brokerage careers Jobs

1/30/2010 - Fishkill, NY - Mortgage Originator
M&T Bank Corporation
This position is located in Fishkill, NYDID YOU KNOW: M&T Bank made Forbes Magazines 400 Best Big Companies list for the 10th time this year, that weve been in business for over 150 years and are one of the nations top 20 bank holding companies with close to $66 billion in assets? Within our Mortgage team, we already have a seasoned group of professionals who specialize in creative outside sales, superb customer service and producing amazing results! In this position, you will play an integral role in growing M&Ts Mortgage presence in the market! OVERALL GOAL OF POSITION:To work with existing and new customers who are interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and/or other residential mortgage programs that best meet their financial needs and objectives.CUSTOMER SERVICE GOALS:To Interview applicants and collect/ analyze information regarding their income,assets, debts and credit data as well as their needs, desires, and earnings, obtain and analyze pertinent financial and credit data. - Independently assesses applicants credit worthiness and determine productsthat best meet the customers needs and financial circumstances and advisespotential borrowers regarding the advantages and disadvantages of differentfinancial products. - Make recommendations to customers regarding other bank products or toalternative lending vehicles. - Represent the bank in the community and related functions to identify,develop and promote additional business. SALES GOALS: -To cultivate new mortgage business. Market, service and promote the banksmortgage products. This includes the solicitation of residential first mortgagesthrough contacts with Realtors, builders, and developers. Regularly works at abank facility, but may be required to travel to and work at prospective customers'homes or business locations. -Ensure lending compliance with all origination procedures including bank policiesand procedures and regulatory requirements. -Independently monitor trends and developments in the local real estate market, aswell asthe changing rules and regulations pertaining to both private and governmentinsured mortgages.WHAT YOU NEED TO BE SUCCESSFUL: -Two (2) to three (3) years current mortgage sales experience in the existing market. -An existing pipeline of business with a stable Center of Influence in the market. -A thorough knowledge of FHA/VA regulations, conventional loan requirements andReal Estate law. -General knowledge of personal computers and software programs. -Strong mathematical skills. -Self-motivated and well organized. Excellent verbal and written communicationskills and the ability to interact with individuals at all income levels in aprofessionalmanner. -Demonstrated ability to work independently and to follow through on details tocompletionand the ability to work under critical time constraints.
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12/19/2009 - Jacksonville, FL - Mortgage Loan Originator Jacksonville
Synovus
This is a 100% commissioned job. Calls on current affiliates, Realtors, and builders to solicit mortgage loans. Networks with agents, attorneys, CPAs, appraisers to develop referral base. Executes loan application process in full, and assists processor in gathering information needed to approve the loan. Participates in community activities in order to keep contacts fresh and better understand the local real estate market. Negotiates competitive fees and rates for the various loan programs. Generates new ideas to facilitate productivity and enhance customer service. Responsibility Level: Responsible for developing loan referrals and repeat loan business. Requires a high level of customer service and attention to detail. Works independently and must be a self-starter. Incumbents are expected to get along well with other employees, follow directions, work well under stress, and maintain acceptable attendance on the job. In order to be considered for this position, candidates must be eligible to work in the U.S. and will not need sponsorship from the employer now or in the future, in order to obtain, extend or renew authorization to work in the United States. Synovus Mortgage is an Equal Opportunity Employer supporting Diversity in the workplace. M/F/V/D
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8/17/2009 - Houston, TX - Claim Rep, Auto Damage
Travelers
Committed. Competitive. Constructing our Future. That's Travelers. We are one of the leading insurance companies in the United States. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy, and a workplace in which you truly can make a difference. SUMMARY: Handle 1st and 3rd party Personal Insurance and Business Insurance claims. Manage claims for automobiles, a variety of heavy, specialty and mobile equipment and non-auto related property damage (i.e.: mail box, fence, and indirect damages such as down time and business interruption.) Claims will have varying degrees of complexity and severity (I.e.: coverage issues, multi-car, fatalities, liability determination, etc). PRIMARY DUTIES: - Handle all types of vehicles including automobiles, and a variety of heavy and mobile equipment (i.e. Cranes, tractor trailers, construction, agricultural equipment) at every severity level including other property damage i.e.: guard rails, mail boxes and any property within the vehicle. - Handle vehicle claims with varying degrees of complexity and severity (I.e.: coverage issues, multi-car, fatalities, liability determination, etc). - Review and analyze coverage and apply policy conditions, provisions, exclusions and endorsements, pertinent to a variety of vehicle damage claims. Recognize and apply how jurisdictional issues impact the claim (i.e.: negligence laws, financial responsibility/limits, immunity, etc.) Manage deductibles and coverage limits. - Contact appropriate parties to obtain relevant facts necessary to determine coverage, causation/damages, nature and extent of injuries and exposure with respect to the various vehicle coverage provided. - Investigate facts to establish negligence, determine liability, other sources of recovery and negotiate resolutions as appropriate. Manage fire, theft and