필터

내 최근 검색 기록
필터링 기준:
예산
최대
최대
최대
유형
보유 기술
언어
    프로젝트 진행 단계
    516 underwriting 찾은 프로젝트

    ...support future business growth. 3. Scope of Work Loan Origination System (LOS) Modules to Include: Customer Onboarding Loan Application Management Document Upload and Verification Credit Assessment and Scoring Loan Approval Workflow Integration with Credit Bureaus (e.g., CIBIL, Experian) Risk and Fraud Management Key Features: User-friendly interface for applicants and internal staff. Automated underwriting rules for HL and LAP. Configurable workflow for different loan products. Real-time status tracking for applicants. Loan Management System (LMS) Modules to Include: Loan Disbursement EMI Calculation and Schedule Generation Payment and Repayment Management Delinquency and Collection Management Customer Relationship Management (CRM) Reporting and Analytics Key Features: Aut...

    $514 Average bid
    $514 (평균 입찰가)
    15 건의 입찰

    I seek a seasoned P&C insurance underwriter consultant who can enlighten me about the underwriting process, with a strong focus on evaluating risks and internal systems used by the insurers in the underwriting processes. I would also need you to support me in providing/creating synthetic data for a commercial P&C quote submission that is usually received from the brokers. Ideal Skills and Experience: - Thorough understanding of P&C insurance underwriting - Strong background in risk evaluation - Proficient in data analysis - Excellent communication skills to explain complex concepts - Experience in consulting Purpose of this request is me building an insuretech business.

    $43 / hr Average bid
    $43 / hr (평균 입찰가)
    6 건의 입찰

    Description: We are seeking an experienced Financial Modeling Consultant with in-depth knowledge of affordable housing development, specifically in the state of Florida. The ideal candidate will have expertise in affordable housing underwriting models, including the integration of grants, subsidies, and funding programs, and will guide us in improving our financial models and making strategic financial decisions. Responsibilities: Review and refine our existing underwriting model for affordable housing projects. Develop a new financial model, if necessary, tailored to our project needs. Analyze grant programs, subsidies, and other funding mechanisms relevant to affordable housing in Florida. Provide insights into compliance requirements for state and federal funding program...

    $22 / hr Average bid
    $22 / hr (평균 입찰가)
    27 건의 입찰

    Description: We are seeking an experienced Financial Modeling Consultant with in-depth knowledge of affordable housing development, specifically in the state of Florida. The ideal candidate will have expertise in affordable housing underwriting models, including the integration of grants, subsidies, and funding programs, and will guide us in improving our financial models and making strategic financial decisions. Responsibilities: Review and refine our existing underwriting model for affordable housing projects. Develop a new financial model, if necessary, tailored to our project needs. Analyze grant programs, subsidies, and other funding mechanisms relevant to affordable housing in Florida. Provide insights into compliance requirements for state and federal funding program...

    $542 Average bid
    $542 (평균 입찰가)
    37 건의 입찰

    ...timely completion of application forms and documents. - Policy Management: Overseeing and managing the policies of our clients to ensure they are up-to-date and relevant to their needs. You will need to: - Analyze client profiles to determine suitable life insurance options. - Recommend the best-fit options based on your analysis. - Build and maintain strong relationships with carriers and underwriting teams. The ideal candidate will have: - Exceptional communication skills, both verbal and written. - Strong analytical skills and attention to detail. - Ability to build and maintain professional relationships. - Experience in liaising with underwriters and insurance carriers. Experience: Minimum of 3 years in life insurance case management or a related field. Demonstrated exp...

    $1080 Average bid
    $1080 (평균 입찰가)
    23 건의 입찰

    Looking to create a WhatsApp based AI agent that will automate mortgage underwriting. Basically, the AI agent will greet the applicant and then gather information from the applicant, connect to a KYC service like Didit, and at every PDF file or Image that it collects from the applicant, follow up and make sure there are no errors in the document based on the minimum requirements. We will ask the user at every stage to upload Bank Statement, Salary Slips, and other sources of income (and all will be sent on WhatsApp). Example Conversation on WhatsApp: AI Assistant: ? Hello! Welcome to [Bank Name]'s Mortgage Application Assistant. I’m here to help you apply for your mortgage quickly and easily. Let’s get started! ? AI Assistant: First, I’ll need to verify your...

