4 underwriting assistant jobs found in Pittsburgh, PA

Job Responsibilities and Requirements Assume overall responsibility for managing undedicated client accounts ranging from 2 to 99 lives. This role serves as the main contact for the client for ongoing service and is the customer’s resource for consultative advice on contracts, plan structure, financial and renewal questions, escalation of claim issues, and other administrative aspects of their plan. Account Management Understand client business, issues, and needs thorough required proactive phone contact; Works with peers to build and maintain positive ongoing client relationships. Provides continual education to client on Reliance processes, policies, and procedures, including web-site services and navigation.  Working as team, responds to customer inquiries regarding coverage questions, billing issues, underwriting status updates, and other aspects of the benefit plans Works closely with resolution specialists in billing, underwriting, claims, and other...

Description Summary: The New Markets Tax Credit (NMTC) Business Development Associate Project Manager will work on equity and debt underwriting and project management of NMTC and co-manage the internal relationships with the closing teams and external developer relationships. This role will be located at the Huntington Pittsburgh Vision office, 116 15th Street, Pittsburgh, PA 15222. Duties and Responsibilities: Underwriting debt facilities and equity investments and coordinating successful closings with all internal and external groups Acting as a contact with the developer during the underwriting and closing process Financial modeling of sources and uses, capital stack, development budget, operating budget pro forma, cash flow, benefit schedule, and other relevant analyses Basic proficiency in understanding and identifying associated risks, and the ability to describe and/or devise...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with oversight, guidance, and input from other senior members of the team. This also includes growth on the current book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating. Essential Functions Quality, Client Service & Expertise Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. With oversight, guidance and input from the CE/Producer: Participate in annual...

Description Summary: The Mortgage Loan Officer - Retail position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community. Duties & Responsibilities: Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school diploma or GED...