Underwriting Consultant, Natioanl Accounts Property, Wholesale CNA Financial CorpUnderwriting Consultant, Natioanl Accounts Property, WholesaleSan Diego, CA$72,000–$141,000 / yearJOB DESCRIPTION: When you join the Cardinal, a CNA brand, National Accounts Property, Wholesale team as an Excess & Surplus Underwriting Consultant, you are responsible for the overall management, business development, analysis and monitoring of a highly complex book of business. Performs a combination of duties in accordance with departmental guidelines: Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability.
Senior Workers'' Compensation Underwriting Consultant - Orange County/San Diego Market Emergent Holdings IncSenior Workers'' Compensation Underwriting Consultant - Orange County/San Diego MarketSan Diego, CARemote$90,640–$151,855 / yearAdditionally, the role supports select Large Account Unit (LAU) accounts within the territory, underwriting new and renewal business with premiums up to $1.5M, requiring a higher level of complexity, collaboration, and strategic oversight. Ability to exercise advanced judgment skills in evaluating and determining the proper pricing for prospective policyholders using corporate underwriting guidelines by accepting or rejecting risks for the purposes of issuing workers' compensation insurance coverage.
Underwriting Team Manager All PositionsUnderwriting Team ManagerSan Diego, CaliforniaRemoteThorough grasp of state and federal regulations is required as well as a solid understanding of: HMDA, Regulation Z, Regulation B; working knowledge of the FHLMC, FNMA guidelines; based on lending authority, working knowledge of FHA, VA and USDA. Plaza is dedicated to building quality, long-term relationships with its mortgage broker and correspondent clients by offering comprehensive programs and exceptional customer experience.
Principal Underwriting & Analytics MedImpactPrincipal Underwriting & AnalyticsSan Diego, California$132,323–$186,576 / yearBA/BS Degree; 8+ years related experience and 8+ years of SME in respective area(s); (or equivalent combination of education and experience) with at least 4+ years leading individual contributors and leaders of leaders; which may be substituted with an appropriate mix of leadership experience and 5 years of MedImpact experience plus an appropriate external leadership training program and internal mentorship with a seasoned leader (VP+ level) that must completed within 12 months in new position. Exemption Status: United States of America (Exempt) Exemption Status: $132,323 - $186,576 - $240,828 “Pay scale information is not necessarily reflective of actual compensation that may be earned, nor a promise of any specific pay for any selected candidate or employee, which is always dependent on actual experience, education, qualifications, and other factors.
Sr. Commercial Underwriting Analyst Axos BankSr. Commercial Underwriting AnalystSan Diego, CA$28–$33 / hourThe Senior Commercial Underwriting Analyst provides analytical and transactional support to the underwriting team in evaluating leveraged loan opportunities for corporate and private equity-backed borrowers. Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.
Commercial Underwriting Analyst II Axos BankCommercial Underwriting Analyst IISan Diego, CA$24–$32 / hourPre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want.
Commercial Underwriting Analyst I Axos BankCommercial Underwriting Analyst ISan Diego, CaliforniaBorn digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.
Property and Casualty Underwriting Associate Ryan Specialty GroupProperty and Casualty Underwriting AssociateLa Jolla, CaliforniaThe Property and Casualty Underwriting Associate is responsible for ensuring the accuracy of existing policy information for renewals, communicating effectively with clients for information gathering, and supporting the underwriting process through precise documentation. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities.
Manager, Insurance & Risk Management – Energy & Digital Infrastructure SB EnergyManager, Insurance & Risk Management – Energy & Digital InfrastructureSan Diego, CA$140,000–$165,000 / yearSupport the placement, renewal, and ongoing management of corporate insurance programs, including Property, General Liability, Excess, Auto, Workers' Compensation, Cyber, Management Liability, Builders Risk, and OCIP/CCIP programs. This individual will be responsible for supporting insurance placements, developing underwriting submissions, managing exposure data, and enhancing the company's risk management capabilities across both operating, construction, and development projects.
