- Citizens (New York, NY)
- …clients that results in long-term client loyalty. The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with ... extraordinary care and service. The Sr lending specialist works in primarily operational, processing, and analytical capacities, ensuring a high level of quality… more
- Bank of America (Plano, TX)
- Home Equity Lending Specialist - Plano, TX Plano, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Plano/Home-Equity- Lending - Specialist Plano--TX\_25037892) **Job Description:** At Bank of… more
- Bank of America (Chandler, AZ)
- Centralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team - Chandler, AZ Chandler, Arizona **To proceed with your application, you must be ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Centralized- Lending - Specialist --Mortgage-Loan-Officer Bilingual-Spanish-Team Chandler--AZ\_25038653) **Job Description:** _At Bank… more
- BMO Financial Group (Chicago, IL)
- …client relationships to ensure long-term financial performance in collaboration with Relationship Manager and business partners. + Structures and supports ... team!! We are searching for a Managing Director, Senior Manager Portfolio Management for our Emerging Middle Market Business... Portfolio Management for our Emerging Middle Market Business Lending Group. This exciting role is looking for a… more
- JPMorgan Chase (Seattle, WA)
- …relationships and providing investment advice to your multi-family property investors. A role as a Relationship Manager is for you. As an MFL Client Manager , ... properties. This role is ideal for an experienced multi-family relationship manager who is assertive, possesses a...+ Lead the sales team (Client Associate and Client Specialist ) in loan production within credit standards and maintain… more
- TIAA (New York, NY)
- …incentive plans, or other non-annual incentive plans). **Company Overview** Churchill, an investment- specialist affiliate of Nuveen (the asset manager of TIAA), ... clear and concise manner + Knowledge of the middle market levered lending market, customers and competitors strongly preferred + Outstanding interpersonal and… more
- Regions Bank (Austin, TX)
- …Administration, and Franchise Lending . **Primary Responsibilities** + Assists Relationship Manager (s) by performing daily support activities related to ... of the system. **Job Description:** At Regions, the Commercial Relationship Specialist provides general administrative support to...client relationships and keep respective Relationship Manager informed when appropriate + Acts… more
- Columbia Bank (Hermiston, OR)
- Senior Relationship Specialist Commercial Banking Hermiston, Oregon **Description** **About Us:** At Columbia, we create a great place to work by offering a ... unique brand of relationship banking and fostering a culture where associates thrive....documents. Solid loan administration experience with knowledge of complex lending structures, letters of credit, borrower-based lending ,… more
- Chartway Federal Credit Union (Norfolk, VA)
- …this commitment strengthens our credit union family and communities. Responsible to the Branch Manager , the Relationship Specialist is part of a highly ... Job Title: Relationship Specialist Job Type: Full-time Location:...members with new account establishment, personal financing, real estate lending , investment referrals, and small business deposit products +… more
- Charles Schwab (Westlake, TX)
- …planning, active investing, managed banking, and lending needs. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for ... operational success of our branches, under the guidance of your Client Relationship Manager , you will assist to help deliver an unparalleled client experience.… more
- City National Bank (Irvine, CA)
- * RELATIONSHIP MANAGER I CRE* WHAT IS...activities as appropriate. * May serve as a product specialist to Relationship Managers in other business ... resolve issues and prevent potential financial liability/loss. * Works with Regional Manager , Credit Manager and Credit Administration to negotiate, structure… more
- City National Bank (Beverly Hills, CA)
- * RELATIONSHIP MANAGER II ENT* WHAT IS THE...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- Santander US (Providence, RI)
- Dealer Relationship Manager - Rhode Island Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... and/or Relationship Management - Required. Experience with auto consumer lending data. - Preferred. + Demonstrable ability to communicate, present and influence… more
- Bank of America (New York, NY)
- Credit Product Specialist , Global Wealth & Investment Management New York, New York **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Credit-Product- Specialist --Global-Wealth Investment-Management\_25030120) **Job Description:** At Bank of America, we… more
- City National Bank (Oxnard, CA)
- * RELATIONSHIP MANAGER BUSINESS BANKING SR* *Westlake Village / Oxnard Branches* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- City National Bank (Los Angeles, CA)
- * RELATIONSHIP MANAGER Non-profit & institutional Banking* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in non-profit and ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- Citigroup (Los Angeles, CA)
- Account Specialist in Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to monthly ... etc. * Developed analytical and problem-solving abilities. * Internal and external client relationship and solution skills * Ability to work in an environment where… more
- Bangor Savings Bank (Portsmouth, NH)
- …the absence of the Branch Manager , Assistant Branch Manager , Relationship Manager or Retail Loan Specialist . ACCOUNTABILITIES Customer Experience: + ... retaining strong customer relationships for customers with basic deposit and lending needs. Processes routine and complex teller transactions efficiently and… more
- JPMorgan Chase (San Diego County, CA)
- …our clients generally consists of: + The banker that manages the overall bank relationship with the client + The Client Specialist , who initially helps determine ... The Client Specialist is a sophisticated wealth expert that focuses...serve as an ongoing resource to clients + Wealth Manager that acts as the day-to-day manager … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …variety of loan administration, operation and technical support in collaboration with the Relationship Manager in the management of a Corporate Loan portfolio. ... C&I loan documentation is preferred. + Commercial Real Estate construction lending . + Corporate loan participations and syndication + Corporate credit agreements,… more