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    I'm seeking a professional...update the data, I would like to step through each person starting with credit pulls then applications and then fundings but I want it to start from the 5th place and then a graphic animation of some sort when I show the 1st place for each category 8. Housekeeping slide, create slide that lists the tasks that we will discuss 9. Product highlight 10. Underwriting topics, create slide that lists the underwriting topics we will be discussing 11. Underwriting topic 1, blank slide for me to add the topic 12. Guest speaker, slide announcing the guest speaker and topic 13. Final thoughts, a slide where I give a final word of encouragement, need you make it look creative 14. Q&A slide, make a creative slide to start off my Q&A session ...

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    I'm seeking a qualified personal coach to assist me in the preparation for my life insurance exam due on the 23rd. Key points include: - Expertise in insurance policies and coverage, regulatory and legal requirements, and risk management and underwriting is required - I wish for in-person sessions for the coaching - I require additional assistance with practice exams. An ideal candidate would have a strong background in insurance, exceptional coaching abilities, and a library of effective training materials for hands-on learners. Only serious inquiries from professionals with proven track records in insurance exam preparation will be considered.

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    I am seeking a professional who can help me find an underwriter for a term life insurance policy. My primary goal for this policy is family protection, and I am looking for coverage under $250,000. Ideal Skills and Experience: - Experience in the life insurance industry - Excellent research skills - Knowledge of underwriting process and requirements - Ability to negotiate and secure favorable terms - Good understanding of different types of life insurance products and policies I look forward to working with a committed professional who can assist me in finding a suitable underwriter for my life insurance policy.

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    I am in need of a compliance expert who can assist my lending institution. This role will primarily involve assisting with loan origination, underwriting policies, and regulatory changes. Key responsibilities include: - Ensuring compliance with lending regulations. - Familiarity with loan origination process and underwriting policies. - Keeping up to date with regulatory changes. The ideal candidate will have familiarity with lending industry regulations and have a deep understanding of loan origination and underwriting policies. Experience in regulatory change management is highly desirable. Minimize compliance risk by ensuring procedures keep up with regulatory changes. Your role will be crucial in our institution's operations, and a strong background in lend...

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    ...target audience is business owners (entreapanaurs, startup businesses, small businesses) seeking working capital to scale their business. Our secondary target audience is individuals seeking to start a business, but don't have the available upfront funding to start their business. Our USP "Unique Selling Point" is our ability to do Credit Repair for clients if needed and also knowing all banks underwriting and based of their personal credit and business age what banks tey can apply at and get approved for up to $250,000 in business funding. Job Description: We are seeking a creative and strategic Brand Expert to Determine the best name for our business. You must have experience in Digital Marketing, SEO, and Branding to leverage the ability to easily allow us to...

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    ...demonstrate an understanding of digital lending products i.e. The outcome should include models to support digital lending for the following but not limited to : • Customers term loans • Customers payday loans • Customers micro loans • Scheme loans • MSME micro loans to marketers and small businesses • Trade finance • Temporal Overdrafts Overall Internal Rating Models Scope • Review the existing loan underwriting manuals and create a gap assessment report based on observed holes in client credit risk assessment. • Analyze the loan portfolio and make recommendations on how many internal rating models to construct and how to apply them to different company divisions. • These recommendations should be based on the local and regiona...

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    ...a period of growth, we are in need of a professional with expertise to conduct in-depth analysis and create pricing proposals for existing renewals and new group employee health benefits plans. Ideal Skills and Experience: - Strong analytical skills. - Hands on experience with group health benefits insurance analysis, pricing, proposals - Experience using CRMS (Hubspot Preferred) - Policy underwriting skills are required. - Proficient in data imports and analytics. Tasks You Will Handle: - Evaluate and assess the risk and performance of existing and new group policies. - Set prices that align with the evaluated risk. - Management of insurance policies including updates and renewals. - Import relevant data into MS Power BI and conduct comprehensive analysis to inform decision m...

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    I'm launching a new startup and urgently require an experienced professional to underwrite a ...seeking. Key Responsibilities: • Review my startup's financial records and prepare an analysis for the loan application. • No specific financial documents are available at the moment, advising on which ones would be optimal for my situation is part of the job. Ideal Skills and Experience: • Prior experience in business loan underwriting, particularly with startups. • Strong financial analysis skills. • Knowledge in preparing necessary financial documents for underwriting. Your aptitude to act quickly and efficiently in this process will be greatly valued given my urgent need for the completion of this project. Your contribution will be fundam...

