Aids the front office in completing client account inquiries for existing loans. This could include submitting required information to Operations teams regarding advances, interest rate changes, etc. Client account inquiries would also entail creating performing interest rate calculations, pulling statements, submitting payoff letters/quotes, loan closures, ticklers, and

Secured Financing Analyst with SQL or VBA Job details Posted 15 May 2024 Location Charlotte, NC Job type Permanent Reference 921109 Job description Job Summary Dexian is seeking a Secured Financing Analyst with SQL or VBA for an opportunity with a client located in Charlotte, NC. Responsibilities Manage current state assessment of legacy data warehouses and applications w

Assist the Market President and/or Commercial Banker by preparing credit packages and annual reviews for timely review and final approval. This includes obtaining and analyzing borrower financial information and presentation of recommendations. Ensure loan documentation files are complete, including comprehensive documentation of the decision making process. Responsible f

Who We Are Join a team that puts its People First! First American's Agency Division is dedicated to providing our policy issuing agents with resources, services and underwriting guidance needed to achieve new levels of success. Since 1889, First American (NYSE FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally pass

The Underwriting Specialist serves as the technical expert in a designated coverage, product or product line, mentoring and training less experienced staff. Selects, reviews, models, analyzes and underwrites the most complex submissions within the context of applying the division's underwriting guidelines and standards. Determines the proper terms and conditions for accep

Employee Applicant Privacy Notice Who we are Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next generation financial services company and national bank using innovative, mobile first technology to help our millions of members reach their goals. The industry is goi

User Support/Engagement Demonstrate advanced knowledge of the various underwriting and portfolio management systems (i.e. nCino) and FCB's configuration in order to answer user questions including error messages, complex deal entry, system work arounds, and building reports and dashboards. Communicate regularly with users via multiple channels, including educating them on

Employee Applicant Privacy Notice Who we are Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next generation financial services company and national bank using innovative, mobile first technology to help our millions of members reach their goals. The industry is goi

The Underwriter will be responsible for reviewing and analyzing underwriting data in order to determine if risks meet corporate underwriting standards calculate appropriate premium and determine proper terms for acceptable risks and respond to brokers when risks do not meet underwriting guidelines. Underwriters are also responsible for developing and maintaining profitabl

Assist the Market President and/or Commercial Banker by preparing credit packages and annual reviews for timely review and final approval. This includes obtaining and analyzing borrower financial information and presentation of recommendations. Ensure loan documentation files are complete, including comprehensive documentation of the decision making process. Responsible f

Employee Applicant Privacy Notice Who we are Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next generation financial services company and national bank using innovative, mobile first technology to help our millions of members reach their goals. The industry is goi

Provide loan structure guidance and apply analytical assistance to mitigate risks in relationships consistent with Ameris Bank loan policies. Work with Relationship Manager and Regional Credit Officer in recommending appropriate structure, e.g., financial and non financial covenants, and any special approval conditions. Facilitate the receipt of financial updates on lendi

As a Customer Relationship Specialist (CRS) you will be part of a dedicated and successful team that provides top notch service to our poultry clients. You will focus on origination to booking and ongoing support of clients with main focus on documentation and lien perfection. Our Shared Future "I enjoy the satisfaction of providing top notch customer service to our clien

Job Description Supervise Client Experience Bankers and provide coaching and mentoring in order to create a World Class service environment for Southern First clients Work closely with other bank departments on outside business development calls and handle any client retail deposit needs Grow the deposit base by expanding existing relationships and winning new clients Off

Under the direction of the Underwriting Manager or Division Manager the Associate Underwriter will learn how to review and analyze underwriting data in order to determine if risks meet corporate underwriting standards, calculate appropriate premium, determine proper terms for acceptable risks and respond to brokers when particular risks do not meet underwriting guidelines