing agency relationships. The Regional Underwriter plays a key role in driving profitable growth by underwriting new business submissions alongside the Business Development Underwriter and Small Business Underwriter. Responsibilities: Agency Engagement: Maintain strong agency relationships through regular outreach, education, and strategic collaboration. Underwriting Excellence: Evaluate and underwrite new business within authority, maintaining a 30%+ quote-to-bind ratio and 50% or better loss ratio. Performance Goals: Meet or exceed targets for new business production. Service Standards:Deliver timely, accurate quotes ensuring expeditious response times and consistent service excellence. Risk Management: Use underwriting tools to assess risk, pricing, and coverage; review inspections and endorsements to ensure premium adequacy. Tools & Skills: Experience: 10+ years in E&S underwriting; strong background in commercial P&C insurance and customer service. Agency Relations: Skilled in working with independent agents and managing agency partnerships. Technical Proficiency: Comfortable with Windows-based tools (Word, Excel, Outlook) and online underwriting platforms. Communication: Strong written and verbal communication skills with a customer-first mindset. Mindset: Entrepreneurial, adaptable, and collaborative with the ability to work independently or as part of a team. Travel: Occasional travel may be required. May perform other functions as assigned. Qualifications Bachelor's degree preferred. 10 plus years related insurance experience, or equivalent combination of education and experience. Minimum ten years of experience in E&S underwriting. Must have a strong customer service background in a professional environment. Entrepreneurial qualities, such as trying innovative solutions, resiliency to change and recognizing what is most important to get done. Fosters teamwork. Provides welcoming, open, honest, respectful, and constructive feedback. Ability to work independently and in a team environment. Ability to communicate effectively. Demonstrate strong written and verbal communication skills. Berkley Core Competencies Accountability Communication Customer Focus and Teamwork Flexibility Innovation and Initiative Additional Requirements • Travel may be required on occasion. • While performing the duties of this job, the employee is typically required to sit and talk or listen. The employee is infrequently required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. • The employee must occasionally lift and/or move up to 10 pounds. • Specific vision abilities required by this job typically include close vision, occasional use of depth perception, infrequent need for distance vision, color vision, and ability to adjust focus. • The noise level in the work environment is usually moderate. • Most functions of this position are completed while sitting at one's desk and working on a computer. Sponsorship Details Sponsorship not Offered for this Role

Job Title: Underwriter III What you'll do: As a Mortgage Underwriter III you'll responsible for underwriting Government and Conventional loans by reviewing the credit, capacity and collateral characteristics of loan files to ensure it meets company and investor quality standards. You'll be responsible for reviewing and clearing underwriting conditions on Conventional and Government loans in compliance with current guidelines and overlays. * Manage individual pipeline on a daily basis by completing Underwriting Reviews, appraisal reviews and conditions reviews within defined turn times as applicable. * Identify any document deficiencies, add applicable conditions, and request additional information and/or documentation from customers as needed. Contact customers to provide updates and clarification on outstanding conditions and deficiencies identified on loans per established process. * Assist others in the department in interpreting underwriting guidelines and updating underwriting status and conditions to customers. Perform independent research of guidelines and overlays while reviewing loans. * Other duties as assigned. What you'll need: * 7+ years of related experience in Mortgage Industry, Residential Mortgage Loan underwriting or similar field. * High school diploma required. * Advanced knowledge of residential mortgage industry in Correspondent or Retail Lending;, including sales, operations, capital markets and/or other residential mortgage products and services. * Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices. * Advanced knowledge of FNMA, FHLMC, FHA, VA and USDA Guidelines. * Intermediate knowledge of MS Office products. * Intermediate knowledge of Encompass. * Advanced speaking and writing communication skills. Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email ************************** or call ************. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. Western Alliance Bancorporation

