- Citizens (Irvine, CA)
- Description 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 control from the loan application… more
- Citizens (West Palm Beach, FL)
- Description The Private Bank Sr Lending Specialist supports the Relationship Manager with their client's loan portfolio with extraordinary care and ... the closing process. The Sr PB Lending Specialist has a strong understanding of Citizens Private Bank 's credit policy, underwriting guidelines, and loan… more
- Citizens (San Francisco, CA)
- Description The Private Bank Sr Lending Specialist supports the Relationship Manager with their client's loan portfolio with extraordinary care and ... the closing process. The Sr PB Lending Specialist has a strong understanding of Citizens Private Bank 's credit policy, underwriting guidelines, and loan… more
- Regions Bank (Salt Lake City, 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
- Bank of America (Austin, TX)
- Structured Credit Executive - Private Bank Houston, Texas;Austin, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help ... excellence with holistic knowledge of the client relationship * Understanding of Private Bank credit product solutions and process * Robust portfolio… more
- Citigroup (San Francisco, CA)
- …within the team/project. **Responsibilities:** + The IF Transactor is an experienced lending product specialist and Credit Officer within the Investment Finance ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** IF Lending … more
- Fifth Third Bank, NA (Columbus, OH)
- …+ Delivers banking solutions based on the value ladder and the Fifth Third Private Bank story following our Life360 Process. + Ensures service standards and ... step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Serves as a banking specialist...ultra high net worth client relationships Provides deposit and lending expertise while collaborating with a customized team of… more
- First Horizon Bank (Memphis, TN)
- …Orlando, FL** **Summary** This position will provide administrative and commercial lending support to Commercial Lending Relationship Managers, Portfolio ... Client Specialists who provide SBA Real Estate and Construction lending . Note: This job description is not all inclusive...Manage the disbursement and payment process to and from bank participants, junior lenders and agents. + Ensure compliance… more
- First Horizon Bank (Lafayette, LA)
- …to maintain the office and document processing. **Responsibilities** + Provide Commercial Lending Support to Commercial Relationship Managers + Review and Fund Loans ... + Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency....and 3 - 5 years experience in a Client Specialist position + 5+ years customer service experience in… more
- Regions Bank (Indianapolis, IN)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... system. **Job Description:** At Regions, the SBA Commercial Relationship Specialist provides general administrative support to Relationship Managers within… more
- Regions Bank (Orlando, FL)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... **Job Description:** At Regions, the Problem Asset Management (PAM) Workout Specialist manages numerous clients simultaneously with a portfolio scope directly… more
- Bank of America (New York, NY)
- …and revenue * Build credibility by developing, deepening, and sustaining relationships with Private Bank Market leadership, Advisors, and clients * Create a ... Credit Executive New York, New York **Job Description:** At Bank of America, we are guided by a common...Market, and Office level o Jointly call on custom lending clients and prospects with PCA client team o… more
- Citigroup (Washington, DC)
- …into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive ... **HNW Private Bankers at Citi develop and deepen client...fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures,… more
- Zions Bancorporation (San Diego, CA)
- … Private and Non-Profit), Branch Administration, Compliance and other bank departments. Essential Functions: + Coordinates all Premier Wealth Management support ... Awards. We are looking for a Premier Client Support Specialist in San Diego, CA. This role focuses on...Private and Non-Profit), Branch Administration, Compliance and other bank departments. + Processes and closes both routine and… more
- MUFG (Dallas, TX)
- …accounting principles, wholesale credit underwriting, financial statement analysis, and general bank lending guidelines as evidenced by 7+ years as ... more details. We are seeking a Senior Loan Workout Specialist , Vice President in our New York or Dallas...credit assigned to Special Assets Division ("SAD") (including complex, multi- bank syndicated credits); (ii) administer the turnaround or exit… more
- BMO Financial Group (Denver, CO)
- …plan to profitably grow overall banking revenue while maintaining adherence to the Bank 's risk tolerance. Works collaboratively in the branch and regional teams to ... a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with… more
- JPMorgan Chase (San Francisco, CA)
- …manages the overall bank relationship with the client * the Client Specialist , who initially helps determine the appropriate wealth solutions for the client and ... The Client Specialist is a sophisticated wealth expert that focuses...process. + Generate new assets under management through the bank 's existing lending relationships and through self-sourcing… more
- Insight Global (Kansas City, MO)
- …required. 3+ years of experience in banking required. Banking experience, exposure to bank lending , credit cards, etc. general exposure to compliance sides ... Ensure work premises constitutes a safe work environment that promotes positive bank image, including regular inspection for and remediation of any hazardous… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- …previous bank operations or financial services experience + Previous Consumer/ Private Bank /Wealth Management quality review experience with knowledge of ... **Job Description** **Job Title:** Loan Servicing and Quality Assurance Specialist **Department:** Loan Operations **Location:** Pittsburgh, PA **Summary of the… more
- Insight Global (Columbus, OH)
- …this role are: . Analyze collateral documentation and loan information in the bank 's servicing system (Hogan) and as needed, update collateral records in loan ... Work with outside agencies (Bureau of Motor Vehicles, Clerk of courts, lending institutions and dealers) to resolve problems . Some clerical/administrative functions… more