Middle Market Lending Specialist jobs in Cleveland, OH

Middle Market Lending Specialist supports middle market lending activities with administrative, analytical, and client support activities. Collects and reviews middle market loan development information and prepares required analysis and documentation. Being a Middle Market Lending Specialist establishes good client relationships and potential for future referrals or cross-sell opportunities by responding to requests for information, answering questions about products, and coordinating other service resources. Performs loan portfolio tracking and generates reports to measure compliance with lending terms and policies. Additionally, Middle Market Lending Specialist keeps abreast of lending products, services, and policies. Typically requires a bachelor's degree. Typically reports to a manager. The Middle Market Lending Specialist occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Middle Market Lending Specialist typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Middle Market Sales Underwriting Specialist
  • The Hanover Insurance Group
  • Cleveland, OH FULL_TIME
  • Our Middle Market department is seeking a Sales Underwriter to join our growing team in our Ohio Territory.   This is a full-time exempt role.    Position Overview/Summary: Responsible for identifying, soliciting, underwriting and selling new and renewal Middle Market accounts that drive profitable growth and align with Industry Segments, appetite and mix goals. Apply advanced technical, sales and analytical skills to provide insurance solutions that help Hanover’s customers manage risk. Demonstrates a thorough understanding of Hanover’s strategies and appetites and will use internal and external data to make appropriate individual and portfolio risk decisions. Operates within a broad Letter of Authority for all underwriting decisions and with limited direction while managing an assigned book of business, generally with high technical complexity and coordination. Responsibilities/Essential Functions: Technical Underwriting Knows and applies advanced underwriting concepts including risk selection, exposure and hazard identification and control, coverage implications, and loss analysis. Uses all appropriate underwriting tools (e.g. RQI, WC RST, UWWS, and CLAY.), disciplines and knowledge of strategies to ensure underwriting guidelines are followed. Advanced knowledge of pricing components and rating methodology and correlates pricing to exposure, financial and competitive analysis. Completes file documentation according to best practices guidelines and state regulations and can clearly explain account decisions. Adheres to CAT guidelines and underwriting discipline to minimize exposure and appropriately price individual risks. Applies increased knowledge of CAT aggregation to decision making. Portfolio Management & Financial Acumen: Manages assigned portfolio to achieve gross written premium, profitability, rate, retention, industry and LOB mix, new business and portfolio management goals. Reviews key metrics and uncovers trends that may lead to new business opportunities with agents while achieving profitable growth in accordance with business strategies. Demonstrates an understanding of the market factors and trends that can affect pricing (i.e. distribution channels, competition, organization’s growth/ profit strategy, regulation, reinsurance costs and branding). Prepares or analyzes information on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations in order to drive results within the assigned territory. Supports the implementation of profit improvement initiatives with key agents. Sales Acumen & Customer Advocacy: Can identify, solicit, pipeline, negotiate, and close accounts aligned with MM branch strategy. Ability to profile assigned agency plant and to strategically market our capabilities to agents. Operates with a franchise perspective to identify and drive enhanced sell opportunities and create growth within other lines of business and customer segments. Utilize our value proposition to enhance agency economics, partner conversion and product specialization in partnership with local management. Prioritizes and drives effective relationship management and producer activities to build trust, facilitate negotiation, and secure commitment in order to improve yield and retention ratios. Keeps current on state/territory issues, regulations and trends. Utilizes market and competitor information to enhance agent relationships by becoming a trusted advisor. Through stewardship process engage at the customer level for the most complex and prominent accounts within their territory. Independently implements territory business plans, monitors performance, adjusts plan to ensure a substantial pipeline for future profitable growth. Makes sales presentations to agents and customers on a regular basis and participants in more complex accounts: Utilize Industry Solutions partners to augment sales process through enhanced knowledge transfer, strategic producer visits/sales calls, and effective training sessions for both agents and customers. Effectively utilize Claims, Risk Solutions and Operations to display service and/or technical expertise to build confidence in customers to further secure business opportunities. Required Skills, Key Competencies and Experience: Bachelor’s Degree or equivalent experience  3-7 years Underwriting experience, with a minimum of 3 years of experience underwriting MM accounts. 3 years of experience driving agency relationships resulting in profitable new and renewal business. May specialize /certify in one or more Industry Segments.
  • 6 Days Ago

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Middle Market Banker
  • Truist Bank
  • Cleveland, OH FULL_TIME
  • Language Fluency: English (Required)Work Shift:1st shift (United States of America)Job Grade:113Please review the following job description:Identify, solicit, develop, manage, service, retain and grow...
  • 1 Day Ago

