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Job Description CalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion. Job Title SBA BUSINESS DEVELOPMENT OFFICER Department SBA - PRIVATE BUSINESS CAPITAL Reports To CHIEF SBA OFFICER FLSA Status EXEMPT Job Summary The SBA Business Development Officer position is responsible for soliciting, negotiating and developing new business for the bank’s SBA department as well as the bank’s other products in compliance with the Bank’s policies and procedures. Loan Production $8,000,000 to $10,000,000 SBA Loans (SBA 7A and SBA 504 loan originations) or as assigned by manager. Duties and Responsibilities • Engage in business development activities to source and close SBA loan requests., • Interviews prospective applicants and requests specified information related to loan application; continually correspond with applicants to resolve questions regarding application information., • Gather and analyze all information necessary to present a financing request to underwriter, SBA Department Manager, President/CEO, Chief Credit Officer, etc., • Perform prequalification assessment and analysis of applicant’s financial condition., • Develop and maintain knowledge of financial industry, economy, market conditions, rates, vendors and competition., • Continuously strengthen the referral source network. Meet with prospects and referral sources to generate leads whenever possible., • Leverage centers of influence by proactively fostering quality relationships., • Stay actively involved with professional and/or community organizations by representing CalPrivate Bank at appropriate professional and community events., • Participate in cross-referrals with other bank staff. Create an atmosphere of teamwork and collaboration throughout CalPrivate Bank., • Cross-sell CalPrivate Bank’s other products and services as appropriate., • Host educational sessions/give presentations to bank staff, prospects and centers of influence to review SBA products and programs., • Address customer service issues with both clients and bank staff as needed. BSA/AML/ Compliance Responsibilities This position includes direct interaction with customers and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program. Qualifications • 4 year degree or equivalent experience, • 3+ years of equivalent SBA experience, • 3+ years of banking experience Skills Needed • Experience in financial statement and tax return analysis, • Experience in SBA lending activities and terminology, • Experience in commercial real estate and construction financing, • Experience in business acquisition financing, • Knowledge of SBA SOP, • Knowledge of Government Regulations, • Ability to present to groups or individuals in a concise and confident manner, • Strong business development and negotiation skills, • Excellent communication and presentation skills, • Excellent customer service skills, • Excellent organizational, time management and project management skills, • Proficient PC skills to include spreadsheet, word-processing, database systems and other software utilized by the department, • Ability to coordinate and work collaboratively with internal and external contacts on a daily basis, • Knowledge and experience to anticipate, identify and resolve problems Physical demands While performing the duties of this job the employee is frequently required to sit, stand, use hands to finger, handle, or feel, reach with hands or arms and talk or hear. The employee is required to walk or balance. The employee may occasionally lift and/or move up to 25lbs. Specific vision abilities required by this job include close vision and the ability to focus. In the performance of duties of this job the employee may be required to travel occasionally. Other Must be willing to travel as needed to perform site visits, collect loan applications/packages, etc.

