- Bank of America (Charlotte, NC)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of America, we are ... Executive (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving...income streams + 3 - 5+ years of commercial/private wealth management credit experience + Strong negotiation… more
- Bank of America (St. Louis, MO)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Chicago, Illinois **Job Description:** At Bank of ... Executive (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving...and income streams * 3-5+years of commercial and/or private wealth management credit experience * Strongnegotiation and… more
- Bank of America (Charlotte, NC)
- Credit Manager, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina;Chicago, Illinois **Job Description:** At Bank of America, we ... the end-to-end credit process for a portfolio of Private Wealth Management clients and works with the...Executive (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving… more
- Bank of America (Dallas, TX)
- Credit Manager/Sr Credit Manager Global Wealth & Investment Management Custom Lending Charlotte, North Carolina;Dallas, Texas; New York, New York; Miami, ... Advisor (PCA) in their goal of developing new custom lending relationships with strategic wealth clients, driving...balance sheets and income streams *10+ years of private wealth management credit experience *Strong negotiation and… more
- Citigroup (San Francisco, CA)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending Advisors partner with ... restructuring existing loans as part of clients overall capital management . We have Lending representation across 8...West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and… more
- Citizens (San Francisco, CA)
- …We're Looking For: + 5+ years of experience in private banking, wealth /investment management , residential lending , or financial services ... We are not hiring for a job-we're recruiting a force multiplier. As a Lending Strategy & Execution Partner within our Private Bank, you will help architect the… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...in collaboration with segment leadership to support wider Citi Wealth lending growth aspirations. Ensuring effective and… more
- Wells Fargo (Irving, TX)
- …military experience, education **Desired Qualifications:** + Experience in Wealth Management or Private Banking Custom Lending + Understanding of the ... The AIF Custom Lending team is working to underwrite Alternative Asset Management Company Co-Investment Lending Programs. These are loans via a "program"… more
- JPMorgan Chase (Columbus, OH)
- …President in the Credit Risk Governance team, you will collaborate with global Wealth Management functions, including Risk, Lending Solutions, Operations, ... Legal, and Compliance. Your role will involve working with the Wealth Management Risk function to develop and maintain policies, standards, guidelines, and… more
- Eastern Bank (Saugus, MA)
- … services including banking services, residential and commercial lending , cash management , and wealth management . Oversees general administration of ... businesses, private partnerships, and non-profit organizations. **Skills/Knowledge** **Knowledge of banking, lending , and wealth management products.** +… more
- Comerica (Farmington Hills, MI)
- …and reporting of the bank's collateral pledged to support the Business Bank and Wealth Management Lending national portfolio. Effective execution of these ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- Truist (Columbia, SC)
- …and internally with Relationship Management partners and Credit Risk Management . Experience with structured wealth lending underwriting or ... covenants and pricing to recommend deals to credit risk management . Respond to client needs, participating in client presentations,...and experience. Minimum of seven (7) years in structured wealth lending or with large commercial credit… more
- Regions Bank (Clearwater, FL)
- …+ Bachelor's Degree and one (1) year of line delivery banking experience, preferably in lending , trust investment or wealth management + Or High School ... and grow the client relationship + Communicates and delivers the Private Wealth Management mission and vision statement This position is exempt from timekeeping… more
- Truist (Nashville, TN)
- …in a fast-paced environment with multiple priorities 7. Strong understanding of banking, lending , commercial and wealth management solutions 8. Excellent ... in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients....in interfacing with clients. The teammate will support workload management , and triage and delegate client and advisor operational… more
- Truist (Miami, FL)
- …in a fast-paced environment with multiple priorities + Strong understanding of banking, lending , commercial and wealth management solutions + Excellent ... in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients....in interfacing with clients. The teammate will support workload management , and triage and delegate client and advisor operational… more
- TD Bank (New York, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible for business development and relationship ... management on behalf of TD Bank with regards to...Ameritrade Institutional and Retail [consumer only] platforms. The Senior Wealth Lending Advisor is at the center… more
- Truist (Winston Salem, NC)
- …financial profiles and transaction types. Borrowers in the Private Banking and Wealth Management group include certain business owners that have relationships ... serves as a consumer credit expert for Truist Wealth , ready to assist Wealth Advisors and their clients with consumer lending questions and offer lending… more
- Citizens (Johnston, RI)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... our custom credit products. The role of the Private & Wealth Lending Credit Services Professional performs functions supporting underwriting, credit approval,… more
- JPMorgan Chase (Ogden, UT)
- …needs + Build collaborative relationships with partners across lines of business - Chase Wealth Management , Home Lending , Branch Teams, Commercial Bank, and ... skills** + Minimum of 7 years' experience in a Business Banking Relationship Management role or related business lending experience; direct in-person contact… more
- Wells Fargo (St. Louis, MO)
- …is seeking a Senior Lead Securities Based Lending Wealth Underwriter in Wealth and Investment Management . Learn more about our career areas and lines of ... influence objectives, resources, and long-term goals for highly complex issues across Wealth Underwriting + Make decisions on highly complex and multi-faceted credit… more
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