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Job DescriptionActively seeking an experienced Commercial Loan Underwriter to: • Evaluate commercial credit requests., • Prepare and recommend credit authorizations., • Analyze and interpret profitability, cash flow, credit reports and financial ratios to determine if they meet guidelines., • Evaluate and verify collateral., • Analyze borrower's competitive and economic sensitivities, general business conditions and management., • Determine borrower credit worthiness/risk factors, and recommend risk mitigation measures., • Prepare credit authorization memorandum (CAM) and recommend credit approval. Includes financial review report and opinion of credit risk., • Prepare problem loan report and comment on current financial status of borrower., • Assist account officers with management of loan portfolios.Job Requirements, • 5+ years of C&I and CRE loan underwriting experience, • Bachelor’s degree in business, accounting or equivalent training and experience(preferred), • Knowledge of commercial credit products, concepts, processes, and functions, • Knowledge of business management and planning tools, including financial statements and ratios, budgets, inventory and accounts receivable turnover, • Ability to analyze and interpret financial statements, business reports and legal documents, • Knowledge of applicable federal/state banking regulations Effective math skills, including ratios, percentages, interest and amortization

Job DescriptionAbout JazzX AI: Vision: Enterprises operating on institutional intelligence—governed, self-improving, and scalable beyond individual expertise. JazzX AI is defining the future of enterprise work—by building AI-native digital workers that actually get the job done.We believe enterprises don't scale expertise—they lose it. Knowledge stays trapped in individuals, judgment gets applied inconsistently, and the best talent spends time on work that should run itself. We're changing that. JazzX AI transforms messy enterprise reality into institutional intelligence: governed digital workers that capture expert judgment, make every decision explainable, and continuously improve through real-world execution. The result is faster decisions, higher-quality outcomes, and reliable execution at scale—in domains where getting it wrong isn't an option.We're starting with lending and due-diligence workflows—complex, regulated, high-stakes. From here, we're building the backbone for enterprise intelligence across industries.This is early-stage, hard, and consequential work. If you want to be part of bringing AI systems to market that actually run in production, handle real complexity, and deliver real outcomes—not demos, not chatbots—JazzX AI is the place. Headquartered in Los Altos, CA. Backed by SAIGroup.About SAIGroup :SAIGroup a private investment firm that has committed $1B to build and scale next-generation, AI-powered enterprise software companies. SAIGroup's portfolio serves 2,000+ global enterprise customers, generates nearly $800M in annual revenue, and employs 4,000+ people worldwide — providing JazzX AI with long-term capital, deep operating expertise, and access to real-world enterprise scale from day one. Learn more about JazzX AI: Website: LinkedIn: Learn more about SAIGroup: Website: Role Overview As JazzX's Mortgage Underwriting SME, you will be the single-domain authority for residential mortgage underwriting across product, engineering, and operations. You will own how underwriting decisions are defined, explained, validated, and operationalized into the JazzX Mortgage Application — ensuring that automated underwriting and assistant experiences faithfully reflect real-world practice, are defensible for regulatory and secondary-market needs, and meaningfully improve outcomes across personas (loan officer, processor, underwriter, closer, post-close QC, servicing). This is a hands-on position. You will perform representative underwriting assessments, translate rules and compensating-factor logic into machine-actionable decisioning, lead validation of AI-assisted underwriting, map persona-driven workflows and handoffs, and train product and operational teams so the application reliably reduces rework and accelerates decision throughput. What You'll Do Hands-On Underwriting & Decision Documentation • Underwrite a representative set of U.S. residential mortgage loans (purchase, rate-term refinance, cash-out, manual AUS, AUS overrides) and document outcomes in a compliance-ready format (approve/suspend/decline + detailed rationale, conditions, and exception handling)., • Decompose underwriting decisions suitable for automation., • Map end-to-end underwriting and fulfillment workflows across personas (loan officer, processor, underwriter, closer, post-close QC, servicing, investor delivery). Identify handoffs, data dependencies, common failure modes, and opportunities to reduce rework., • Design and run validation programs that blind-test AI/automation outputs against manual underwriter decisions; quantify discrepancies, root causes, and risk., • Specify how underwriting conditions are generated, assigned, prioritized, escalated, and cleared; map condition ownership to personas and LOS fields., • Ensure underwriting logic and automation are defensible for regulatory purposes and secondary-market delivery (post-close QC, investor specs)., • Serve as primary domain reviewer for underwriting product specs, test plans, and release readiness. What We're Looking For Required Qualifications • 10+ years of hands-on U.S. residential mortgage underwriting experience in senior or specialist roles, including manual underwriting and AUS override experience., • Deep, current knowledge of Fannie Mae, Freddie Mac, FHA, VA, USDA, and other common investors, AUS findings interpretation, compensating factors, and how investor specifications interact with underwriting decisions., • Demonstrated understanding of the responsibilities, incentives, and information flows for loan officers, processors, underwriters, closers, post-close QC teams, servicing teams, and investor/secondary functions., • Practical experience with major LOS platforms and the ability to map LOS fields and data schemas to underwriting rules and conditions., • Strong analytical skills and experience designing validation/QA programs comparing automated outputs to human decisions., • Ability to translate complex underwriting policy into actionable rules and traceable decision records., • Comfort working in cross-functional product and engineering settings; able to specify field mappings, and acceptance criteria., • Strong attention to detail and a validation mindset — you can quantify risk, diagnose root causes, and recommend prioritized fixes., • Experience at large retail or independent mortgage lenders, investor/servicers, or lender-facing technology vendors., • Prior involvement in underwriting automation, post-close QC programs, or secondary-market delivery initiatives., • Advanced degree or certifications related to mortgage lending, risk, or financial services. Why Join JazzX AI - What draws people to JazzX AI is the opportunity to build something truly foundational. We are at the beginning of a new era — one where enterprise systems will no longer be static tools, but dynamic collaborators that learn, reason, and evolve alongside the people who use them. At JazzX AI, you'll help build a platform that redefines how work happens in the AGI era. JazzX AI brings together vision, deep technology, and purpose. This is not about experimenting with AI features; it's about turning the promise of AGI into practical, auditable, and human-aligned systems that enterprises can trust and rely on at scale. The work here directly impacts productivity, efficiency, and decision-making in complex, real-world environments. If you're motivated by building systems that matter — systems that combine intelligence with responsibility — JazzX AI offers the chance to do that work at a deeper level, with real ownership and lasting impact.

