- Citigroup, Inc. (Burbank, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides… more
- Federal Reserve System (Chicago, IL)
- …(CRM) business line which manages credit risk arising from Discount Window lending and Master Account management (overdrafts and overall payment system risk). In ... this role you will support the CRM business vision and strategy by ensuring...applications and methodologies. Experience managing governance approvals and agile application development lifecycles. Knowledge of CRM products, data sources,… more
- JPMorgan Chase & Co. (Morrisville, PA)
- …school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 ... Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in … more
- FalconX (New York, NY)
- …can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. ... all relevant laws and regulations affecting the company, including commodities, securities and digital asset regulations. Develop and implement policies and… more
- BOK Financial (Tulsa, OK)
- …Areas of Interest: Loan Operations; Complex Commercial Loan Processing; Legal; Lending ; Risk Management Pay Transparency Salary Range: Not Available Application ... Deadline: 08/09/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities , Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates… more
- Truist (Clermont, FL)
- …the top or bottom of this page. After you click Apply Now and complete your application , you'll be invited to create a profile, which will let you see your ... application status and any communications. If you already have...limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of… more
- Citigroup (Tampa, FL)
- …Serves as a senior compliance and operational risk manager for Global Wealth Securities Backed Lending (SBL) Independent Compliance Risk Management (ICRM) and ... which may impact the assigned Global Wealth Deposits and Lending businesses. + Support the Global Wealth...Regulation U and Regulation T. + Experience in Wealth securities backed finance lending . **Education:** + Bachelor's… more
- JPMorgan Chase (Jersey City, NJ)
- …of Software Engineering at JPMorgan Chase within the Commercial and Investment Banking in Securities Lending Team, you will be a key player in solving business ... product development to collaboration with other teams and product support . You will also be part of our ongoing...will also be part of our ongoing journey of application modernization and cloud adoption. This role is an… more
- Citigroup (San Ramon, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a **Warehouse Lending Customer Service Specialist** within **CIB Warehouse Lending Operations.** This role is in a ... external clients with investor loan allocations, hedging and pooling of mortgage backed securities . **In this role, you will:** + Monitor loan aging and hedging… more
- Truist (Atlanta, GA)
- …of meeting State and Federal tax requirements, as well as client needs. 7. Support Tax-Exempt Lending Manager with projects and strategic work assignments, as ... page. After you click Apply Now and complete your application , you'll be invited to create a profile, which...needed. Provide back-up support to other Tax-Exempt Lending Specialists, as… more
- MUFG (New York, NY)
- …size from middle market to large corporate within the Sponsor Finance & Direct Lending business unit. Associates will also provide support for the Originations ... the credit application process and quarterly review presentations. + Provide support for coverage team's idea generation and pitch books for Sponsor clients and… more
- Wells Fargo (New York, NY)
- …efficiencies as appropriate + Review strategic approaches and effectiveness of support function and business performance + Perform assessments through fact finding ... or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans + Collaborate...Data and Data Warehouses within tools used in the Lending Lifecycle + Exposure to AI tools and developing… more
- SMBC (New York, NY)
- …within our swap dealer and broker dealer businesses including derivatives, FX, repo and securities lending . As part of the first line of defense, the Credit ... SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130… more
- Wells Fargo (Charlotte, NC)
- …+ Assess the lending practices of the company's commercial loans and securities investments. + At times, serve as examiner-in-charge and direct a team of ... Exposure to large complex credits, including syndicated deals, leveraged loans, securities transactions, and asset-based lending facilities. + Good understanding… more
- Bank of America (New York, NY)
- …Global Wealth & Investment Management line of business on high net worth lending products, services, and regulatory matters including securities based loans, ... **Responsibilities:** + Analyzes legal issues and implications related tohigh net worth lending products and services + Provides legal support in structuring,… more
- Wells Fargo (New York, NY)
- …Management team in efforts to strengthen the infrastructure related to the delivery of lending products. + Support Banking Lending COO team across a ... variety of key ad-hoc projects. + Support relationship with CIB Lending Operations by...subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article… more
- Citigroup (Jersey City, NJ)
- …including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities ... are safeguarding assets, lending money, making payments and accessing the capital markets...Clearing business. This includes researching best practices, designing the application architecture, designing the solutions, and delivering our … more
- TD Bank (New York, NY)
- …the client. The job partners with other RMs, IAs, Wealth Strategists and Wealth Lending Advisors. The job will also be responsible for retaining and growing assigned ... professional manner + Is involved in Employee's community and support TDBG charity and community initiatives **Education & Experience:**...record of high client satisfaction and retention) required + Securities Licensed: Series 7, 63 + 65 or 66… more
- TD Bank (Greenville, SC)
- …II will serve as the central point of contact for HNW clients across banking lending and High Net Worth Investing with expertise in banking and lending . The ... by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions + Maximizes profitability, while ensuring the client… more
