Underwriting Strategy

Underwriting Strategy Sales Jobs

13 jobs found

2d ago

Loan and Business Development Officer

The Housing Partnership Network Tulsa, OK

Tulsa, OK

2d ago

$100k - $115k/yr Full time Business Development CRM Loan Officer

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Job Description

The Loan and Business Development Officer will support the Tulsa Housing Impact Fund (THIF) by developing lending opportunities, structuring affordable housing financing, and managing transactions end to end from sourcing through closing. This onsite role is based in Tulsa, OK and involves relationship building across developers, nonprofit partners, community organizations, and other stakeholders.

Key Responsibilities

Develop and implement a business development and outreach strategy aligned with THIF lending priorities.
Build and maintain relationships with developers, nonprofit partners, community organizations, and other stakeholders.
Source new lending opportunities and maintain a robust pipeline of prospective deals.
Track and manage pipeline activity from initial engagement through closing.
Perform initial screening and project vetting to assess feasibility and alignment with THIF’s mission and capital strategy.
Represent THIF at industry events, site visits, and community engagements.
Structure financing solutions for affordable housing projects, including multi-layered capital stacks that may include grants, philanthropic investments, subordinate debt, and senior debt.
Work directly with borrowers to align project capital needs with THIF lending products and partners.
Lead transactions from early-stage discussions through closing.
Coordinate with internal or third-party underwriters, providing documentation, borrower context, and deal insights.
Facilitate communication between borrowers, underwriting, legal counsel, and capital partners.
Identify risks, bottlenecks, and structuring challenges, then develop solutions to move deals forward.
Prepare deal summaries and supporting materials for internal review and approval processes.
Conduct site visits for prospective, active, and completed projects (pre- and post-closing).
Monitor project progress and maintain borrower relationships throughout the loan lifecycle.
Provide updates to internal teams on milestones, risks, and performance.
Coordinate with asset management and operations teams on portfolio monitoring and ongoing borrower relationships.
Support ongoing engagement with existing borrowers and partners.
Assist with additional organizational projects and initiatives as needed.

Required Qualifications

7+ years of experience in lending, real estate finance, affordable housing development, or community development finance as a loan officer.
Demonstrated experience in business development, deal sourcing, and pipeline management.
Proven ability to support or lead complex real estate transactions, including those involving multiple stakeholders and layered financing.
Strong understanding of affordable housing development processes and local market dynamics.
Excellent relationship management and communication skills, including the ability to engage developers, nonprofit partners, and community stakeholders.
Strong organizational and project management skills, with the ability to manage multiple deals simultaneously.
Ability to collaborate with underwriting, legal, and capital partners to drive transactions to closing.
Proficiency with Microsoft Office, Salesforce, and pipeline tracking tools.

Preferred Qualifications

Deep experience in Tulsa’s housing, real estate, or community development ecosystem.
Familiarity with multi-source capital stacks, including grants, philanthropic funding, subordinate debt, and senior debt.
Experience working with CDFIs, mission-driven lenders, or public-private partnerships.
Established relationships in Tulsa with local developers, nonprofits, public agencies, and community stakeholders.
Experience conducting site visits and managing projects across the development lifecycle.

Location and Travel

Must be based in Tulsa, OK.
Deep familiarity with Tulsa neighborhoods, development activity, and local stakeholders is required.
Regular local travel for site visits, borrower meetings, community engagement, and Board meetings as needed.

Compensation

$100,000 - $115,000 per year

Technology

Microsoft Office
Salesforce
Pipeline tracking tools

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10d ago

Area Sales Manager Indirect

Grow Financial Federal Credit Union Knoxville, TN 📍 TN Remote

Knoxville, TN

10d ago

Full time Manager Account Management B2B

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Job Description

Join a mission-driven financial institution that prioritizes growth, development, and work-life balance. This indirect sales leadership role covers the Knoxville Market, with oversight extending to Chattanooga and the Tri-Cities region, and requires travel. Expect a supportive culture that values data-driven decision making, collaborative vendor partnerships, and opportunities to advance through in-house training and a comprehensive benefits package.

