Middle Market Lending Specialist jobs in New York
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
-
Maine, NY
FULL_TIME
- Our Middle Market department is seeking a Sales Underwriter to join our growing team in our New Hampshire and Maine 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.
- Just Posted
Sr. Associate, Financial Analysis and Data Reporting – Cerberus Business Finance (Middle Market Direct Lending)
- Cerberus Capital Management, L.P.
-
New York, NY
FULL_TIME
- Founded in 1992, Cerberus is a global leader in alternative investing with approximately $67 billion in assets across complementary credit, private equity, and real estate strategies. We invest across...
- 25 Days Ago
Real Estate Lending Specialist
- ServU Federal Credit Union
-
Painted Post, NY
FULL_TIME
- JOB SUMMARY: Interact with members. Gather information. Prepare and process real estate loan applications. ESSENTIAL DUTIES AND RESPONSIBILITIES: Obtain a thorough knowledge of loan procedures and pol...
- 4 Days Ago
MCC Lending Specialist I
- First Source Fed Cr Union
-
New Hartford, NY
FULL_TIME
- FIRST SOURCE FEDERAL CREDIT UNIONPOSITION DESCRIPTION Position Title: Member Care Center Lending Specialist I Department: Member Services Reporting To: Member Care Center Lending Manager POSITION SUMM...
- 20 Days Ago
Lending Technology Support Specialist
- Jovia Financial Credit Union
-
Westbury, NY
FULL_TIME
- Say Hello to Working on the Bright Side We are Jovia Financial Credit Union. Our name evokes a way of joy, a feeling of optimism, trust and “banking on the bright side”. We are a new kind of credit un...
- 29 Days Ago
Commercial Director (Middle Market)
- CNA Insurance
-
Melville, NY
FULL_TIME
- You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something ...
- 3 Days Ago
Middle Market Lending Specialist jobs at Popular Companies
Commercial Lending Specialist III
- Axos Bank
-
San Diego, CA
- Axos Bank Target Range: $24.00/hr. - $31.25/hr. Actual starting pay will vary based on factors including, but not limite...
- 6/11/2024 12:00:00 AM
Commercial Lending Specialist
- E-Solutions
-
Atlanta, GA
- Role:- Commercial Lending Relationship Manager Location :- Atlanta GA Duration:- Full-time Qualifications: • Minimum of ...
- 6/10/2024 12:00:00 AM
Consumer Lending Specialist
- Industrial Federal Credit Union
-
Lafayette, IN
- Job Description Job Description Role: Originates consumer loan applications based on lending policies and authority limi...
- 6/10/2024 12:00:00 AM
VP Government Guaranty Lending Specialist
- Peoples Bancorp Inc.
-
Beachwood, OH
- Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning cul...
- 6/9/2024 12:00:00 AM
Credit Card Lending Specialist
- Mphasis
-
Plano, TX
- **Must be able to work onsite at our Plano,TX office** Position Overview: The Credit Card lending team is responsible fo...
- 6/7/2024 12:00:00 AM
Indirect Lending Specialist
- Industrial Federal Credit Union
-
Lafayette, IN
- Job Description Job Description Role: Loan administrator duties. Originates and process loan applications. Provides loan...
- 6/7/2024 12:00:00 AM
PB Real Estate Lending Specialist
- First Citizens Bank
-
Raleigh, NC
- Overview: This position supports Bank products or services within Wealth Private Banking group. Responsible for processi...
- 6/7/2024 12:00:00 AM
U.S. Private Bank - Lending Specialist - Executive Director
- JPMorgan Chase
-
Los Angeles, CA
- We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide...
- 6/7/2024 12:00:00 AM
About New York
New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States.
New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean.
In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Middle Market Lending Specialist jobs
$59,854 to $73,635
Most Popular Cities in New York for Middle Market Lending Specialist Jobs
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