If you're looking for the stability of a profitable, growing company with the entrepreneurial spirit of a startup, we're hiring. SageSure, a leader in catastrophe-exposed property insurance, is seeking an Underwriter. We are seeking a detail-oriented and analytical Homeowners Underwriter to evaluate risks, assess policy applications, and make sound underwriting decisions for homeowners insurance. The successful candidate will ensure that policies are issued within company guidelines while maintaining profitability and compliance standards. What you'd be doing: Review and analyze new and renewal applications for homeowners insurance coverage. Evaluate risk characteristics of individuals and properties using internal guidelines, inspection reports, and external data sources (e.g., CLUE, ISO, property inspections). Determine appropriate coverage limits, premium levels, and policy terms based on risk assessment. Approve, modify, or decline insurance applications in accordance with company underwriting guidelines and state regulations. Collaborate with agents and brokers to obtain necessary information, explain underwriting decisions, and develop strong working relationships. Maintain accurate documentation of underwriting decisions and correspondence in the policy management system. Stay current on industry trends, regulatory changes, and competitor practices to ensure underwriting practices remain competitive and compliant. Participate in training and development activities to continually improve underwriting knowledge and skills. We're looking for someone who has: Bachelor's degree in business, finance, insurance, or a related field (preferred). 2-5 years of personal lines insurance underwriting experience, preferably in homeowners insurance. Highly preferred candidates also have: Industry certifications (e.g., CPCU, AINS, AU) are a plus. Strong analytical and decision-making abilities. Excellent communication and interpersonal skills. Attention to detail with a focus on accuracy and risk assessment. Ability to manage workload effectively and meet deadlines in a fast-paced environment. Proficient in Microsoft Office and underwriting tools. About SageSure: Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed markets in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 50 competitively priced home, flood, earthquake, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $1.9 billion of inforce premium and helps protect 640,000 policyholders. SageSure has more than 1000 employees working remotely or in-office across nine offices: Cheshire, Connecticut; Chicago, Illinois; Cincinnati, Ohio; Houston, Texas; Jersey City, New Jersey; Mountain View, California; Marlton, New Jersey; Tallahassee, Florida; and Seattle, Washington. SageSure offers generous health benefits and perks, including tuition reimbursement, wellness allowance, paid volunteer time off, a matching 401K plan, and more. SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work. Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team! Visit sagesure.com/careers to find a position for you.

Requirements QUALIFICATIONS: 5+ years of Residential Mortgage Underwriting. Conventional Agency experience required. Non-Conforming, Jumbo, FHA, VA, Bond Program experience preferred. Experience with customer service, decision making, and analyzing information. Excellent organizational, written and telephone communication skills. Deep understanding of pipeline management and system supported workflows is required. Must have a strong understanding of multiple investor guidelines and regulatory compliance Equal Opportunity Statement: Texana Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status under applicable law. Texana Bank Mortgage 1680 Keller Pkwy Keller, TX 76248

At QuoteWell, we're not just another wholesaler. QuoteWell sits at the intersection of insurance expertise and software innovation. We're rebuilding the middle layer of the market from the ground up-and every hire plays a critical role in that mission. If you're ready to move fast, think big, and make an impact, we'd love to talk. What you'll do Drive growth. Bring in new business and expand our carrier footprint through smart, strategic appointments and strong producer relationships. Own outcomes. Navigate the quote-bind-issue lifecycle from start to finish, ensuring fast, accurate turnaround on every deal. Operate like an owner. Build and evolve QuoteWell's wholesale capabilities, especially within binding authority lines, driving efficiency and scale as we grow. Work across teams. Partner with Engineering, Product, and Operations to design and implement tools that make underwriting in surplus lines smoother and smarter. What you'll need 3+ years of experience in a wholesale underwriting or production role, with a strong record of success in E&S. Active home state general and surplus lines licenses Producer mindset. You know how to sell, build relationships, and close deals. Fast-paced execution. You thrive in a high-volume environment and can generate quotes and service policies at speed without sacrificing quality. Clear communicator. You write crisply, speak clearly, and can adapt your tone to agents, carriers, and teammates. Organized and accountable. You juggle multiple priorities, track every detail, and don't drop the ball. Problem-solver. When something breaks, you figure it out. When something's missing, you build it. Team-first attitude. You roll up your sleeves, help your teammates, and celebrate shared wins. A valid driver's license and openness to occasional travel. What we offer our full-time employees Competitive salaries + equity in the company Medical, Dental, and Vision healthcare benefits + FSA and HSA options Flexible vacation policy to recharge and live life Paid membership to One Medical for employees, spouses / domestic partners, and dependents Company-sponsored 401K plan (Roth & Traditional) Paid parental leave, generous family forming benefits and up to $5,000 of reimbursements through Carrot Up to $1,000 in home office reimbursements to build a productive space to work remotely An opportunity to work on solutions that are redefining the future of commercial insurance A culture driven by a focus on impact, a shared growth mindset, empowered individuals, and integrity