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    Seeking a professional with a keen eye for detail to evaluate and refine our travel agency's bonding processes. Your analytical skills will be critical for assessing pot...actionable insights to streamline the bonding process. Ideal Candidate: - Strong background in financial risk analysis, preferably in travel bonding. - Proven experience with insurance underwriting, specifically in bonding and surety. - Expertise in evaluating complex insurance documents. - Excellent analytical and problem-solving abilities. By joining us, you'll contribute to the security and prosperity of our travel agency. Your work will ensure we continue providing high-quality services while safeguarding against unforeseen liabilities. The Freelancer needs to be from the uk & have knowledge o...

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    real estate underwriter S-a încheiat left

    Looking for a real estate underwriter with experience in residential properties. - Need a summary report for 100 properties to be underwritten. Ideal Skills and Experience: - Strong knowledge and expertise in residential real estate underwriting. - Proficient in analyzing property data and financial statements. - Ability to provide accurate and concise summaries. - Attention to detail and ability to meet deadlines.

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    I am looking for a skilled developer to build a new CRM Mortgage origination software for my business. This software should have the following features: - Loan origination: The software should be able to manage the...1-7%. Closing time: 10-90 days, Lender name: drop down to add different lender names, prepay penalty: drop down: none, 1,2,3,4 years, Issue prequal letter approval Loan processing stage (includes obtaining documents such as tax returns, appraisals, bank statement, credit reports, copy of purchase agreement P/L, misc reports (must be able to upload docs pdf, word, pics and large mortgage files. Underwriting, assign various task to complete by Loan officer, processor or customer Loan approved, assign lender, loan terms Open escrow. Assign task for escrow requirements Lo...

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    Machine learning/ Deep learning based credit underwriting modeling- end to end I am looking for a professional who has expertise in both machine learning and deep learning for credit underwriting modeling. The ideal candidate should have experience in creating models using both techniques. Dataset Creation: - The project requires the creation of a dataset for model training. - The dataset should be prepared specifically for this project. Timeline: - The project needs to be completed within 1 week. Skills and Experience: - Proficiency in machine learning and deep learning techniques. - Experience in credit underwriting modeling. - Ability to create a dataset for model training. If you have the required skills and can meet the timeline, please submit your proposal.

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    Trophy icon Flyers for LinkedIn and Email Outreach S-a încheiat left

    ...Christmas Flyer wishing our clients and partners a Merry Christmas (see attached labor day flyer) 3) New Years Flyer wishing our clients and partners a Happy New Year (see attached labor day flyer) 4) Deal of the week /Merchant Success Story - funded a client $2 million over 11 months to support his wholesale business for the holidays 5) Branded flyer to sign up with Westwood as an ISO (email underwriting @ for an ISO agreement) 6) client spotlight - toy maker funded $700K over 10 months for holiday rush. See attached example but we did not like how it was made, needs to be the same gist but way better. Requirements: - Experience in graphic design and creating visually appealing flyers - Ability to create compelling designs that effectively communicate the brand message -

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    ...differentiation strategies. Regulatory Compliance: Ensure compliance with local and international regulations, fostering transparency and building trust among clients. V. Operational Plan: Infrastructure: Establish a robust IT infrastructure to support seamless operations, data security, and efficient claims processing. Human Resources: Build a skilled workforce with expertise in underwriting, claims management, customer service, and technology. Risk Management: Develop comprehensive risk management protocols to mitigate potential threats to the company's financial stability. VI. Financial Projections: Revenue Streams: Delineate revenue sources, including premiums, investment income, and fee-based services. Expense Forecast: Outline anti...

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    CROSSPLATFORM UI S-a încheiat left

    The primary objective is to optimize and streamline insurance underwriting procedures by harnessing the power of distributed edge computing technology. This endeavor will integrate sophisticated machine learning algorithms and advanced data processing techniques to analyze insurance-related data at the edge, facilitating real-time decision-making and significantly improving the underwriting process as a whole. In the realm of the insurance industry, underwriting necessitates intricate analyses and risk assessments to determine insurance policy evaluations. However, traditional underwriting processes are often hindered by delays in data processing and decision- making, thereby compromising the efficiency and precision of underwriters. "UNDERWRITEX" see...

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    I'm looking for an experienced underwriter to join my team for an upcoming Initial Public Offering (IPO). The company is a medium-sized corporation with revenues between $50 million and $500 million. We anticipate the IPO process will take 3- 9 months to complete. Furthermore, we are looking for someone with a background in underwriting IPOs. You need to be able to pick which market to launch in and travel there. For example if we launch on the LSE travel to London to meet business owners. If you believe you've got the necessary experience, please contact me today. I look forward to hearing from you!