    $599 Average bid
    $599 (평균 입찰가)
    9 건의 입찰

    ...upload and associate supporting documents (photos, invoices, statements) to claims. Document Search: Powerful search tools to quickly locate and retrieve documents. 4. Claims Adjudication and Decision Support Automated Decision Rules: Implement automated rules for adjudicating claims based on predefined criteria (e.g., policy coverage, claim type). Integration with Underwriting Systems: Integrate with existing underwriting systems to access policy information and expedite claims processing. Claims Validation: Check for consistency and ensure claims are in line with company policies. 5. Collaboration and Communication Internal Communication: Features like notes, tasks, and alerts enable team members to communicate within the platform. External Communication: Contact ...

    $20 / hr Average bid
    NDA (비밀 유지 계약서)
    $20 / hr (평균 입찰가)
    67 건의 입찰

    Hello D.P., Happy to help here but will need additional information. Please see below and let me know if you have any questions. TNC Auto Insurance Underwriting Requirements: Executed HUB MNDA (sent via DocuSign to Gian). Attached Fairmatic Supplemental application [Please Complete & Return] Attached Apollo Rideshare Supplemental Application [Please Complete & Return] Please send any current marketing or pitch decks including resumes of all management/owners. Big piece here is showing your experience and describing to underwriting how/why your model will be successful. Usage Projections and Geography: What do the next 12 months look like? Please detail expected total mileage for the operation, by state Please detail expected average mileage p...

    $151 Average bid
    긴급형
    $151 (평균 입찰가)
    17 건의 입찰

    I'm looking for a tech expert to develop a loan origination workflow technology. The project involves two crucial stages of the loan process: application intake and underwriting. Key requirements include: - Designing an application intake process that supports form filling and submission, document upload, as well as APIs and compute functions based on responses. - Constructing server infrastructure and monitoring to run and monitor the app - Implementing integration with various APIs, specifically credit check APIs, financial data APIs, and valuation APIs. - Integrating with ZOHO CRM to track web traffic and empty cart analysis Ideal skills for this project include: - Proficiency in API integration - Experience in developing for the finance sector - Knowledge of u...

    $75068 Average bid
    $75068 (평균 입찰가)
    81 건의 입찰

    ...(presumably into a CSV file and automatically driven into an excel rating calculator where it will undergo a number of functions to calculate a premium based on a set underwriting criteria where there will be rates built into the system The document will then produce a premium. 3) The information is then merged back into an adobe template (Quote Schedule) e.g. the original information from item 1 which will include the premiums quoted which will then be emailed back to the original sender with a contract certain quotation 4) all completed quotes to be automatically stored into a database (within excel) with a dashboard created where underwriting staff can view every quote and if needed can amend individual quotes or click a button to proceed on cover. Any quotes that hav...

    $34 / hr Average bid
    $34 / hr (평균 입찰가)
    49 건의 입찰

    I need a mid-level SBA 7(a) underwriter to assist with evaluating loans for small businesses. Tasks: - Assessing risk associated with loan applications - Conducting thorough financial analyses - Reviewing credit presentations for approval or denial Ideal Skills: - Proficiency in evaluating small business loan applications - Strong background in financial anal...associated with loan applications - Conducting thorough financial analyses - Reviewing credit presentations for approval or denial Ideal Skills: - Proficiency in evaluating small business loan applications - Strong background in financial analysis and risk assessment - Ability to make informed decisions on credit presentations Experience: - Mid-level experience preferred - Prior experience in underwriting SBA 7(a) loans ...

    $40 / hr Average bid
    $40 / hr (평균 입찰가)
    12 건의 입찰

    ...Trainers, Insurance Trainers & Softskills Trainers Should be willing to do Off line training for students/youth at assigned colleges. Should train on BFSI & Soft-skills for BFSI aspiring students. Will be provided with Master Training for Train the Trainer to deliver as per expectation. For Insurance Trainer - IRDA certified preferred, knowledge of all personal insurance products (Life & General), underwriting and claims processing. For Banking & Finance Trainer - Should have at least 10+ Yrs of work experience in BFSI Industry and should have worked for 3 Yrs as trainer. For Soft-skills Trainer - Should have relevant certification and experience in soft skills training. Preferred if soft skills delivered for BFSI industry. Job Type: Freelance Contract length: 36 ...

    $11 / hr Average bid
    $11 / hr (평균 입찰가)
    3 건의 입찰

    I'm looking for a professional who can design solutions for the integration layer of our IT landscape to support our insurance business. The ideal candidate has a strong background in IT integration solutions and a proven track record in the insurance sector. - The integration layer should seamlessly connect with various departments within our business like Claims Processing, Underwriting, and Customer Service. - It is crucial that the integration layer can work with a variety of technologies and platforms. Experience with both Cloud Services and On-premises systems is a must, as well as knowledge of Hybrid environments. - The candidate should have the ability to create a design that supports key functions such as Data Synchronization, Service Orchestration, and Message Broke...

