16 insurance jobs found in Cleveland, OH

Location: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) The Portfolio Management Vice President will be responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests. Such requests include obtaining initial approval for new credit exposure (i.e., revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the Portfolio Management Vice President will be responsible for ongoing credit monitoring for a portfolio of corporate clients, reviewing legal documentation, and assisting product partners in cross-selling additional bank products. This role will be primarily focused on managing a portfolio of Financial Services clients (including Insurance companies) but may also include some Diversified Commercial & Industrial ("C&I") clients. ESSENTIAL JOB...

Location: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF The Senior Vice President, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. This role will be primarily focused on managing a portfolio of Financial Services clients (including Insurance companies) but may also include some Diversified Commercial & Industrial ("C&I") clients. These requests include obtaining initial approval for new, often multi-faceted, credit exposure (e.g., revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value...

MarshBerry is currently seeking a Vice President for our Financial Advisory Team based in either our Beachwood OH, Grandville MI, New York NY or Dana Point CA office. The Vice President is responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently. The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry's Financial Advisory Team including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. The Vice President will aid in the planning, formulating, and implementation of team goals and objectives and ensuring the completion of such. This role will be focused on clients and prospects in the...

Location: 127 Public Square - Cleveland, Ohio 44114 ESSENTIAL JOB FUNCTIONS Manages a portfolio of existing Asset Based Lending (ABL) accounts, including: Reviews financial and collateral information. Maintains an active dialogue with the borrower regarding financial condition. Evaluates requests for waivers and amendments. Reviews collateral examination and third party appraisal reports. Communicates with other lenders in the syndicate as necessary. Reviews third party legal documentation. Oversees operational aspects with the assistance of loan services team members Closes new business opportunities and underwrites future activity of the relationship. Identifies opportunities to deepen client relationships and maximize client profitability to Key. Manages account related relationships with non-KeyBank lenders, consultants, appraisers and lawyers, among others. Prepares scheduled asset quality reports for review by internal and external examiners....

Location: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) The Asset Based Lending Group extends credit to corporations based in large part on the company's accounts receivable and inventory collateral. This position is responsible for managing all aspects of a portfolio, generally in the range of 12- 17 asset based lending clients, including underwriting credit facilities, loan documentation, ongoing credit analysis and collateral management. It is expected that the portfolio manager understand all aspects of each client's business and be proactive in identifying and resolving potential issues. An active calling effort and identification and team approach to cross-selling of bank products is expected. ESSENTIAL JOB FUNCTIONS Manages a portfolio of existing Asset Based Lending (ABL) accounts, including: Reviews financial and collateral information. Maintains an active dialogue with the borrower regarding financial condition. Evaluates requests for...

Looking for a rewarding career with a purpose? If you are a compassionate and dedicated person looking for an opportunity to make a difference in society, we encourage you to apply. Catholic Charities isn't just an organization that provides help to those in need in our communities-it's a place where employees are encouraged to live purpose driven lives, professionally and personally. Join our team as we provide help and create hope for those in need. At Catholic Charities, we serve everyone, regardless of belief or background, and we employ qualified individuals who commit to our mission with the goal of transforming lives for the better. One need not be Catholic to join our workforce nor to access our services. Benefits: Health Insurance starting your first day Tuition Reimbursement 401k plan including employer match Competitive Time Off Benefits Career Planning and Development And more! Chief Financial Officer: Assume the overall responsibility for the...

Location: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) The Portfolio Management Vice President will be responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests. Such requests include obtaining initial approval for new credit exposure (i.e., revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the Portfolio Management Vice President will be responsible for ongoing credit monitoring for a portfolio of corporate clients, reviewing legal documentation, and assisting product partners in cross-selling additional bank products. This position will cover upper middle market commitments. ESSENTIAL JOB FUNCTIONS Gather and analyze all relevant financial data for a client or prospect, including spreading financial statements, analyzing historical...

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their...