Benefits

Medical, Dental, and Vision Insurance
Employee discount on loans
Tuition Reimbursement up to $5,250 per year for full-time team members
Paid Time Off of 15 days per year plus more than 10 paid holidays
Paid Volunteer Days (two per year)
401(k) retirement plan with company match up to 8%
Growth opportunities through an in-house training department
Corporate vehicle provided for role-related travel

Responsibilities

Drive growth by cultivating new opportunities while sustaining existing relationships within the assigned territory for Grow Financial
Oversee the indirect dealership network, ensuring effective management, training, and vendor support
Monitor dealership portfolio performance and recommend risk mitigation actions
Serve as a liaison between dealership vendors and Grow Financial business units
Manage strategic account performance
Analyze market data to inform strategy and reporting
Generate regular reporting for the designated market area
Support expansion into new markets and states, including overnight travel
Assist with new hire training and participate in business-related conferences
Meet or exceed KPIs established by management
Service the Knoxville Market, including Knoxville, Chattanooga, and the Tri-Cities region (Bristol, Kingsport, Johnson City)

Requirements

High school diploma or equivalent required; a Bachelor's degree preferred
Five years of successful B2B Account Management experience, including cold calling, prospecting, and training
Two years of experience as an Indirect Dealer Account Manager I at Grow Financial
Five years of experience in indirect lending, underwriting, auto industry sales, or an equivalent combination
Excellent analytical, verbal, written, and presentation skills
Strong time management, problem solving, and prioritization abilities
Valid driver’s license required
Residence in the assigned territory
Proficiency in Microsoft Office Suite, DealerTrack, RouteOne, and CRM systems

Technologies

Microsoft Office Suite
DealerTrack
RouteOne
CRM system

Work Environment

Telecommuting and home office setting
Corporate vehicle provided; travel within the credit union area greater than 80% of the work week, including overnight travel
Flexible schedule that may include evenings and weekends

Physical Demands

Ability to move, stand, walk, bend, push, and pull, with the ability to lift up to 25 pounds without assistance
Capability to sit for extended periods
Reading, writing, speaking, and typing in English
Ability to hear and use a telephone; regular computer use with repetitive keystrokes

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23d ago

Sales Manager, Small Business

Brex New York, NY

New York, NY

23d ago

$233k - $259k/yr Full time Manager Account Management B2B

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Job Description

Lead and scale a sales team of at least eight Account Executives in Brex's Small Business and Early Stage segment to drive revenue growth, mentor the team, and own forecasting and strategy.

Responsibilities

Lead a high performing team: guide, coach, and support Account Executives to consistently meet and exceed quotas, fostering accountability and a culture of excellence.
Scale the team: recruit, hire, onboard, and train new AEs while enhancing enablement programs for long term success.
Sales strategy and planning: own weekly forecasting and ensure the team maintains an accurate, up to date pipeline.
Collaborate with cross functional teams: partner with Marketing, Product, and Customer Success to align sales strategies with Brex's goals.
Win deals: build and sustain relationships with key decision makers at mid market companies to drive revenue and customer acquisition; coach the team to prioritize strategically for consistent results.
Leverage data: monitor and analyze sales performance metrics to identify trends, address challenges, and uncover opportunities for improvement.

Requirements

5+ years of B2B SaaS sales experience, ideally in fintech, travel, or spend management.
2+ years of experience managing a high performing sales team with a track record of achieving or exceeding quotas.
Demonstrated success in driving revenue growth and acquiring new customers; consistent quota attainment.
Strong leadership, coaching, and team building capabilities.
Excellent communication and interpersonal skills to inspire teams and build stakeholder relationships.
Excellent prospecting skills and the ability to train others to generate pipeline.
Superb organizational skills and the ability to help others stay organized.

Technologies

Gong
Salesforce
Outreach

Benefits

Remote work flexibility up to four weeks fully remote per year

Where You’ll Work

Based in the New York office in a hybrid environment that combines in person energy with remote work options.
Minimum of three coordinated in office days per week: Monday, Wednesday, and Thursday.
Up to four weeks per year of fully remote work as a perk.

Bonus Points

Bachelor's degree in business, marketing, or a related field.
Familiarity with financial products, credit cards, and business finance.
Familiarity with credit card management, including limits, rewards, and underwriting.
Keen awareness of the competitive landscape, industry trends, and market dynamics.
Familiarity with sales tools such as Gong, Salesforce, Outreach, or similar platforms.

Compensation

OTE range of USD 233,000 to 259,000 per year. Starting pay depends on location, experience, market demands, and internal pay parity.
The OTE figure includes base salary and commissions and may be earned based on performance.
Equity and other components may be included as part of total compensation where applicable.