    $152 Average bid
    $152 (평균 입찰가)
    15 건의 입찰

    I'm seeking a professional with expertise in market analysis and underwriting, specifically targeting the national self-storage sector. The primary aim of this project is to assess the investment potential within this industry. Key Aspects of the Project: - Conduct a thorough analysis of the national self-storage market to identify lucrative investment opportunities. - Utilize public records, databases and self-storage specific analysis programs that I can provide. - Deliver comprehensive insights that can guide investment decisions. Ideal Skills and Experience: - Proven experience in market analysis and underwriting, preferably in the self-storage sector. - Proficiency in utilizing public records, databases and self-storage specific analysis programs. - Strong analyti...

    $19 / hr Average bid
    $19 / hr (평균 입찰가)
    50 건의 입찰

    I'm seeking help with personal loan underwriting tasks from home. The tasks will involve data entry, financial analysis, and evaluation of credit reports. Key Responsibilities: - Inputting customer information - Organizing loan documents - Verification of submitted documents - Conducting income assessments - Calculating debt-to-income ratios Ideal Freelancer Skills: - Proficiency in data entry and documentation - Strong financial analysis skills - Experience with credit report evaluation - Excellent organization skills - Attention to detail Your ability to process these tasks efficiently will greatly facilitate the loan underwriting process.

    $619 Average bid
    $619 (평균 입찰가)
    30 건의 입찰

    This is a summary of the project in brief What we need is an agriculture insurance platform focused specifically on crops. This platform needs to have a user-friendly interface with the following key features: Underwriting Module Underwriting is a critical process in insurance, involving the analysis and pricing of risks. Our system should capture the following essential information: - Farm Name - Farmer Name - GPS Coordinates for Fields (critical component of the project) - Field Names This data must be stored in a searchable client database, allowing us to easily find and access farmers’ details based on parameters like name, field name, or GPS coordinates. Once a farmer’s information is accessed, the platform should provide a clear, detailed view, inc...

    $1407 Average bid
    $1407 (평균 입찰가)
    39 건의 입찰

    This is a summary of the project in brief What we need is an agriculture insurance platform focused specifically on crops. This platform needs to have a user-friendly interface with the following key features: Underwriting Module Underwriting is a critical process in insurance, involving the analysis and pricing of risks. Our system should capture the following essential information: - Farm Name - Farmer Name - GPS Coordinates for Fields (critical component of the project) - Field Names This data must be stored in a searchable client database, allowing us to easily find and access farmers’ details based on parameters like name, field name, or GPS coordinates. Once a farmer’s information is accessed, the platform should provide a clear, detailed view, inc...

    $1267 Average bid
    $1267 (평균 입찰가)
    37 건의 입찰

    ...we are following. Alternative Approach: If the loss data does not contain sufficient state or class code details, you can use industry loss ratios or frequency/severity data for the most common artisan contractor trades, along with geographic trends, to estimate future losses. 6. Expense Ratio Adjustments: Primary Approach: Use the actual expense ratios provided, including acquisition costs, underwriting expenses, and claims management costs, to assess program profitability. Alternative Approach: If detailed expense data is unavailable, please apply industry-standard expense ratios for similar contractor GL programs or make reasonable estimates based on known overhead costs in the artisan contractor insurance sector. 7. Reinsurance and Retention Structures: Primary Approach: Ut...

    $4294 Average bid
    $4294 (평균 입찰가)
    25 건의 입찰

    ...Business Loans targeted towards Small Businesses. Key Responsibilities: - Conduct comprehensive Credit Analysis to assess the creditworthiness of loan applicants. - Perform thorough Financial Statement Reviews to gauge the financial health and stability of potential borrowers. - Execute meticulous Risk Assessments to identify potential risks associated with underwriting each loan. Ideal Skills and Experience: - Proven experience in underwriting business loans. - Strong understanding of small businesses' financial landscapes. - Exceptional analytical skills, with a keen eye for detail. - Proficient in assessing credit and financial statements. - Ability to accurately assess risk and make informed decisions. Your expertise will play a critical role in supporting sm...

