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Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based in the San Antonio, TX campus . Relocation assistance is not available for this position. What you'll do: * Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. * Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. * Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. * Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. * Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. * Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s). * Monitors legislative initiatives that may impact economy, society, and personal financial situation. * Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's * products and services. * May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. * Serves as a resource to less experienced team members on escalated issues of a routine nature. * Guides and influences less experienced team members. Work Hours: * Monday – Friday / 7:30am – 7:00pm (Central) * An 8 hour shift will fall within these hours * This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: * High School diploma or GED * Required maintenance of Life/Health license * Required annual completion of AHIP and Broker/Carrier appointments when applicable. * 1 year of financial industry and/or life sales experience * Experience delivering frequent written and oral communication * Experience acquiring and applying new concepts and information * Experience processing and analyzing information * Experience fulfilling requests and meeting deadlines * Experience resolving conflict and negotiating * Experience multi-tasking in an operating systems environment * Experience participating in or leading teams * Successful completion of a job-related assessment may be required What sets you apart: * 2+ years experience working in Sales with life insurance * 1+ years experience working in a call center environment * CLU® - Chartered Life Underwriter or comparable designation * US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470.00 - $105,420.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity USAA is seeking a talented Manager, Life Solutions to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security. Motivates staff toward the attainment of acquisition goals and develops employees through regular coaching and feedback that leads to improved long-term sustainable results. Executes process improvements and leads organizational process changes to improve member and employee experiences. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based on the San Antonio campus. Relocation assistance is NOT available for this position. What you'll do: * Leads and develops a team of professional licensed advisors to provide best in class Health, Life, or Retirement advice and solutions to members to improve their financial security. * Contributes to the achievement of Life Co member, product, and financial goals through team’s performance. Effectively coaches employees on sales processes and opportunities to improve overall sales results. * Proactively identifies opportunities to improve operational effectiveness in Life, Health, or Retirement Income, resulting in reducing manual processes and expenses. Works with key stakeholders to implement solutions to improve operational effectiveness and performance standards to drive improved acquisition results. * Maintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes, and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income. * Develops required operational tools and processes including workflow development, systems enhancements, and selection of other technical resources needed. * May fulfill the responsibilities of a securities principal: In conjunction and coordination with Securities Counsel and Securities Compliance, provides research and documentation support for use in responding to regulatory authority inquiries and audits. * Responsible for the resolution of complex operations issues and/or member escalations. * Maintains compliance with company policies, procedures, and all applicable state and federal laws, rules, and regulations. * Collaborates with strategic third-party vendors that helps USAA provide brokered products including Final Expense, Universal Life Insurance, Medicare Advantage & Prescription Drug Plans. Coordinates training/onboarding/development of third-party staffing to assist with seasonal call volumes. * Responsible for efficient call center operating model that adheres to employee and member experience KPIs. * Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. * Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: * Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor’s degree) * 6 years of experience in financial services operations to include process improvement. * 2 years of direct team lead, supervisory, or management experience required. * Experience implementing and managing business process improvements. * Extensive sales experience in the Health, Life, or Retirement industry. * Demonstrated knowledge of financial products and services relevant to life, health insurance, or retirement income. * Knowledge of federal laws, rules, regulations, and applicable guidance to include NY Regulation 187, NY Reg 60, Best Interest, and CMS (Centers of Medicare and Medicaid Services). * Ability to complete AHIP (America’s Health Insurance Plans) and Strategic Partner carrier certifications. What sets you apart: * US military experience through military service or a military spouse/domestic partner * Current Life and Health license * 3 or more years of direct management experience leading sales teams in Insurance and/or Financial Services industries. * 1 or more years of working experience with Life, Health, or retirement income products * Experience working/managing in a call center environment. * Chartered Life Underwriter (CLU) or related industry designation Compensation range: The salary range for this position is: $85,040 - $153,080 USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members’ individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based in the San Antonio, TX campus . Relocation assistance is not available for this position. What you'll do: - Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. - Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. - Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. - Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. - Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. - Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s). - Monitors legislative initiatives that may impact economy, society, and personal financial situation. - Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's - products and services. - May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. - Serves as a resource to less experienced team members on escalated issues of a routine nature. - Guides and influences less experienced team members. Work Hours: - Monday – Friday / 7:30am – 7:00pm (Central) - An 8 hour shift will fall within these hours - This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: - High School diploma or GED - Required maintenance of Life/Health license - Required annual completion of AHIP and Broker/Carrier appointments when applicable. - 1 year of financial industry and/or life sales experience - Experience delivering frequent written and oral communication - Experience acquiring and applying new concepts and information - Experience processing and analyzing information - Experience fulfilling requests and meeting deadlines - Experience resolving conflict and negotiating - Experience multi-tasking in an operating systems environment - Experience participating in or leading teams - Successful completion of a job-related assessment may be required What sets you apart: - 2+ years experience working in Sales with life insurance - 1+ years experience working in a call center environment - CLU® - Chartered Life Underwriter or comparable designation - US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470.00 - $105,420.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Private-Held Niche Commercial Insurer Hiring a Program Manager to Lead Insurance Programs This Jobot Job is hosted by: Caitlyn Hardy Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $125,000 per year A bit about us: A niche commercial insurer that partners with brokers to serve specialty business insurance needs with tailored solutions, supported by experienced management and reinsurance backing, is currently hiring a Program Manager for their Scottsdale, AZ or Manhattan, NY offices. The Program Manager will drive the execution and success of insurance programs, partnering closely with MGAs to ensure strategic alignment, compliance, and strong performance. This role owns ongoing operations, program reviews, structural management, and cross-team collaboration to deliver seamless program execution. Why join us? • Competitive health benefits, • Retirement savings plans, • Performance incentives, • Professional development opportunities, • PTO, • 401k • More! Job Details Responsibilities: • Lead onboarding, implementation, and ongoing management of insurance programs with MGAs, • Build and maintain strong MGA relationships; monitor performance, compliance, and contractual adherence, • Oversee program agreements, regulatory filings, rate approvals, and form development, • Conduct quantitative and qualitative program reviews, including financial performance, risk assessment, and ROI analysis, • Define program structures and coordinate cross-functionally with product, actuarial, underwriting, IT, and accounting teams, • Track, analyze, and report program and claims performance to senior leadership, supporting audits and special projects as needed, • Bachelor’s degree in Business, Insurance, Risk Management, or a related field (MBA a bonus)., • 5+ years of experience in insurance program management, MGA operations, or a related field., • Expertise in program implementation, regulatory compliance, and contract management., • Technical: Advanced Excel skills (charts, tables, formulas), accounting knowledge, and data analytics expertise., • Analytical: Strong quantitative and qualitative evaluation capabilities., • Excellent communication and organizational skills for cross-departmental collaboration., • Familiarity with statistical reporting, Schedule F penalties, and compliance standards., • ARM (Associate in Risk Management), • CPCU (Chartered Property Casualty Underwriter), • PMP (Project Management Professional) Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Our Small Commercial Underwriting department is seeking a Senior Portfolio Underwriter to join the team in the Pacific North West.This is a Full-time, Exempt role.This position is eligible for a hybrid or a fully remote work arrangement.The actual job title and level may be flexible dependent on can

