Underwriter

• As the Operations Manager, Underwriting you will be responsible for the operational performance of the underwriting function, with two primary areas of accountability.
• Leadership and development of the Underwriting Assistant (UA) team.
• Management and optimization of workflow, service delivery, and operational productivity across the underwriting operation.
• Ensure efficient and consistent workflow management across the underwriting lifecycle.
• Maintain capacity planning and service delivery metrics for underwriting leadership.
• Collaborate closely with the Underwriting Manager to align operational execution with portfolio priorities and production goals.
• Attract, select, retain, lead, and develop a team of Underwriting Assistants.
• Provide performance coaching and technical mentorship to Underwriting Assistants.
• Own underwriting operational performance end-to-end.
• Monitor submission, renewal and endorsement volumes and manage workload distribution across the team.
• Maintain production dashboards and operational reporting to support underwriting leadership.

Underwriting Operations Manager

• Design and execute underwriting strategies that drive profitable growth while ensuring strong, risk-adjusted returns.
• Establish and oversee underwriting guidelines, pricing models, and risk selection standards to ensure consistency and sound decision-making.
• Monitor and evaluate portfolio performance, underwriting KPIs, and loss trends to identify opportunities for improvement and optimize results.
• Lead, coach, and develop a high-performing team of commercial underwriters, ensuring alignment with company goals and fostering professional growth.
• Conduct quarterly quality assurance audits, assess underwriting accuracy and compliance, and present actionable insights to senior leadership.

Commercial CAT Underwriting Manager

• Responsible for achievement of top and bottom-line results for new and renewal business
• Deliver on underwriting profit results with focus on profitability, loss ratio and combined ratio
• Analyze group medical claims data, demographics, and plan designs to assess risk and determine appropriate stop-loss premiums
• Collaborate with distribution and actuarial teams on complex case evaluations, renewals, and new business opportunities
• Mentor and train junior underwriters, sharing technical expertise and best practices

Medical Stop Loss Underwriting Practice Lead, Accident & Health

• Complete wing-to-wing underwriting decisions, starting with review of upfront underwriting data and tools.
• Staff coaching and development of Underwriting Consultants and Senior Consultants.
• Handle additional underwriting requirements by determining value, ordering, and reviewing to perform risk selection.
• Finalizing cases and performing second-sign duties as needed.
• Demonstrate dependability, organization, and sound judgment by adhering to schedules and meeting all productivity, quality, and performance standards.

Managing Director, Underwriting

• Oversee a high-performing mortgage underwriting and risk team.
• Direct the underwriting operations, ensuring loan decisions are made in accordance with agency guidelines (FNMA, FHLMC, FHA, VA), investor overlays, and Tomo's internal credit policies.
• Maintain high standards of accuracy, completeness, and sound risk assessment.
• Evaluate and approve complex loan files, including those with layered risk, non-standard income documentation, and non-QM transactions.
• Establish and enforce credit risk tolerance levels in alignment with company objectives.
• Ensure full compliance with federal and state regulations, including RESPA, TILA, ECOA, and Fair Lending requirements.
• Partner closely with Processing, Closing, Secondary Markets, and Sales leadership to resolve pipeline issues, provide underwriting guidance, and ensure smooth loan flow from application to close.
• Identify and implement workflow enhancements to increase underwriting efficiency, reduce turn times, and improve decision consistency.
• Establish and monitor KPIs including turn time, approval rates, suspense/decline rates, and post-close audit results.
• Conduct regular file audits and provide targeted coaching to maintain quality benchmarks.
• Design and deliver ongoing training programs covering underwriting guidelines, credit analysis, documentation requirements, and regulatory updates.

Underwriting and Credit Policy Director

• Review and analyze commercial title searches, surveys, and due‑diligence materials
• Identify and resolve title issues, exceptions, and underwriting risks
• Draft and approve title commitments, endorsements, and final policies
• Collaborate with escrow, production, attorneys, and national underwriters
• Provide guidance on complex deal structures, entity documentation, and closing requirements
• Communicate underwriting decisions clearly to internal teams and clients
• Ensure compliance with state regulations and underwriter guidelines

Title Insurance – Commercial Underwriting

• Assist in underwriting Representations & Warranties insurance policies
• Participate in internal underwriting calls with M&A deal team
• Manage submissions, quotes, binders and policy issuance, with proper supervision and approvals
• Assist in maintenance of electronic files, including policy checklist spreadsheet tracking key policy and underwriting documents
• Draft excess policies
• Client correspondence, including responding to broker inquiries on tight deadlines
• Work may be required outside of ordinary business hours

