- Morgan Stanley (Purchase, NY)
- …insurance, retirement and trust services. We are seeking a high potential candidate ("Virtual Private Banking Specialist " or "VPBS") to join our Sales Team in ... diversifying its workforce (M/F/Disability/Vet **Job:** **Wealth Management* **Title:** *Virtual Private Banking Specialist * **Location:** *New York-Purchase* **Requisition… more
- Citizens (West Palm Beach, FL)
- Description Citizens Private Bank is looking for a Lending Specialist to work with the local team in the Palm Beach office at least 4 days a week to support the ... partner closely with the Relationship Manager/Senior Business Banker as well as the Private Bank's credit approval team to monitor and maintain overall excellent… more
- Bank of America (New York, NY)
- …team strives to develop and maintain a comprehensive product offering calendar across Private Markets including: Private Equity, Credit , Real Estate, ... Markets team responsible across the illiquid spectrum of Alternative Investments including private equity, real estate, real assets, credit and special… more
- JPMorgan Chase (Summit, NJ)
- …with the opportunity to take your career to the next level. As a Lending Specialist in the Private Bank, you will manage our most complex borrowing relationships ... by presenting JP Morgan Private Bank's credit solutions to ultra-high net worth clients and advising on implementation. **Job Responsibilities** + Act as… more
- Bank of America (Chevy Chase, MD)
- Private Bank - Structured Credit Executive Chevy Chase, Maryland;Baltimore, Maryland; Washington, District of Columbia; McLean, Virginia **Job Description:** At ... holistic knowledge of the client relationship * Understanding of Private Bank credit product solutions and process...rating estimates, etc.) * Expertise in engaging with Product Specialist Executives (real estate, art, yacht, hedge funds) to… more
- Citizens (Springfield, IL)
- Description The Private Wealth Service and Support Specialist is responsible for providing white-glove, end-to-end processing and servicing to Private Wealth ... you will help to increase customer loyalty and drive business development opportunities. The Private Wealth Service and Support Specialist will also serve as the… more
- Regions Bank (Fort Walton Beach, FL)
- …the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Regions Bank (Sarasota, FL)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Relationship Specialist assists in the coordinated delivery of a ... credit etc.) to a challenging and sensitive portfolio of affluent clients. The Private Wealth Relationship Specialist will be responsible for supporting a … more
- Bank of America (Houston, TX)
- Private Bank - Structured Credit Executive Dallas, Texas;Houston, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make ... to make a difference. Join us! **Job Description:** The Credit Executive (CE) is a client-facing role responsible for...rating estimates, etc.) + Expertise in engaging with Product Specialist Executives (real estate, art, yacht, hedge funds) to… more
- Bank of America (Dallas, TX)
- Credit Product Specialist Dallas, Texas **Job Description:** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... along with the power to make a difference. Join us! **Job Description:** The GWIM Credit Product Specialist acts as an extension of the Credit Executives.… more
- HSBC (New York, NY)
- …as working on specific credit project as required from time to time. As our Credit Specialist you will: + Provide good customer service at all times to both ... Maintain and build strong relationships across all teams in Group Private Bank + Risk assessment and credit recommendation + Understand credit policy and be… more
- JPMorgan Chase (Bellevue, WA)
- …you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that ... is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental… more
- Eastern Bank (Lynn, MA)
- …portfolio administration of SVP/VP Relationship Managers and VP/Portfolio Managers. The Vice President, Credit Risk Review Specialist II role serves as a second ... Housing Tax Credit Investor Financing, Franchise Lending, Asset Based Lending, Private Banking, Private Banking, ACH, and New Market Tax Credit deals to… more
- AIG (Jersey City, NJ)
- Underwriting Specialist - Trade Credit Join us as a Underwriting Specialist to play a highly influential role in protecting our clients and growing our ... and evaluating a diverse range of Project Finance and Structured Credit ( private corporates) opportunities with a view to recommend (and/or approve) and… more
- Citizens (Boston, MA)
- …for verifying accuracy of financial and loan documents. + Knowledge of Private Banking credit policy, lending origination systems, and regulatory requirements ... Description Citizens Private Bank has accelerated its strategy to build...partners from inquiry through post-closing (eg presents loan to Credit Officer for approval, locks & submits loans, collects… more
- Regions Bank (Houston, TX)
- …into the careers section of the system. **Job Description:** At Regions, the Credit Products Real Estate Product Specialist is a client-facing role, partnering ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Regions Bank (Birmingham, AL)
- …into the careers section of the system. **Job Description:** At Regions, the Credit Products Specialized Industries Product Specialist is a client-facing role, ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Commerce Bank (St. Louis, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Credit Specialist I, II job and contemplates a wide range of factors that ... relevant experience, skills, and competencies.) About This Job Preparation of Credit Approval Summary packets requires an understanding of financial statements and… more
- Regions Bank (Hoover, AL)
- …the careers section of the system. **Job Description:** At Regions, the Credit Products Commercial Loan Fulfillment Specialist orchestrates the closing process ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- ICP Group (Tampa, FL)
- …serving the building and construction end markets. Founded in 2015 by a private equity firm, ICP has scaled rapidly through organic and acquisition growth into ... We are looking for an energetic and experienced Collections Specialist to join our finance team. As part of...be responsible for resolving customer questions and issues, reviewing credit limits and ensuring timely collections for your customer… more