Commercial

Commercial Finance Jobs

24 jobs found

Commercial Banker

State Bank Brownsburg, IN

10d ago

Full time Marketing Banker Banking

Marketing Banker Banking

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Job Description

State Bank's Commercial Banker role in Brownsburg, IN is an onsite opportunity focused on expanding the bank's footprint in Hendricks County. The position centers on developing new commercial banking business by reaching out to prospects and clients, cross-selling bank products, and delivering tailored financial solutions. By building durable relationships with customers and key influencers in the market, you will support profitability and growth targets in the Hendricks County area.

Responsibilities

Develop and maintain commercial banking relationships within the Hendricks County market.
Participate in market strategy and business development initiatives.
Collaborate with banking center staff, the mortgage originator, and the investment representative to formulate financial plans that meet client needs.
Address the personal banking needs of business owners.
Identify and establish relationships with prospective business customers to grow the portfolio through new client acquisitions.
Support the market president and the senior commercial banker in market development and servicing the current client base.
Apply business development and relationship management techniques to achieve target sales of commercial lending and deposit products and services.
Target new relationships with aggregate borrowing needs up to the bank's lending limit.
Cross-sell other bank products and services.

Requirements

Bachelor’s degree in accounting, finance, economics, or business administration.
Five years of industry experience with an emphasis on outside business development and sales.

Benefits

401(k) 3% Match
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Tuition reimbursement
Vision insurance

Skills & Abilities

Excellent verbal and written communication skills.
Strong sales and customer service abilities.
Outstanding organizational skills and attention to detail.
Effective time management with a proven ability to meet deadlines.
Analytical and problem-solving capabilities.
Ability to perform well in a high-paced and occasionally stressful environment.

Job Type

Full-time

Work Location

In person

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Commercial Multiline Underwriter

Joseph Chiarello & Co., Inc. Summit, NJ

12d ago

$75k - $100k/yr Full time Analyst Client Relations Client Service

Analyst Client Relations Client Service

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Job Description

Joseph Chiarello & Co., Inc. has provided insurance solutions for the firearms industry for more than 40 years. This full-time, on-site role in Summit, NJ offers a salary range of USD 75,000 - 100,000 per year and a collaborative environment that centers on strong client service, accurate underwriting, and portfolio profitability. As a Commercial Multiline Underwriter, you will evaluate and underwrite applications, analyze risk factors, prepare quotes, and manage renewals while partnering with agents and clients to maintain underwriting guidelines.

Responsibilities

Evaluating and underwriting insurance applications
Analyzing risk factors
Preparing quotes
Managing policy renewals
Collaborating with agents and clients
Maintaining underwriting guidelines
Supporting the overall profitability of the business portfolio
Providing excellent customer service

Requirements

Strong understanding and proficiency in underwriting, insurance, and handling diverse types of commercial policies
Analytical skills to assess risk, determine coverage, and ensure compliance with underwriting standards
Attention to detail and ability to make sound decisions under pressure
Excellent interpersonal and communication skills
Ability to work on-site and collaborate effectively with the team
Bachelor's degree in Business, Finance, or a related field preferred
Prior experience in commercial multiline underwriting is highly desirable

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Commercial Finance Specialist

Triad Financial Services Inc Jacksonville, FL

13d ago

$24 - $26/hr Full time Commercial Credit Credit Analysis

Commercial Credit Credit Analysis

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Job Description

Triad Financial Services Inc, based in Jacksonville, Florida, is seeking a Commercial Finance Relationship Specialist I to manage credit lines, review orders, and monitor inventory across rental portfolios and communities. This onsite position emphasizes sustaining strong relationships with manufacturers and plant partners while ensuring timely payoffs, interest accruals, and inventory actions to support the company’s financing solutions.

Responsibilities

Build a thorough understanding of Triad Financial Services policies, processes, and procedures related to lines of credit.
Perform daily maintenance of credit lines to ensure current status and accuracy.
Assess and decide on incoming order requests.
Track inventory that is sold and on display, with proactive follow-up as needed.
Coordinate payoffs, monthly interest accruals, and curtailments to keep accounts in good standing.
Review daily inventory audit reports and take necessary action.
Foster ongoing relationships with manufacturers and plants to support credit activities.
Oversee rental portfolios when units on floorplans convert to Rental status.
Maintain regular communication with communities to strengthen relationships.
Prepare supporting documentation for rental portfolios.