    $129 Average bid
    $129 (평균 입찰가)
    35 건의 입찰

    We are seeking a finance-savvy Commercial Loan Broker Account Executive. Your main role will be reaching out to our leads via video calls and acting as the liaison for our company. Key Responsibilities: - Review lead's needs and pre-qualify them - Schedule meetings with our Underwriting/Processing department - Maintain our CRM system - Conduct follow-ups with leads - Provide client feedback to our team Ideal Candidate: - Extensive experience in the finance industry - Excellent communication skills for video calls - Proficient in CRM systems - Capable of conducting follow-ups and providing feedback

    $167 Average bid
    $167 (평균 입찰가)
    10 건의 입찰

    We are a commercial loan broker seeking a processor to work with my leads. Your main task would be to assess their qualification potential with our extensive network of lenders. Specific Tasks Include: - Screening and pre-qualifying leads - Preparing and submitting lo...network of lenders. Specific Tasks Include: - Screening and pre-qualifying leads - Preparing and submitting loan applications - Communicating with lenders for approval You'll primarily be dealing with leads from commercial enterprises. It is crucial that you adhere to our network lenders' criteria when qualifying leads. Ideal skills for this role include: - Experience in loan processing or underwriting - Strong communication skills - Ability to follow complex guidelines - Experience with commercial en...

    $108 Average bid
    $108 (평균 입찰가)
    11 건의 입찰

    Heca is currently looking for an Actuarial Analyst consultant. In this position he will be assisting the underwriting and management team in the reserving and development of pricing models for different lines of business in the non– life business (mainly Financial lines and other liability products). Key Responsibilities Reserving – audit, process transformation, functional support, analysing quarterly reserves, selection of initial loss ratios, evaluate potential catastrophic losses, development of loss triangulations Pricing – automation and transformation, model design and development, underwriting triage, strategy projects Profitability analysis Key Requirements Three to five years business experience, knowledge of PI and other liability products is a...

    $25 / hr Average bid
    $25 / hr (평균 입찰가)
    20 건의 입찰

    ...processi e report per il team di gestione, contribuendo alla progettazione/sviluppo, programmazione, manutenzione e pubblicazione di report operativi che giocano un ruolo chiave nel guidare le decisioni aziendali. **Responsabilità principali:** - Creare report unici in Power BI per soddisfare varie richieste ad hoc da parte degli stakeholder interni, inclusi Vendite, Operazioni, Marketing, Underwriting e attuariali. - Creare e mantenere report automatizzati online utilizzando Power BI; aggiornare e mantenere fonti e database Excel e SQL per garantire la qualità dei dati. - Gestire grandi set di dati che richiedono validazione, pulizia e risoluzione di problemi. - Analizzare e integrare dati da più fonti. - Creare visualizzazioni di dati e trasformarli in de...

    $23 / hr Average bid
    $23 / hr (평균 입찰가)
    6 건의 입찰

    ...for the creating and running data processes and reports for the management team, delivering on the design/development, programming, maintenance, and publication of operational reports that play a key role in driving business decisions. Key Responsibilities: Create unique reports in Power BI to fulfill various ad hoc requests from internal stakeholders including Sales, Operations, Marketing, Underwriting, actuarial. Create and maintain online automated reports using Power BI; update and maintain Excel and SQL sources and databases to ensure data quality Maintain large sets of data that require validation, cleansing, and troubleshooting Analyze and integrate data from multiple sources Create data visualizations and transform data into innovative dashboard designs Develop skills a...

    $27 / hr Average bid
    $27 / hr (평균 입찰가)
    65 건의 입찰

    I'm seeking a professional with experience in processing and underwriting Business Purpose residential real estate loans. Your primary tasks will involve document verification, credit assessment, and reviewing loan applications. You will be working with World's Fair Capital, a Nationwide Private Investment Firm and Direct Private Money Lender specializing in Fast & Affordable Mortgage Solutions for Real Estate Investors, including Hard Money Loans, Rental Loans, Fix & Flip, and Commercial transactions. Ideal Skills: - Expertise in credit assessment and document verification. - Proficient in reviewing loan applications. - Experience in the real estate loan industry. Experience: - Prior experience in processing and underwriting residential real estat...

    $3696 Average bid
    $3696 (평균 입찰가)
    26 건의 입찰

    ...transaction is currently in a mixture of stages, from initial planning to due diligence and final negotiations. I can confirm that this is one of 11 underwritings planned. 3 for acquisitions and in the future, up to 8 spin outs. Key Responsibilities: - Underwriting: Assess the risk and potential rewards of this investment opportunity. - Distribution: Help find and liaise with potential investors and lenders, as I currently have some but would greatly benefit from your network and expertise. Ideal Skills: - Extensive experience in underwriting, particularly in the restaurant industry. - Strong network of potential investors and lenders. - Excellent financial structuring capabilities. - Meticulous attention to detail in documentation review. - we are a team of 10 from tra...

