Middle Market Lending Specialist jobs in Indiana
Middle Market Lending Specialist supports middle market lending activities with administrative, analytical, and client support activities. Collects and reviews middle market loan development information and prepares required analysis and documentation. Being a Middle Market Lending Specialist establishes good client relationships and potential for future referrals or cross-sell opportunities by responding to requests for information, answering questions about products, and coordinating other service resources. Performs loan portfolio tracking and generates reports to measure compliance with lending terms and policies. Additionally, Middle Market Lending Specialist keeps abreast of lending products, services, and policies. Typically requires a bachelor's degree. Typically reports to a manager. The Middle Market Lending Specialist occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Middle Market Lending Specialist typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Middle Market Lending Specialist jobs
Middle Market Sales Underwriting Specialist
- The Hanover Insurance Group
-
Indianapolis, IN
FULL_TIME
- Our Middle Market department is seeking a Sales Underwriter to join our growing team in our Indiana Territory. This is a full-time exempt role. Position Overview/Summary: Responsible for identifying, soliciting, underwriting and selling new and renewal Middle Market accounts that drive profitable growth and align with Industry Segments, appetite and mix goals. Apply advanced technical, sales and analytical skills to provide insurance solutions that help Hanover’s customers manage risk. Demonstrates a thorough understanding of Hanover’s strategies and appetites and will use internal and external data to make appropriate individual and portfolio risk decisions. Operates within a broad Letter of Authority for all underwriting decisions and with limited direction while managing an assigned book of business, generally with high technical complexity and coordination. Responsibilities/Essential Functions: Technical Underwriting Knows and applies advanced underwriting concepts including risk selection, exposure and hazard identification and control, coverage implications, and loss analysis. Uses all appropriate underwriting tools (e.g. RQI, WC RST, UWWS, and CLAY.), disciplines and knowledge of strategies to ensure underwriting guidelines are followed. Advanced knowledge of pricing components and rating methodology and correlates pricing to exposure, financial and competitive analysis. Completes file documentation according to best practices guidelines and state regulations and can clearly explain account decisions. Adheres to CAT guidelines and underwriting discipline to minimize exposure and appropriately price individual risks. Applies increased knowledge of CAT aggregation to decision making. Portfolio Management & Financial Acumen: Manages assigned portfolio to achieve gross written premium, profitability, rate, retention, industry and LOB mix, new business and portfolio management goals. Reviews key metrics and uncovers trends that may lead to new business opportunities with agents while achieving profitable growth in accordance with business strategies. Demonstrates an understanding of the market factors and trends that can affect pricing (i.e. distribution channels, competition, organization’s growth/ profit strategy, regulation, reinsurance costs and branding). Prepares or analyzes information on adverse underwriting decisions, rate appeals, underwriting requirements, status and declinations in order to drive results within the assigned territory. Supports the implementation of profit improvement initiatives with key agents. Sales Acumen & Customer Advocacy: Can identify, solicit, pipeline, negotiate, and close accounts aligned with MM branch strategy. Ability to profile assigned agency plant and to strategically market our capabilities to agents. Operates with a franchise perspective to identify and drive enhanced sell opportunities and create growth within other lines of business and customer segments. Utilize our value proposition to enhance agency economics, partner conversion and product specialization in partnership with local management. Prioritizes and drives effective relationship management and producer activities to build trust, facilitate negotiation, and secure commitment in order to improve yield and retention ratios. Keeps current on state/territory issues, regulations and trends. Utilizes market and competitor information to enhance agent relationships by becoming a trusted advisor. Through stewardship process engage at the customer level for the most complex and prominent accounts within their territory. Independently implements territory business plans, monitors performance, adjusts plan to ensure a substantial pipeline for future profitable growth. Makes sales presentations to agents and customers on a regular basis and participants in more complex accounts: Utilize Industry Solutions partners to augment sales process through enhanced knowledge transfer, strategic producer visits/sales calls, and effective training sessions for both agents and customers. Effectively utilize Claims, Risk Solutions and Operations to display service and/or technical expertise to build confidence in customers to further secure business opportunities. Required Skills, Key Competencies and Experience: Bachelor’s Degree or equivalent experience 3-7 years Underwriting experience, with a minimum of 3 years of experience underwriting MM accounts. 3 years of experience driving agency relationships resulting in profitable new and renewal business. May specialize /certify in one or more Industry Segments.
- 7 Days Ago
Lending Specialist
- Eastern Indiana Federal Credit Union
-
Castle, IN
FULL_TIME
- Achieving brighter financial futures is our slogan we live by to help our member-owners reach their financial goals. Serving our members quickly, professionally, and with a warm smile creates an atmos...
- 19 Days Ago
Lending Support Specialist (FT)
- Regional Federal Credit Union
-
Hammond, IN
FULL_TIME
- REGIONAL federal credit union a growing and leading provider of banking products and services in Northwest Indiana is seeking an experienced Lending Support Specialist to join our growing team. Qualif...
- 7 Days Ago
Fulfillment Specialist
- Thrive Market
-
Batesville, IN
OTHER
- ABOUT THRIVE MARKET Thrive Market was founded in 2014 with a mission to make healthy and sustainable living easy and affordable for everyone. As an online, membership-based market, we deliver the high...
- 1 Month Ago
Consumer Lending Sales Specialist - Full Time
- Advance America
-
Terre Haute, IN
FULL_TIME
- Address: 1800 E. Ft. Harrison, Ste. 14-A, Terre Haute, Indiana, United States - 47804 Bi-Lingual Spanish is a plus!! Since 1997, Advance America has helped millions of hardworking people with a variet...
- 14 Days Ago
Consumer Lending Sales Specialist - Full Time
- Advance America
-
Richmond, IN
FULL_TIME
- Address: 1721 National Rd. W., Richmond, Indiana, United States - 47374 Bi-Lingual Spanish is a plus!! Since 1997, Advance America has helped millions of hardworking people with a variety of personali...
- 14 Days Ago
Middle Market Lending Specialist jobs at Popular Companies
About Indiana
Indiana /ˌɪndiˈænə/ (listen) is a U.S. state located in the Midwestern and Great Lakes regions of North America. Indiana is the 38th largest by area and the 17th most populous of the 50 United States. Its capital and largest city is Indianapolis. Indiana was admitted to the United States as the 19th U.S. state on December 11, 1816. Indiana borders Lake Michigan to the northwest, Michigan to the north, Ohio to the east, Kentucky to the south and southeast, and Illinois to the west.
Before becoming a territory, various indigenous peoples and Native Americans inhabited Indiana for thousands of ye...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Middle Market Lending Specialist jobs
$54,226 to $66,707
Most Popular Cities in Indiana for Middle Market Lending Specialist Jobs
What does a Middle Market Lending Specialist do?
Middle Market Lending Specialist in Austin, TX
Based on our compensation data, the estimated salary potential for Middle Market Lending Specialist will increase 16 % over 5 years.
January 12, 2020