other claims that require specialized investigation and utilization of internal and external experts in accordance with local laws. - Request the appropriate inspection type based on the details of the loss to effectively and efficiently resolve the claim (i.e.: conciergeclaim, appraisal, heavy equipment, property task assignment). When a Total Loss is determined, authorize payment through the Total Loss representative. - Conduct damage management including properly managing the repair process i.e.: mitigating storage, rental, early tow to salvage and other related expenses by working closely with appraisers, rental facilities, body shops, repair facilities and other vendors. - Establish timely and maintain appropriate claim and expense reserves. - Develop and continually update a plan of action including maintaining an effective diary to bring the claim to resolution in a timely manner. Manage file inventory by utilizing an effective diary system and documenting claim file activities in accordance with established procedures. - Write denial letters, Reservation of Rights and other routine and complex correspondence to insured's and claimants. - Determine settlement amounts based on independent judgment, estimation of actual cash value and replacement value, appraisals, application of applicable limits and deductibles. - Negotiate and convey claim settlements within authority limits to insureds. - Meet all quality standards and expectations per Best Practices. - Comply with state specific regulations. - Provide quality customer service to meet the needs of the insured, claimant, all internal and external customers. Fulfill specific service commitments made to certain accounts, as outlined in Special Account Communication (SAC). - Recognize and forward appropriate files to subject matter experts i.e.: SIU, engineer, staff/general counsel, heavy equipment, construction, property, CAT mgmt, fire investigator, Independent Adjuster, and accident reconstruction for their review and consult. Identify subrogation opportunities; determine appropriateness of the demand and negotiate adverse subrogation and arbitration. - Handle litigation on appropriately assigned cases. Develop litigation plan with staff or panel counsel, and track and control legal expenses; Review conciliations and prepare submissions for arbitration hearings. - May participate with Auto ERT during extreme weather events.- - Effectively manage multiple competing priorities to ensure timely payment, follow-up and claim resolution. EDUCATION/COURSE OF STUDY: College degree or equivalent business experience CERTIFICATES/DEGREES: Adjusters license (where applicable) COMMUNICATION SKILLS: Strong verbal and written communication skills COMPUTER SKILLS: Hardware and software skills to utilize and leverage claim and adjusting technology OTHER: Medical terminology knowledge (helpful) Customer service and empathy skills Solid analytical and decision making skills Math skills Excellent negotiation skills and ability to effectively handle conflict Strong organization and time management skills Ability to multi-task and to adapt to a changing environment Ability to effectively handle conflict Attention to detail ensuring accuracy. Strong investigative skills and creativity to achieve optimal resolution
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1/30/2010 - Reading, PA - Mortgage Originator
M&T Bank Corporation
This position is located in Reading, PADID YOU KNOW: M&T Bank made Forbes Magazines 400 Best Big Companies list for the 10th time this year, that weve been in business for over 150 years and are one of the nations top 20 bank holding companies with close to $66 billion in assets? Within our Mortgage team, we already have a seasoned group of professionals who specialize in creative outside sales, superb customer service and producing amazing results! In this position, you will play an integral role in growing M&Ts Mortgage presence in the market! OVERALL GOAL OF POSITION:To work with existing and new customers who are interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and/or other residential mortgage programs that best meet their financial needs and objectives.CUSTOMER SERVICE GOALS:To Interview applicants and collect/ analyze information regarding their income,assets, debts and credit data as well as their needs, desires, and earnings, obtain and analyze pertinent financial and credit data. - Independently assesses applicants credit worthiness and determine productsthat best meet the customers needs and financial circumstances and advisespotential borrowers regarding the advantages and disadvantages of differentfinancial products. - Make recommendations to customers regarding other bank products or toalternative lending vehicles. - Represent the bank in the community and related functions to identify,develop and promote additional business. SALES GOALS: -To cultivate new mortgage business. Market, service and promote the banksmortgage products. This includes the solicitation of residential first mortgagesthrough contacts with Realtors, builders, and developers. Regularly works at abank facility, but may be required to travel to and work at prospective customers'homes or business locations. -Ensure lending compliance with all origination procedures including bank policiesand procedures and regulatory requirements. -Independently monitor trends and developments in the local real estate market, aswell asthe changing rules and regulations pertaining to both private and governmentinsured mortgages.WHAT YOU NEED TO BE SUCCESSFUL: -Two (2) to three (3) years current mortgage sales experience in the existing market. -An existing pipeline of business with a stable Center of Influence in the market. -A thorough knowledge of FHA/VA regulations, conventional loan requirements andReal Estate law. -General knowledge of personal computers and software programs. -Strong mathematical skills. -Self-motivated and well organized. Excellent verbal and written communicationskills and the ability to interact with individuals at all income levels in aprofessionalmanner. -Demonstrated ability to work independently and to follow through on details tocompletionand the ability to work under critical time constraints.