Manager, Insurance & Risk Management - Energy & Digital Infrastructure SB Energy Global LLCManager, Insurance & Risk Management - Energy & Digital InfrastructureSan Diego, CA$140,000–$165,000 / yearSupport the placement, renewal, and ongoing management of corporate insurance programs, including Property, General Liability, Excess, Auto, Workers' Compensation, Cyber, Management Liability, Builders Risk, and OCIP/CCIP programs. This individual will be responsible for supporting insurance placements, developing underwriting submissions, managing exposure data, and enhancing the company''s risk management capabilities across both operating, construction, and development projects.
Client Relationship Manager, Employee Group Benefits - Los Angeles or San Diego, CA The Hartford Insurance Group IncClient Relationship Manager, Employee Group Benefits - Los Angeles or San Diego, CASan Diego, CA$80,000–$120,000 / yearThe Hartford's Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent. We view underwriting human achievement to be at the heart of what we do, aiming to build resilience in our communities, empower personal and business success for our customers and create a culture where our employees can thrive.
Senior Commercial Lines Account Manager - Commercial Insurance - Base Salary to 145k/year - San Diego, CA Allsearch RecruitingSenior Commercial Lines Account Manager - Commercial Insurance - Base Salary to 145k/year - San Diego, CASan Diego, CARemote$120,000–$145,000 / yearThis position manages a sophisticated commercial insurance portfolio while partnering with producers, underwriters, and clients to deliver exceptional service, risk management guidance, and renewal strategies. Our client, a well-established independent insurance brokerage and risk management firm, is seeking an experienced Senior Commercial Lines Account Manager to join their team.
Senior Client Manager- Commercial Insurance Alicia CoronaSenior Client Manager- Commercial InsuranceSan Diego, California$115,000–$145,000Location: San Diego, CA (Preferred) | Open to Candidates Throughout California & the Western U.S. Compensation: $115,000-$145,000+ Depending on Experience, Knowledge, and Capabilities. Develop marketing strategies with Risk Advisors, Executive Client Managers, and clients.
Pricing Manager, Actuary Customized Services Administrators, Inc.Pricing Manager, ActuarySan Diego, CA$150,000–$200,000 / yearWorks with Chief Insurance Officer in improving such methodology and quality of calculations by researching, developing and adopting most appropriate actuarial techniques for the company’s type of business. At Generali Global Assistance, we are dedicated to building a diverse, inclusive and enriching workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways.
NewDeputy Director, Lending and Partnerships International Rescue CommitteeDeputy Director, Lending and PartnershipsSan Diego, CaliforniaThis role is ideal for a strategic, mission-driven professional who is equally comfortable building partnerships with service organizations, ensuring data-driven operations and managing fast-paced, borrower-centered lending in low-income communities. The Deputy Director, Lending and Partnerships oversees daily operations of CEO’s underwriting and lending activity, lending and borrower data analysis and technical support to CEO’s lending and service delivery partners.
Associate Banking Advisor Northern Trust CorpAssociate Banking AdvisorSan Diego, CA$114,540–$194,580 / yearCoordinates with the Account Managers and CSST on deposit related transaction processing and to execute daily client transaction activity including account opening, exception clearing, overdrafts, fees, payments and borrowing; handles inquiry resolution; obtains appropriate documentation necessary for credit underwriting, monitoring and credit file maintenance; requests and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners. Major Duties: Assists the Portfolio Banking Advisors and Banking Relationship Advisors with client portfolios and internal administration of accounts; communicates regularly with clients, attends client meetings and presentations and assists Relationship Managers with business development plans and client presentations.
Portfolio Manager II - Business Banking City National BankPortfolio Manager II - Business BankingLa Jolla, CARemote$44.28–$75.42 / hourPortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Primary responsibilities include: Underwrite and portfolio manage Business Banking clients - typically privately held companies with annual revenues ranging up to $50 million across a wide range of industries and geographies.
Portfolio Manager I sp City National BankPortfolio Manager I spLa Jolla, CARemote$44.28–$75.42 / hourPortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
Account Executive All PositionsAccount ExecutiveSan Diego, CaliforniaPlaza is dedicated to building quality, long-term relationships with its mortgage broker and correspondent clients by offering comprehensive programs and exceptional customer experience. Founded in 2000, Plaza Home Mortgage, Inc. is a privately owned, full-service national lender, offering Wholesale, Correspondent, Renovation and Reverse residential mortgages.