About Rippling Rippling gives businesses one place to run HR, IT, and Finance. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system. Take onboarding, for example. With Rippling, you can hire a new employee anywhere in the world and set up their payroll, corporate card, computer, benefits, and even third-party apps like Slack and Microsoft 365-all within 90 seconds. Based in San Francisco, CA, Rippling has raised $1.4B+ from the world's top investors-including Kleiner Perkins, Founders Fund, Sequoia, Greenoaks, and Bedrock-and was named one of America's best startup employers by Forbes. We prioritize candidate safety. Please be aware that all official communication will only be sent from @Rippling.com addresses. About the role The Risk team is looking for an Associate to conduct customer level credit risk assessments and support risk mitigation initiatives across numerous Rippling products, including but not limited to the Spend Management corporate card portfolio. The Associate will play a crucial role in supporting and carrying out risk control functions according to internal policies as Rippling continues to expand its offerings to new customer segments. What you will do * Learn, understand, and implement Rippling's risk policies and procedures across all relevant products. * Perform customer-level credit reviews using both external and proprietary data sources. * Oversee customer escalations and respond to questions/requests from the Sales + Support functions. * Investigate and take action on high-risk customer credit situations, as needed. * Formulate and present credit recommendations to senior team members and credit committee. * Monitor portfolio-level performance against internal targets and required thresholds. * Work effectively with cross-functional partners to resolve credit issues. * Help drive projects related to improving efficiency and scalability of risk control practices. What you will need * Strong financial analytics background: degree in Finance, Economics, or related field, progress towards CFA charter, or relevant on-the-job experience. * Minimum 4 years of credit risk experience, ideally related to SMB/MM commercial lending; working knowledge of financial and bank statements. * Experience working cross-functionally with Sales and/or Support teams. * Highly organized with the ability to deliver on multiple priorities simultaneously. * Ability to operate independently in a fast-paced environment and meet aggressive deadlines. * SQL acumen is highly-valued but not required. Additional Information Rippling is an equal opportunity employer. We are committed to building a diverse and inclusive workforce and do not discriminate based on race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other legally protected characteristics, Rippling is committed to providing reasonable accommodations for candidates with disabilities who need assistance during the hiring process. To request a reasonable accommodation, please email accommodations@rippling.com Rippling highly values having employees working in-office to foster a collaborative work environment and company culture. For office-based employees (employees who live within a defined radius of a Rippling office), Rippling considers working in the office, at least three days a week under current policy, to be an essential function of the employee's role. This role will receive a competitive salary + benefits + equity. The salary for US-based employees will be aligned with one of the ranges below based on location; see which tier applies to your location here. A variety of factors are considered when determining someone's compensation-including a candidate's professional background, experience, and location. Final offer amounts may vary from the amounts listed below.

