FULL_TIME

FEED

YEAR

Assist insureds in the reporting of claims by either directly connecting the insured with their insurance carrier’s claims department or by completing a loss report and forwarding to the insurance carrier with any supporting documents as soon as possible. ➢ Respond to customer inquiries, including questions concerning coverage, billing, underwriting and claims as well as requests for binders, FS-20s and certificates, in a timely manner.

Summary The Commercial Lines Account Manager is accountable for delivering high quality and efficient service to both internal and external customers while adhering to the highest ethical standards, promoting the image of the Agency and providing superior levels of customer satisfaction that drive long-term relationships, referral business and the attainment of profit goals. Responsibilities and Duties ➢ Respond to customer inquiries, including questions concerning coverage, billing, underwriting and claims as well as requests for binders, FS-20s and certificates, in a timely manner. ➢ Assist in the completion of applications and supplemental questionnaires in coordination with producers as necessary. Submit completed applications to appropriate markets. Obtain and organize quotes and prepare proposals as needed. ➢ Review all new and renewal policies, endorsements and audits to verify accuracy and facilitate corrections as needed. Provide year over year premium comparison to producer if requested. ➢ Process change requests on-line or in AMS360 providing necessary documentation to the insured and/or another party as requested. ➢ Assist insureds in the reporting of claims by either directly connecting the insured with their insurance carrier’s claims department or by completing a loss report and forwarding to the insurance carrier with any supporting documents as soon as possible. Follow up per Agency procedure. Responsibilities and Duties (continued)  <ul><li style="margin-left:56px">Remarket accounts per request from the producer. Provide remarketing</li></ul>     quote comparison spreadsheets to the producer. Forward all required      documents to the new insurance carrier. ➢ Maintain clear and accurate insurance coverage detail and account activity      documentation in AMS360.  Track expiring policies using the renewal list tool in AMS360. ➢ Respond to all correspondence and phone calls in a timely manner,      preferably the same day. ➢ Use client contacts as an opportunity to review the whole account and     determine account rounding opportunities. ➢ Accompany producers on client visits as needed. ➢ Participate in meetings, training sessions and seminars as needed. ➢ Assist with training of co-workers as needed.  <ul><li style="margin-left:56px">Comply with all Agency procedures and guidelines. </li></ul> <ul><li style="margin-left:56px">Perform other related duties required by management.</li></ul> Qualifications and Skills Required   ➢ Associate degree or higher preferred with two years of proven managing, prioritizing, and organizational experience ➢ Possess a high degree of accuracy and attention to detail ➢ Excellent written and verbal communication skills ➢ Ability to manage and motivate others and work well in a team environment ➢ Experience with PC software applications such as Microsoft Office Suite      and Internet Explorer as well as agency management systems, preferably     AMS360. ➢ Warm, friendly personality with the ability to connect with people ➢ Must possess a Property and Casualty Insurance Brokers license.             Powered by JazzHR

FRANK H. REIS INC.

Commercial Lines Account Manager

Billing

Change Requests/Orders

Communication Skills

Customer Satisfaction

Detail Oriented

Documentation

Establish Priorities

Insurance

Insurance Sales

Interpersonal Skills

Microsoft Internet Explorer Browser

Microsoft Office

PC Software

Presentation/Verbal Skills

Property and Casualty Insurance

Proposal Writing

Sales Management

Staff Training

Team Player

Time Management

Underwriting

Writing Skills

partner JazzHR

OTHER

UNKNOWN

HOUR

Overview:
Hudson Valley Credit Union is currently recruiting for the position of Home Equity Underwriter. Primary Function: Make independent loan decisions by approving, denying and counter-offering home equity loans and lines of credit within loan approval authority limits. Ensure compliance with established Credit Union policies, department procedures, lending regulations, state and federal laws.

Responsibilities:
<ul><li>Approve, deny and counter-offer home equity loans and lines of credit in accordance with prudent industry best practices.  Analyze credit, income, and collateral to make independent decisions in the best interest of the Credit Union’s desire to serve our members and risk tolerance. Communicate the decision to members, directly and indirectly.  Document loan exceptions thoroughly.</li><li>Ensure that documents required by Truth in Lending and RESPA are issued in accordance with current regulations.</li><li>Responsible for data integrity in all consumer loan systems.</li><li>Responsible for entering thorough comments in loan systems to support the follow-up and document authentication practices.</li><li>Request appropriate services required for new Home Equity applications.</li><li>Review and analyze title searches and full title reports to identify issues, confirm lien position, mitigate risk, and ensure clear title; engage title companies for clarification, and resolution as needed.</li><li>Handle member interactions and internal customers over the phone, in writing or in person in a timely, professional manner.</li><li>Maintain satisfactory level of technical knowledge and professional skill to keep up with current developments and changes in regulations.</li><li>Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned. </li><li>Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism. </li><li>Responsible for regular and predictable attendance including punctuality. </li></ul>

Qualifications:
<ul><li>High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required </li><li>Registration with the National Mortgage Licensing System and Registry (NMLS) required</li><li>Minimum 1 Year Underwriting in consumer and/or residential mortgage experience preferred</li></ul><a href="https://hvfcu.jdxpert.com/ShowJob.aspx?EntityID=2&jobcode=836" target="_blank" rel="noopener">Click here to view full job description</a> 

Why Choose HVCU?:
 Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work!  Employee Perks: <ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 12pt; font-family: Calibri, Calibri_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Base & Variable Pay Structures </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 12pt; font-family: Calibri, Calibri_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">Paid Personal, Holiday & Volunteer Time Off </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 12pt; font-family: Calibri, Calibri_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">Professional Development & Training </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 12pt; font-family: Calibri, Calibri_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1">Student Loan Repayment & Tuition Reimbursement Programs </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 12pt; font-family: Calibri, Calibri_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1">Medical, Dental & Vision Coverage </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 12pt; font-family: Calibri, Calibri_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1">401(k) With Employer Match & Non-Elective Employer Contribution </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 12pt; font-family: Calibri, Calibri_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="7" data-aria-level="1">Life, Short-term & Long-term Disability Insurances </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 12pt; font-family: Calibri, Calibri_MSFontService, sans-serif;" aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="8" data-aria-level="1">Discounted Loan Rates & Fees  </li></ul> Hudson Valley Federal Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law. 

Salary Range:
G19.5 $32.18 - $38.99 Hourly

Underwriting Manager Jobs in Franklin D Roosevelt, NY

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Underwriting Manager Jobs in Franklin D Roosevelt, NY

Commercial Lines Account Manager FRANK H. REIS INC.

Home Equity Underwriter Hudson Valley Credit Union

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