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10/6/2009 - Wyomissing, PA - Outside Claim Representative Auto Liability - Philadelphia, PA Area
Travelers
Committed. Competitive. Constructing our Future. That's Travelers. We are one of the leading insurance companies in the United States. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy, and a workplace in which you truly can make a difference. Job Title Outside Claim Representative Auto Liability Location PA Claim Center (Philadelphia area) TERRITORY: Philadelphia area (Counties of Bucks, Montgomery) SUMMARY: Conduct coverage investigation and analysis, outside liability investigation and analysis, evaluation of bodily injury, property damage claims, negotiation and resolution of auto bodily injury claims (personal and commercial lines) and homeowners liability claims. Make face-to-face, same day contact with claimants and insureds, provide outstanding customer service, and adhere to company Best Practices. Promptly manage claims by completing essential functions and assure files are appropriately documented and concluded. PRIMARY DUTIES: Timely coverage analysis and communication with insured based on application of policy information to facts or allegations of each case. Consult with Unit Manager on use of Claim Coverage Counsel. Investigate each claim through prompt contact with appropriate parties such as policyholders, accounts, claimants, law enforcement agencies, witnesses, agents, medical providers and technical experts to determine the extent of liability, damages, and contribution potential. Take necessary statements. Utilize available resources for additional activities / needs as required (nurse consultants, special investigators, property adjusters and other experts). Maintain claim files on an effective diary management system to ensure that all claims are handled timely. Document claim file activities in accordance with established procedures. At required time intervals, evaluate liability and damages exposure, and establish proper indemnity and expense reserves. Utilize evaluation documentation tools in accordance with department guidelines. Responsible for prompt and proper disposition of all claims within delegated authority. Negotiate disposition of claims with insureds and claimants or their legal representatives. Recognize and implement alternate means of resolution. Update appropriate parties as needed providing new facts as they become available, and their impact upon the liability analysis and settlement options. Recognize cases based on severity protocols to be referred to next level claim handler or Major Case Unit and refer on a timely basis. Fulfill specific service commitments made to certain accounts as outlined in Special Account Communication (SAC) instructions and inquiries from agents and brokers. EDUCATION/COURSE OF STUDY: College degree or equivalent in business discipline preferred. WORK EXPERIENCE: A minimum of one to two years of auto and homeowner (or GL) claim handling experience and one year bodily injury claim experience is preferred. COMMMUNICATION SKILLS: Strong written and verbal communication skills are essential. COMPUTER SKILLS: Strong keyboarding skills and basic PC familiarity are necessary. Also will be expected to be highly functional with laptop while in the field via wireless / Wi-Fi. OTHER: Ability to work independently in a virtual home office environment. Must be flexible to meet the service needs of our customers and business partners. Strong negotiation skills. Ability to handle multiple tasks simultaneously in a fast-paced environment. Independent decision making ability Auto appraisal skills are also a plus. This position requires either the use of a company car or 6,000+ reimbursement miles. Therefore, any offer of employment will be contingent on having a valid drivers license and upon receipt of an acceptable Motor Vehicle Report. Basic working level knowledge and skill in various business line products. Travelers is an equal opportunity employer and invites culturally diverse applicants to join our team. We actively promote a drug-free workplace.