Hilltop Securities is currently looking to hire an Underwriter, Sr. in Dallas, Texas. The Underwriter, Sr. manages and expands the Hilltop Securities brokered CD business. They lead new issue CD underwriting, maintain relationships with depository customers, and collaborate with various teams to ensure competitive pricing and balance sheet solutions. They also develop and execute funding strategies for bank clients through different market conditions. Bachelor's degree in finance, economics, business, or a related field preferred. Advanced degrees or certifications (e.g., CFA) could be advantageous. Minimum 5 years' experience in underwriting CDs and building relationships with bank clients. Active Series 7 and 63 licenses. Proven history of managing a book of existing depository bank business. Strong analytical and decision-making skills. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Ability to travel as required. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required and may be changed at the discretion of the Company. Underwrite brokered Certificates of Deposit (CDs) by assessing risk and viability of CD issuers, reviewing financial statements, conducting due diligence, and ensuring compliance with regulatory standards. Develop and execute funding strategies that attract & maintain bank clients. Negotiate terms, resolve issues and ensure customer satisfaction. Collaborate with the trading desk to ensure that the pricing of brokered CDs is competitive and aligns with Hilltop's balance sheet strategies. Analyzing market trends, pricing models, and financial data. Work closely with the Financial Strategies Team to develop and enhance relationships with internal issuers. Approve or deny business based on underwriting assessments, which involves making informed decisions on whether to accept new issuers or continue relationships with existing ones. Travel required to visit existing clients and potential clients to understand their needs, present solutions, and build relationships. This includes attending industry conferences, conducting site visits, and holding meetings.

It's about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being a Central Credit Underwriter II with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a Central Credit Underwriter II your opinion matters. You will be responsible for approving or declining consumer credit requests with underwriting authority of $100,000 to $1,000,000 or commercial credit requests with underwriting authority of $250,000 to $1,000,000. More than that, this role is about building relationships and providing top-quality service and doing so with integrity, caring, and excellence in mind. What you'll do: Approve/decline or make recommendation for alternative financing within established loan authority Mentor, train and coach bankers Assist in training and mentoring Underwriter I's Act as the department liaison Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Bachelor's degree preferably in Business, Finance, Accounting, or Economics or equivalent experience 2+ years of experience in lending, preferably within underwriting Proven record of success in an underwriting environment Ability to understand cash flow, financial statements and leverage ratios Ability to analyze financial statements and evaluate cash flow, capital and collateral adequacy Excellent written and verbal communication skills Proficient in Microsoft computer applications Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being a Central Credit Underwriter II with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a Central Credit Underwriter II your opinion matters. You will be responsible for approving or declining consumer credit requests with underwriting authority of $100,000 to $1,000,000 or commercial credit requests with underwriting authority of $250,000 to $1,000,000. More than that, this role is about building relationships and providing top-quality service and doing so with integrity, caring, and excellence in mind. What you'll do: * Approve/decline or make recommendation for alternative financing within established loan authority * Mentor, train and coach bankers * Assist in training and mentoring Underwriter I's * Act as the department liaison * Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: * Bachelor's degree preferably in Business, Finance, Accounting, or Economics or equivalent experience * 2+ years of experience in lending, preferably within underwriting * Proven record of success in an underwriting environment * Ability to understand cash flow, financial statements and leverage ratios * Ability to analyze financial statements and evaluate cash flow, capital and collateral adequacy * Excellent written and verbal communication skills * Proficient in Microsoft computer applications Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous holiday and paid time off schedule * Tuition reimbursement * Extensive health and wellness programs, including our Employee Assistance Program * Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

