Underwriter

• Learn to deliver Middle Market banking products and services, including loans, deposits, treasury management services, interest rate products, capital markets, wealth management, and other fee income business
• Focus on credit framework and analysis
• Learn the prospecting process to acquire new clients and expand existing client relationships
• Participate in research, analytics, projects, strategy, process review and improvement, and technology enhancements and support
• Attend professional development sessions, informational meetings, networking, and community service events
• Work with a dedicated manager and program manager
• Complete an assigned business-aligned project to improve a process or solve a problem
• Present the project to local leaders and key stakeholders
• Prepare and deliver a wrap-up presentation to the division leader and other key stakeholders outlining accomplishments and internship experience

Summer Intern – Middle Market Underwriting/Portfolio Management

• Support a new product within the Executive Assurance team
• Build workflows and develop SOPs
• Drive change and adapt to evolving business needs
• Issue policies and endorsements
• Document and set up files
• Review account information for data entry into appropriate systems
• Order, prepare and/or update reports
• Perform policy rating and/or initial entry into rating model
• Process underwriting transactions and requests
• Correspond with brokers for information at the Underwriter’s request
• Handle booking and invoicing
• Coordinate services with other service units
• Complete other duties and special projects as assigned
• Partner with underwriters, corporate resources, and global teams to meet key commitments

Underwriter jobs in California

Summer Intern – Middle Market Underwriting/Portfolio Management

Underwriting Service Specialist