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27d ago

Indirect Lending Business Development Officer

Oregon Community Credit Union Los Angeles, CA 📍 California Remote

Los Angeles, CA

27d ago

$97k - $128k/yr Full time B2B Business Development Client Prospecting

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Job Description

Oregon Community Credit Union is expanding its indirect lending footprint in California with a field-focused leadership role based in Los Angeles and remote flexibility. The Indirect Lending Business Development Officer will develop OCCU's California dealer network, drive indirect lending growth, and ensure adherence to OCCU standards through frequent dealer engagement and travel.

Responsibilities

Promote OCCU’s Indirect Lending products and services to dealership leaders and staff.
Establish new dealer partnerships and deepen relationships with both franchise and independent dealers.
Create proactive outreach plans to increase dealer penetration and loan origination.
Track and respond to leads and referrals generated by field activity.
Provide training to dealership staff on OCCU standards, procedures, guidelines, and contract terms.
Coordinate with dealers, underwriting, and the Indirect Lending team to ensure smooth deal flow.
Identify and escalate dealer issues, misrepresentations, or compliance concerns.
Maintain up-to-date knowledge of indirect lending regulations and compliance requirements.
Conduct dealer visits and document outcomes daily following Dealer Management guidelines.
Support marketing events, partnership activities, and mandatory training.
Monitor competitor pricing, market trends, and dealer performance to inform strategy.
Resolve disputes involving members, dealers, and branches; address ServiceNow complaints promptly.

Requirements

At least eight years in-dealership leadership roles such as F&I Manager/Director, Sales Manager, GSM, or GM.
A minimum of three years in indirect lending, ideally within a financial institution.
Strong expertise in dealership variable operations and automotive lending.
Proven relationship-building, communication, and negotiation abilities.
Willingness to travel across California regularly and work evenings and weekends as required.
Resilience, professionalism, and the ability to exercise independent judgment under pressure.
Valid driver’s license and an acceptable driving record.
Bachelor’s degree preferred.

Technologies

ServiceNow

Benefits

Low-cost medical, dental, and vision insurance
401(k) retirement plan with employer match
Paid time off plus 13 paid holidays
Tuition reimbursement for eligible education and training
Company-paid long-term disability
40 hours of company-paid core time annually for full-time employees to participate in community volunteer opportunities

Why join OCCU

Low-cost medical, dental, and vision insurance
401(k) retirement plan with employer match
Paid time off plus 13 paid holidays
Tuition reimbursement for eligible education and training
Company-paid long-term disability
40 hours of company-paid core time annually for full-time employees to participate in community volunteer opportunities

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27d ago

Business Development Manager/Sr Business Development Manager

Allegany Insurance Group Williamsport, PA 🇺🇸 Remote

Williamsport, PA

27d ago

$67k - $112k/yr Full time Account Management Agency Relations Business Development

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Job Description

The Senior Business Development Manager role at Allegany Insurance Group leads strategic agency relationship management and broader leadership across Pennsylvania, with remote work options.

Responsibilities

Maintain regulatory compliance for agency and producer licensure and records.
Keep agency files current and collaborate with supporting resources across the organization.
Ensure usage and execution of current agency contracts, commission schedules, and related documents for new appointments, mergers and acquisitions, and standard updates.
Coordinate processes and communications for agency ownership, appointments, and coding updates across departments and systems.
Serve as the liaison between the company and agencies, facilitating cross functional collaboration with Underwriting, Claims, ACE, Accounting/Finance, and Information Systems.
Attend monthly underwriting and product meetings to stay informed and provide agent feedback on appetite, guidelines, products, system features, and processes.
Foster and maintain strong relationships with assigned agencies through accessibility, visibility, and consultative partnership.
Track agency production and loss data with a long term view toward profitable growth and opportunities in profit sharing/contingent commissions; design and share data distribution methods with agents and Allegany leadership.
Identify, evaluate, and propose new agency appointments for leadership review and approval.
Contribute to annual premium budgeting for the assigned territory.
Assess agency compensation structures, including profit sharing/contingent commissions, against peers and product margins.
Own agency events within budget with support from leadership and other departments.
Support agency directed marketing campaigns aligned with organizational objectives.
Provide mentoring and guidance to colleagues as needed.
Fulfill duties of the Business Development Manager as applicable.
Lead the territory strategy to meet budgeted premium, profit, retention, and agency relationship objectives.
Develop and deepen executive level relationships with key agency principals, producers, and strategic partners.
Evaluate and negotiate new agency appointments, assess mergers/acquisitions impacts, and identify growth opportunities for leadership review.
Analyze production, loss data, profit sharing, market conditions, compensation plans, and product performance to inform strategy.
Lead agency business planning discussions covering growth actions, profitability, retention, mix of business, and producer engagement.
Provide regular territory updates, agency pipeline insights, competitive intelligence, and actionable recommendations.
Perform all other duties as assigned.