Requirements

Bachelor’s degree in finance or business preferred but not required.
Approximately two years of prior work experience in the financial services industry preferred.
Ability to quickly learn the proprietary computer system used to manage accounts.
Capability to prepare or review documents and reports using Microsoft Office-based tools.
Strong organizational, clerical, numeric, and both oral and written communication skills.
Knewledge of customer service principles and practices.

Technologies

Microsoft Office

Position overview

Triad Financial Services is a global provider of financial services and solutions. We are seeking a motivated Commercial Finance Relationship Specialist I to join our growing team and contribute to the management of credit lines and related processes within an onsite Jacksonville environment.

Physical Demands

Safely perform essential job functions in line with ADA, FMLA, and applicable laws, while meeting defined productivity standards.
Maintain regular, punctual attendance in accordance with relevant regulations.
Speak and listen clearly over the telephone as part of daily communication.
Ability to sit at a workstation for extended periods.
Ability to type and use standard office equipment.

Compensation Details

Hourly wage: USD 24 - 26

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Credit Risk - Commercial & Specialized Industries, Senior Associate

JPMorganChase Plano, TX

17d ago

Full time Senior Analyst Associate

Senior Analyst Associate

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Job Description

This role manages a mid-market credit portfolio onsite in Plano, TX for JPMorganChase, structuring transactions, assessing risk, and contributing to strategic initiatives across Commercial & Specialized Industries.

Responsibilities

Use strong credit analysis to structure new transactions and manage the assigned credit portfolio independently.
Assess risks and mitigants, balance risk and reward, diligently handle renewals, amendments, and new transactions, and maintain solid credit reporting metrics.
Form independent, well-supported views and present them clearly to partners and senior leadership to defend your position.
Operate proactively and diplomatically with internal and external contacts to keep transactions moving, maintaining urgency to meet internal and client deadlines.
Partner effectively to develop comprehensive and durable client relationships.
Provide leadership in the market by contributing positively to the team and participating in projects or improvement initiatives for the organization.
Demonstrate strong communication skills, using them to solve problems with both internal and external stakeholders.

Requirements

BA/BS/BBA degree is required with some accounting and finance coursework.
Completion of a major corporate or commercial bank credit training program (or the equivalent corporate banking/corporate finance experience) and a thorough understanding of bank credit policies and procedures.
At least 5 years of experience in commercial banking or lending with extensive credit analysis.
Working knowledge of accounting and finance.
Excellent verbal and written communication, interpersonal, analytical, and problem-solving skills.
Excellent organizational and project management abilities; able to manage competing priorities under tight deadlines.
Proven ability to collaborate and build strong partnerships.
Intellectual curiosity with a proven ability to learn quickly.
High degree of initiative, self-direction, and ability to work well under pressure.

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

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Senior Manager, Commercial Finance

UHY LLP Manchester, MI

19d ago

$130k - $150k/yr Full time Manager Senior Budgeting

Manager Senior Budgeting

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Job Description

Onsite Senior Manager, Commercial Finance in Manchester, MI, drives profitability and top-line growth through pricing, contract management, capital investments, and profitability analysis, serving as the primary Commercial Finance partner to Commercial Directors, with a salary range of USD 130,000 - 150,000 per year.