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Account Coordinator -Middle Market - IN, PA, (Hybrid) -Cigna Healthcare Cigna
  • The Cigna Group
  • Independence, OH OTHER,FULL_TIME
  • Client Consultant – Middel Market Must live in the Areas ListedJOB DESCRIPTIONPOSITION SUMMARYThe Account Management Coordinator (AMC) plays a crucial role in maintaining client satisfaction and suppo...
  • Just Posted

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Scheduler
  • Secure Lending Inc.
  • Cleveland, OH FULL_TIME
  • Appointment Scheduler/Mortgage Assistant A successful Scheduler/Mortgage Assistant with Secure Lending Inc. will coordinate appointments between Loan Officers and potential borrowers, answer incoming ...
  • 25 Days Ago

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Mortgage Loan Processor
  • Netcore Realty & Lending
  • Broadview, OH FULL_TIME
  • Are you a detail-oriented individual with a passion for ensuring smooth financial transactions? Are you ready to take the next step in your career in the mortgage industry? Look no further! We are see...
  • 25 Days Ago

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LO Assistant
  • Secure Lending Inc.
  • Cleveland, OH FULL_TIME
  • National mortgage company searching for a Loan Assistant to assist a company with reviewing loan applications, gathering documents, and completing the administrative tasks. You should be detailed-orie...
  • 2 Months Ago

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0 Middle Market Lending Specialist jobs found in Cleveland, OH area

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Senior Product Manager - Fraud and Identity (Remote US)
  • Experian
  • Cleveland, OH
  • Experian is the world’s leading global information services company. During life’s big moments – from buying a home or a...
  • 4/25/2024 12:00:00 AM

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Director of Finance
  • Walnut Ridge
  • Beachwood, OH
  • We are a small, but growing team with a big vision that collaboratively supports the investment, business, philanthropic...
  • 4/25/2024 12:00:00 AM

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Lead Electrical Engineer - Substation Design (US Hybrid)
  • Black & Veatch
  • Independence, OH
  • **Lead Electrical Engineer - Substation Design (US Hybrid)** Date: Mar 27, 2024 Location: US Company: Black & Veatch Fam...
  • 4/24/2024 12:00:00 AM

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Vice President, Portfolio Management (Utilities, Power and Renewable Energy)
  • Key Bank
  • Cleveland, OH
  • Vice President, Portfolio Management (Utilities, Power and Renewable Energy) Occupation: ManagementSpecialty: Executive ...
  • 4/23/2024 12:00:00 AM

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SVP, Portfolio Management (Utilities, Power and Renewable Energy)
  • Key Bank
  • Cleveland, OH
  • SVP, Portfolio Management (Utilities, Power and Renewable Energy) Occupation: ManagementSpecialty: ManagementLocation:12...
  • 4/23/2024 12:00:00 AM

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Relationship Banker - Shaker Heights Financial Center
  • Bank Of America
  • Cleveland, OH
  • Relationship Banker - Shaker Heights Financial CenterShaker Heights, Ohio**Job Description:**At Bank of America, we are ...
  • 4/23/2024 12:00:00 AM

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Vice President Finance
  • Walnut Ridge
  • Beachwood, OH
  • We are a small, but growing team with a big vision that collaboratively supports the investment, business, philanthropic...
  • 4/22/2024 12:00:00 AM

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Senior Product Manager - Fraud and Identity (Remote US)
  • Experian
  • Cleveland, OH
  • Experian is the worlds leading global information services company. During lifes big moments from buying a home or a car...
  • 4/22/2024 12:00:00 AM

Cleveland (/ˈkliːvlənd/ KLEEV-lənd) is a major city in the U.S. state of Ohio, and the county seat of Cuyahoga County. The city proper has a population of 385,525, making it the 51st-largest city in the United States, and the second-largest city in Ohio. Greater Cleveland is ranked as the 32nd-largest metropolitan area in the U.S., with 2,055,612 people in 2016. The city anchors the Cleveland–Akron–Canton Combined Statistical Area, which had a population of 3,515,646 in 2010 and is ranked 15th in the United States. The city is located on the southern shore of Lake Erie, approximately 60 miles ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Middle Market Lending Specialist jobs
$54,896 to $67,532
Cleveland, Ohio area prices
were up 1.6% from a year ago

Middle Market Lending Specialist in Austin, TX
Based on our compensation data, the estimated salary potential for Middle Market Lending Specialist will increase 16 % over 5 years.
January 12, 2020