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    I'm looking to hire a freelancer with experience in commercial real estate underwriting to review a specific building in a timely manner. The property is in Richmond, Virginia and is a roughly 200,000 square foot warehouse / office building that recently has been used by multiple sports based tenants, office tenants, and a church. It is important to me to craft a detailed analysis pro forma for existing conditions with the ability to plan and project potential future uses, leases, proposed tenant improvements and redevelopment opportunities. I'm looking for an experienced professional who is comfortable generating a complex real estate financial models for this site and one that could be used as a template for future redevelopment projects. This project requires someo...

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    We are looking for a mortgage underwriter/administrator who is...able to speak English well as they will be required to make calls. This is currently a part-time position but for the right candidate, we are willing to make this a full time work from home position. Ideally, we would prefer a candidate who lives within the EU due to GDPR and time reasons. Ideal skills and experience: - Strong understanding of mortgage underwriting and administration processes - Proficiency in using mortgage underwriting/administration software and tools (specific software or tools preferred) - Attention to detail and accuracy in document preparation and verification - Ability to work efficiently and meet deadlines The expected turnaround time for this project is ongoing, as it will be...

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    Trophy icon WIX Web Page Build S-a încheiat left

    ...approved receive near instant approvals. SUB HEADING: High quality leases The platform generates harmonised investment-grade asset-backed leases for financial institutions, managing those leases throughout the asset's lifecycle. This means our leases and credit lines are protected from typical Operational and Capital risks experienced in the water infrastructure assets through our A+ grade risk underwriting. This model allows us to provide physical equipment maintenance during the lease life cycle that benefits all parties involved in the lease arrangement. SUB HEADING: Work with us We are constantly growing and this creates opportunities for Credit Line and Lease Finance providers as well as for all other participants in the global water sector. Why not make contact and...

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    I am looking for an experienced commercial mortgage underwriter to work on a project with a loan amount of $500k - $50 million. The underwriting will need to be completed within a week and should adhere to commercial standards. The ideal candidate will have experience with commercial/banking underwriting. The candidate should also be familiar with different loan programs and be able to recognize common mortgage issues. Excellent written and verbal communication skills are essential, as is the ability to work independently with minimal supervision. Please provide a few details of your experience when applying for this project. Thank you!

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    AI Marketing Bot S-a încheiat left

    ...ensure accurate insurance coverage. 12. State-specific Adaptability: • Ensure the chat bot is adaptable to accommodate variations in insurance regulations and requirements across different states. 13. Complete Insurance Applications: • Enable the chat bot to assist insureds with completing insurance applications. • Look up the online presence of prospects and add relevant information to the underwriting file. To be considered the Quotations must include the following: • Ongoing service fees • Acknowledgment of the project details • Realistic time frames • Relevant past projects, links & references Please provide a detailed quote with separate cost breakdowns and estimated time for: • Initial setup • Customization &b...

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    ...for a skilled developer to build a web application that will streamline our insurance processes using the MERN stack. The ideal candidate should have experience in developing similar applications and should be proficient in using MongoDB, Express, React, and Node.js. The project will involve streamlining the chosen insurance process, which includes Claims Processing, Policy Management, and Underwriting. The current process is Manual, and we want to move towards a Fully Automated process using InsureMERN. The features we are looking for include Automated Data Entry, Real-time Analytics, and an Intuitive Interface. The application should be user-friendly and easy to navigate for both customers and employees. Overall, we are looking for a developer who can deliver a high-quality ...

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    INSURANCE SOFTWARE S-a încheiat left

    My company needs a comprehensive insurance software that can handle motor insurance. The software should include features such as policy management, claims management, underwriting and documents received from customer to issuing policy and business management. We are looking for a project completion timeline of moderate urgency, that is, within 2-3 months.

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    ...for a skilled developer to build a web application that will streamline our insurance processes using the MERN stack. The ideal candidate should have experience in developing similar applications and should be proficient in using MongoDB, Express, React, and Node.js. The project will involve streamlining the chosen insurance process, which includes Claims Processing, Policy Management, and Underwriting. The current process is Manual, and we want to move towards a Fully Automated process using InsureMERN. The features we are looking for include Automated Data Entry, Real-time Analytics, and an Intuitive Interface. The application should be user-friendly and easy to navigate for both customers and employees. Overall, we are looking for a developer who can deliver a high-quality ...