    $93 Average bid
    $93 (평균 입찰가)
    17 건의 입찰

    보다 자세한 내용을 확인하시려면, 회원 가입 또는 로그인 절차가 필요합니다.

    NDA (비밀 유지 계약서)

    I'm seeking an experienced real estate underwriting professional who can assist me on an ongoing, deal-by-deal basis. This is a key role that involves analyzing property financials, calculating investment returns, and assessing risk factors. Ideal Skills and Experience: - Proficient in real estate underwriting - Strong analytical skills - Advanced Excel skills - Previous experience in real estate investment analysis - Ability to work efficiently and effectively on a monthly basis.

    $405 Average bid
    $405 (평균 입찰가)
    58 건의 입찰

    I'm seeking an expert with a strong groundi...grounding in federal and state mortgage loan origination regulations. Although I didn’t specify in the questionnaire, I would appreciate focus on topics spanning RESPA and TILA laws, state licensing laws, as well as loan officer obligations and requirements. Understanding specific concepts within these regulations might pose challenges, hence, a proven ability in explaining pre-qualification and underwriting process, disclosure requirements for loan terms and costs, and consumer protection regulations would be advantageous. Ideal candidates should have significant experience in preparing for the SAFE exam and be able to adapt to my learning needs. Your assistance will be instrumental in achieving success in my Mortgage Loan Or...

    $179 Average bid
    $179 (평균 입찰가)
    15 건의 입찰

    Seeking proficient mortgage loan processor, ideally with experience in conventional, FHA, and non-qm loans. Spanish and English speaking. Responsibilities -Take a file from under contract to closing -Gather conditions, order outs, communicate with borrower as needed, submit to underwriting -Working with all web based platforms and software, wholesale lending -New Jersey and Pennsylvania -100% remote Speed is most important, touching each file under contract as much as needed to close ahead of schedule. The successful candidate will need to be proactive, organized, and have a keen eye for detail. Strong communication skills and a good understanding of the loan processing landscape are essential.

    $1168 Average bid
    $1168 (평균 입찰가)
    8 건의 입찰

    As the financial overseer of a non-profit organization, I am up for the task of obtaining excess insurance for our operations. Here are our specific needs: - Focus: We want...million in excess. - Industry: As a non-profit organization, we require unique and tailored insurance solutions. I am looking for an experienced underwriter who can assist with: - Technical knowledge in excess line property insurance specifically for non-profit entities. - Proven track record in commercial underwriting. - Demonstrated ability to navigate complex insurance processes. Insurance brokers who have previous experience with non-profit organizations and excess underwriting will be given priority. Your specialist understanding will be instrumental in ensuring we get the most effective and ben...

    $30 - $250
    $30 - $250
    0 건의 입찰

    I'm seeking a professional with expertise in underwriting and valuation of multifamily real estate property. Key tasks include: - Conducting a comprehensive financial analysis, which will encompass preparing pro-forma statements, cash flow forecasting, and profitability analysis to help in my decision making. Ideal Skills: - Proven experience in financial analysis specific to the real estate industry - Proficiency in creating pro-forma statements, cash flow forecasting, and profitability analysis - Understanding of the multifamily real estate market - Ability to deliver detailed annual reports.

    $32 / hr Average bid
    $32 / hr (평균 입찰가)
    40 건의 입찰

    I'm searching for software engineers proficient in Python programming, specifically experienced in Machine Learning, Natural Language Processing, and Data Analysis. Your task will be to fine-tune an existing Language Model (LLM) to enhance its precision and context-awareness when generating answers. Key Responsibilities: - Enhancing the machine-learning model for a chatbot - Incorporating natural language processing to make the LLM context-aware - Using data analysis to ensure factual answer generation Ideal Skills: - Extensive experience in Python programming - Expertise in Machine Learning, Natural Language Processing - Strong data analysis capabilities - Previous experiences with chatbot development will be a plus The goal of this project is to refine our chatbot's language...