With 11 branch offices in 10 states, BITCO provides quality insurance services to special industries including construction, forest products and oil & gas. We are seeking a skilled Commercial Underwriter to evaluate commercial insurance applications and drive profitable new and renewal business with

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity The Associate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week, with the opportunity to move to a hybrid schedule after 6 months. This position will be based at the following locations: San Antonio, TX, Colorado Springs, CO Campus. Relocation assistance is not available for this position. What you'll do: * Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. * Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. * Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. * Develops and communicates appropriate life insurance strategies based on individual member needs. Provides basic protection advice and strategies. Life Regulatory will refer members to Life Sales representative for advice and recommendations. * Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. * Motivates member to take action on recommendation(s) and resolves objections using basic sales techniques and developing persuasion skills. Implements recommendation(s). * Monitors legislative initiatives that may impact economy, society, and personal financial situation. * Educates membership on implications of economic, industry trends, and tax law changes, as well as USAA's products and services. * May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Work Hours: * Monday – Friday / 7:30am – 8:00pm (Central) * An 8 hour shift will fall within these hours * This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: * High School diploma or GED * Required maintenance of Life/Health license and/or acquisition within 90 days * Required annual completion of AHIP and Broker/Carrier appointments when applicable. * Up to 1 year of financial industry and/or life sales experience * Experience delivering frequent written and oral communication * Experience acquiring and applying new concepts and information * Experience processing and analyzing information * Experience fulfilling requests and meeting deadlines * Experience resolving conflict and negotiating * Experience multi-tasking in an operating systems environment * Experience participating in a team environment * Successful completion of a job-related assessment may be required What sets you apart: * Active Group 1 Life and Health license * 1+ yrs experience working in Sales with life insurance or financial services products * 1+ yrs experience working in a call center environment * CLU - Chartered Life Underwriter or comparable designation * US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $45,470.00 - $79,110.00. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Description AboutUs Simply put, our mission is to simplify the employment challenges of business and has been since 1998, when we started eEmployersSolutions, Inc. (eESI)as a licensed Professional Employer Organization (PEO). We are a privately held company with headquarters in San Antonio, Texas. We are seeking a Strategic BusinessConsultant to join our team. OurCulture The cornerstone of our culture is our people. Our culture is reinforced by our core values of integrity, service excellence, agile innovation, tenacity, and mastery of craft. At ESI, we provide opportunities to build strong connections, career development, engagement, and fun. Work/Life Balance We believe in the overall well-being of our team members and encourage time away to recharge, volunteer, and give back to our communities. Position Summary The Workers’ Compensation Underwriter is primarily responsible for evaluating, approving, and providing guidance on workers’ compensation exposures for new and existing PEO clients. Operating independently within defined authority limits, this role analyzes payroll, classifications, loss history, and operational hazards to ensure underwriting decisions align with company standards, regulatory requirements, and profitability objectives. In addition to underwriting responsibilities, this position provides operational support to the workers’ compensation program, including claims monitoring, compliance reporting, and stakeholder communication. The ideal candidate is analytical, resourceful, and creative, with the ability to make independent decisions while collaborating across the risk and claims teams. Essential Job Duties and Responsibilities • Evaluate new business submissions and renewal accounts to determine eligibility and exposure within underwriting guidelines., • Approve coverage, provide general quotes, and operate independently within defined binding authority., • Analyze payroll, classifications, worksite operations, and loss history to assess risk quality and compliance., • Identify operational hazards and recommend risk mitigation strategies prior to approval., • Review class codes, rates, and premium accuracy to ensure proper underwriting and profitability., • Prepare and support carrier submissions, including gathering required documentation