Middle Market Lending Specialist jobs in Montana

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)

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Business Insurance Market Specialist
  • Marsh McLennan Agency-Northwest
  • Billings, MT OTHER
  • Overview

    Marsh McLennan Agency’s Northwest region is seeking a Business Insurance Market Specialist with a passion for collaborating and providing a high-quality client experience. An ideal candidate for this position will be responsible for partnering with Business Insurance colleagues to manage the marketing of new and renewal accounts to various insurance companies, and be the primary resource for marketing analytics, negotiating carrier coverages/terms, and finalize the market process. You are ready to provide technical leadership in support of new business development and manage multiple priority and perform in a dynamic, collaborative environment.

     

    We will give you access to mentorship, training, resources, and development to ensure your success but you will need to supply the drive and desire to be an MMA NW professional. Our ideal candidate is hungry, humble and smart - they don’t stop short of excellence and are driven to do what’s best for their clients, colleagues, and communities.  

    Responsibilities

    • Market large and middle market commercial business accounts, both new and renewals. Prepare submissions for marketing that include program design, pricing targets, and market selection. Proposal presentation meeting attendance as necessary.
    • Canvas markets/carriers for marketing intelligence on carriers as well as potential clients. Meet with carrier underwriters to discuss carrier appetites and guidelines and share information with internal team(s). Follow carrier and company guidelines to rate and issue policies, including online rating as necessary.
    • Analyze and review account exposures including, but not limited to, loss summaries, and loss runs. Conduct policy exposure analyses as needed.
    • Account collaboration: Assist and back up Client Management and Sales Executive team(s) with obtaining information from new business prospects, preparing new business and renewal proposals, and other policy information.
    • Maintain relationships with carriers and colleagues to communicate carrier pricing info, product information, and support carrier directives and guidelines.
    • Upsell and cross-sell: work with your colleagues to find a follow through on upsell and cross-sell opportunities.
    • Plus (the fine print): you’ll follow organization policies and procedures, sales and service standards and established workflows. You’ll ensure quality control through proper file documentation and maintenance. You’ll maintain confidentiality and be an all-around awesome member of our team.

    Qualifications

    • You’re a technical and detail-oriented leader. You are ready to support new and renewal business development and manage multiple priorities while performing in a dynamic, collaborative environment.
    • You’re smart. You understand business and people.
    • You’re good with people, even on the tough days. Building and maintaining relationships is just part of who you are, and you love making people happy.
    • You’re a team player. You maintain positive relationships with your colleagues—and you enjoy it.
    • You’re that person everyone can depend on—to pay attention to details, to make deadlines, to be organized, accurate and complete when interacting with clients, colleagues and carriers.
    • You love to learn. You’re earnest about improving and pursuing professional development.
    • You can adapt—because our industry changes constantly and so do the needs of our clients. You’re good at staying on your toes.
    • You embrace our core values: accountability, balance, excellence, integrity, respect and humanity.

    Additional Requirements:

    • Bachelor’s degree and/or 2 years of related business experience
    • Commercial rating experience preferred, but not required
    • Advanced insurance education (INS, AU, CPCU, etc.) preferred, but not required
    • Applicable current state insurance licensure

    We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

     

    The Perks:

     

    We take pride in providing our colleagues with a competitive compensation package; we will honor all local and state salary thresholds. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Additionally, the hired applicant will be eligible for a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs. Decisions will be determined on a case-by-case basis.

     

    Who you are is who we are.

     

    We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. 

     

  • 23 Days Ago

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Lending Officer
  • The Montana Educators' Credit Union (MECU)
  • Missoula, MT FULL_TIME
  • Are We the Place for You?The Montana Educators’ Credit Union ($27M; Missoula, MT) is growing and in need of a Lending Officer to guide the credit union’s lending function. This role will play a critic...
  • 4 Days Ago

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Merchandiser (2023-32922)
  • Apollo Retail Specialist
  • Montana City, MT PART_TIME
  • As a merchandiser, you’ll take on project-based work to ensure products and displays are visually appealing to attract and engage shoppers, build strong relationships with store managers, ensure the r...
  • 23 Days Ago

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Vice President of Lending (FT)
  • 1st Liberty Federal Credit Union
  • Great Falls, MT FULL_TIME
  • 1st Liberty FCU is actively searching for a new addition to its Senior Management Team a Vice President of Lending located at our RH Scott Branch location in Great Falls, MT. We are dedicated to provi...
  • Just Posted

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Market Manager
  • N2 - All Jobs
  • Billings, MT FULL_TIME
  • As the nation’s leader in helping small to mid-sized businesses efficiently connect with affluent homeowners, The N2 Company produces high-quality monthly publications, targeted digital advertising, o...
  • 24 Days Ago

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Market Manager
  • N2 - All Jobs
  • Bozeman, MT FULL_TIME
  • As the nation’s leader in helping small to mid-sized businesses efficiently connect with affluent homeowners, The N2 Company produces high-quality monthly publications, targeted digital advertising, o...
  • 1 Day Ago

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Principal Consultant
  • Temenos Group AG
  • Miami, FL
  • ABOUT TEMENOS Temenos powers a world of banking that createsopportunities for billions of people and businesses everywhe...
  • 3/29/2024 12:00:00 AM

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Branch Manager
  • OneMain Holdings, Inc.
  • Sioux City, IA
  • OneMain Branch Managers set the foundation of great direct customer experience critical for "Lending Done Human." Branch...
  • 3/28/2024 12:00:00 AM

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Senior Private Banking Sales Manager
  • First Horizon Foundation
  • Houston, TX
  • ** Senior Private Banking Sales Manager** **Job Category****:** Banking **Requisition Number****:** PRIVA005042 Showing ...
  • 3/27/2024 12:00:00 AM

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Customer Experience Associate (Remote)
  • Maid Sailors Cleaning Service
  • New York, NY
  • About Maid Sailors Maid Sailors is a top-rated residential cleaning service in New York City. Our goal is to provide an ...
  • 3/26/2024 12:00:00 AM

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Customer Experience Associate
  • Maid Sailors
  • **Customer Experience Associate** Full-Time in New York, NY - Remote OK - Associate **About Maid Sailors** Maid Sailors ...
  • 3/26/2024 12:00:00 AM

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Indirect Lending Specialist
  • Industrial Federal Credit Union
  • Lafayette, IN
  • Job Description Job Description Role: Loan administrator duties. Originates and process loan applications. Provides loan...
  • 3/26/2024 12:00:00 AM

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Retail Operations Manager
  • Beacon Credit Union
  • Lynchburg, VA
  • Role The primary purpose of this position is to assist Beacon Credit Union to live out our mission, "Dedicated to our Me...
  • 3/26/2024 12:00:00 AM

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Remote Lending Specialist
  • Ponca City Development Authority
  • Ponca City, OK
  • We are HIRING for professional Call Center Representatives to work closely with other team members to provide outstandin...
  • 3/25/2024 12:00:00 AM

Montana (/mɒnˈtænə/ (listen)) is a landlocked state in the Northwestern United States. Montana has several nicknames, although none are official, including "Big Sky Country" and "The Treasure State", and slogans that include "Land of the Shining Mountains" and more recently "The Last Best Place". Montana is the 4th largest in area, the 8th least populous, and the 3rd least densely populated of the 50 U.S. states. The western half of Montana contains numerous mountain ranges. Smaller island ranges are found throughout the state. In all, 77 named ranges are part of the Rocky Mountains. The easte...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Middle Market Lending Specialist jobs
$50,995 to $62,734

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