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    Underwriting S-a încheiat left

    I am looking to hire a freelancer for a long-term underwriting project. Specifically, I need assistance with real estate underwriting. The project involves ongoing partnership to support my business needs. To be considered for the job, the freelancer needs to demonstrate their experience in underwriting. Detailed project proposals demonstrating past work will help build a strong application. If your skillset and experience match this project requirement, I invite you to apply.

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    Credit report writing S-a încheiat left

    A credit report on AT&T : It would be four-five pager report (model snip to be given in the report as an appendix) Covering all the aspects of credit underwriting, risk and mitigants and industry view You can assume any banking product (Term Loan or RCF) Model – last three years historical and forecast for the next three years.

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    I need an event promoter S-a încheiat left

    ManHERisms Incorporated is a registered nonprofit geared towards women entrepreneurs. WE NEED HELP IN SPREADING THE WORD AND GETTING WOMEN TO SIGN UP. Our workshop will feature ex...towards women entrepreneurs. WE NEED HELP IN SPREADING THE WORD AND GETTING WOMEN TO SIGN UP. Our workshop will feature experienced financial experts that will teach attendees practical and real-time skills that are critical to their business. Featured experts will be in mental health, marketing/branding, business plan deconstruction, business structure/accounting/operations, and commercial underwriting and solutions from a bank. We plan to deliver a quality workshop for that day, and lunch will be served to the women. They just need to bring their business plan, a notebook, and a mindset to learn....

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    I'm looking for an experienced Director of Field Underwriting to lead our underwriting team. This position is perfect for someone who has at least 2 years of experience in the insurance industry. The successful candidate will be responsible for developing and implementing a plan to direct all property & casualty underwriting activities. This individual will also serve as the sole underwriter, utilizing their expertise to review applications and approve policies. The ideal candidate for this position should be a responsible professional who can drive a successful underwriting team. They should have the necessary knowledge and theoretical understanding of the insurance industry and regulations to provide effective leadership and guidance. Additionally, ...

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    I'm looking for an experienced freelancer to help me with my insurance eco structure project. The specific modules I need in the eco structure are policy management, claims management and underwriting management. Additionally, I need assistance with both integration and customization. The timeline for this project is 1-3 months. If you think that you possess the skills and knowledge to complete this project effectively and on time, then I welcome you to bid on this project.

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    I am looking to developenhance a software solution for an insurance underwriting project that will provide a comprehensive tool to help streamline our company’s underwriting process. The software will be a web application and would be using Angular, .NetCore and Sql to achieve our desired outcome. Additionally, I am open to exploring the potential of adding any custom features beyond the existing framework that could provide a more efficient and effective solution.

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    1. Modules to cover Motor/ Non-Motor and Takaful operations. 2. Modules to cover CRM/ Sales/ Underwriting/ Servicing/ Claims/ Re-insurance/ Commission/ Incentives/ Finance/ fully integrated workflow/ document management/ MIS/ Data Management and Report Development/ Product Set-up/ Administration including user management/ Call Center/ Risk Assessment including KYC and AML verifications.

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    Short presentation maximum of 15 mins no more than 3 slides on my skills as a team leader and how I would transfer successfully into a commercial underwriting delivery their growth objective, detailing some challenges and opportunities . One of the slides showing my plan for the first 3 months in the role if successfully

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    Trophy icon Real Estate research team logo needed S-a încheiat left

    I need a logo for a real estate underwriting and research team that we are launching. the company's name will be and be a company that calculates the value of homes. we are thinking of having a calculator and house be included in the logo.

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    RE Underwriting Analysis S-a încheiat left

    Hello, I have a real estate project I need help analyzing. This would be an office condo conversion.

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    I need an underwriter S-a încheiat left

    I need an underwriting for 80 unit multifamily I have t12, rent roll and I need it put on Syndication Deal Analyzer SDA (by Michael Blank)

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    We are developing our underwriting platform on salesforce and need programmers that are proficient in this to allow our UW functions to be more automated and efficiently working with the CRM. Many phases are to come among other: salesforce automation review and optimisation of lead management in accordance with our needs integration of templates (PDF and emails) creation of a salesforce community and integration of calculators for users that relates to existing salesforce items optimization of current sf setup to be more relevant for our end users integration of various apps if needed (data management( files), teams etc)

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    I already have an 2 existing working template and would like ad additional features. I would like to make modifications to the 3 Unit Castro attachment, by inputting a few functionalities from the Dolores Value Add template.