Underwriting Analyst – M&A Division

• Lead the strategic modernization of the purchase and underwriting ecosystem
• Define and execute a multi-year transformation vision, strategy, and roadmap for Purchase and Underwriting
• Identify, evaluate, and prioritize high-impact initiatives that improve customer and advisor experience
• Drive digitization and automation to reduce customer and advisor effort
• Own Guardian’s Underwriting Transformation and Innovation agenda
• Provide clear leadership across cross-functional teams delivering purchase and underwriting initiatives
• Own investment strategy and funding trade-offs across Purchase and Underwriting Transformation
• Build, lead, and develop high-performing, multidisciplinary teams spanning underwriting, analytics, technology, and subject-matter expertise

Head of Purchase and Underwriting Transformation

• Underwrites risks including selection and rejection of new and renewal business for complex Fine Art accounts
• Maximizes opportunities for profitable underwriting of Fine Art business
• Develops and maintains target account lists
• Manages financial performance of Fine Art products
• Executes underwriting strategy and ensures compliance with underwriting standards
• Structures specialized Fine Art coverage solutions
• Manages underwriting quality and conducts self-audits
• Develops superior working relationships with brokers and producers

Underwriting Consultant – Fine Arts

• Assists underwriters with reviewing submissions, drafting quotes, binders, policies, and endorsements maintaining a field service reputation that is recognized as superior in the industry
• Codes, bills, registers, processes, and distributes insurance invoices, binders, policies, and endorsement within processing standards established by leadership
• Contacts external distribution partners for any required or outstanding underwriting information; pre or post binding as needed to underwrite and complete file documentation
• Provides support for file audits by maintaining files and conducting file reviews, QA/QC as needed
• Reviews and resolves premium discrepancies
• Monitors the in-office underwriting workflow to meet service level agreements as determined by leadership as well as perform special projects as needed

Underwriting Technician, Primary Retail Casualty

• Own the collections function end-to-end
• Manage and improve collections operations
• Serve as primary owner on collections and servicing policy documentation
• Partner with Legal and Compliance for compliant collections practices
• Define collections performance metrics; track and report on delinquency rates
• Own the end-to-end operational layer across IO credit product variants
• Bring consistency and rigor to underwriting processes
• Monitor pipeline health and manage operational bottlenecks

Underwriting & Servicing Operations Manager – Cards

• Preparing term sheets for early-stage deals and assisting with presentation materials when needed.
• Managing deal structuring negotiations, leading borrowers and senior lenders through how PACE can be a value-add in development project capital stacks.
• Leveraging third-party market research, such as CoStar, to support underwriting assumptions.
• Identifying transaction risks and tracking exceptions to Nuveen Green Capital’s underwriting criteria.
• Drafting and presenting credit memos to obtain credit approval, interfacing with Nuveen Green Capital’s credit team to troubleshoot underwriting concerns.
• Completing loan files accurately and thoroughly.
• Leading a diverse pipeline of C-PACE projects of various complexity, triaging and prioritizing the most impactful next steps for the overall pipeline.
• Communicating internally with originations, credit, legal, and asset management teams and externally with clients and partners to keep the deal team on track for key milestones and closing.
• Working with mortgage holders (where applicable) to gain consent for C-PACE financing.
• Supporting relationships with developers, brokers, mortgage lenders and other industry stakeholders.
• Preparing for client meetings, including development of background material and presentations.
• Increasing market awareness of Nuveen Green Capital.
• Going above and beyond to ensure a positive customer experience, creatively solving challenging problems, and enthusiastically supporting Nuveen Green Capital’s mission to be the Lender of Choice for our clients and partners.
• Coaching and reviewing the work of lower level professionals to ensure high-quality and timely completion of projects.