Job DescriptionJob Title: Commercial Lines Account Manager | Client Service Manager | CSRSalary: $70k- $80k base salaryLocation: San Jose, California | Hybrid (willing to consider fully remote for the right candidate) Job Overview: The Commercial Lines Account Manager serves a critical role in our organization, managing a diverse portfolio of commercial insurance accounts. This individual is the primary contact for our clients and is responsible for nurturing these relationships by understanding their needs, providing excellent service, and ensuring their coverage aligns with their business requirements. Key Responsibilities: • Oversee and manage a book of commercial lines accounts, ensuring high levels of customer satisfaction., • Respond to client inquiries regarding policy and coverage promptly and professionally., • Conduct policy reviews, recommend coverages, and prepare proposals for renewal business and/or additional lines of coverage., • Work closely with producers to market new business and negotiate renewals, ensuring optimal coverage/cost ratios., • Establish and maintain strong relationships with carrier representatives and underwriters., • Understand and utilize agency management software and carrier online rating portals efficiently., • Maintain accurate and detailed client and policy information within the agency management system., • A minimum of 5-7 years of experience in commercial lines account management or related role in the insurance industry., • Property and Casualty license required., • Preferred designations: Certified Insurance Counselor (CIC), Chartered Property Casualty Underwriter (CPCU), or equivalent., • Proficiency in agency management software, preferably Applied (TAM or EPIC) or AMS360., • Strong knowledge of various types of commercial insurance policies., • Excellent written and verbal communication skills to effectively communicate with clients, team members, and carriers., • Ability to manage multiple tasks, set priorities, and meet deadlines.

Insurance Underwriter - Dealerships - Auto Truck Boats - San Jose, CA Insurance Underwriter Underwriting Commercial Lines Franchise Automobile Truck Boat Dealerships Open Lots Property Casualty Excess Surplus Reinsurance General Liability _. CONSIDERED EXPERIENCE INCLUDES: Insurance Underwriter Unde

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

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