Job Description Established in 1993, CIBA Insurance Services offers a unique insurance program that has become the benchmark for providing commercial property owners and managers with broad commercial coverage for property and liability risk protection. We are dedicated to providing our customers with unsurpassed service in underwriting, claims management, risk management, and providing innovative solutions to complex insurance needs. Summary: The Underwriter is primarily responsible for risk selection, analysis, documentation, pricing and sales of commercial property and liability new business, as being responsible for renewal retention and ongoing management of existing portfolio. Key Job Objectives • Manage book of business by evaluating submissions, making decisions consistent with guidelines in a timely manner, • Maintain complete and well-organized electronic underwriting files according to guidelines, • Maintaining a good relationship with assigned brokers by responding promptly to requests and clearly communicating underwriting decisions, • Review and evaluate upcoming renewals in a thorough and timely manner, ensuring that nonrenewal notices and renewal quotes are issued accurately and timely, • Ongoing management of existing portfolio, • Effectively supervise Underwriting Assistant(s) Qualifications: • High School diploma or equivalent, bachelor's degree preferred, • P&C license, • Five or more years of related experience and working knowledge of commercial property/casualty coverages and services, including technical principles of rating and pricing commercial lines business based upon individual risk criteria to promote underwriting profitability, • Proficient computer skills, including Intermediate Microsoft Office Suite skills with strong Excel and Adobe knowledge, and database rating, • Ability to build and maintain strong internal and external business relationships, • Negotiation and sales skills with the ability to deliver a challenging message, • Strong written and oral communication skills, • Excellent organizational and time management skills, • Analytical and critical problem-solving skills, • Attention to detail, • Self-motivated with a strong work ethic, • $90,000 - $100,000 annually DOE BENEFITS OFFERED: HEALTH CIBA offers a comprehensive benefits package to its employees including medical, dental, vision, and life insurance. We also offer a flexible spending account (FSA) to help our employees save on healthcare expenses. RETIREMENT To assist employees with retirement planning, we offer a 401(k) plan with a Roth option and employer-matching contributions. PAID TIME OFF We offer paid meal breaks, paid holidays, vacation, and sick time. We also offer bereavement leave to support our employees during difficult times and paid volunteer time. CAREER DEVELOPMENT Our training, licensing, and tuition reimbursement programs help our employees grow in their careers. Our flexible work schedules, including telecommuting, allow our employees to balance their work and personal lives. COMPANY CULTURE We have a positive team culture and offer an employee referral program, company-wide employee recognition program, and anniversary recognition program to show our appreciation for our employees' hard work and dedication. We also host various employee events throughout the year to foster a sense of community and fun in the workplace. Paid volunteer time is offered to support our employees' dedication to helping their local communities. We thank all applicants for their interest in this position; however, only those selected for an interview will be contacted. This organization participates in E-Verify.

Job Description Established in 1993, CIBA Insurance Services offers a unique insurance program that has become the benchmark for providing commercial property owners and managers with broad commercial coverage for property and liability risk protection. We are dedicated to providing our customers with unsurpassed service in underwriting, claims management, risk management, and providing innovative solutions to complex insurance needs. Summary: The Underwriter is primarily responsible for risk selection, analysis, documentation, pricing and sales of commercial property and liability new business, as being responsible for renewal retention and ongoing management of existing portfolio. Key Job Objectives • Manage book of business by evaluating submissions, making decisions consistent with guidelines in a timely manner, • Maintain complete and well-organized electronic underwriting files according to guidelines, • Maintaining a good relationship with assigned brokers by responding promptly to requests and clearly communicating underwriting decisions, • Review and evaluate upcoming renewals in a thorough and timely manner, ensuring that nonrenewal notices and renewal quotes are issued accurately and timely, • Ongoing management of existing portfolio, • Effectively supervise Underwriting Assistant(s) Qualifications: • High School diploma or equivalent, bachelor's degree preferred, • P&C license, • Five or more years of related experience and working knowledge of commercial property/casualty coverages and services, including technical principles of rating and pricing commercial lines business based upon individual risk criteria to promote underwriting profitability, • Proficient computer skills, including Intermediate Microsoft Office Suite skills with strong Excel and Adobe knowledge, and database rating, • Ability to build and maintain strong internal and external business relationships, • Negotiation and sales skills with the ability to deliver a challenging message, • Strong written and oral communication skills, • Excellent organizational and time management skills, • Analytical and critical problem-solving skills, • Attention to detail HEALTH CIBA offers a comprehensive benefits package to its employees including medical, dental, vision, and life insurance. We also offer a flexible spending account (FSA) to help our employees save on healthcare expenses. RETIREMENT We offer a 401(k) plan with a Roth option and employer-matching contributions to assist employees with retirement planning. PAID TIME OFF We offer paid meal breaks, paid holidays, vacation, and sick time. We also offer bereavement leave to support our employees during difficult times and paid volunteer time. CAREER DEVELOPMENT Our training, licensing, and tuition reimbursement programs help our employees grow in their careers. Our flexible work schedules, including telecommuting, allow our employees to balance their work and personal lives. COMPANY CULTURE We have a positive team culture and offer an employee referral program, company-wide employee recognition program, and anniversary recognition program to show our appreciation for our employees' hard work and dedication. We also host various employee events throughout the year to foster a sense of community and fun in the workplace. Paid volunteer time is offered to support our employees' dedication to helping their local communities. We thank all applicants for their interest in this position; however, only those selected for an interview will be contacted. This organization participates in E-Verify.