Small Commercial Senior Territory Manager Liberty Mutual Holding Company IncSmall Commercial Senior Territory ManagerSan Diego, CAAgency Partnership & Business Development Independently build and sustain strong, mutually beneficial relationships with agency owners, leadership, and frontline staff through primarily in-person engagement, supplemented by virtual and digital channels. • Cross-Functional Collaboration & Leadership Partner closely with underwriting, product management, claims, and risk control teams to identify opportunities, resolve issues, and share competitive and market intelligence.
Senior Relationship Manager - 1222406 Management Recruiters of SpokaneSenior Relationship Manager - 1222406San Diego, CaliforniaParticipates in the bank’s credit process, providing credit analysis, preparing credit memorandums and at times, assisting with the management of our loan portfolio to ensure resolution of emerging problems and consistent credit quality. Assist senior lending officers in identifying client needs, analyzing credit information, ensuring credit quality and timely provision of financial services that meet the needs of our customers.
NewTechnical Project Manager II Mikinok EnterprisesTechnical Project Manager IISan Diego, CAIn this role, you will: Lead Complex Projects & Programs: Take full ownership of the end-to-end planning, execution, and closure of strategic, complex, and high-value technical projects, often managing multiple interdependent projects simultaneously. Mikinok Enterprises (d/b/a Spotloan.com) is a leading online direct lender founded in 2012 that utilizes advanced underwriting technology to provide short-term loans to Americans in need.
NewTechnical Project Manager Mikinok EnterprisesTechnical Project ManagerSan Diego, CAIn this role, you will: Lead Projects & Programs: Take full ownership of the end-to-end planning, execution, and closure of strategic and complex technical projects, often managing multiple interdependent projects simultaneously. Mikinok Enterprises (d/b/a Spotloan.com) is a leading online direct lender founded in 2012 that utilizes advanced underwriting technology to provide short-term loans to Americans in need.
Life Actuary Consulting Manager Deloitte Touche Tohmatsu LtdLife Actuary Consulting ManagerCA$148,200–$292,300 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Our Insights, Innovation & Operate Offering is designed to enhance key aspects of our clients' businesses by leveraging cutting-edge technology, data, and a blend of deep technical and human expertise.
NewVice President, Portfolio Management Team Leader - Juris Banking Lending Western Alliance BancorpVice President, Portfolio Management Team Leader - Juris Banking LendingSan Diego, CA$170,000–$212,547 / yearWestern Alliance uses a team-based approach to portfolio management and so you''ll work with a team that includes commercial bankers, business development officers, and partners from credit administration, loan administration, credit risk review, and others. What you'll do: As a Vice President, Portfolio Management Team Leader, you will operate as an extension of senior leadership, driving day-to-day lending team execution and cross-functional collaboration.
Associate Attorney – Landlord-Tenant/Habitability Litigation Tressler LLPAssociate Attorney – Landlord-Tenant/Habitability LitigationSan Diego, CA$120,000–$170,000 / yearThe majority of Tressler attorneys devote their practice to the representation of the insurance industry in coverage analysis and resolution, litigation, underwriting consultation, product development, claims management, and reinsurance. This role is ideal for an attorney who has experience handling housing-related disputes, habitability claims, premises liability matters, or general civil litigation matters and is looking to further develop their litigation practice.
NewCommercial Account Manager Champion Risk & Insurance ServicesCommercial Account ManagerSan Diego, CAAs we continue to grow, we're expanding our team and looking for two experienced P&C Account Managers to help us deliver exceptional service and maintain strong, long-term client relationships. We combine smart technology, deep industry expertise, and proactive service to deliver insurance and risk management solutions that actually make a difference.
Acquisition Manager (SD) True Legacy HomesAcquisition Manager (SD)San Diego, CaliforniaProactively source off-market residential investment opportunities through direct outreach, agent relationships, wholesalers, estate sale referrals, probate leads, networking, and other creative deal-finding methods. The ideal candidate has a deep, working knowledge of San Diego County, including the neighborhoods, micro-markets, pricing nuances, housing stock, and buyer demand across different submarkets.
