Understand client needs and provide sales and credit services related to loans for BMO clients or prospects.
Advise clients on borrowing strategies and products that meet their goals.
Perform sales and service activities for the client in accordance with approved procedures.
BMO is driven by a common purpose: To have the courage to make a difference in life, as in business. As the eighth largest bank in North America by assets, they provide personal and commercial banking, wealth management, and investment services to over 12 million customers.
Monitor the performance of existing strategies, and iterate to improve them.
Design and deliver product changes alongside engineering, marketing, product, risk and control.
Monzo is an innovative credit card company that gives customers unprecedented visibility and control over their spending. They offer features like flexible instalment plans and instant app management, defining the future of flexible finance.
Process and/or underwrite mortgage loans across their full lifecycle.
Manage a high-volume pipeline while maintaining accuracy and compliance.
Resolve layered risk and guideline conflicts using sound judgment.
Jobgether is a company that connects job seekers with potential employers through an AI-powered platform. They focus on ensuring fair and objective application reviews, so the best-fitting candidates are identified for hiring companies.
Underwrites complex residential mortgage loans and evaluates risk while ensuring quality.
Acts as senior level loan decision authority for most complex portfolio loans.
Approves loans and issues alternatives based on sound judgment and risk tolerance.
Jobgether is a platform helping partner companies with hiring through AI-powered matching. The company seems to embrace modern recruiting practices using AI to streamline the hiring process.
Manage larger commercial credits to ensure portfolio soundness, profitability, and growth.
Provide credit and sales support to Commercial Lending, focusing on client relationships.
Analyze complex financial statements and prepare credit analysis packages to enhance overall performance.
Jobgether uses AI-powered matching to ensure applications are reviewed quickly and fairly. They identify top-fitting candidates and share the shortlist with the hiring company, which manages the final decision and next steps.
Partner with clients to create tailored solutions from Experian's platform offerings.
Collaborate with sales teams and internal experts to design solutions for complex deals.
Serve as a the strategic link between sales partners and the Solution Engineering and Advisory team.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. They operate across a range of markets and invest in people and new advanced technologies to unlock the power of data and to innovate. A FTSE 100 Index company, they have a team of 23,300 people across 32 countries with corporate headquarters in Dublin, Ireland.
Own analytics for our Lending product including funnel performance, user behavior, and cross-product interaction.
Work cross functionally with product, engineering, and product marketing to create data driven strategies and testing agendas that drive business growth.
Intertwine analytics with business and product strategy to craft business proposals that ultimately impact the bottom-line.
OnePay is a consumer fintech company trusted by millions of Americans to make money better. They are an all-in-one financial services platform that brings together banking, high-yield savings, credit cards, investing, and crypto in one place and moves fast.
Lead a team of underwriters responsible for evaluating risks and determining appropriate coverages for niche insurance programs.
Develop and implement underwriting guidelines, procedures, and best practices that both our internal underwriters and external program administrators will adhere to
Analyze market trends and competitor offerings to identify opportunities for product enhancement and expansion.
Liberty Mutual is an insurance company. They strive to create a workplace where everyone feels valued and supported, embedding inclusion in their culture and reflecting it in everyday interactions.
Interview and process first mortgage loan applications, ensuring accurate information.
Develop working knowledge of Government (FHA/VA) lending guidelines and procedures.
Deliver quality service to members in order to develop and nurture real estate relationships and increase referrals.
STCU is a growing regional organization rated one of the top-performing credit unions in the nation, and named as one of Fortune Magazine’s Great Places to Work. They look for employees who have a strong desire to serve others and are lifelong learners committed to working hard.
Direct and execute day-to-day pricing and underwriting.
Collaborate with various team to refine financial models.
Present final underwriting to leadership, articulating potential risk.
Judi Health is an enterprise health technology company providing solutions for employers and health plans. The company provides a comprehensive suite of solutions and is working with clients to rebuild trust in healthcare.
Has responsibility for risk selection/rejection, pricing, retention, growth, and profitability per divisional objectives.
Maintains a high level of customer service.
Develops and maintains effective business relationships with internal and external customers/coworkers in order to attract and retain profitable business.
Great American Insurance Group is a leader in the insurance industry and a subsidiary of American Financial Group. They combine a "small company" culture where ideas are heard with "big company" expertise, employing over 8,500 employees.
Evaluate AI models' outputs in the credit analysis field.
Assess content related to credit analysis and deliver feedback.
Strengthen the AI model's understanding of workplace tasks and language.
Handshake is recruiting Credit Analyst Professionals to contribute to an hourly, temporary AI research project. The Handshake AI opportunity runs year-round, with project opportunities opening periodically across different areas of expertise.
Conduct risk assessment and classification by Manulife's philosophy and standards.
Communicate and collaborate with sales and head office colleagues to provide the highest quality and competitive decisions to our customers.
Maintain positive and effective relationships with internal and external partners.
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. They strive to attract, develop and retain a workforce that is as diverse as the customers they serve and to foster an inclusive work environment.
Manage Group Life & Disability underwriting for National Accounts.
Oversee pre/post-sale underwriting, profit management, and renewals.
Build relationships with internal/external partners and meet service goals.
Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly and fairly. They identify top-fitting candidates and share the shortlist with the hiring company, with final decisions managed by the internal team.
Assemble application data and submit complete packages.
Act as a liaison between Loan Officer, client, and operations.
Follow up with clients on missing documentation.
KeyCorp is committed to helping clients, colleagues, and communities thrive. They offer a flexible, inclusive work environment with opportunities for growth. They are an Equal Opportunity Employer committed to sustaining an inclusive culture.
Proactively provide expert advice on mortgage renewal needs.
Drive the sales process for inbound and outbound customer contacts.
Maintain current knowledge of personal banking and lending products.
BMO is a leading bank committed to building, investing and transforming how they work. As the 8th largest bank in North America by assets, they provide banking, wealth management and investment services to more than 12 million customers.
Support design and monitoring of EWA underwriting strategies and forecasting tools.
Query, clean, and analyze large bank transaction datasets using SQL and Python, or R/SAS).
Partner with Product, Engineering, Data Science, and Operations to implement updates to policies and decisioning logic.
Self Financial is a venture-backed, high-growth FinTech company with a mission to increase economic inclusion and financial resilience by empowering people to build credit and build savings. Their team is passionate about challenging the status quo of the credit industry by providing people accessible tools to take control of their credit.