- Citizens (New York, NY)
- …long-term client loyalty. There is a need for 2 hires on the East Coast for a Private Bank Lending Specialist and/or Sr Private Bank Lending ... Description Citizens Private Bank has accelerated its strategy...their loan portfolio with extraordinary care and service. The lending specialist works in primarily operational, processing,… more
- JPMorgan Chase (Miami, FL)
- …to take your career to the next level. As a Lending Specialist in the US Private Bank , you will manage our most complex borrowing relationships by ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...to residential real estate loans, concentrated collateral loans, unsecured lending , marketable secured lending , aircraft finance and… more
- Citizens (Newport Beach, CA)
- …a commitment to excellence to join their team and drive the loan process. The Private Bank Lending Specialist - Residential supports the Relationship ... Lending Specialist is expected to is an expert on Private Bank lending credit policy, lending origination systems, and regulatory requirements… more
- JPMorgan Chase (New York, NY)
- The Private Bank Commercial Real Estate (\"CRE\") Group team will be responsible for driving commercial real estate credit origination in the US lending ... individuals, their family offices, and their organizations. Job Responsibilities: + The Lending Solutions Commercial Real Estate Specialist will be responsible… more
- First Horizon Bank (Memphis, TN)
- …best at serving their customers one opportunity at a time. Position Overview: The Lending Services Prep Scan and Index Account Specialist is responsible for ... mail, imaging, and collateral document vault filing responsibili es. The Account Specialist will process incoming and outgoing documents to make designated loan… more
- JPMorgan Chase (Los Angeles, CA)
- …opportunity to take your career to the next level. As a Lending Specialist in the US Private Bank , you will work with our team to advise clients on their ... and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to… more
- First Horizon Bank (Memphis, TN)
- **Description** **Location:** On site in Memphis, TN **SUMMARY** The Client Specialist role supports the line of business by providing exceptional service and ... ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to… more
- Regions Bank (Provo, UT)
- …of the system. **Job Description:** At Regions, the Home Improvement Financing Lending Specialist is responsible for accepting and processing customer loan ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Wells Fargo (Charlotte, NC)
- …securities-registered bankers in the Consumer Bank and the Wells Fargo Private Bank , our elevated experience for high- and ultra-high-net-worth individuals ... achieve financial goals. WIM provides financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company. Our clients have… more
- JPMorgan Chase (New York, NY)
- **Wealth Management - Private Bank - PLP Borrower Specialist ** JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 ... banking services including trusts and estates, loans, mortgages and deposits. JP Morgan Private Bank advises the world's wealthiest families and helps them… more
- Citizens (Shelton, CT)
- …data quality, and mentoring junior team members. This role will partner closely with Private Bank (PB) business teams, Wealth data teams, data engineering, and ... Description JOB DESCRIPTION The Principal Data Analytics & Intelligence Specialist - Private Banking will be responsible for leading and guiding complex data… more
- First Horizon Bank (Germantown, TN)
- …Warehouse is a hybrid position which combines elements of both a traditional Commercial Lending Client Specialist and a Loan Operations Specialist . The ... support to the high-value clients of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist ...Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US… more
- Citigroup (Atlanta, GA)
- …into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive ... track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.… more
- First Horizon Bank (Charlotte, NC)
- …**Location:** On site at location listed in job posting. **Summary:** The Client Specialist role supports the line of business by providing exceptional service and ... ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to… more
- First Horizon Bank (Coral Gables, FL)
- …to Private Banking Relationship Managers. **Key Responsibilities Include** + Provide Lending Support to Private Banking Relationship Managers + Review and ... with past dues + Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. + Provide assistance to… more
- City National Bank (Los Angeles, CA)
- * PRIVATE BANKER* WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a ... the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and...* Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and… more
- JPMorgan Chase (New York, NY)
- …businesses - and creating a continuum between Chase Private Client and JP Morgan Private Bank . As a member of this new team, you will participate in ... JP Morgan Private Client is more than a financial services...the breadth of JPMorgan Chase's expertise and extensive banking, lending , and wealth management capabilities through a dedicated Relationship… more
- First Horizon Bank (Sugar Land, TX)
- …**Location:** On site at location listed in job posting **Summary** Supports Bank clients and sales staff by performing moderately complex daily clerical functions, ... to Relationship Managers in the department. **Responsibilities** + Provide Lending Support to Relationship Managers, often serving as a...dues + Learn to identify clients' operational needs and bank products/services to meet these needs + Open and… more
- Regions Bank (Charlotte, NC)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... At Regions, the Sponsor and Leverage Finance Underwriting Product Specialist conducts screening, underwriting, negotiation, and documentation of leveraged sponsor… more
- Regions Bank (Houston, TX)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... the system. **Job Description:** At Regions, the International Banking Product Specialist develops and grows Regions' relationships and provides product expertise… more