Associate Director, CPACE Underwriting Transaction Management

• Build toward credit approval and closing individual mortgage loans collateralized by multifamily properties
• Analyze and evaluate due diligence documentation related to sponsor, property characteristics, operating history, property inspection, market, etc. and utilize this information to develop a pro forma income and expense statement
• Prepare concise, complete, and transparent Investment Briefs for loan approval and commitment and ensure accurate data quality for loan securitization
• Collaborate and communicate with external and internal business partners to solve problems and achieve shared success

Multifamily Underwriting Associate – Conventional Underwriting

• Manage internal 59-day list
• Assist Underwriting and Accounting teams in processing 59-day notices
• Management of surplus lines tax filing queries
• Process Audit tax filings within management system
• Carrier reconciliation: Processing system corrections (commission, market provider, etc.), direct bill invoicing, processing of AOR/BOR requests
• Renewal solicit management
• Reconcile binding subjectivities and requirements

Underwriting Assistant

• Assist Starr Country offices on requests to issue US local policies
• Manage all US policy requests via Multinational Program Management Platform
• Responsible for booking accounts, preparing endorsements and binders
• Evaluate new and renewal policies and endorsements
• Prepare and issue manuscript policies
• Resolve brokers inquiries, complaints, requests, and policy processing activities
• Maintain account files to ensure files are accurate and complete
• Communicate and provide status updates on required tasks

Underwriting Analyst

• Drive profitable growth in Accident & Health by underwriting new and renewal business
• Set high customer service standards
• Provide guidance and mentoring to junior underwriters
• Develop strong relationships with brokers and clients

Underwriting Specialist, Accident & Health

• Support the oversight and governance of the commercial casualty underwriting portfolio by analyzing underwriting guidelines and underwriting practices across regions and segments.
• Support the creation and upkeep of casualty underwriting guidelines to ensure consistency, compliance, and disciplined underwriting.
• Assess underwriting data, loss patterns, regulations, industry shifts, and legal updates to spot new risks and support recommendations for guidelines and risk appetite.
• Offer technical underwriting support and expert guidance to field teams and internal partners on casualty coverage, guidelines, and risk assessment.
• Support cross-functional teams on casualty initiatives, including product updates, system improvements, and operations enhancements.
• Assist with training development and reference materials to support underwriter understanding of casualty products, guidelines, and underwriting expectations.
• Create Wrike tasks and work with Business Analysts to define project requirements.
• Provide business requirements, test results, and analysis to evaluate underwriting tools, forms, and workflows for alignment with underwriting goals.
• Maintain appropriate documentation of analyses, recommendations, and decisions to support audits, regulatory inquiries, and internal governance processes.
• Track compliance with underwriting guidelines and report issues or trends to senior leadership when needed.

Casualty Underwriting Analyst

• Establish and refine team operating rhythms to drive a focused, high-impact approach to US Admitted market expansion.
• Oversee and influence all aspects of product positioning, sales, customer engagement, and marketing to ensure hx delivers a product that is 10x better than alternatives.
• Drive early revenue growth by leveraging your network to open doors and build strong relationships with executive stakeholders across the US insurance market.
• Partner with marketing to set sales and brand positioning, while establishing yourself as a key hx spokesperson in the market.
• Facilitate learning workshops and upskill Account Executives (AEs) in US market dynamics, personas, and pain points, ensuring the team is equipped to win.
• Work closely with AEs on opportunities, bridging market knowledge and customer needs to hx solutions, and scaling go-to-market effectiveness.

Head of Underwriting Strategy – Admitted Market

• Lead and develop an experienced underwriting team
• Drive underwriting strategy for Fidelity/ Crime profit center
• Oversee day-to-day underwriting operations
• Underwrite and/or provide hands-on guidance
• Drive premium and profitable growth
• Build and deepen broker and client relationships
• Utilize personal market connections
• Collaborate with divisional colleagues
• Monitor portfolio performance
• Lead planning, forecasting, and reporting
• Develop and execute annual plan
• Oversee operational expenses
• Ensure consistent execution of underwriting guidelines
• Coach and mentor team members
• Represent the division internally and externally at industry events
• Collaborate cross-functionally with claims and other partners

AVP, Underwriting – Fidelity and Crime

• First point of contact for customer inquiries during the account life cycle.
• Rush Clearance and set up of electronic files, including filing. Prequalify risks per underwriting guidelines.
• Generate, edit, and send out a variety of correspondence on behalf of the Underwriters. Ex: Declination letters, quote follow ups, subjectivity reminders
• Respond to client phone calls and emails, which requires the ability to understand the products offered.
• Review and issue policies within authority level.
• Review and approve tasks within authority level.
• Order, review, and follow up on inspections as needed (as required by line).
• Follow up for carrier subjectivities.
• Issue Notices and handle in-house mailings as needed.
• Issue endorsements and cancellations/reinstatements according to established underwriting guidelines within required timeframes.
• Issue binders and invoices within authority level.
• Research issues escalated by Underwriting team including review of BPO transactions as needed.

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