Responsibilities

Act as the chief Commercial Finance partner to Commercial Directors and business units, steering profitability and revenue growth.
Deliver financial leadership and analytics on pricing for new and existing products, contract management, capital expenditure decisions, and profitability by customer and product lines.
Lead analyses that support segment strategies and forward-looking growth opportunities.
Identify profit leakages and implement actions to improve profitability across segments and key accounts.
Collaborate with the Beverage Commercial Team on Tier 1 and Tier 2 contract negotiations and RFQ processes.
Develop and evaluate commercial proposals encompassing multiple products, sites, and capital investment considerations.
Perform financial analysis on lightweighting initiatives, footprint moves, PCR inclusion, and customer-driven requests.
Assess profitability by product, plant, and customer, and implement targeted return pricing actions.
Evaluate freight, material surcharges, and operational complexity to support pricing and margin improvements.
Head Commercial Finance activities during RFQ processes, including market-based pricing, quotation performance tracking, and reporting.
Assist Customer Account Teams with value-based selling, contract development, profitability improvement actions, and proactive account planning.
Join customer meetings to provide financial insights, implications, and decision support.
Develop and approve regional and national account pricing using pricing systems, market reports, competitive intelligence, and win/loss analysis.
Leverage SAP, BW, CRM, and costing databases for data mining and profitability improvement planning.
Support Commercial Directors with competitive intelligence, value preservation strategies, and disruption technology analysis.
Support budgeting, strategic planning, and strategic pricing initiatives across key accounts and business units.
Draft and implement contract clauses to protect profitability, including cost recovery tied to PPI, materials, energy, freight, and operational changes.
Prepare and support capital budgets, capacity planning, and capital expenditure analysis.
Develop a deep understanding of manufacturing processes, cost to produce expectations, equipment capabilities, and capital investment opportunities.
Collaborate cross-functionally with Marketing on new product development, innovation projects, and new market opportunities.
Provide finance leadership on strategic and cross-functional projects.

Requirements

Bachelor’s degree in Finance, Accounting, Business, or a related field.
At least seven years of experience in commercial finance, FP&A, or strategic finance within manufacturing, packaging, or related industries.
Extensive experience supporting pricing, RFQs, contract negotiations, and customer profitability analysis.
Proven ability to influence senior leaders and collaborate with commercial and operations teams.
Advanced skills in financial modeling, budgeting, forecasting, and P&L management.
Experience using ERP and analytics platforms including SAP, BW, and CRM.
Strong analytical, strategic thinking, and problem-solving abilities.
Ability to work independently while managing multiple priorities in a fast-paced environment.
Excellent communication and relationship-building skills with cross-functional stakeholders.
Experience in capital investment analysis, cost optimization, and margin improvement initiatives is preferred.
Background in beverage, rigid packaging, manufacturing, or consumer packaged goods industries is highly preferred.

Technologies

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VP - Lead Commercial Real Estate Portfolio Manager

Wells Fargo Irvine, CA

19d ago

$119k - $224k/yr Full time Manager Affordable Housing Commercial

Manager Affordable Housing Commercial

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Job Description

Based in Irvine, Wells Fargo is seeking a Vice President to lead a LIHTC and affordable housing portfolio within its Tax Credit Asset Manager team. The role functions as the primary liaison for general partners and internal groups, overseeing asset performance, financial health, and targeted asset-management initiatives in a fast-paced real estate environment.

Responsibilities

Independently oversee a LIHTC/affordable housing portfolio, acting as the main contact for general partners and Wells Fargo internal teams.
Monitor the performance of stabilized, construction, and lease-up assets by reviewing third-party reports, conducting inspections, evaluating market conditions, and performing site visits to identify risks and performance issues.
Analyze financial statements, tax returns, partnership documents, and sponsor financials to gauge asset health, compliance, and credit quality.
Identify emerging issues, propose recommendations, and implement action plans, including assessing and communicating risk rating changes to credit partners and senior leadership.
Review and underwrite general partner consent requests, such as loan refinances, changes in partnership structure, reserve releases, and adjustments to capital contributions.
Evaluate and process capital contribution requests and reserve withdrawals, ensuring calculations, adjusters, and documentation align with partnership agreements.
Provide leadership through coaching, mentoring, and supporting junior team members, while contributing to asset-management process improvements.
Oversee and track work outsourced to third-party vendors, ensuring accuracy, timeliness, and alignment with asset management standards.

Requirements

5+ years of Commercial Real Estate Portfolio Management experience, or an equivalent demonstrated through a combination of work experience, training, military experience, or education.