Requirements

Self motivated and proactive approach.
Ability to work independently with minimal supervision.
Collaborative, strong interpersonal leadership capable of interacting across all group domains and the independent agency sales force.
Strong written and verbal communication skills, including negotiation and persuasion.
Experience teaching and training others, especially agency staff on appetite, products, systems, and processes.
Organized, detail oriented, and highly reliable.
Valid driver’s license required.
Advanced relationship management, negotiation, persuasion, presentation, and consultative sales skills.
Strong analytical abilities to interpret production, loss, profitability, compensation, and market data.
Ability to influence without direct authority and collaborate across all groups and the independent agency sales force.
Executive presence in communication with sound business judgment.
Education: High school diploma (Required).
Experience: 7 years in sales or agency management (Required).
Minimum experience listed: 3 years.
Willingness to travel up to 75 percent (Required).

Benefits

401(k) with employer matching
Dental insurance
Disability insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Physical Requirements

Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 15 pounds occasionally.
Must be able to travel, which may involve sitting and driving.

Employment

Location: Cuba, New York or remote
Territory: Pennsylvania
Some overnight travel required
Job Status: Full Time, Exempt
Work Schedule: Monday to Friday, 8:00 am to 4:00 pm
Salary: USD 67,000 - 112,000 per year
Allegany Co-op Insurance Company is an Equal Opportunity Employer

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29d ago

Senior Business Development Underwriter

ICW Group Pleasanton, CA

Pleasanton, CA

29d ago

$104k - $176k/yr Full time Account Management Business Development Commercial Underwriting

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Job Description

ICW Group is seeking a Senior Business Development Underwriter to join its Pleasanton, CA team in a hybrid capacity. This role combines senior underwriting leadership with strategic distribution, responsible for developing and growing a profitable book of business across assigned lines and expanding Commercial Lines growth through proactive agency partnerships and cross-sell initiatives. You will serve as a trusted underwriting and distribution partner to agents and internal stakeholders, balancing robust risk assessment with strategic growth objectives.

Compensation

Salary: USD 104,125 - 175,599 per year

Location

Pleasanton, California (hybrid)

Responsibilities

Underwrite, select, and price moderately to complex risks within assigned lines in line with company guidelines
Hold accountability for profitability, growth, and retention of the assigned portfolio
Analyze risk characteristics including operations, financials, management, and loss history
Apply advanced underwriting judgment and authority to structure, price, and manage complex accounts
Use underwriting authority to set pricing, credits/debits, deductibles, and alternative rating structures
Present and explain intricate pricing structures such as retros and large account programs when applicable
Monitor portfolio performance and take proactive corrective actions to meet underwriting targets
Stay current on regulatory, rating, and coverage changes (e.g., WCIRB/NCCI, ISO/AAIS)
Drive new business production and growth through proactive agency engagement, prospecting, and cross-sell execution
Develop, manage, and optimize a high-performing producer network aligned to company strategy
Hold producers accountable for production, quality, and profitability expectations
Promote profitable sales across all Commercial Lines products, expanding penetration and supporting new product introductions
Identify and lead cross-sell opportunities, partnering with underwriting teams to deliver total account solutions
Prospect, prequalify, and appoint new producers with strong alignment to target segments
Set and manage production goals with key agency partners
Maintain deep knowledge of the assigned territory, including competitor positioning and market dynamics
Influence distribution strategy, product positioning, and market opportunities
Represent the company as a lead contact with strategic agency partners
Build and maintain collaborative relationships through regular agency engagement, presentations, and strategic planning
Lead complex account and pricing discussions with agents and insureds
Provide underwriting and distribution guidance to agents, including structuring solutions for complex risks
Deliver responsiveness, service, and professionalism in all interactions
Present agency performance insights, growth opportunities, and strategic recommendations to leadership and agency partners
Mentor and support the development of Business Development Underwriters and junior staff
Provide guidance on underwriting approach, agency management, and deal structure
Participate in training, onboarding, and knowledge sharing across the team
Contribute to special projects, product initiatives, and process improvements as assigned