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    We are seeking an advanced database designer to architect the structure of our database in Postgres for our loan origination and servicing software that we are building. The system will manage loans, leads, clients, underwriting(approval/denial), communications(sms and email), transactions(funding/repayment) and anything else you can think of for this database design. We will also need to use best security practices when designing to keep information separate and secure.

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    ** The ideal candidate will have experience in a Compliance, Underwriting, or Account Opening role. UK retail experience is mandatory for consideration. ** What is the scenario (see attachment for reference): ------------------------------------------- 1. Company A obtains revenue and profits from its clients. 2. Company A wants to use these profits for an alternative project and invests excess profits into a new company - Company B 3. For this to work, Company A wants to create a separate bank account for Company B. 4. Company B invests all of this money into the stock market, with the view to make profits via dividends. 5. At any time of Company A's choosing, these dividends will be transferred from Company B to Company A. Where dividends are not transferred, this money will...

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    First, you don't need to know about web development. I will share detail information about this job on interview. The 5 Inputs (in blue) will be able to calculate the 4 Outputs (with the dark background). This calculator will answer the question - "Should this be submitting for Deep Underwriting?" (I've attached the formula in the Sheet link.) I want 1 of 2 things to happen: 1. A Big Green "Yes" 2. A Big Red "No" Google Sheet Link - If you have any question or need any clarification, please reach out.

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    financial analyst S-a încheiat left

    commercial real estate development underwriting.

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    Develop comparative benefit packages for New Business, review claim experience, and apply underwriting guidelines to prepare prospect fees/rates. Ability to apply appropriate underwriting criteria and policies to provide proper rating consistent.

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    Content writer and checker S-a încheiat left

    ...field of finance and technology - loan and servicing, investment, and AI. About us SpaceQuant is an automation and decision platform to value and monitor the performance of commercial real estate assets for lenders, real estate investors, and asset managers. Our software enables financial institutions to dramatically increase the volume and quality of their CRE origination and servicing, cut underwriting costs and improve compliance and risk management. SpaceQuant software is used by leading insurance companies, banks, and hedge funds, including Pacific Life Insurance, Aareal Bank, KeyBank, JLL, and many others. Responsibilities: • Researching, editing, and proofreading articles with submission to the timeline agreed with the Marketing Team/CEO. • Ensuring article...

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    Digital Platform- Lead BA S-a încheiat left

    • Leading testing team. • Claims Management and underwriting rules configuration. • Performed gap analysis and presented information to the technical team to identify system requirements. • Prepared comprehensive functional test plan, test scenarios, and test cases. • Maintaining and Creating Masters for each Rule. • Created Database scripts for Product Configuration. • Lead discussions with business users to understand the current and future analytical needs (Functional and non-functional requirements) • Liaise with Development and Testing Teams to ensure that all documented specifications are clearly understood. • Responsible for providing reports to customers and maintaining TAT. • Responsible for UAT and Smoke testing • De...

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    For the final project, we have decided to focus on a fictitious property insurance company that provides policies to our clients in the Southern United States region. Our company is experiencing significant financial loss due to a high concentration of litigation cases mainly in Florida, Outdated/Ineffective Underwriting calculations, an unprecedented amount of insurance payouts due to an uptick in expected severe weather outbreaks, and our company is spending too much money in administrative costs.

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    ...it into a visually appealing, and standard way. The feedback should match verbatim, but doesn't need to have the entire sentence they provided. DOES NOT NEED TO BE BULLETED The document should be provided back in a PDF, and I want all rights, and ability to edit, make changes, and provide to whomever I need to. Please let me know if you have questions. Feedback to include below: • Underwriting Manager 1/31/22 : "Best Process Mapper in the company" • 11/13/22 Process Engineering Director - Team Spotlight Award: Works Collaboratively : "Thank you for your partnership, leadership and flexibility regarding the RCSA work. I am impressed with how you have embraced all the changes and continue to strive to make the program a success. This is on...

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    ...develop a career in the field. Candidates completing the training will enter our agency roster, providing long term and ongoing opportunities. Jobs include: • Perform a thorough review and analysis of borrower’s credit information before submitting to underwriting. • Assemble the complete loan package in proper order for underwriting. • Verify all required documentation in the file. • Complete the required loan checklist. • Verify that an application is complete and accurate; and identify any potential issues that may arise in underwriting. Qualifications and Skills: • University degree or related certification • Excellent written and verbal communication skills • Strong math, critical thinking and analytical skills....

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