Commercial Banking Underwriter

1 day ago


Madison, United States Johnson Financial Group LLC Full time

Overview:

Responsible for underwriting new or complex commercial loans, typically exposures greater than $5 million, for both existing and prospective clients. Underwriters will assist regional leadership by providing early guidance on new opportunities, actively manage the credit approval process, and assist with proposing and negotiating final deal structures with the client or prospect. Underwriters will partner with our regional commercial teams and be proficient in underwriting credit risk, facilitating and managing the loan closing process, and for ongoing portfolio oversight. Underwriters are also responsible for expanding and deepening customer relationships through quality customer interactions, and for the development of our lessor experienced Relationship Managers.

KEY RESPONSIBILITIES

Position Specific Responsibilities

  • Partner with Relationship Managers on client and prospect calls, structure credit facilities and preparing engagement memos.
  • Manage the credit approval process through RCO/CCO engagement including loan presentation and preparation management.
  • Ensure that all loans are underwritten with a high degree of accuracy and in according with the Banks policies and procedures.
  • Manage the 3rd party process as needed including appraisal engagement, environmental due diligence, title company engagement and land surveys.
  • Manage loan documentation preparation process for attorney and loan operations engagement. Confirm accuracy of documentation compared to approval.
  • Evaluate facts and data to draw conclusions, determine the downstream impact of decisions and associated risks.
  • Resolve difficult or challenging problems by identifying potential solutions and clearly communicate with relevant personnel.
  • Keep up on industry requirements and standards through various training opportunities.

Required Experience

  • Minimum 2-4 years commercial banking or equivalent experience for Underwriter I. Higher levels will require more in-depth experience.
  • Excellent analytical and decision making skills
  • Critical thinking and problem solving skills required
  • Ability to work independently with minimal supervision.
  • Bachelors degree and/or equivalent work experience preferred.


  • Madison, United States Johnson Financial Group LLC Full time

    Overview: Responsible for underwriting new or complex commercial loans, typically exposures greater than $5 million, for both existing and prospective clients. Underwriters will assist regional leadership by providing early guidance on new opportunities, actively manage the credit approval process, and assist with proposing and negotiating final deal...


  • Madison, Wisconsin, United States Bankers Bank Full time

    Job SummaryBankers Bank is seeking a highly skilled Commercial Banking professional to join our team in Madison, WI. As a Commercial Banker, you will play a key role in generating loans and developing relationships with community banks.Key ResponsibilitiesCommercial Lending: Develop individual relationships with community banks, analyze financial...


  • Madison, Wisconsin, United States Bankers Bank Full time

    Commercial Banker Role at Bankers' BankBankers' Bank is a leading financial institution dedicated to serving community banks with their technological and financial service needs. We are seeking a highly skilled Commercial Banker to join our team in Madison, WI.Key Responsibilities:Commercial Lending: Develop and maintain relationships with community banks,...


  • Madison, Wisconsin, United States Bankers Bank Full time

    Commercial Banker Role at Bankers BankBankers Bank is a leading financial institution dedicated to serving community banks with innovative solutions and expert guidance. With over $1.5 billion in assets, we have been a trusted partner for over a quarter century, providing a wide range of financial services and products.Job SummaryWe are seeking a highly...

  • Commercial Banker

    2 weeks ago


    Madison, United States Bankers Bank Full time

    Bankers' Bank is a growing, state-chartered financial institution with over $1.5 billion in assets committed to assisting community banks with their technological and financial service needs for over a quarter of century. In addition to specializing in providing correspondent banking products and services to community banks we also provide bank holding...


  • Madison, United States JM Wilson Full time

    Commercial P&C Underwriter Location: Madison, WI (Hybrid)JM Wilson, a trusted name in the insurance sector, specializes in navigating the complexities of excess and surplus lines as a Managing General Agency. Our mission is to address the challenges that standard markets often overlook, focusing on unique, hard-to-place exposures. Rooted in three generations...


  • Madison, United States JM Wilson Full time

    Commercial P&C Underwriter Location: Madison, WI (Hybrid)JM Wilson, a trusted name in the insurance sector, specializes in navigating the complexities of excess and surplus lines as a Managing General Agency. Our mission is to address the challenges that standard markets often overlook, focusing on unique, hard-to-place exposures. Rooted in three generations...


