Middle Market Lending Specialist jobs in New Haven, CT

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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Commercial Lines Account Executive- Middle & Large Market
  • World Insurance Associates, LLC.
  • North Haven, CT FULL_TIME
  • Summary

    World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

    Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America.  We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

    Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.

    Position Overview

    This position is for an Account Executive with responsibilities related to client management and retention.

    Primary Responsibilities

    • Effectively manage a high volume book of Commercial Lines Property & Casualty Insurance business, ensuring all required tasks are completed accurately and on-time
    • Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
    • Handling renewals, service requests, claims, billing and new policies. This includes marketing of renewal business
    • Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
    • Review all applications, policies, endorsements and audits for accuracy
    • Complete loss/claim analysis and summaries

    Qualifications

    • Bachelor’s degree or equivalent work experience, preferred
    • Five years Commercial Account Management or Commercial Underwriting experience required at minimum
    • Property & Casualty License required
    • CIC designation or equivalent, preferred
    • Valid driver’s license and insurance, required
    • Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
    • Applied/Epic or similar agency management software experience, preferred.
    • Able to work independently and enjoy a high degree of interaction with team members.
    • Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
    • Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
    • The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
    • Ability to maintain a professional demeanor and positive attitude

    Equal Employment Opportunity

    At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

  • 1 Month Ago

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Market Development Specialist
  • Versatex Building Products, LLC
  • New Haven, CT FULL_TIME
  • Responsibilities of this position include: · Attain/exceed annual sales objective as identified in the Company’s business plan · Cultivate & maintain relationships with Builders, Contractors, and Arch...
  • 13 Days Ago

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Dental Assistant
  • Dental Specialist
  • New Haven, CT FULL_TIME
  • specialty dental office in the Greater New Haven area is looking to hire an individual who aspired to join a great dental team caring for patients in an excellent and professional manner. This positio...
  • 27 Days Ago

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Associate market
  • Chico's
  • Milford, CT FULL_TIME
  • Join our fashion-obsessed team, dedicated to a styling and social experience that makes women feel beautiful. POSITION OBJECTIVE : The Support Associate is responsible for supporting a customer and pr...
  • 17 Days Ago

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Market Manager
  • Guilford Savings Bank
  • Guilford, CT FULL_TIME
  • Position Overview: As part of the Retail Banking Administration team, the Market Manager is accountable for the overall performance of the assigned locations within the designated market(s). Prioritie...
  • 18 Days Ago

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Market Leader
  • SEH/QSR Group
  • Southbury, CT FULL_TIME
  • DUNKIN' District Manager Make A Difference!If you love leading people and the energy of a restaurant, and you want to work where you are valued and respected, apply today and lead a network of teams a...
  • 7 Days Ago

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0 Middle Market Lending Specialist jobs found in New Haven, CT area

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Sr. Distinguished Engineer - Personalized Mobile Experience
  • Capital One
  • New Haven, CT
  • Center 3 (19075), United States of America, McLean, Virginia Sr. Distinguished Engineer - Personalized Mobile Experience...
  • 4/25/2024 12:00:00 AM

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Distinguished Engineer, Card Tech Data
  • Capital One
  • New Haven, CT
  • West Creek 2 (12072), United States of America, Richmond, Virginia Distinguished Engineer, Card Tech Data Distinguished ...
  • 4/23/2024 12:00:00 AM

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Distinguished Engineer, Card Tech
  • Capital One
  • New Haven, CT
  • Locations: VA - McLean, United States of America, McLean, Virginia Distinguished Engineer, Card Tech Distinguished Engin...
  • 4/23/2024 12:00:00 AM

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VP, Financial Consultant - Greenwich, CT
  • Charles Schwab
  • Stamford, CT
  • Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/22/2024 12:00:00 AM

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Distinguished Engineer, Data Architecture
  • Capital One
  • New Haven, CT
  • Locations: VA - McLean, United States of America, McLean, Virginia Distinguished Engineer, Data Architecture Distinguish...
  • 4/22/2024 12:00:00 AM

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Distinguished Engineer - Solutions Architect
  • Capital One
  • New Haven, CT
  • Center 3 (19075), United States of America, McLean, Virginia Distinguished Engineer - Solutions Architect Distinguished ...
  • 4/22/2024 12:00:00 AM

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Loan Operations Specialist (Meriden, CT) - Temporary
  • Planet Home Lending
  • Meriden, CT
  • Job Description Job Description Job Summary This position will monitor and generate all written communication timely and...
  • 4/22/2024 12:00:00 AM

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Customer Care Representative
  • Savings Bank of Danbury
  • Milford, CT
  • Title **Customer Care Representative** About the Organization We are people serving people. Established in 1849, Savings...
  • 4/21/2024 12:00:00 AM

New Haven is a coastal city in the U.S. state of Connecticut. It is located on New Haven Harbor on the northern shore of Long Island Sound in New Haven County, Connecticut, and is part of the New York metropolitan area. With a population of 129,779 as determined by the 2010 United States Census, it is the second-largest city in Connecticut after Bridgeport. New Haven is the principal municipality of Greater New Haven, which had a total population of 862,477 in 2010. New Haven was the first planned city in America. A year after its founding by English Puritans in 1638, eight streets were laid o...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Middle Market Lending Specialist jobs
$60,319 to $74,203
New Haven, Connecticut area prices
were up 1.7% from a year ago

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