- Wells Fargo (Irving, TX)
- **About this role:** Wells Fargo is seeking a Lead Commercial Loan Closing Specialist for Central Asset Based Lending Portfolio Support (CAPS). Learn ... you will:** + Review highly complex loan documentation + Onboard new Capital Finance Asset Based Lending (ABL) clients on the LUCAS loan system and process… more
- Bank of America (Charlotte, NC)
- Credit Manager, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a common ... a portfolio of Private Wealth Management clients and works with the Central Administration Unit to effectively monitor deals post close including the… more
- Bank of America (Syracuse, NY)
- …Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... Merrill Financial Solutions Advisor - NY Capital/ Central NY Market Albany, New York;Syracuse, New York...businesses of its kind in the world specializing in goals- based wealth management, including planning for retirement, education, legacy,… more
- Bank of America (Santa Clarita, CA)
- …Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... Merrill Financial Solutions Advisor - Pasadena Central Valley Market Pasadena, California;Fresno, California; Santa Clarita, California; Visalia, California;… more
- State of Massachusetts (Lancaster, MA)
- *_Agency Overview_* The Division of Capital Asset Management and Maintenance (DCAMM), which oversees over $2 billion in capital programs and projects, is responsible ... all the citizens of the Commonwealth. DCAMM is a central agency in implementing several key policy priorities of...operation of Surplus Property staff and the DCAMM tool lending program (Interagency Tool Barn). Duties include performing diagnostic… more
- State of Colorado (Denver, CO)
- …Directs allocation of Asset Management staff time on portfolio related activities based on grantee and community needs and requests as well as Division strategic ... are gathered into one Department of "Local Affairs," which has a central focus on strengthening Colorado communities and enhancing livability. Vision The Department… more
- BMO Financial Group (Chicago, IL)
- …advises relationship managers on de-risking strategies and options. Serves as central point of contact coordinating process between stakeholders. Ensures the ... compliance policies are met. + Preferred experience in large corporate/commercial lending , syndications. + Independently, easily able to analyze financial, business… more
- TD Bank (Andover, MA)
- …they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and ... Private Client Relationship Manager I will serve as the central point of contact for HNW clients across banking... point of contact for HNW clients across banking lending and High Net Worth Investing with expertise in… more
- HSBC (New York, NY)
- …to succeed in this role: + Minimum of 8-10 years proven, progressive and broad- based experience in the Markets area, credit, lending and/or workout areas or ... authority for credit exposure arising from new and existing clients. Ensures appropriate lending structures and controls are in place to handle inherent and unique… more
- HSBC (New York, NY)
- …to succeed in this role: + Minimum of 10-15 years proven, progressive and broad- based experience in credit, lending and/or workout areas or equivalent with focus ... exposure arising from new and existing clients. Ensures appropriate lending structures and controls are in place to handle...on cash flow and asset -backed borrowers + In-depth knowledge of businesses supported, their… more
- HSBC (Fremont, CA)
- …and maintain long-term relationships with community development groups, affordable lending nonprofits, realtors, builders, attorneys, financial advisors and other ... the process. + Partner with community development groups and affordable lending nonprofits to establish referral relationships + Exceed customer expectations (both… more
- Truist (Atlanta, GA)
- …a comprehensive knowledge of national project secured, portfolio secured, and unsecured lending including deep knowledge across all CRE asset classes and ... both public and private. Builds and maintains constructive relationships including Central Credit, Relationship Managers, Portfolio Managers and Wholesale CRE cross… more
- JPMorgan Chase (New York, NY)
- …to delivering wealth management solutions and fostering client relationships across Mexico, Central America, South America, and Brazil. As a 2026 Global Private Bank ... + Work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the summer, you'll learn about our business and our… more
- Regions Bank (Atlanta, GA)
- …to structure proposed transaction + Screens new opportunities and underwrites asset - based loans, ensuring behaviors drive a positive customer experience ... client's expectations and business risk tolerance and guidelines + Acts as the central "hub" with origination and credit risk + Supports strong working relationships… more
- Fifth Third Bank, NA (West Palm Beach, FL)
- …such collaboration, develop revenue growth by identifying needs and providing needs based solutions and services to the client. Services would include loans, ... Partner with Portfolio Managers and Credit Officers (Business Loan Center and Central Credit Utility) on credit requests and adhere to established Portfolio… more
- First Horizon Bank (Lafayette, LA)
- …and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. Manages complex accounts or has an assigned market region of a ... capabilities to meet these needs + Maintain a thorough knowledge of bank's lending policies and regulatory requirements + Provide mentoring and training to other… more