- S&P Global (TX)
- **About the Role:** **Grade Level (for internal use):** 12 **About the Role: Advisory and Expert Services team lead is part of the Enterprise Solutions ... love to hear from you! **Responsibilities and Impact:** The lead of the Advisory and Expert Services team will oversee a portfolio of client engagements,… more
- Citigroup (San Francisco, CA)
- …platform gaps, challenges, and opportunities. Partner with the US & Latam Head of Lending Advisory to ensure a co-hesive and effective strategy across the ... Citi Wealth Lending provides competitive borrowing solutions that are strategically...Americas + Act as the initial subject matter expert and first line of control for internal and… more
- City National Bank (Newark, DE)
- …CONSUMER LENDING COMPLIANCE* WHAT IS THE OPPORTUNITY? The Head of Consumer Lending Compliance will act in a compliance advisory role supporting consumer ... WILL YOU DO? * Serve as compliance subject matter expert for assigned areas. * Manage regulatory changes that...related to the financial products the bank provides, the services the bank delivers, the processes employed and the… more
- Marex (New York, NY)
- …requirements. The position will primarily focus on providing real-time compliance advisory services and serve as the subject matter expert to Marex Capital ... Compliance Officer - Broker Dealer Advisory who will provide compliance advisory services for Equities, Fixed Income, Listed Options, Structured Products… more
- Capital One (Richmond, VA)
- Compliance Complaints Advisory (CCA) - Principal Associate The US Card Compliance team is seeking an experienced Principal Associate to be a Compliance Complaints ... Advisory Specialist who will be responsible for researching, analyzing,...applicable laws and regulations for consumer card products and services across the lifecycle of an account + Partner… more
- MUFG (Tempe, AZ)
- … (SME) on all matters for AML/BSA compliance for MUFG. **Responsibilities** Provides full advisory services to First and Second Lines of Defense on all ... + Possesses a strong KYC background. Knowledge of financial institutions, corporate advisory , wholesale lending , project finance, and the structures of these… more
- First Horizon Bank (Winston Salem, NC)
- …of contact for the customers within the bank; deliver business and deposits services , sell secured and unsecured business loans adhering to credit policy and ... works from a bank facility in Winston-Salem. **Revenue Growth/Product Production** + Expert business profiling and a deep understanding of business operation cycles… more
- Cherry Bekaert (Dover, DE)
- **Description** Cherry Bekaert's Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning ... capital, and created 8,194 direct jobs, while expanding the service area's health and wellness services to...the Greenville Local Development Corporation, with input from an advisory board of 9 LIC experts. Essential Job Duties… more
- BMO Financial Group (Winnetka, IL)
- …that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a ... products and services . + Broad and diverse background of the financial service industry and expert knowledge of the banking, and personal and commercial… more
- JPMorgan Chase (Columbus, OH)
- …recommendations to internal and senior management on distressed situations in either an advisory or managed capacity + Demonstrate an expert understanding of the ... by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our...Officer for the Special Credits Group in Dealer Commercial Services , you will play a pivotal role in managing… more
- Zions Bancorporation (Phoenix, AZ)
- …and credit and lending . + Demonstrated sales and business development ability, expert marketing and customer service skills and strong client advisory ... banking, and insurance. + Ensures a full range of services are appropriately provided to high-net-worth individuals. + Develops...and executes operating processes and procedures to comply with lending , deposit and other key risk areas. + Ensures… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …organizational policies, strategies and procedures for Raymond James Bank mortgage lending Financial markets, products, financial advisory function and ... identify opportunities for process improvements with potential for improved client service , increased operational quality, and efficiency and cost savings. Serves as… more
- Capital One (Mclean, VA)
- …One's Commercial Real Estate (CRE) Agency Financing and Corporate Banking lending businesses on applicable laws and regulations. Corporate Banking includes Middle ... Banking, and Energy. Commercial Real Estate provides balance sheet lending in addition to agency lending from...arise, the Compliance Advisor Manager will assist in the advisory of the Finance corporate function, which is responsible… more
- Citigroup (New York, NY)
- …of Sustainability landscape and emerging trends, particularly as it relates to financial services . + Subject matter expert of Sustainability solutions across the ... trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. The core...product spectrum, including TTS, markets, lending , capital markets and strategic advisory +… more
- Bank of America (Pennington, NJ)
- …Third Party Investment Managers comprising of over $840 million for customized investment advisory services to Merrill Lynch Clients + Revenue generation by ... for collateral monitoring, obligations monitoring & enforcement, executive & equity services , securities lending , billing, reconciliation, trade corrections and… more
- KeyBank (Naples, FL)
- …Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship ... achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on… more
- Commerce Bank (Kansas City, MO)
- …wealth management services and solutions consistent with Commerce Private Client Service Model + Coach and support team members to enhance their technical ... team of Private Client Advisors to ensure excellence in service , growth and retention of our high- net worth...integrated delivery of investment, fiduciary, tax, estate planning, insurance, lending , credit and banking services to meet… more
- TD Bank (Corner, NE)
- …and recommend new product and service solutions + Possesses an expert level knowledge of products, sales, services , credit management practices and ... Works closely with internal and external subject matter experts and/or lending advisory groups. **CUSTOMER** + Continually deliver exceptional customer… more
- KeyBank (Seattle, WA)
- …and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors ... Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship… more
- Wells Fargo (West Des Moines, IA)
- …Wells Fargo is seeking a **Senior** **Lead Wealth Underwriter** in the Banking, Lending , & Trust's (BL&T) center of excellence within Wealth & Investment Management ... + Meet with clients in partnership with a Custom Credit Banker in a client advisory role and in credit negotiations, as required + Provide leadership and guidance to… more