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)
The Lower Middle Market New Business Production Underwriter position is a high-impact role that is 100% focused on and accountable for the underwriting of new business written by the Lower Middle Market (LMM) team. This individual will be a strong contributor working to ensure that the LMM team meets its aggregate new revenue goals in accordance with current and developing underwriting strategies. The individual in this position will report directly to the hiring manager.
Along with the hiring manager, this LMM Underwriter will work collaboratively across various customer groups, spanning geographically from the Northeast to the Southeast to leverage our capabilities and relationships to achieve budgeted commercial growth targets. Consequently, the position requires a candidate with both strong underwriting and relationship building competencies interacting with all levels of customers and business stakeholders.
The individual will be accountable for: reviewing submissions, qualifying those submissions, and ultimately underwriting and quoting the business. Premium sizes will vary but we anticipate the majority to be in the $25,000 to $150,000 per account range. This individual will be assigned to several branches/regions and will be expected to provide real-time updates to branch & regional leadership.
Primary responsibilities:
Production of LMM new business including but not limited to:
o Leveraging branch assigned agencies to produce LMM new business.
o Identification and development of future sources for Commercial Business.
o Multi-Line underwriting including Package, Auto, Umbrella, and Workers Compensation.
o Travel as needed and work closely with our branch partners to educate our producers on Chubb advantages to foster the best available outcome for LMM revenue growth.
o Make independent decisions and recommendations to the Manager on the process for acquiring new business within their assigned territory.
o Maintain and manage superior relationships at all levels – internal and external.