  • Madison, Wisconsin, United States Heartland Financial USA, Inc. Full time

    Heartland Financial USA, Inc. is an equal opportunity employer dedicated to fostering a diverse workforce. We welcome all qualified candidates without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors.As a diversified financial services provider, we are...


  • Madison, United States Johnson Financial Group LLC Full time

    Prepare loan presentations for credit approval. Underwrites loan requests working very closely with Lenders, Portfolio Managers and Underwriters on structuring, risk identification/mitigation, and risk ratings. Underwriting loan presentations include Credit Analyst, Commercial, Analyst, Diversity, Portfolio Manager, Banking, Business Services


  • Madison, Wisconsin, United States GuideOne Insurance Full time

    As a Field Underwriter specializing in Commercial Lines, you will oversee a portfolio of business to ensure both profitability and expansion. Your role will involve evaluating new and renewal business, determining coverage risks, generating quotes, and addressing inquiries related to coverage, all within your designated authority. Building strong...


  • Madison, Wisconsin, United States First Business Bank Full time

    Job Title: Commercial Banking AssociateAt First Business Bank, we are seeking a highly motivated and detail-oriented Commercial Banking Associate to join our team. As a key member of our Commercial Banking team, you will be responsible for providing exceptional customer service to our clients, managing a portfolio of clients, and developing business...


  • Madison, Wisconsin, United States BMO Full time

    Commercial Banking Analyst Job DescriptionBMO is seeking a highly motivated and detail-oriented Commercial Banking Analyst to join our team. As a Commercial Banking Analyst, you will be responsible for facilitating decision-making and analysis of credit information to support lending decisions and processes.Key Responsibilities:Act timely and efficiently to...


  • Madison, Wisconsin, United States Wintrust Financial Full time

    Job OverviewWintrust Financial is a prominent financial institution managing approximately $50 billion in assets and listed on NASDAQ:WTFC. Emphasizing the "HAVE IT ALL" philosophy, Wintrust combines advanced technology and extensive resources of a large banking entity while maintaining a strong commitment to community-focused banking services for all...


  • Madison, WI , USA, United States First Business Bank Full time

    Commercial Banking AssociateAt First Business Bank, we're seeking a talented Commercial Banking Associate to join our team at our Madison headquarters location. As a key member of our Commercial Banking Team, you'll play a vital role in driving business growth and delivering exceptional client experiences.Key Responsibilities:Provide exceptional client...


  • Madison, Wisconsin, United States First Business Bank Full time

    About the RoleWe are seeking a highly motivated and experienced Commercial Banking Associate to join our team at First Business Bank. As a key member of our Commercial Banking team, you will be responsible for managing a portfolio of clients, developing business relationships, and driving revenue growth.Key ResponsibilitiesPortfolio Management:Provide...


  • Madison, Wisconsin, United States First American Full time

    At First American, we're passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. As a member of our family of companies, National Commercial Services provides single-point service for simple to multi-property/multi-state national commercial real estate transactions. Our...


  • Madison, Wisconsin, United States Johnson Financial Group Full time

    About the RoleThe Commercial Credit Analyst position at Johnson Financial Group is a key role in our organization, responsible for analyzing financial data and creditworthiness of potential clients. As a Commercial Credit Analyst, you will be working closely with our lending team to evaluate loan requests, identify potential risks, and provide...


  • Madison, Wisconsin, United States Church Mutual Insurance, S.I. Full time

    About the RoleWe are seeking a highly skilled Excess and Surplus Underwriter to join our team at Church Mutual Insurance, S.I. As a key member of our underwriting team, you will be responsible for analyzing and evaluating risk, making sound underwriting decisions, and developing a book of business that meets division objectives.Key ResponsibilitiesAnalyze...


  • Madison, WI , USA, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled Commercial Banking Analyst to join our team at the Bank of Montreal. As a Commercial Banking Analyst, you will play a critical role in facilitating decision-making and analysis of credit information to support lending decisions and processes.Key ResponsibilitiesAct as a key decision-maker in credit analysis and risk...


  • Madison, Wisconsin, United States American Family Mutual Insurance Company Full time

    Job SummaryWe are seeking a highly skilled Excess and Surplus Lines Underwriter to join our team. As a senior-level underwriter, you will support MGA underwriting operations and develop metrics to make recommendations that impact profitability trends.Key ResponsibilitiesEvaluate complex risks for third-party insurance carriers and use risk characteristics...