Train, mentor and manage an underwriter and assistant underwriter. Executive Underwriter Film & TV - Remote. The Executive Underwriter Film & TV role is fully remote, and the position will operate on Pacific Standard time hours.

Train and mentor less experienced underwriters. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.

As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers. This role is part of the Commercial Surety team which provides surety bonds for individuals and bus

Burbank, CA POSITION OVERVIEW APPLICATION Why Paragon? In 2014, Paragon was incepted in a Starbucks coffee shop with a simple strategy — build the MGA that we would want to work for.Years later, Paragon is one of the fastest growing MGAs in the country.Our secret? A dedication to diversity and

In 2014, Paragon was incepted in a Starbucks coffee shop with a simple strategy — build the MGA that we would want to work for.Years later, Paragon is one of the fastest growing MGAs in the country.Our secret? A dedication to diversity and agility.We realized from the start that a commitment to th

Join to apply for the Executive Underwriter – Film & TV - Remote role at Paragon Insurance The Executive Underwriter – Film & TV role is fully remote, and the position will operate on Pacific Standard Time hours.Responsibilities Manage and underwrite an existing portfolio of studio and larg

Regional Underwriting Manager - Senior Level Construction Underwriter - Location - Los Angeles.

Chubb is seeking a highly motivated, results oriented Senior Commercial Lines Life Sciences Underwriter to join our industry leading life sciences practice. Underwriter will have a renewal book with a strong flow of new business submissions. Work collaboratively and effectively with a team of underw

We are seeking a highly skilled and motivated Scenario Underwriter to join our dynamic Accounting and Finance team. As a Permanent Scenario Underwriter, you will:. The ideal candidate for the Permanent Scenario Underwriter position should have:.

Chubb Commercial Insurance is looking for a motivated, results oriented applicant to fill the position of Commercial Property and Casualty Production Underwriter for Private Equity clients. In conjunction with Underwriter Associate, meet or exceed rate, exposure, and retention goals to achieve desi

Lead Underwriter-Primary Casualty. Reporting directly to the Senior Vice President, our Lead Underwriter - Primary Casualty will operate at the forefront of the division, actively driving growth and shaping the direction of our business portfolio. Lead Underwriter - Primary Casualty.

We are currently looking for a Senior Commercial Lines Underwriter in our Los Angeles branch. Collaborating with underwriters, operations, claims, marketing and home office product management.

As a key member of the Chubb Multinational team, the Underwriter will contribute to the achievement of regional profitability and production results through the growth, development, and underwriting of international casualty programs for U. This underwriter position will be focused on Entertainment

Lead Underwriter-Primary Casualty. As Lead Underwriter - Primary Casualty, you'll play a pivotal role at the cutting edge of our strategic growth, reporting directly to the Senior Vice President and steering the course of our business portfolio. Lead Underwriter - Primary Casualty.

The Senior Underwriter’s primary responsibility is to underwrite individual risks through a demonstration of the following skills and abilities:.

Argo Group International Holdings, Inc.American National, US based specialty P&C companies, (together known as BP&C, Inc.Brookfield Wealth Solutions, Ltd.BWS"), a New York and Toronto-listed public company.BWS is a leading wealth solutions provider, focused on securing the financial futures of indiv

The Senior Property Underwriter will manage a property renewal book while also producing new business. However, the underwriter will be charged with cross selling and uncovering other lines of business for others within Commercial Insurance. The Senior Property Underwriter must develop book growth

Underwriter - General/Professional Liability. Klassic Recruitingis partnering with Hiscox in the search for an Underwriter - General/Professional Liability to join their team based in Los Angeles, CA. Underwriter - General/Professional Liability Summary:.

