- S&P Global (Dallas, TX)
- …retention, in a supportive and collaborative environment. **Responsibilities and Impact:** The Client Engagement Manager can troubleshoot issues and navigate ... internal use):** 11 **About the Role:** **The Team:** The Loan Reference Data Client Success Team at...internally to quickly provide resolutions. Client Engagement Managers are able to quickly… more
- City National Bank (Los Angeles, CA)
- * MANAGER LOAN ADMINISTRATION* WHAT IS THE...issues to expedite documentation and boarding for a positive client experience * Create and update Loan ... manage the work flow and team assignments of the Loan Closing function at the CLC. Develop and maintain...requirements for complex credit requests to the field Relationship Manager (RM) and to interdepartmental CLC colleagues * Build… more
- Scotiabank (Dallas, TX)
- Manager , US Loan Review, US Audit...and findings for presentation to management. + Champion a client focused culture to deepen client relationships ... and work with management to find solutions to address control weaknesses. The Audit Manager contributes to the overall success of the Audit Function in support of… more
- City National Bank (Los Angeles, CA)
- …verifying all set conditions of funding have been met prior to the release of loan documents to the client for execution. * Obtains insurance documentation for ... * Handles customer and CNB colleague (RM, Credit Officer, Manager , etc.) requests for loan requests WHAT...* Colleague Resource Groups to support networking and community engagement Get a more detailed look at our [Benefits… more
- Guidehouse (Lewisville, TX)
- …as Workday demonstrations and client presentations + Current holder of a Workday Engagement Manager + Current holder of a Workday Product (HCM, Finance or ... in an EM ( engagement management)/business process improvement capacity, preferably as an Engagement Manager from a previous firm; OR a Masters degree with a… more
- City National Bank (Los Angeles, CA)
- * LOAN CLOSING SPECIALIST II* WHAT IS THE OPPORTUNITY? The Loan Closing Specialist (LCS) is responsible for the completion of due diligence associated with the ... commercial loan documentation and closing process. The LCS works from...DO? * Interacts and communicates daily with Regional Closing Manager (RCM) or Industry Closing Manager (ICM)… more
- PennyMac (Carrollton, TX)
- …Accounts Manager II ensures consistent delivery of a best-in-class client experience through daily energetic and creative engagement with fulfillment ... products, programs, and services as well as all fulfillment issues, status questions, and loan level problem solving. The Pipeline Accounts Manager will : +… more
- Columbia Bank (Lake Oswego, OR)
- …personal, business, financial, and market data gathered through relationship reviews, client engagement , market research, and partner collaboration. Participates ... and Corporate Banking. Assists Bankers with portfolio management, partner collaboration, and client - engagement to develop and grow new and existing commercial… more
- Bank of America (Troy, MI)
- …manage dealer relationships for the purpose of increasing Auto & RV applications and loan production. The Retail Client Manager will prospect new clients, ... CVL Dealer Sales - Retail Client Manager Cleveland, Ohio;Grand Rapids, Michigan;...the face of the business in the market, hosting client engagement events and industry conferences **Skills:**… more
- EAC Network (Brooklyn, NY)
- …dedicated part time Peer Recovery Coach to join the Brooklyn Collaborative Legal Engagement Addiction Response Program. Salary: $30.74 Schedule: 21 hours per week 4 ... this job: The Peer Recovery Coach for the Brooklyn Collaborative Legal Engagement and Addiction Response (CLEAR) program is responsible for providing on-going… more
- Solvay Bank (Syracuse, NY)
- …We are a growth-oriented community bank that fosters excellence, pride, teamwork and engagement in our workplace. Consider an opportunity as part of our Commercial ... Credit Department. Commercial Portfolio Manager The Commercial Portfolio Manager is responsible...In addition to proficiency in financial statement analysis and loan underwriting, the candidate should also have a strong… more
- Bank of America (Newport Beach, CA)
- …individual with exceptional interpersonal skills * Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... Loan Originators and FINRA. **Responsibilities:** + Leads the Client Process Management Process within the client ...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- S&P Global (Raleigh, NC)
- …and Impact:** We are seeking a Product Consultant to join our dynamic and global Client Engagement team. Client Engagement is a critical function ... eitheron-site or virtually, and demo upcoming new features and enhancements. + Monitor client healthtogether withthe Client Engagement lead and the… more
- City National Bank (Los Angeles, CA)
- …in client call program either independently or with Relationship Manager . Prepares call reports for management. * Provides assistance and coverage for ... and operational needs. As the operational expert for the client , the Sr Account Officer is positioned to proactively...proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a… more
- City National Bank (Irvine, CA)
- *RELATIONSHIP MANAGER SENIOR CRE* WHAT IS THE OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio including selling ... This may be accomplished through identifying and promoting solutions to fulfill client needs, obtaining referrals from existing customers, and maintaining an active… more
- PennyMac (Moorpark, CA)
- …Accounts Manager II ensures consistent delivery of a best-in-class client experience through consistent engagement with fulfillment functions to make ... sure we drive to meet client expectations, posted SLAs and innovate for improvement. Serves...for clients for all fulfillment issues, status questions, and loan level problem solving. Provide prompt and efficient service… more
- Zions Bancorporation (Los Angeles, CA)
- … relationships. + **Credit & Loan Structuring** + Lead the entire loan process from initial client engagement through underwriting, approval, and ... California Bank & Trust is looking for a **Commercial Banking Relationship Manager ** to come and join our team. The Commercial Banking Relationship Manager is… more
- Zions Bancorporation (Sacramento, CA)
- … relationships. + **Credit & Loan Structuring** + Lead the entire loan process from initial client engagement through underwriting, approval, and ... We are looking for a **Commercial Middle Market Relationship Manager in** **Sacramento, CA.** The Commercial Banking Relationship Manager is responsible for… more
- TD Bank (Rockland, ME)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Store Manager I develops, leads and contributes to the growth and profitability of ... for issues raised from customers, other internal groups and/or partners + Originates loan applications, handles Conditions of Lending and conducts loan closings… more
- Bank of America (Houston, TX)
- …individual with exceptional interpersonal skills + A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment ... Private Client Advisor Houston, Texas **To proceed with your...the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry… more