2 binding operations coordinator jobs found in Alpharetta

Description Summary: The Regional Banking Sales and Service Coordinator is responsible for the onboarding of new Regional Banking customers and managing the on-going relationship to ensure quality control and a “Simply the Best” customer experience for a group of Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews portfolio to uncover other business opportunities. Responsible for client service and client management utilizing a relationship plan/model. Duties and Responsibilities: Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales. Coordinate the due diligence and document-gathering necessary to get new and renewal loans documented and closed. Ensure...

Job Responsibilities Reviews individual accounts for exposure identification and acceptability of risk in accordance with company guidelines and standards. Sets up new business, renewal business applications for quoting, coordinates timely quote turnaround and reviews quote for accuracy. Supports renewals by ordering and analyzing reports, gathering information, and providing a checklist of what the underwriter needs to address at renewal. Coordinates renewal file information with the appropriate renewal underwriters and examiners. Verifies and validates data accuracy on submitted applications and documents, such as applicant information, policy information, and financial documents, to ensure that all required data is complete and accurate. Collaborates with the underwriting team to develop risk assessment strategies and protocols, which may include conducting market research, analyzing historical data, and identifying emerging risks. Prepares reports and presentations on...