• Underwrite deals, document key information, and report findings to the manager • Collect and organize all required deal documentation and information • Track the deal pipeline and ensure all deals are consistently updated • Provide updates every two days on all active deals in the pipeline • Support deal flow and ensure no items are missed or delayed • Analyze financial statements and supporting documents related to loan applications • Assist in preparing underwriting summaries and deal presentations • Communicate with internal teams to gather missing information and ensure timely processing of deals • Perform other tasks related to the position

Role Description Zurich Canada is currently looking for an Underwriting Specialist in the Ottawa region to drive profitable growth and deliver innovative risk solutions for our clients in the Canadian commercial insurance market. Reporting to the Underwriting Manager – Ontario, you will: - Analyze and underwrite new and renewal business - Proactively engage with key brokers and customers - Provide expert solutions on complex accounts - Help develop strong client relationships - Recommend leading-edge technical solutions - Contribute to process improvements - Ensure high-quality service and support Zurich’s values and business goals This role will be remote until an office is established in Ottawa, at which point it will transition to a hybrid work model. Qualifications - High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area - OR High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area - OR Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting Market Facing area - OR Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area - Knowledge of Microsoft Office - Experience working on time restraints for quotes on new and renewal business - Experience working in a team environment Requirements - Bachelor’s degree (preferred) - Advanced knowledge of underwriting philosophy, techniques, regulations, and guidelines (preferred) - Strong negotiation, communication, relationship-building, and presentation skills (preferred) - Ability to assess risk, deliver solutions, and function effectively in a team environment (preferred) - Demonstrated technical expertise and problem-solving abilities (preferred) - Industry-specific expertise in commercial lines underwriting (preferred) - Microsoft Office experience (preferred) Benefits - Comprehensive health/benefits plan with varying levels of coverage - Minimum of four weeks of vacation per year - Four personal days per year to be used at discretion - Access to a comprehensive range of training and development opportunities - Commitment to pay equity with a salary range of $100,000-$150,000

Role Description The Warehouse Funding Coordinator is responsible for initial wire release at the onset of new loans by working the loan queue and funding the individual mortgage loan submissions submitted by mortgage bankers (originators and document preparation companies) via the bank's Warehouse System of record. All pertinent and required loan information is mapped directly from the mortgage banker's upload to the Bank's Warehouse System. The funder will verify that all information in the loan package is consistent and appears to be correct and that the terms of the mortgage meet the terms of the investor takeout commitment and the bank's internal guidelines. The Funding Coordinator performs all duties in accordance with the company's policies and procedures. Key Responsibilities - Receive warehouse lending funding requests for various products via file uploads in the bank's Warehouse System. - Process the file for funding approval and release of the wire to the closing agent. - Review loan files for completeness and ensure all required loan documentation is received. - Validate data against supporting documents. - Communicate with warehouse clients by responding to inquiries via phone and email in a timely & professional manner. - May be backup to processing of daily warehouse payoffs of loans. - Familiar with the bank's departmental guidelines for quality control of each loan file to ensure the loan meets the guidelines. - Verify and approve title agencies as needed if they are not already set up and approved in the Warehouse System. - Responsible for cross-training with other departments to assist when other team members are out. - Complete and pass all required regulatory compliance training assigned by the bank. - Comply with privacy policies and procedures to maintain customer confidentiality and information protection. Qualifications - Prior Warehouse Lending experience strongly preferred. - Mortgage Loan Processor experience a plus. - Meticulous with the ability & desire to learn new tasks. - Superior customer service skills and attitude required. - Strong verbal and written communication skills required. - Proficient in Microsoft Office Word & Outlook; Excel is a plus. - Experience with or the ability to quickly learn the bank's Warehouse System of record. - Must be familiar with loan documentation or ability to train quickly. - Strong organizational skills with a willingness to adapt to change as needed in a demanding environment required. - Ability to manage multiple tasks, projects, and deadlines simultaneously. Compensation Disclosure The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the stated range. The range is driven by the geographic location of the anticipated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay range is $21.85 - $26.77.

