• Utilize multiple databases to gather and verify large amounts of supplementary data for submissions and leverage specialized software to compare risks ensuring accurate policy pricing. • Solution oriented to market or carrier challenges. • Offer recommendations to clients on insurance applications to reduce exposure to excessive risk. • Ensures that underwriting activities comply with all industry and governmental regulations. • Cultivate relationships with assigned producers to achieve production goals. • Collaborate closely with the underwriting team to finalize insurance applications efficiently.

• Adhere to underwriting guidelines and execute underwriting and pricing strategies to maintain profitability goals. Use level of authority to accept, reject, or mitigate risk for applications. • Approve or decline insurance applications within certain limits and issue coverage and prepare referral submission for risks exceeding individual authority. • Review and analyze risk characteristics on insurance applications, renewals, and change requests. • Ensure that underwriting activities comply with all industry and government regulations. • Documentation of Underwriting files including risk analysis and pricing justification in accordance with established underwriting standards. • Offer recommendations to clients on insurance applications to reduce exposure to excessive risk. • Utilize underwriting guidelines, rules, standards, and levels of authority to accept, reject, or mitigate risk for applications and determine appropriate premiums, limits, and coverages. • Cultivate relationships with assigned producers to achieve production goals. • Collaborate closely with the underwriting team to finalize insurance applications efficiently. • Utilize multiple databases to gather and verify supplementary data for submissions and leverage specialized software to compare risks ensuring accurate policy pricing. • Respond to customer needs, providing guidance and assistance tailored to their insurance needs. • Process accounts from approved quotes through to policy issuance with accuracy and efficiency. • Recommend ideas for program development and process improvement. • Assist in the development of the Underwriting team through sharing knowledge and market intelligence, collaboration, and mentoring relationships.

• Collaborate across teams to design and deliver compelling product demos and proof-of-concepts that address real customer data challenges. • Host quarterly business reviews and monthly syncs covering open support activity, upgrade planning, roadmap alignment, and customer feedback. • Proactively identify risks and opportunities, providing recommendations that promote platform expansion and long-term adoption. • Collaborate with Sales, Product Management, and Technical Support to gather feedback, surface trends, relay customer insights, and advocate for customer needs in order to improve the FME Platform. • Create and deliver training materials, webinars, and presentations to help customers grow their FME knowledge. • Gain a deep understanding of customer use cases while helping organizations solve data challenges with the FME Platform.

• Review loan files for accuracy and compliance prior to closing. • Prepare and approve the Closing Disclosure. • Prepare all closing documents in a timely manner. • Communicate with the Broker, Account Executive, and settlement agent to schedule closing date and time. • Coordinate with various departments to reconcile any file defects. • Calculate loan interest, principal payment, escrow fees, and closing costs prior to closing. • Other duties as assigned.