and responding to underwriting inquiries., • Collaborate with sales, service, and Risk team members to obtain operational details necessary for risk assessment., • Conduct classification audits and verify accuracy for premium and exposure purposes., • Review top loss drivers and recommend corrective underwriting actions or operational improvements., • Provide guidance and risk analysis to support claims management and loss control initiatives., • Maintain accurate policy records, including positions, worksite locations, coverage updates, and terminations., • Assist in injury reporting compliance, including OSHA 300 and 300A logs, as needed., • Produce EMR letters, loss runs, and Certificates of Insurance to support client and carrier requirements., • Participate in program audits and internal reviews to ensure operational and regulatory compliance., • Serve as a point of contact for internal and external stakeholders regarding underwriting, risk evaluation, and program questions., • Cross-train within the Risk department to provide continuity and operational support as required., • Support new client implementation and onboarding within the workers’ compensation program., • Identify opportunities to improve underwriting processes, efficiency, and overall program performance., • Maintain knowledge of state regulations, PEO-specific exposures, and industry trends to inform underwriting decisions., • Strong understanding of workers’ compensation underwriting principles and classification systems., • Ability to evaluate risk exposure, loss trends, and operational hazards with independent judgment., • Creative problem-solving and analytical thinking to support underwriting and operational decisions., • Strong written and verbal communication skills, including the ability to explain underwriting decisions to clients and internal teams., • Ability to manage multiple priorities in a fast-paced, deadline-driven environment., • Knowledge of OSHA reporting requirements and PEO-specific compliance considerations., • Proficiency in CRM systems and Microsoft Office applications., • Bachelor’s degree in Risk Management, Insurance, Business, or related field preferred., • 2–5 years of workers’ compensation underwriting, risk management, or related experience; PEO experience strongly preferred., • Experience with classification audits, payroll review, and exposure analysis required., • Professional designations (AU, CPCU, IIA) are a plus., • Company contributions to medical, dental, $50,000 Basic Life Insurance, and Virtual Health., • Paid time off and paid volunteer time off, • Company match to 401k We run our business on the Entrepreneurial Operating System (EOS). We are committed to having a healthy, focused leadership team and organization that makes continual progress toward achieving everything in our vision.

Job DescriptionDescription: Legacy Mutual Mortgage is an outstanding full service residential mortgage lender originating, underwriting and closing conventional, jumbo, FHA, VA and USDA mortgage loans. In business since 2005, we are dedicated to meeting the home loan needs of individual homebuyers while working with our real estate partners. Our team members are the key to Legacy’s success, and we are looking for highly motivated, qualified individuals to join our talented team. The Processor will oversee the file management, communication, and revenue of the Loan Officer and/or Production Associate. The Processor will also be in direct communication with Underwriting, Clients, Realtors, Builders, and Business Partners. This position requires time management, precise communication and have working knowledge of all major investors and their guidelines. Essential Functions Include: • Researches all investor guidelines and is up to date in any and all changes that affect the processing or originating of loans in pipeline., • Clears any conditions that require communication to clients or referring partners., • Maintains up-to-date pipelines and lead tracker at all times., • Coordinates submitted files with Underwriting and Closing to meet file expectations., • Follows up on needs list to receive items back in a timely manner., • Submits second liens to appropriate investors., • Re-discloses files., • Must maintain regular attendance., • May perform other duties as assigned. Requirements: • High school diploma or equivalent., • Three years of mortgage processing, underwriting, originating, or a combination of all aspects preferred., • Must be able to work 40 hours a week during normal business hours., • Must be proficient in Word, Excel and Outlook applications., • Must be proficient in Desktop Underwriter/Desktop Originator, Loan Prospector, and Originations systems., • Must have excellent verbal and written communication skills., • Must have a positive attitude and maintain professionalism., • Must be dependable, self-motivated and require minimal supervision., • Must be proficient with major correspondent and wholesale channels and their guidelines, including their websites and pricing engines., • Must be organized and detail oriented. Legacy Mutual Mortgage is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