About the Role: As a Underwriter specializing in Tech E&O risks, you will be responsible for evaluating, pricing, and managing a diverse book of business across multiple sectors. You'll play a key role in driving strategic growth, ensuring underwriting discipline, and maintaining profitability. This position is ideal for a results-driven individual with a deep understanding of cyber exposures and a passion for building broker partnerships. Key Responsibilities: Assess and underwrite primary and excess cyber liability and technology E&O submissions. Analyze risk profiles across industries to determine coverage terms, pricing, and conditions in alignment with underwriting guidelines. Collaborate with leadership to monitor portfolio performance and contribute to strategic planning. Develop and maintain strong relationships with wholesale brokers to generate new business opportunities. Participate in client meetings, industry conferences, and networking events to enhance market presence. Prepare and deliver competitive proposals while ensuring compliance with internal standards. Stay informed on emerging cyber threats, regulatory changes, and claims trends to support sound underwriting decisions. Qualifications: Bachelor's degree in Business, Finance, Risk Management, or a related discipline. Proven experience in underwriting technology E&O and cyber liability insurance. Background in specialty or wholesale insurance markets is essential. Demonstrated success in achieving underwriting profitability. Strong analytical skills and ability to interpret complex data sets. Willingness to travel for business development and industry engagement.

The primary purpose of this position is to help facilitate loan growth while preserving credit quality in the corporate C&I (commercial/industrial) loan portfolio. The function involves complex data acquisition and analysis resulting in senior level management reports and loan presentations. This role participates with lending officers on customer calls, attends bank group meetings and assists in other projects as assigned. Provides technical and financial analysis support for industry monitoring, new business underwriting, portfolio maintenance and administration. Utilize skilled judgement on business entities and individuals to summarize their financial condition, performance, cash flow, trends, projections and risks. Analyze proposed collateral positions on a variety of assets including, but not limited to, working capital lines of credit and owner occupied real estate. Complete Credit Memorandums for loan approvals incorporating quantitative and qualitative financial analysis along with identifying key strengths and credit risks of a proposed credit. Develop an understanding of MidFirst Bank credit policy to recognize and mitigate risks on new and existing transactions. Assist Loan Officers in completing reports used by senior management in the loan monitoring and decision making process. Gather, examine and present information in a concise and meaningful manner and offer thoughts concerning credit-worthiness and loan structure. Use effective communication skills to work collaboratively with both loan officers and credit managers. Act as a mentor for junior analysts. Position Requirements: Bachelor's degree in a business related field. Three to five years' experience in commercial bank underwriting or lending. Thorough knowledge of commercial/industrial loan underwriting. Working knowledge of investor real estate underwriting. Thorough knowledge of Microsoft Office and Moody's (or comparable) spreading software. High level of initiative and accountability. Results-driven, team-oriented and client-focused approach. Excellent written, verbal and interpersonal communication skills.

Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The National Accounts Strategic Underwriter is responsible for providing strategic and analytical underwriting support for national account clients. This includes financial modeling, risk assessments, and developing multi-year pricing strategies tailored to large, complex employer groups. The role requires extensive research, and collaboration to meet client demands and support growth and retention. The role collaborates cross-functionally to deliver customized solutions aligned with business priorities. How You Will Make an Impact Primary duties may include, but are not limited to: * Create competitive, financially sound proposals for business growth and renewals. * Collaborate on RFPs. * Lead contract customization and negotiations, ensuring accurate financial outcomes and risk mitigation. * Assists in the technical development of underwriting associates, which may include monitoring reports and work flow to provide recommendations on productivity and efficiency improvements. Minimum Requirements: Requires a BA/BS in in Finance, Actuarial Science, Business, or related field; Minimum of 7 years in large group insurance underwriting, actuarial analysis, or strategic finance. Preferred Skills, Capabilities, and Experiences: * ASA/FSA, CFA, or CEBS credentials preferred. For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $105,504 to $180,864. Locations: California, Colorado, District of Columbia (Washington, DC), Illinois, Maryland, Massachusetts, Minnesota, Nevada, New York, Washington State In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws. * The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Job Level: Non-Management Exempt Workshift: Job Family: UND > Analysis Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.

