- 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
- Mizuho Corporate Bank (New York, NY)
- Join the Mizuho team as a Commercial Lending Principal Engineer! In this role you will envision, document, and champion target state and transitional architectures ... & Notices infrastructure and other key components of strategic Commercial Lending architecture. You will have expertise in architecting and designing solutions… more
- TD Bank (Mount Laurel, NJ)
- …complex field and knowledge of broader related areas + Senior specialist providing advisory services to executives, business segment leaders and governs the ... **Job Description:** The Senior Governance & Control Specialist is the leading expert for a significant and/or complex governance and control function, primarily… 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
- Wells Fargo (Minneapolis, MN)
- …ultra-high-net-worth individuals and families based on needs related to banking, custom lending , and trust services . These bank specialists leverage resources, ... with outstanding talent. It all begins with you. **Banking, Lending , & Trust (BL&T)** unlocks access to Wells Fargo...empathetic manner and be seen as a subject matter expert . The Special Needs Trust Advisory Specialist… more
- MUFG (Irving, TX)
- …(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 (Columbus, OH)
- **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
- Truist (Dallas, TX)
- …our affluent NRA clients. WA's should deliver a level of personalized, attentive advisory service that clients deem outstanding. 2. The role requires significant ... management, personal trust and estate planning, insurance and risk management services , consumer/commercial credit, residential lending , commercial real estate,… more
- TD Bank (Mount Laurel, NJ)
- …complex field and knowledge of broader related areas + Senior specialist providing advisory services to executives, business segment leaders and governs the ... + **Contribute to growth, innovation, and efficiency, within risk appetite, through expert objective guidance and independent challenge.** **U.S. Wealth is a fully… 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...a Vice President Special Credits Lead in Dealer Commercial Services , you will be a leader on the Special… 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
- USAA (Plano, TX)
- …to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the ... where our core values - honesty, integrity, loyalty and service - define how we treat each other and...and often participates in complex, cross-functional risk-based assurance and advisory engagements driving quality of audit work. May lead… 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
- 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
- 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
- Cushman & Wakefield (New York, NY)
- …corporate, and private investment clients offering a range of debt advisory services including construction, bridge and permanent financing throughout ... into the Director of the Financial Analysis Hub, an Advisory shared services platform supporting Capital Markets...Analysis ("CMFA") Hub Manager is a CMFA subject matter expert responsible for the day-to-day management of the Financial… more
- Citigroup (O'Fallon, MO)
- …as a subject matter expert in area of responsibility and provide advisory services to business partners + Monitor management of complex legal issues, ... related to marketing and advertising of Citibank, NA deposit, small business, and lending products. The overall objective of this role is to provide legal support,… more