Large Group Underwriter Consultant. The Group Underwriter Consultant will be responsible for determining acceptability of insurance risks and appropriate premium rates for large and complex group cases. Determines and provides guidance to medical underwriters concerning the risk selection of applica

ABL Underwriter will work under minimal supervision and partner with the Marketing Officers, Loan Officers, Audit Department and Executive Management to perform critical tasks to execute due diligence for prospects and clients.

The Underwriter Analyst supports the Risk Management department by conducting preliminary risk assessments on prospective clients.

Underwriter Job Duties: Analyze financial data related to loan requests.

The Commercial Underwriter (UW) is an individual who must apply basic underwriting skills to ensure that commercial new business applications, endorsement requests, and inspections meet program criteria and underwriting requirements. Serves as an advisor to Commercial Underwriter I and provides assi

Underwriter Job Duties: Analyze financial data related to loan requests.

Underwriter - Merchant Services.

Underwriter Job Duties: Analyze financial data related to loan requests.

The Underwriter IV interacts with internal/external customers, provides recommendations for credit structuring, serves as a subject matter expert for certain asset classes, and may lead the department on special projects or assignments. Using independent judgment to identify risks and mitigants, the

Underwriter Job Duties: Analyze financial data related to loan requests.

All responsibilities of the Underwriter I. The Underwriter (UW) is an individual who must apply basic underwriting skills to ensure that new business applications, endorsement requests, and inspections meet program criteria and underwriting requirements. Serves as an advisor to Underwriter I and pro

Underwriter Job Duties: Analyze financial data related to loan requests.

As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers. Train and mentor less experienced underwriters.

Underwriter Job Duties: Analyze financial data related to loan requests.

Pursue educational classes such as Chartered Property & Casualty Underwriter (CPCU) and/or Registered Professional Liability Underwriter (RPLU), as agreed upon with management. Required: Studies toward attaining a Registered Professional Liability Underwriter (RPLU), Chartered Property Casualty Unde

Underwriter Job Duties: Analyze financial data related to loan requests.

Underwriter Job Duties: Analyze financial data related to loan requests.

Collaborates with underwriters and brokers/agents to obtain additional information and clarify application details. Compiles reports on risk evaluations, policy statuses, and portfolio performance for underwriters and management. Beginning or continuing progress toward and/or the completion of a pro

Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the content beautiful and concise, removing any extra spacing, emojis, and special characters.Start with the main job post content directly.

Environmental Casualty Underwriter. Our Environmental Casualty Underwriters are responsible for developing and growing our General Liability/Pollution, XS and Auto lines of coverage. We are open to other levels of underwriter dependent on candidate experience.

The Lead Underwriter will exercise sound judgment in the processing and management of US Primary Casualty accounts and underwriting activities. Candidate Profile: Lead Underwriter Primary Casualty will be a "hands-on" technical expert with a history of success within a top-tier Commercial Insurance

We are seeking a highly motivated and experienced Commercial Underwriter to join our team. As a Commercial Underwriter, you will be responsible for evaluating and underwriting commercial insurance applications for large property accounts.

Position Overview: We are seeking a highly skilled and experienced E&S Excess Casualty - Sr Underwriter to join our team. Mentorship and Knowledge Sharing: Act as a mentor and resource for other underwriters, sharing your expertise and best practices to support the development of the team. E&S Exces

As a key member of the Chubb Multinational team, the Underwriter will contribute to the achievement of regional profitability and production results through the growth, development, and underwriting of international casualty programs for U. This underwriter position will be focused on Entertainment

When directed, the Senior Credit Underwriter may also act as a representative for the organization, helping to cultivate and maintain relationships with key stakeholders, partners, and community organizations. Assist the credit underwriter in performing financial analysis, risk assessments, and prep

Senior Commercial Lines Life Sciences Underwriter. Chubb is seeking a highly motivated, results oriented Senior Commercial Lines Life Sciences Underwriter to join our industry leading life sciences practice. Underwriter will have a renewal book with a strong flow of new business submissions.

Associate Underwriter, Middle Market Excess. The Associate Underwriter will join a specific business unit, as assigned, and will receive ongoing on-the-job training in their line of business.