Middle Market Lending Specialist jobs in San Francisco, CA
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)
Recently Added Middle Market Lending Specialist jobs
Middle Market Sales Underwriting Specialist
- The Hanover Insurance Group
-
San Francisco, CA
FULL_TIME
- Our Middle Market department is seeking a Sales Underwriter to join our growing team in our North California 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.
- 25 Days Ago
Middle Market Portfolio Underwriting Specialist
- The Hanover Insurance Group
-
San Francisco, CA
FULL_TIME
- Our Middle Market department is seeking a Portfolio Underwriter to join our growing team in our Northern California territory. Position summary: Responsible for the underwriting and retention of Middl...
- 25 Days Ago
Market Executive, Middle Market Banking - Executive Director
- JPMC Candidate Experience page
-
San Francisco, CA
FULL_TIME
- You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients. A role as a Market Executive in Middle Market Banking is for you. As a Market Exe...
- 1 Month Ago
Market Executive, Middle Market Banking - Executive Director
- JPMorgan Chase
-
San Francisco, CA
FULL_TIME
- You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients. A role as a Market Executive in Middle Market Banking is for you. As a Market Exe...
- 1 Month Ago
VP - Commercial Real Estate Lending
- Commercial Real Estate Lending - Hingham Institution for Savings
-
San Francisco, CA
FULL_TIME
- Founded in 1834, Hingham Institution for Savings is one of America's oldest banks. With a $4B balance sheet, we focus on providing specialty commercial real estate lending and deposit banking solution...
- 6 Days Ago
Commercial Insurance Account Manager - Middle Market
- Symphony Risk Solutions LLC
-
San Francisco, CA
FULL_TIME
- Job DescriptionSymphony Risk Solutions LLC is seeking a dynamic Commercial Insurance Account Manager with middle market experience to work alongside and cooperatively with Producers and Account Execut...
- 2 Days Ago
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0 Middle Market Lending Specialist jobs found in San Francisco, CA area
VP, Financial Consultant- West Portal, CA
- Charles Schwab
-
San Francisco, CA
- Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
- 4/22/2024 12:00:00 AM
VP, Financial Consultant- West Portal, CA
- Charles Schwab
-
Alameda, CA
- Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
- 4/22/2024 12:00:00 AM
VP, Financial Consultant - San Mateo, CA
- Charles Schwab
-
San Mateo, CA
- Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
- 4/22/2024 12:00:00 AM
VP, Financial Consultant- West Portal, CA
- Charles Schwab
-
Ross, CA
- Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
- 4/22/2024 12:00:00 AM
VP, Financial Consultant- West Portal, CA
- Charles Schwab
-
Martinez, CA
- Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
- 4/22/2024 12:00:00 AM
VP, Financial Consultant- West Portal, CA
- Charles Schwab
-
Atherton, CA
- Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
- 4/22/2024 12:00:00 AM
VP, Financial Consultant - San Mateo, CA
- Charles Schwab
-
Canyon, CA
- Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
- 4/22/2024 12:00:00 AM
Senior Relationship Manager - Managing Director
- Deutsche Bank
-
San Francisco, CA
- Job Description: Job Title Senior Relationship Manager Corporate Title Managing Director Location San Francisco and Los ...
- 4/18/2024 12:00:00 AM
About San Francisco, California
San Francisco is located on the West Coast of the United States at the north end of the San Francisco Peninsula and includes significant stretches of the Pacific Ocean and San Francisco Bay within its boundaries. Several picturesque islands—Alcatraz, Treasure Island and the adjacent Yerba Buena Island, and small portions of Alameda Island, Red Rock Island, and Angel Island—are part of the city. Also included are the uninhabited Farallon Islands, 27 miles (43 km) offshore in the Pacific Ocean. The mainland within the city limits roughly forms a "seven-by-seven-mile square", a common local collo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Middle Market Lending Specialist jobs
$69,878 to $85,962
San Francisco, California area prices
were up 4.5% from a year ago
were up 4.5% from a year ago
What does a Middle Market Lending Specialist do?
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