Technologies

Microsoft Excel

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Job Expectations

Ability to travel as needed
Willingness to work on-site in accordance with current office requirements
Ability to work additional hours as needed
Visa sponsorship is not available
This position is subject to FINRA background screening requirements. Candidates must pass a background check prior to hire. Individuals subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Ongoing regulatory obligations include periodic screening and mandatory reporting of certain incidents.
Some compliance policies may apply regarding outside activities or personal investing; affected employees will provide information to the Wells Fargo Personal Account Dealing Team and comply with applicable policy requirements if hired. Expectation details will be shared during recruitment.

Pay Range

Base pay range offered: $150,000 - $200,000.

The overall pay range listed is $119,000 - $224,000, and employees may be eligible for incentive opportunities.

Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected characteristic.

Posting End Date

Posting end date: April 18, 2026.

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Commercial Insurance Product Manager (Small Commercial Lines)

Colonial Surety Company Woodcliff Lake, NJ

20d ago

Full time Manager Marketing Bundled Coverage

Manager Marketing Bundled Coverage

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Job Description

Colonial Surety Company is seeking an experienced Commercial Insurance Product Manager to lead the development and expansion of its small commercial portfolio from an onsite role in Woodcliff Lake, New Jersey. The position requires underwriting discipline paired with a producer mindset to design, bundle, and position coverages such as GL, PL, and BOP to fuel growth while aligning product strategy with market needs.

Responsibilities

Lead the design, development, and ongoing enhancement of small commercial products across a range including GL, PL, BOP, Fiduciary Liability, Cyber Liability, Employment Practices Liability Insurance (EPLI), Directors and Officers (D&O) / Management Liability, Commercial Crime, Commercial Surety Bonds, and ERISA Fidelity Bonds.
Develop bundled and packaged solutions that combine multiple coverages, including bonds where appropriate, to create differentiated offerings for target segments.
Identify underserved market segments and craft tailored solutions to drive growth.
Build scalable, repeatable coverage constructs.
Support product launches with clear appetite statements, positioning, and underwriting guidelines.
Partner with agents, brokers, and program administrators to drive adoption.
Bring a producer mindset balancing risk selection with growth, retention, and distribution success.
Monitor product performance, including premium growth, loss ratios, and mix of business.
Identify trends and recommend adjustments to improve profitability and competitiveness.
Continuously refine product offerings based on market feedback and performance data.
Collaborate closely with senior leadership.
Serve as a bridge between technical product development and market-facing teams.
Engage directly with brokers, partners, and occasionally policyholders to inform product direction as necessary.
Support and advise in-house producers in marketing bundled packages to the existing customer base.

Requirements

5+ years of small commercial underwriting experience at a carrier or MGA.
Direct experience in product design and development for small commercial insurance.
Strong expertise in one or more of the following: PL, GL, BOP, FL, Cyber, EPLI, CC, D&O; familiarity with other commercial insurance products.
Deep understanding of insurance forms, endorsements, and coverage construction.
Proven ability to translate underwriting insight into marketable, scalable products.
Experience working in cross-functional environments to bring products to market.
Excellent computer skills, including proficiency in Microsoft Office and Google Workspace.

Technologies

Microsoft Office
Google Workspace

Benefits

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Preferred Qualifications

Experience building or contributing to bundled/package insurance solutions
Familiarity with incorporating bonds into product offerings from a product/distribution perspective
Demonstrated proactive and entrepreneurial mindset with a bias toward execution
Strong communication skills with the ability to work with agents, brokers, and policyholders
Experience in a growth-oriented or transforming organization

Key Competencies

Producer Mindset: Thinks like a producer, understanding how products sell
Product Innovation: Ability to design compelling, differentiated bundled offerings
Technical Expertise: Strong command of coverage, forms, and underwriting fundamentals
Commercial Acumen: Balances growth, profitability, and market competitiveness
Collaboration: Works effectively across teams and functions
Execution Oriented: Moves from concept to market quickly and efficiently

Why This Role

This position offers a foundational role in the next phase of growth for a stable, established carrier evolving its commercial insurance platform. You will have the opportunity to shape product strategy, build innovative bundled solutions, and directly influence Colonial Surety Company’s expansion in the small commercial market.