• Partner with the program business manager and analysts to manage the forecast, balance sheet, cancelling funds, cash collection, and other ad-hoc FP&A needs • Drive collaboration with the program team to develop and support financial forecasting (current forecast, annual operating plan, and long range planning), short range outlooks (to include risks and opportunities) • Maintain coordination with program leadership and factory management for unit delivery plans, keeping these tied to key financial forecasting metrics (sales, receipts, etc.) • Partnering successfully and driving influence with program IPL and strategic partners regarding all aspects of program execution and strategy.

• Primarily support customers in the inbound call queue at the BMO Investment Centre • Invoke trust and build meaningful customer relationships • Deliver an amazing customer experience, regardless of obstacles • Become an expert in understanding customer needs and providing wealth and investment-related sales and services • Support customers through onboarding new accounts, Mutual Fund and Term investment transactions, reviewing customer goals and objectives

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: RegularLanguage Fluency: English (Required) Work Shift: 1st Shift (United States of America)Please review the following job description: Underwrites new and renewal business, approves policy changes, maintain workload, and controls written business up to and including the time of binding according to Company guidelines and established internal and external procedures. Provides leadership to a production/underwriting team. Provides high quality professional service to Agents and Companies. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Meet or exceed production goals as assigned by Management. 2. Underwrite new and renewal business. 3. Supervise of team(s) ensuring all pertinent information is communicated. 4. Develop and maintain excellent relationships with clients. 5. Market all program products and services to clients. 6. Communicate properly and timely with all producers regarding submissions and decisions for new or renewal business. 7. Approve and disapprove endorsement requests according to internal and Company guidelines. 8. Monitor accounts to ensure compliance with the firm's policies and procedures. 9. Monitor production, hit ratios, renewal retention ratios spread of risk and other production and quality measures to minimize risk and predict future success. 10. Review and handle policy servicing requests (endorsement, audits, Company requests, Certificates, Premium Finance Notices and Cancellations, etc.) appropriately. 11. Review inspection reports and compare to the conditions that were represented at the time of binding and take appropriate or needed actions. 12. Meet or exceed file documentation standards, comply with underwriting authority level standards and pass all audits - both internal and external. 13. Maintain necessary licenses to produce business. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree or appropriate insurance designation 2. Five years of experience as an active Underwriter or seven years of experience in the insurance industry 3. Must be licensed in corresponding areas of insurance as necessary 4. Must be able to understand and analyze necessary components of insurance policies 5. Ability to understand the client's needs and have knowledge of the risk profiles associated 6. Recognize new trends and developments in the insurance industry and be able to incorporate into strategies 7. Must have knowledge of commercial multi-line underwriting and rating 8. Must have ability to use company automation to include Windows, Delphi, Word, DocuCorp, Rackley ISO Rating Software 9. Ability to develop, foster, and maintain an excellent working relationship with agencies 10. Leadership and team playing skills 11. Exercise discretion in making decisions 12. Maintain current knowledge of the insurance industry 13. Good written and verbal skills 14. Maintain travel schedule depending on the needs of clients, Agents, and new business 15. Ability to work extended hours when necessary The annual base salary for this position is $150-$200k/yr. Additional incentive pay is available for this position. General Description of Available Benefits for Eligible Employees of CRC Group: At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan. CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

At Acra Lending our employees enjoy an opportunity to work with great people. We celebrate several events throughout the year accompanied by raffles and giveaways for employees nationwide. We are especially proud to give back to our community and truly enjoy one another's company. We are looking for candidates to join our team who are passionate about their vocation. Who are committed to making a contribution and are looking to gain experience in order to grow in their career. Our headquarters are located on a beautiful campus in Irvine, California and if you work out of our Irvine office we can also provide a free gym membership. Essential Duties and Responsibilities: - Manually underwrite mortgage loan files. Review and analyze mortgage loan applications and supporting documents to ensure accuracy and completeness in order to make an informed lending decision in compliance with Acra Lending policies and guidelines - Measure multiple events in an applicant’s file and review application contingencies to quantify associated risk. - Exercise judgement to determine correct items to request from applicants and to make accurate credit decisions. - Responsible for frontline underwriting of new loan files, suspense reviews, condition reviews, re-works, etc. while adhering to production standards, staying within established turn-time timeframes and meeting minimum loan quality standards - Ability to perform duties and resolve issues without supervision and actively engage with supervisor to resolve complicated issues - Computer literate to include experience using Microsoft applications with mortgage industry standard software. Experience with Doc Velocity (paperless system) and Byte - Pro a plus - Other duties as assigned Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Ability to develop strong understanding of Acra's Underwriting guidelines - Experience performing manual underwrites of mortgage loan files - Adept at performing analysis and evaluation of a credit request and identifying appropriate documents to request from applicants - Experience making credit recommendations by measuring multiple events and quantifying the associated risks while adhering to guidelines and compliance requirements - Ability to communicate effectively in both verbal and written form and ability to explain credit decisions - Strong time management skills to effectively plan and organize a high daily loan volume - Detail-oriented team player able to work constructively with fellow employees - Self-motivated with good interpersonal skills - Well organized and able to process detailed information with accuracy and efficiency - Must be Proficient in English: speak, read, write Education and/or Experience: - Minimum 3 years of recent experience frontline underwriting of residential mortgage loans - Minimum five years of experience underwriting non-prime and “A” paper mortgage loans required - Minimum 5 years of experience of state and federal lending regulations (i.e., Ability to Repay (ATR), RESPA, Reg B, Reg O, Reg Z, Fair Lending, etc.) Pay Range: $85,000 - $95,000 based on experience Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Reasoning Ability Ability to apply common sense understanding to carry out detailed instructions. Ability to deal with problems involving a few concrete variables in standardized situations. Computer Skills Advanced knowledge of Microsoft Office applications (Word, Excel, Outlook, etc). Benefits Our benefit offerings include: Medical, dental, vision, wellness programs, EAP counseling services, FSA & HSA, company sponsored life insurance for employee, voluntary life insurance for employee, spouse and child, AD&D Insurance, voluntary short-term and long-term disability, critical illness insurance, accident insurance, legal assistance, pet insurance, living will and trust preparation discounts, commuter program, annual walking challenge, employee appreciation events and monthly sales awards. At Acra Lending, we were founded with a clear purpose: to specialize in alternative income loan products that help borrowers qualify for our flexible loan programs. We operate in 39 States, out of nine offices in Arizona, California, Florida, Georgia, Hawaii, Missouri, Nevada, Texas, and Utah along with a growing team of remote professionals across the country. Throughout the mortgage industry, Acra Lending is widely known for responsible lending practices, product innovation and operational efficiency. The foundation of our Company is built on helping our customers by providing Non-QM mortgage solutions for today’s borrower in residential and commercial properties across America. Our Leadership team will encourage you to grow, make time to have fun, and work together to make great things happen. We embrace the strengths and values of each team member. We believe in having diverse perspectives where everyone is included, to serve customers from all walks of life. We reward our employees with a competitive salary and a variety of benefits to help our team members reach their health, retirement, and professional goals along with an exceptional 401k match program. We look forward to meeting you!