Requirements

Bachelor's degree in Business, Finance, Risk Management, or related field, or equivalent experience
Minimum five years of underwriting experience required; seven or more years preferred, including handling more complex risks and agency relationships
Current driver's license required
Proven success building and managing high-value agency relationships and driving profitable growth
Ability to underwrite complex risks with advanced underwriting judgment
Strong business development, negotiation, and relationship management skills
Capacity to balance advanced underwriting discipline with production and cross-sell expectations across Commercial Lines
Skill evaluating submissions, financials, and loss data to support complex decision-making
Advanced knowledge of Commercial Lines products, including Workers’ Compensation and Commercial Package coverages
Ability to mentor, coach, and influence others
Strong analytical, communication, and presentation skills

Benefits

Challenging work with impact and a voice in the organization
Competitive benefits package including medical, dental, and vision plans, plus 401(k) with company match
Bonus potential for all positions
Paid time off and paid holidays throughout the year
Commitment to ongoing learning and development

Physical Requirements

Office-based role with standard physical demands; regular sitting, walking, standing, talking, and hearing
Travel required 50-75% of the time to meet with clients, attend industry events, and develop new business opportunities
Travel is primarily by automobile with occasional air travel
Regular visits to external locations such as producers' offices

Work Environment

Office environment requiring standard computer, telephone, and office equipment usage; ability to work 20-30% from home

Job Details

Category: Underwriting
Type: Full time
Req ID: JR101511

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1mo ago

VP, Business Development, Captive Distribution Program

Beyond Risk Management Inc McKinney, TX

McKinney, TX

1mo ago Closed

$150k - $210k/yr Full time Broker Relations Business Development Channel Partners

This position is no longer accepting applications (closed Aug 3, 2026).

Job Description

Context: Vice President of Business Development leads broker-focused growth for BevCap's Captive Distribution Program, expanding access to captive and alternative risk solutions through independent brokers and agency partners.

Responsibilities

Establish and nurture relationships with independent insurance brokers and agency partners in selected industries
Position BevCap as a specialty partner and resource for complex risk contexts and captive solutions
Educate brokers on program design, underwriting methods, and the profile of ideal clients
Create a steady network of referral and production partners
Promote adoption and expansion of BevCap captive and alternative risk programs
Identify and qualify opportunities generated by broker partners
Collaborate with internal teams to assess, structure, and place risks within the programs
Offer strategic input to improve program design, market position, and scalability
Support broker partners through the full deal lifecycle, including:
- Opportunity qualification
- Data gathering and underwriting strategy
- Program design and proposal development
- Final presentation and close
Serve as a subject matter expert on complex placements and alternative risk strategies
Execute targeted outreach to broaden broker penetration within defined verticals
Represent BevCap at industry events, trade associations, and broker meetings
Strengthen BevCap's brand as a leader in niche, best-practice driven insurance solutions
Collaborate with account managers, consultants, and leadership to deliver successful program execution and partner satisfaction
Maintain visibility into the deal pipeline and activity via CRM tools
Prioritize distribution through select brokers with deep vertical expertise
Access proprietary captive programs and differentiated risk solutions
Target specific verticals supported by robust data and clearly defined ideal client profiles
Develop a scalable production model through strategic partnerships
Operate with high visibility in a fast-growing, specialized firm

Requirements

3–7+ years of property and casualty insurance experience
Experience with wholesale brokerage
Experience in program business
Carrier or BGA distribution experience
Retail production background including captive programs
Strong understanding of core P&C coverages
Exposure to or interest in captives, large deductibles, or alternative risk structures
Proven ability to build and maintain external business relationships
Excellent communication and presentation skills, able to explain complex concepts clearly
Highly organized with the ability to manage multiple opportunities in flight
P&C license or eligibility to obtain within 30 days
Bachelor’s degree or equivalent professional experience
Self-starter who can operate independently and deliver results

Technologies

CRM software

Benefits

401(k)
401(k) matching
Cell phone reimbursement
Dental insurance
Disability insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Compensation & Work Environment

Salary: USD 150,000 - 210,000 per year
Competitive compensation structure aligned with broker-driven production, program growth, and new revenue generation
Full-time, flexible office and remote environment
Travel required for broker meetings and industry events
Fully paid employee health insurance; family coverage available
Dental, vision, and life insurance
401(k) with 4% company match
PTO: 21 days plus 9 holidays and 1 floating holiday
Fast-growing organization with opportunities for leadership and expansion of distribution responsibilities