Portfolio Underwriter Endeavor BankPortfolio UnderwriterSan Diego, CAReporting to the Team Lead of the Portfolio Underwriting Group, this Portfolio Underwriter position places an emphasis on underwriting loan renewals, modifications, annual loan reviews, problem loan reports, financial reporting management, and covenant management. It also covers a variety of Commercial Real Estate (CRE) loans, including owner-occupied real estate, investment properties, and construction loans, consisting of commercial, retail, industrial, multifamily, and hospitality asset types.
P&C Insurance (Personal & Commercial) Transformation Manager Accenture PlcP&C Insurance (Personal & Commercial) Transformation ManagerSan Diego, CAAs a Transformation Manager / Senior Manager, you'll lead cross functional teams to redesign operating models, digitize workflows, and scale AI enabled capabilities that support profitable growth, reduce loss and LAE, compress cycle times, and elevate the policyholder/claimant experience. Partner with engineering/data teams design and implement end-to-end agentic workflows (e.g., doc ingestion policy/coverage retrieval summarization suggested adjudication actions) with appropriate human in the loop controls.
SVP, Underwriter, VBG Banc of CaliforniaSVP, Underwriter, VBGSan Diego, CaliforniaDemonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). The SVP, Underwriter, Life Sciences will be a key contributor to the Venture Banking originations team with key responsibilities including providing financial, credit, and trend analysis for venture lending opportunities to early stage private and public companies in the healthcare & life sciences industry.
NewLicensed Insurance Account Manager Farmers Insurance AgencyLicensed Insurance Account ManagerLa Mesa, CA$26–$28 / hourOur Farmers Insurance Agency is looking for a friendly, detail-oriented Licensed Account Manager who brings great energy, strong communication skills, and a team-first mindset. This role is perfect for someone who is great on the phone, enjoys staying busy, and takes pride in doing things right.
Non-QM Underwriter All PositionsNon-QM UnderwriterSan Diego, CaliforniaRemoteThis role requires advanced analysis of borrower capacity, collateral, and creditworthiness through review of supporting documentation such as credit reports, income and asset verification, bank statements, tax returns, appraisals, and fraud prevention tools. The Non-QM Underwriter is responsible for evaluating and decisioning mortgage applications that fall outside traditional agency guidelines, with a focus on DSCR, Bank Statement, Asset Depletion, and self-employed borrower programs.
Channel Sales Manager, Insurance NetraDyne IncChannel Sales Manager, InsuranceCA$166,000–$221,000 / yearPlease be aware that Netradyne does not request sensitive personal data from applicants via text/instant message or any unsecured method; does not promise any advance payment for work equipment set-up and does not use recruitment or job-sourcing agencies that charge candidates an advance fee of any kind. Success in this role requires strong commercial insurance acumen, partner-led sales experience, and the ability to translate telematics data and safety outcomes into measurable value for carriers, data partners, and fleet customers.
Assistant Vice President, Portfolio Manager- Lender Finance Western Alliance BancorpAssistant Vice President, Portfolio Manager- Lender FinanceSan Diego, CA$107,395–$132,661 / yearCoordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. What you'll do: As Assistant Vice President, Portfolio Manager - Lender Finance you''ll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex loans in compliance with the Bank''s lending policies and procedures.
NewNetwork & PBM Strategy Vice President MedImpactNetwork & PBM Strategy Vice PresidentSan Diego, California$180,242–$258,648 / yearThe role has direct oversight of large chain pharmacy network contracting, PBM Underwriting and will influence and drive successful client pricing strategy, with accountability for PBM P&L performance, operational excellence, and brand growth across all payer segments. Partnering closely with the sales and account management, trade relations as well as executive leadership, this position drives enterprise level planning, payer and network strategy, portfolio performance, and market differentiation.
Lower Middle Market Underwriter Chubb LtdLower Middle Market UnderwriterCA$80,000–$130,000 / yearThe company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally. In this role, you will effectively manage agent relationships and collaborate with internal partners in Field Underwriting, Distribution, and Operations to ensure seamless processes and superior service delivery.
Senior Underwriter BerkleySenior UnderwriterSan Diego, California$80,000–$135,000 / yearUnderwriting Profit: Works closely with Field Sales Managers in the achievement of pricing targets and commission targets to meet company’s profitability objectives. Key functions include but are not limited to: Selects new business and evaluates renewal accounts in accordance with company underwriting philosophy, established authority parameters, as well as written/verbal procedures and guidelines.