Location: 127 Public Square - Cleveland, Ohio 44114 About the Job Perform financial analysis and prepare underwriting documents to support complex multimillion-dollar credit requests for Utilities, Power and Alternative Energy clients. Familiarity with the US electric and power segment and/or project finance lending experience is preferred. The Portfolio Manager provides leadership for the deal team in analysis, approval, execution as well as documentation. She/he leads discussions with clients. The Portfolio Manager acts as a credit execution product specialist and recommends approval for credit proposals for Utilities, Power and Alternative Energy transactions. In addition she/he is responsible for matters relating to financing and/or financial modeling. The ideal Portfolio Manager will conduct business within the moderate risk profile of the bank and, at the same time, possess a propensity to close deals. This will be accomplished through leadership - taking ownership...

Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you...

The Cleveland Orchestra is seeking a Vice President, Human Resources , a member of the Executive Team, responsible for overall strategic Human Resources (HR) leadership for the Musical Arts Association/The Cleveland Orchestra, which includes a full-function HR operation for non-artistic staff and a partial-function HR operation for artistic staff. The incumbent leads HR strategic planning and is responsible for daily oversight of all HR operations. The VP oversees development and implementation of human resources policies, programs, and services, including recruitment/retention, compensation, benefits, compliance, employee/labor relations, performance management, wellness, engagement, and general employment practices and procedures, ensuring alignment with strategic goals and creating a 'world-class' place of employment. Position responsibilities include the following: HUMAN RESOURCES MANAGEMENT Identify and develop internal policies, organizational structures, work...

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on. CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that...

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception. We are proud to share national accolades that celebrate our...

The C & I Commercial Banker must be willing to Interview commercial loan applicants and make credit decisions within established guidelines. Process loan applications, maintain customer relationships including related consumer loan and deposits. Maintain and service Commercial Loans including collection efforts and Deposit Pipelines. Below is a list of essential job functions. Additional responsibilities may be assigned in the position. PROVIDE ENHANCED CLIENT SERVICE Continually meet client and coworker expectations and established goals and objectives by serving clients and coworkers under the guidelines of Bank service standards. Discover client needs, develop solutions, and implement plans to exceed client goals and expectations. Find a way to say yes! Respond to inquiries, manage relationships, and resolve problems to provide an unforgettable banking experience. FOSTER OUR CULTURE Possess and display a positive approach in managing change, while demonstrating...

Job Details Job Location Ace Cleveland - Strongsville, OH Salary Range $154,000.00 - $195,000.00 Salary Description Who we are: Ace Relocation Systems is a dynamic innovator in the relocation industry. Over the past 40+ years the company and its leadership have continued to reinvest in equipment, facilities, technology, and the team, resulting in ACE being the largest hauler in the Atlas Van Lines network, completing more than 20,000 relocations annually that cover 20 million miles encompassing 120 million pounds of household goods. More impressive than being the biggest is the fact that ACE continues to rank among the best service providers in the moving and storage industry, continually winning awards from peers and clients alike. Most people don't immediately think of the moving industry when they are in search of a valuable career path, but many times that is because they haven't experienced a professional move - ACE is a necessary service that supports most every...

POSITION: CHIEF HUMAN RESOURCES OFFICER ORGANIZATION: LORAIN COUNTY HEALTH & DENTISTRY, LORAIN, OHIO ORGANIZATION MISSION: Lorain County Health & Dentistry, committed to respecting the dignity of every person, provides quality, compassionate and comprehensive primary health care to all people regardless of ability to pay. ORGANIZATION OVERVIEW: Lorain County Health & Dentistry (LCH&D) is a private, nonprofit, charitable organization dedicated to delivering the highest quality primary and preventive health care to underserved persons of all ages throughout Lorain County, OH and beyond. Founded in 2002, LCH&D first operated as a Federally Qualified Health Center (FQHC) Look-Alike until designated by the federal Health Resources and Services Administration (HRSA) as a funded FQHC in early 2009. The largest safety-net provider in Lorain County, LCH&D operates six community health centers in Lorain, Elyria, Oberlin and North Ridgeville and provides...