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11/2/2009 - Richardson, TX - 2VP, Underwriting - Personal Insurance Sales
Travelers
Committed. Competitive. Constructing our Future. That's Travelers. We are one of the leading insurance companies in the United States. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy, and a workplace in which you truly can make a difference. SUMMARY This position is responsible for the execution of all underwriting programs and processes within the Direct and Affinity sales groups. The position also has responsibility to develop programs to ensure proper classification and pricing of risks while maintaining and promoting a positive customer experience. This position will work with Home Office business groups, Consumer Marketing, Call Center Management and Corporate Audit/compliance to ensure compliance of state laws, regulations and Travelers Underwriting philosophy. This position will analyze and develop processes based on source of customer inquiry (mail web or mass media) and location (state county). DUTIES In conjunction with Home Office and DIRECT personnel, monitors profitability through continued analysis of financial data and develops appropriate action plans to meet profit and growth objectives. Develop process and programs to manage sales agents underwriting proficiency through various stages of learning curve while maintaining a smooth and seamless underwriting experience for the consumer. Analyze business by source (Internet Mass Media + Direct Mail) and develops underwriting controls to ensure proper classification. Works with Welcome Team to optimize customer experience. Coordinate and implement roll-out of certification/referral program and the quality analysis program to ensure proper underwriting and pricing of individual risks among all Centers and staff. Coordinate all compliance and underwriting guidelines changes, and conduct internal audit to ensure compliance to state regulations and consistency. Communicate and implement all underwriting protocol changes. Home office liaison for audit, underwriting, compliance, pricing meetings, and ad hoc projects. Coordinates the communications of all underwriting, product, and compliance changes for Sales and updates to Live Publish State pages. Work with BC service management to monitor adverse underwriting decision process (cancellations, re-pricing, upgrading) to ensure loss ratio and compliance goals are met, and adequate premium is collected. Work with Home Office and BC Underwriting on managing the Property Inspection Program for Sales. Partner with Service to an effective Licensing State Licensing Process for sales and ensures compliance with all state licensing laws and regulations. Works closely with Home Office and Retail Business Centers to ensure consistency with underwriting philosophy and procedures. Provide direction to the operating areas for audit process and monitor the integration of underwriting knowledge and processes into operations. Continuously monitors underwriting processes for efficiencies and expense savings. Ensure that core activities are effectively monitored through quality assurance with timely feedback provided to operations. Identify technology and process improvements to improve operational efficiencies. Utilize analytics to identify areas of underwriting opportunity aimed at improving loss results and underwriting effectiveness. COMPETENCIES/QUALIFICATIONS: College degree and/or insurance industry study (CPCU) preferred. At least 10 years underwriting supervision experience is required. Sufficient experience to demonstrate comprehensive understanding of insurance company operations, personal lines products, underwriting programs, and industry issues. Field and Home Office experience is a plus. Business and organizational knowledge strong technical expertise in underwriting, products, sales, and distribution. Front line experience with a sales team or sales culture is a plus.
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8/24/2009 - Richardson, TX - Legal Secretary - Insurance Defense
Travelers
Committed. Competitive. Constructing our Future. That's Travelers. We are one of the leading insurance companies in the United States. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy, and a workplace in which you truly can make a difference. Our Richardson (Dallas) office is seeking an experienced insurance defense legal secretary. SUMMARY: Perform a variety of legal secretarial and administrative duties for assigned attorneys, many of which are unique to a legal environment and require a working knowledge of legal concepts, terminology, and processes. Assist with general office support efforts as requested and assigned PRIMARY DUTIES: -Effectively compose various legal documentation including but not limited to pleadings, discovery, subpoenas and draft correspondence. -Review incoming mail to determine urgency and work with attorneys accordingly. -Provide necessary telephone assistance including, but not limited to, answering callers routine questions. -Maintain attorney calendar as well as maintain diary and tickler dates appropriately. Review calendar daily and proactively handle upcoming events and determine dates upon which various pleadings must be served and filed. -Input and maintain information into case management system and ensure data integrity. -Maintain, organize and index all case files for staff attorneys; file correspondence, pleadings and other documentation in an accurate and timely manner. -Schedule/coordinate depositions, medical examinations and other court designated hearings. Retain court reporters and interpreters, if necessary. -Act as a liaison with experts and witnesses in scheduling/coordinating appearances and/or depositions along with documentation retrieval. -Act as a liaison between client and Staff Counsel office by furnishing and requesting information as needed and assist in completion of administrative reports. -Assist with Trial preparation -Summarize discovery responses and draft standard discovery motions -Conduct preliminary legal research as necessary