    $547 Average bid
    $547 (평균 입찰가)
    20 건의 입찰

    ...existing loan origination software, Meridian Link Mortgage. This integration will involve creating specific journeys that are crucial to our business operations. Key requirements: - **Loan Approval Journey**: This is one of the main journeys that will need to be established. The integration should handle loan underwriting updates, loan approval notifications, loan anniversary notifications, holidays, and birthdays. - **Application Submission Journey**: When a loan is sent to underwriting, I need the system to automatically manage this process, including the necessary steps and notifications. Your role will be crucial in ensuring a smooth transition from our current system to a fully integrated one. Ideal candidates for this project should have: - Proven experience in Hu...

    $1072 Average bid
    긴급형 NDA (비밀 유지 계약서)
    $1072 (평균 입찰가)
    81 건의 입찰

    ...in need of a talented financial analyst to create a robust underwriting model for a multi-family property. Key Requirements: - Develop a comprehensive underwriting model for a multi-family property that will assist in calculating the internal rate of return (IRR) and equity multiple. - This model should also include waterfall projections that cover profit splits, with and without preferred returns. Additionally, I require a clear, user-friendly format that is easy to understand for someone without an extensive financial background. The ideal candidate for this project should have a strong background in finance, specifically in multi-family real estate. In summary, the main deliverables for this project are: - Underwriting model for a multi-family property -...

    $387 Average bid
    $387 (평균 입찰가)
    48 건의 입찰

    I'm searching for an experienced Florida property and casualty insurance underwriter to assist me with a large portfolio of over 500 policies. Job Responsibilities: ...Florida property and casualty insurance underwriter to assist me with a large portfolio of over 500 policies. Job Responsibilities: - Conducting comprehensive risk assessments - Conducting in-depth policy analysis - Drafting a manual for future operations Skills & Experience Required: - Expertise in property and casualty insurance underwriting - Proven experience in risk assessment and policy analysis - Experience in manual development for insurance underwriting - Ability to manage large portfolios efficiently Interested candidates, please state your relevant experiences and successful project...

    $33 / hr Average bid
    파워형 긴급형
    $33 / hr (평균 입찰가)
    11 건의 입찰

    I am a beginner in commercial real estate and I want to specifically learn about underwriting retail properties. I'm looking for an experienced professional to teach me the ins and outs of this process. Key Areas: - I require a thorough understanding of market analysis. - I need to learn how to use financial modeling effectively in underwriting. Preferred Learning Format: - I'd like to have interactive sessions. I learn best through real-time engagement and possibly some Q&A. Skills and Experience Needed: - Deep expertise in commercial real estate, particularly in retail properties on excel - Proven track record of underwriting retail real estate deals. - Strong teaching and communication skills to make complex topics understandable. - Experience in...

    $19 / hr Average bid
    $19 / hr (평균 입찰가)
    20 건의 입찰

    I'm in need of a professional data extractor who'll meticulously pull out the s...extractor who'll meticulously pull out the specified financial information of general insurance companies in India from their public financial reports. The extracted data should cover: - Profit and loss statements - Balance sheets - Cash flow statements - Specific Insurance-related data In terms of insurance-specific details, it's important to focus on: - Premium revenue - Claims expenses - Underwriting profit/loss The data should be compiled from multiple years and not just the current or previous year. Ideal candidates must be proficient in financial analysis, data extraction, and have an understanding of insurance company financials. An understanding of Indian general insuran...

    $278 Average bid
    $278 (평균 입찰가)
    18 건의 입찰

    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 ...

    $100 Average bid
    $100 (평균 입찰가)
    101 건의 입찰

    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.

    $19 / hr Average bid
    $19 / hr (평균 입찰가)
    16 건의 입찰

    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.

    $477 Average bid
    $477 (평균 입찰가)
    28 건의 입찰

    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...

    $40 / hr Average bid
    $40 / hr (평균 입찰가)
    2 건의 입찰

    ...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...

    $122 Average bid
    $122 (평균 입찰가)
    70 건의 입찰

    ...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...

    $3000 - $5000
    $3000 - $5000
    0 건의 입찰

    ...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...

    $25 / hr Average bid
    $25 / hr (평균 입찰가)
    18 건의 입찰

    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...

    $85 Average bid
    $85 (평균 입찰가)
    22 건의 입찰

    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...

    $465 Average bid
    $465 (평균 입찰가)
    11 건의 입찰

    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.

    $4 / hr Average bid
    $4 / hr (평균 입찰가)
    19 건의 입찰

    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...

    $1466 Average bid
    $1466 (평균 입찰가)
    140 건의 입찰

    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.

    $25 Average bid
    $25 (평균 입찰가)
    9 건의 입찰