Title: Mgr, Underwriting Location: Rock Island, Illinois, United States Department: Underwriting Job Description: Job Category: Underwriting Requisition Number: MGRUN001413 - Full-Time - Hybrid - Salary Range: $83,000 USD to $125,000 USD - Locations Showing 1 location Rock Island Rock Island, IL, USA Job Details Description Summary: Responsible for the performance of the underwriting team to ensure quality risk assessment, quick turnaround, and optimum customer service. Essential Duties and Responsibilities: - Manages a team of underwriters to ensure effective solicitation, selection, pricing, and retention of desirable business. Provide timely and accurate feedback to underwriters for accurate risk assessment. - Reviews second approval cases up to $2 million with 99% accuracy. - Conduct work assessment to ensure service and productivity goals and standards are met for team assigned. - Monitors quality and performs quality control reviews of risk assessment, reinsurance treaty compliance, and risk assessment calls. - Mentors employees to reach operational goals and developmental plans; providing training and educational opportunities for growth. - Responsible for developing, documenting, and implementing procedures in accordance with state and federal laws and regulations. - Develops, maintains, and reports on productivity results for individuals and team. Ensures time service standards are met. - Manages expenses to budget. Provides analysis and input to budget process, monitors, and reports to accounting on a monthly basis. Ensure invoices are paid in a timely manner. - Effectively manage change, defuse conflict, and negotiate positive results. - Able to take a cross-functional view of work processes and understand the ramifications to other areas of actions taken and decisions made. - Handle elevated risk assessment calls from agents. - Effectively use medical director guidance on complex medical cases. - Works with reinsurers on risk retention exceptions and development of underwriting guidelines. - Manage relationships with underwriting vendors. - Establish strong working relationship with agents/IMOs. - Provide case clinics and underwriting topics to the department. - Participate in Society product development and product management activities. - Leads or coordinates projects; completes projects on time and budget. - Supports and engages team in identifying process improvements. - Other duties as assigned. Supervisory Responsibilities: Manages a team of underwriters. Is responsible for the direction, coordination, and evaluation of the team. Carries out supervisory responsibilities in accordance with the Society’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. 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 accommodation may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: Associate degree or equivalent from a two-year college or technical school, a bachelor’s degree from a four-year college or university is preferred; Ten or more years life underwriting experience or equivalent combination of education and experience. Certificates, Licenses, Registrations: Fellow, Academy of Life Underwriting (FALU), required. Successful completion of the Life Office Management Association (LOMA) certifications and designations: Customer Essentials Certificate; Associate, Customer Service (ACS); and Fellow, Life Management Institute (FLMI), required. Core Competencies: To perform the job successfully, an individual should demonstrate the following core competencies: Communicates Clearly and Effectively; Demonstrates Leadership; Achieves Results; Manages Performance; Builds Partnerships; Thinks Strategically; and Adapts to and Promotes Change. Technical Competencies: The ideal candidate should have in-depth medical knowledge, as well as a highly developed understanding of financial concepts of insurance needs and estate planning, expertise in product development, data analysis, and familiarity with actuarial pricing of risk. They should be able to effectively train new team members and demonstrate strong leadership abilities. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, proportions, percentages. Ability to apply concepts of basic Algebra. Ability to apply concepts such as fractions and percentages to practical situations. Computer Skills: To perform this job successfully, an individual should have knowledge of: Internet software, Microsoft Word, Outlook, LifePro, and Illustration Software. Preferred knowledge of writing rules in underwriting engine systems. Industry Competencies: Life insurance product knowledge and experience, compliance, and regulations. Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand, walk, reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 15 pounds. Work Environment: This position offers a hybrid work environment, allowing flexibility to work both from home and in the office. In-office work may vary based on business needs. While the exact frequency of in-office work is subject to change, the role requires adaptability to meet the evolving demands of the business area. The noise level in the office is moderate, providing a comfortable environment for focused work. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable on-site accommodation may be made to enable individuals with disabilities to perform the essential functions. The organization values work-life balance and strives to maintain a flexible and collaborative environment for all employees. The candidate's starting pay will fall within the salary range provided and is determined based on job-related factors, including, but not limited to, the experience; qualifications, licensure and certifications; knowledge; skills; business and organizational needs; and market conditions. Candidates with the minimum necessary experience, qualifications, knowledge, and skillsets for the position should not expect to receive the upper end of the pay range. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. We offer a comprehensive package of benefits including paid time off, health and dental insurance, and 401(k) to eligible employees. Additionally, this position is incentive eligible with a target based on company performance, and/or individual results achieved; the specific incentive plan and target amount will be determined on the role. The date of the posting can be found on Royal Neighbors of America's career page at the top of each job posting. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.