EDUCATION/COURSE OF STUDY: High School Diploma or its equivalent required WORK EXPERIENCE: -Minimum of 3+ Years experience as a legal secretary required, or consistently high level performance. -Experience in insurance defense litigation preferred. COMMUNICATION SKILLS: -Superior written and oral communication skills. -Sufficient interpersonal skills to communicate with court personnel, other attorneys and their staff, clients, witnesses and outside vendors. COMPUTER SKILLS: -Highly proficient in MS Word, MS Outlook, Excel and Powerpoint. -Familiar with the usage of a case management system and other software applications. OTHER: -Strong understanding of legal terminology, local court/jurisdiction rules and adhere to law office procedures. -Ability to identify urgency and prioritize tasks accordingly. -Practice appropriate office etiquette. -Ability to manage time and multitask effectively and display problem solving skills by developing methods or approaches to getting the work done. -Maintain composure and professionalism under pressure as well as adapt to new situations and changing priorities. -Ability to work independently as well as in a team environment. -Strong organizational skills. -Ability to operate business machines such as photocopy and scanning equipment. -Position requires physical activity including but not limited to bending, stooping, repetitive motion, and lifting of up to 20 pounds
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9/16/2009 - Beltsville, MD - Finance Director
PBSJ
Position Summary: As part of the core management team, the Finance Director assumes a leadership role in shaping the business aspects of operations. Oversees operational financial reporting and operational financial management, staff financial training and development, and assesses potential return on investments including pricing and risk management. Advocates and integrates corporate vision and staff entrepreneurial efforts through training and strong communication. Is a ldquo;business partnerrdquo; with the National Service Director (NSD) in the strategic planning of the Service. Typical duties and responsibilities of the job include: Develops, implements and oversees the Service financial support system, including monitoring and reporting functions and recruitment and training of financial staff. Provides guidance to Service management to enhance financial performance, with particular emphasis on meeting financial forecasts. Assists NSD in the development of the annual business plan and periodic forecasted updates for revenue, staffing, labor costs, operating expenses and cash flow. Builds strong working relationships with all levels of management within the Service line and coordinates smooth and efficient liaisons with Corporate Accounting and Contracts Administration. Initiates effective systems to monitor completion of projects within schedule and budget. Conducts regular regional review sessions to provide guidance for performance expectations. Oversees proposal pricing, participates in contract negotiations and assists in development of remedial or recovery strategies consistent with the prudent financial management of the Service. Responsi ble for the Accounts Receivable collection effort of Service line. Supports Service compliance with company financial policies and practices. Performs other duties as the CFO and/or NSD may from time to time deem necessary. *EEO/AA/Smoke-free, Drug-free workplace
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12/19/2009 - Montgomery, AL - Mortgage Loan Originator
Synovus
This is a 100% commissioned job. Calls on current affiliates, Realtors, and builders to solicit mortgage loans. Networks with agents, attorneys, CPAs, appraisers to develop referral base. Executes loan application process in full, and assists processor in gathering information needed to approve the loan. Participates in community activities in order to keep contacts fresh and better understand the local real estate market. Negotiates competitive fees and rates for the various loan programs. Generates new ideas to facilitate productivity and enhance customer service. Responsibility Level: Responsible for developing loan referrals and repeat loan business. Requires a high level of customer service and attention to detail. Works independently and must be a self-starter. Incumbents are expected to get along well with other employees, follow directions, work well under stress, and maintain acceptable attendance on the job. In order to be considered for this position, candidates must be eligible to work in the U.S. and will not need sponsorship from the employer now or in the future, in order to obtain, extend or renew authorization to work in the United States. Synovus Mortgage is an Equal Opportunity Employer supporting Diversity in the workplace. M/F/V/D
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9/14/2009 - Phoenix, AZ - Program Finance Analyst I
General Dynamics C4 Systems
Successful candidate will assume entry level program finance analyst responsibilities including performing the following tasks:1) Prepares invoices and tracks receivables2) Reviews labor charges for accuracy and prepares labor adjustments as required3) Monitors actual program costs, compares to plan and explains variances4) Assesses profit accrual rates5) Analyzes risk and funding issues6) Reconciles retained and WIP balances7) Performs month end close activities including use of the Oracle Projects financial system and preparation of monthly journal vouchers8) Prepares monthly internal and external reportingBS/BA in Accounting, Finance, Business Management, Business Operations Management Ability to learn how to perform complex financial cost and profit analysis as part of a product program team.Experience with Microsoft EXCEL, WORD and PowerpointAbillity to learn advanced computer applications such as Oracle ProjectsWorking knowledge of GAAPKnowledge of CAS/FAR helpfulKnowledge of job order costing helpfulBasic analytical and interpersonal skillsTeam player with a "can do"
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