Relationship Manager Senior CB City National BankRelationship Manager Senior CBLa Jolla, CARemote$122,535–$208,715 / yearRelationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program.
Assistant Branch Manager, Commercial Lines (SoCal) ICW GroupAssistant Branch Manager, Commercial Lines (SoCal)San Diego, CA$119,748.71–$201,947.98 / yearHeadquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for ten consecutive years as a Top 50 performing P&C organization offering the stability of a large, profitable and growing company combined with a focus on all things people. The Assistant Manager Branch Underwriting provides leadership, coaching, and technical underwriting guidance to underwriting teams while supporting branch strategies, business development efforts, and organizational initiatives aligned with company objectives.
Account Manager II, Commercial Lines Hub International LtdAccount Manager II, Commercial LinesSan Diego, CATHE OPPORTUNITY: HUB's Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. The expected salary range for this position is $100,000 - $115,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
Account Manager II, Commercial Lines Hub International InsuranceAccount Manager II, Commercial LinesSan Diego, CaliforniaHUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. The expected salary range for this position is $100,000 - $115,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
Technical Product Manager Finance Of America Companies IncTechnical Product ManagerSan Diego, CA$120,000–$170,000 / yearResponsible for leading the evolution and ongoing improvement of SAAS enterprise systems and platforms including, but not limited to, our Loan Origination System (LOS) responsible for the loan workflow, including processing, underwriting and closing activities. Joining Finance of America now means stepping into a period of momentum and growth, with teams actively shaping what comes next and opportunities to make an impact and grow your career.
Technical Product Manager Finance of America Holdings LLCTechnical Product ManagerSan Diego, CA$120,000–$170,000 / yearPart timeResponsible for leading the evolution and ongoing improvement of SAAS enterprise systems and platforms including, but not limited to, our Loan Origination System (LOS) responsible for the loan workflow, including processing, underwriting and closing activities. Joining Finance of America now means stepping into a period of momentum and growth, with teams actively shaping what comes next and opportunities to make an impact and grow your career.
Real Estate Development Associate ConAm Management CorpReal Estate Development AssociateSan Diego, CA$105,000–$120,000 / yearThe Development Associate will provide support to the Development team in analyzing new development opportunities, providing cost/financial analyses on new and ongoing developments, managing project budgets, administering contracts, performing market research, compiling project data, and maintaining/ updating analytical tools. Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing.
Risk Management Specialist IV General AtomicsRisk Management Specialist IVSan Diego, CAGeneral Atomics (GA), and its affiliated companies, is one of the world's leading resources for high-technology systems development ranging from the nuclear fuel cycle to remotely piloted aircraft, airborne sensors, and advanced electric, electronic, wireless and laser technologies. This role is responsible for coordinating worldwide insurance placements, handling claims, conducting contract reviews, and maintaining budgets to ensure optimal coverage and cost efficiency.
NewSr Construction Disbursement Administrator Banc of CaliforniaSr Construction Disbursement AdministratorSan Diego, CaliforniaWork directly and independently with construction contractors /project managers, third party inspection firms, fund control companies, title insurers, borrowers, accountants, and lenders to provide accurate and responsive funding on highly complex construction loans through all stages. At loan closing and in conjunction with the REIG lender, review and approve the initial Master Funding Ledger prepared by REIG disbursement team members to include all funding sources and uses utilizing construction budget (s) and loan closing statements.
National Account Executive All PositionsNational Account ExecutiveSan Diego, CaliforniaRemoteThis role focuses on expanding market presence through proactive business development, strategic account management, and deep expertise in Plaza Home Mortgage products and underwriting guidelines. The National Account Executive serves as a trusted partner to broker clients, delivering consistent communication, training, and support while ensuring full compliance with all regulatory and company requirements.
Vice President, Portfolio Management, Innovation/Tech ABL Western Alliance BancorpVice President, Portfolio Management, Innovation/Tech ABLSan Diego, CA$139,095–$171,821 / yearCoordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio. Along with the Vice President, Commercial Banker interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.
Vice President, Commercial Banker Western Alliance BancorpVice President, Commercial BankerLa Mesa, CA$149,295–$180,000 / yearGather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.