About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Mortgage Fulfillment Underwriter for one of its mortgage clients to ensure the assets reviewed meet all applicable investor guidelines, through a complete knowledge of requirements and regulations. You will be held accountable for the quality and accuracy of decisions. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Moorpark, CA Pasadena, CA Essential Duties: - Decisions full range of mortgage loans, preferably including FHA loans. - Review all mortgage applications and documentation for accuracy and completeness. - Work with clients to prepare mortgage applications and related documentation as needed, and help resolve any outstanding issues. - Work with compliance officers to ensure Federal, State, and local compliance with all mortgage and loan materials. - Approve or deny mortgages on a timely basis. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Bachelor's degree or equivalent work experience. - 3+ years of mortgage underwriting experience required. - Knowledge of mortgage laws and regulations required, including the Home Mortgage Disclosure Act. - Knowledge of state and federal agency mortgage loan guidelines and regulations is helpful. Skills and Job-Specific Competencies: - Solid knowledge of mortgage underwriting and basic automated underwriting systems. - Proficiency with basic automated underwriting systems. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $26 - 36. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise. Job Ref: 141866 ### Place of Work On-site ### Requisition ID 141866 ### Application Email ****************************

The SBA Underwriter at PlainsCapital Bank is responsible for underwriting SBA 7a and 504 originations, modifications and servicing actions. The SBA Underwriter also performs portfolio monitoring activities needed and is responsible for administering the Bank's small business lending platform, working closely with the SBA Credit Officer and SBA Director. Bachelor's degree in business related field required. Strong preference for Finance or Accounting major or concentration. 5 or more years' experience underwriting SBA 7a and 504 loans with proven ability to comprehend, analyze, and interpret information regarding financial statements, tax returns, and other information for the more complicated commercial loan transactions Completion of a formal Credit Training program at a large bank is a plus Deep understanding of Small Business Administration's Standard Operating Procedures and the ability to stay up to date of current and changing regulations related to the banking industry, SBA 7a, and 504 loan programs. Excellent verbal, written and interpersonal communication skills with the ability to interact with all levels of customers, clients, vendors, and internal partners. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent analytical, time management, organizational and problem-solving skills with the ability to manage multiple projects and work in a deadline-driven, dynamic environment. Must be self-motivated with strong initiative, accountability, and attention to detail with the ability to work both independently and as a member of a team. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required and may be changed at the discretion of the Company. Underwrite SBA 7a and 504 loan requests to ensure they adhere to the Bank's and SBA's credit policies and procedures. Prepare cash flow, spreads, sensitivity testing, financial and industry analysis as appropriate to verify business's ability to service debt. Evaluate the creditworthiness of prospective Borrower(s) and Guarantor(s). Analyze proposed collateral for sufficiency and compliance with Bank's and SBA's lending standards. Analyze third-party reports and other due diligence documentation to ensure support of credit recommendations. Determines whether the proposed loan, as structured, conforms to the Bank's and SBA's current lending parameters and eligibility requirements Communicate with Lenders concerning applicant's creditworthiness and/or additional needs items to finalize analysis. Prepare a detailed loan write-up including cash flow analysis, business and guarantor analysis, collateral analysis, and detail all conditions that underwriting is imposing on the closing or funding of the loan. Responsible for reviewing and/or drafting term letters; ensuring that the terms and conditions of the loan approval are accurately reflected Review SBA loan documents for accuracy and conformance with SBA authorization and loan approval Provide support to SBA Loan Closers and Loan Servicing to ensure loan all pre and post-closing conditions are met and the loan is closed and boarded smoothly and accurately Underwrite and recommend approval/denial of loan modifications and servicing requests Promote and provide excellent customer service by effectively communicating and cooperating with all internal and external customers Provide support in the acquisition of new clientele and the maintenance of existing relationships; promote close working relationships with clients Maintain a thorough understanding of the Bank's lending objectives, credit policies and procedures, underwriting guidelines, and various lending products. Understands and complies with requirements of all laws and regulations applicable to the position. Complete tasks created by workflow items from Small Business Lending Platform Administration of Small Business Lending platform (work with vendor on any platform/application issues, review/respond to workflow errors, work/delegate workflow items that need to be addressed outside of the system) Other duties as required.