Job DescriptionExternal Applicants: Please apply through Prosperity Bank's Career Center at . Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Performs quantitative and qualitative credit analysis and underwriting for commercial loan requests. Works with commercial lending officers to understand and measure the risks associated with both new and existing client relationships and to create loan structures to mitigate these risks. Prepares written presentations summarizing loan opportunities with minimal turn-around times. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Analyzes client-specific financial statements, spreads, and ratios as well as broader industry and economic risks that could jeopardize loan repayment., • Receives instruction from loan officers to review credit issues and obtain additional information, including outside calls as required., • Prepare credit memorandums that summarize lending opportunities, the associated risks, and the proposed loan structure., • Describes how loan structures mitigate identified risks., • Identify high-risk credit situations and take appropriate action to ensure that the Bank is well protected., • Other duties as assigned. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. SUPERVISORY RESPONSIBILITIES: This role has no supervisory responsibilities QUALIFICATIONS Education/Certification: College degree in business or equivalent; or equivalent combination of education and experience. College coursework should include accounting, finance, and financial statement analysis. Completion of a banking internship desired. Required Knowledge: Proficient in Microsoft Word, Excel, and PowerPoint Experience Required: Skills/Abilities: Ability to read, analyze, and interpret financial statements, industry data, and customer profiles. Ability to produce both oral and written presentations. Ability to apply concepts such as trends, percentages, ratios, and proportions to practical situations. Ability to create and interpret projections based on extrapolation of financial data. Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical information in mathematical or diagram form and deal with several abstract and concrete variables. Ability to make appropriate judgments and decisions with limited guidance. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Excellent planning and organizational skills, including the ability to work independently. Strong written and verbal communications skills. Ability to maintain confidentiality and instill trust within the organization. Ability to multitask is essential. . PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) WORKING CONDITIONS None: No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply logical or scientific thinking to define problems, collect data establish facts and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables. Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra. Language Ability: Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. Ability to conduct training, communicates at panel discussions, and make professional presentations. Monday - Friday: 8:00AM - 5:00PM

Job DescriptionOur organization is currently seeking a talented and service-oriented junior loan officer. The successful candidate will have some experience in sales, exceptional communication and relationship-building skills, and a keen eye for detail. Our tight-knit team is dedicated to helping you succeed and offers the training you need to take your talents to the next level. If this sounds like you, apply now!Compensation: $50,000 Responsibilities: • Create personal relationships with loan applicants - offer additional information and answer questions about home mortgage products, • Interface between loan processor, senior loan officer/ mortgage loan originator, underwriter, mortgage lender or mortgage banker, and realtors on behalf of the applicant as needed to ensure a successful loan transaction, • Monitor sales pipeline, meet sales expectations, get referrals, and generate new business opportunities, • Assemble financial information to assist with loan applications, prepare loan files, and assess applicants’ financial situation and eligibility, • Discuss options with senior mortgage loan officer/ MLO to make a recommendation of which home loan products are best suited depending on applicant’s financial statusQualifications:, • High school diploma or equivalent required; Bachelor’s degree is desired, • Knowledge of guidelines for loan programs and various types of loans such as FHA, commercial loans, VA, etc is an asset, but not required, • Superb relationship, sales, communication, and MS Office skills are needed, • Experience in real estate, lending institutions, credit unions, financial services, or related fields is desired, but not required, • Possess the intention to complete a training program to obtain NMLS/ MLO/ state licenseAbout Company Mission Statement To be the organization of choice for learning based entrepreneurs committed to adding value to the lives of the people we serve. Core Values Learning Based – We will learn from all experiences and all people, objectively view the world and all the people in it, and we know that we can always improve ourselves by learning, by listening, by reading, being open to criticism, and accountability. Vulnerability – No one is perfect; we are willing to be vulnerable and open with each other, we are willing to take a chance in the face of rejection, failure, fear, and uncertainty as this discomfort will result in greater resilience and growth. Humility – We will listen to others, practice mindfulness, have gratitude for what we have, ask for help when we need it, seek feedback from others, and constantly review our actions against the language of pride.

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

Performs quantitative and qualitative credit analysis and underwriting for commercial loan requests.Works with commercial lending officers to understand and measure the risks associated with both new and existing client relationships and to create loan structures to mitigate these risks.Prepares wri

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

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