• Michael Page (New York, NY)
    …protected veterans and all other qualified applicants. The Successful Applicant A successful VP/AVP, Loan Relationship Manager should have: 5+ years of local ... you are ready to take the next step in your career as a VP/AVP, Loan Relationship Manager , apply today to join this exciting opportunity in New York. Contact… more
    Upward (07/13/25)
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  • TD Bank Group (Mount Kisco, NY)
    …TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. Depth & Scope: Proficient in products, services and routine ... life events, save time and money, and exceed their needs Utilizes Customer relationship management tools to proactively play a key role in customer assessments,… more
    Upward (06/28/25)
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  • Right Hire Consulting (New York, NY)
    …used to working for major banks like Wells Fargo or Citi and you're more of a relationship manager than a rainmaker, this may not be the right fit. We're looking ... About the job Real Estate Business Development Loan Officer 4 Open Positions | Top Performers...Only | OTE $450K$600K+ We are the #1 SBA loan originator in the nation, with $1 billion in… more
    Upward (06/29/25)
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  • Citigroup, Inc. (Eastchester, NY)
    The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) Organize client events to enhance client bonding.… more
    Upward (06/21/25)
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  • Citigroup, Inc. (New Canaan, CT)
    …not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) Organize client events to enhance client bonding. ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and… more
    Upward (06/29/25)
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  • Kroll (New York, NY)
    …accounts. If borrower funds not received, following up with borrower and advise relationship management team. Updating Loan IQ with details of repayment and ... Services Ltd) was launched in 2017 and provides independent, conflict-free, third-party loan agency, security agency and bond trustee services. Servicing the bond… more
    Upward (07/05/25)
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  • Citigroup, Inc. (New York, NY)
    The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client ... skill set to achieve personal/branch goals Develop and execute integrated sales, relationship , and credit strategies that are aligned with the Retail Bank's… more
    Upward (06/29/25)
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  • Customers Bank (New York, NY)
    …model. ACM's provide customer service, transaction support and general relationship maintenance for clients alongside providing administrative coordination and ... bank business on a limited basis, providing support in the loan underwriting, documentation, implementation, and portfolio management processes, visiting clients,… more
    Upward (06/22/25)
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  • TD Bank Group (Paramus, NJ)
    …meeting Operational, Customer and Sales objectives. In the absence of any other manager , the Store Supervisor is expected to manage the Store and have the ... Customer privacy and Employee safety Engages in conversations with customers about loan products, facilitates the application intake so must maintain an active… more
    Upward (07/19/25)
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  • Fidelity Investments (Paramus, NJ)
    Job Description: A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to ... center network while providing support to the assigned Branch Manager . During the tenure of this role, you may...the program. The Skills You Bring Your background in relationship management and deep understanding of financial services Impressive… more
    Upward (07/18/25)
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  • Nasdaq (New York, NY)
    …sophisticated project governance structures that balance control with agility Client Relationship : Builds and maintains relationships with C-Level Stakeholders at ... between technical Calypso capabilities and business trading requirements Strategic Portfolio Manager : Optimizes project mix to maximize organizational value and… more
    Upward (07/06/25)
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  • Sia (New York, NY)
    …Own and lead at least two key client accounts, serving as the primary relationship manager and strategic advisor Originate $4.5M in new business annually, ... 1 floating holiday Extras that Make Life Easier College savings and student loan repayment assistance Monthly cell phone stipend Access to wellness programs at no… more
    Upward (07/06/25)
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  • Commercial Mortgage Loan & Securities…

    Wells Fargo (New York, NY)
    …seeking a Managing Director/Principal Investment Banker within the Commercial Mortgage Loan & Securities Finance team which specializes in financing mortgage REITs, ... including but not limited to CMBS, Agency, Debt Capital Markets, Equity Capital Markets, Loan Syndications and Mergers & Acquisitions + Act as a mentor and coach to… more
    Wells Fargo (07/12/25)
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  • Private Bank, Sr. Private Equity Lending Associate…

    Citizens (New York, NY)
    …The Private Bank, Sr. Private Equity Lending Associate (Fund Finance) supports the Relationship Manager with their loan portfolio with extraordinary care ... (promissory) notes. + Performs analysis of client's financials to determine loan eligibility. + After Relationship Manager handoff, serves as main POC for… more
    Citizens (06/26/25)
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  • Senior Loan Workout Specialist, Vice…

    MUFG (New York, NY)
    …of our recruitment team will provide more details. We are seeking a Senior Loan Workout Specialist, Vice President in our New York or Dallas office to service, ... monitor, and manage a distressed loan portfolio of wholesale corporate and project finance deals....timely internal ratings and reporting; and (iv) assist Division Manager in special projects, as requested, including providing on-the-job… more
    MUFG (06/08/25)
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  • SBA 7A Loan Administrator Senior

    City National Bank (New York, NY)
    …*4 Days In Office, CNB Hub* WHAT IS THE OPPORTUNITY? Provides SBA 7A loan documentation supports Relationship Managers and Credit Officers in facilitating ... to fully protect the Bank's interests in the credit relationship . WHAT WILL YOU DO? * Loan ...* Handles customer and CNB colleague (RM, Credit Officer, Manager , etc.) requests for loan requests WHAT… more
    City National Bank (06/06/25)
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  • Loan Document Administrator Senior

    City National Bank (New York, NY)
    …and procedures. Participate in loan document negotiation with the borrower and relationship manager . Ensure compliance with all federal and state laws and ... * LOAN DOCUMENT ADMINISTRATOR SENIOR* WHAT IS THE OPPORTUNITY?...collateral questions as directed by supervisor or requested by Relationship Managers. * Reviews all completed documents to ensure… more
    City National Bank (05/15/25)
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  • Relationship Manager Technology

    City National Bank (New York, NY)
    * RELATIONSHIP MANAGER TECHNOLOGY* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
    City National Bank (07/15/25)
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  • Business Banking Sr Relationship

    M&T Bank (New York, NY)
    **Overview:** Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business, manage risk and credit ... decisions, and service existing clients through the bank's relationship management program. Work with branch partners to effectively...client base. + Achieve established goals as outlined by manager . + Work with branch partners to maximize sales… more
    M&T Bank (06/23/25)
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  • Relationship Manager II ENT & MFO

    City National Bank (New York, NY)
    * RELATIONSHIP MANAGER II ENT* WHAT IS THE OPPORTUNITY? Develops and manages relationships with clients in the assigned business segment and/or geographic areas. ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
    City National Bank (07/11/25)
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