- Truist (Orlando, FL)
- …and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work ... financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies. 3. Keep abreast of changing economic,… more
- First Horizon Bank (Coral Gables, FL)
- …and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. The most successful individuals in this role are able to build ... deliver the highest level of service while providing sound asset stewardship through a balance of risk and credit...these needs + Maintain a thorough knowledge of bank's lending policies and regulatory requirements + Maintain proper house-holding… more
- Arena Investors LP (Jacksonville, FL)
- …risk adjusted, consistent and uncorrelated returns by employing a fundamentals based , asset -oriented financing and investing strategy across the entire ... illiquid and esoteric special situation transactions through originations and acquisitions of asset -oriented investments across a wide array of asset types… more
- Citigroup (Jacksonville, FL)
- …the financial industry, with the ability to effectively communicate within a team- based environment. You will be responsible for proactive investment and banking ... guidance/education, which includes account opening and asset gathering, providing exceptional service, making investment/banking referrals, as well as managing and… more
- Bank OZK (Tampa, FL)
- …integrity, trustworthiness, and professionalism at all times + Embrace Bank OZK's core lending tenets of asset quality, profitability, and then growth + ... advice and solutions + Engage relevant business and bank partners in team- based customer development with expert delivery + Leverage local market networks and… more
- Bank of America (Tampa, FL)
- …of America is committed to an in-office culture with specific requirements for office- based attendance and which allows for an appropriate level of flexibility for ... our teammates and businesses based on role-specific considerations. At Bank of America, you...execution of credit solutions, and the active management of asset quality. Client facing, the Credit Officer II collaborates… more
- Truist (Jupiter, FL)
- …also incorporate credit analysis when a modification or forbearance is considered. Asset Manager will drive recommendations that address the accrual status, loan to ... required for impairment analysis, accrual justification, CCAR, and Criticized Loan Asset Reports (or equivalent). 9. When required, work cooperatively and… more
- JPMorgan Chase (Jacksonville, FL)
- …and manage business credit opportunities up to $15 million; provide support to branch- based business bankers on sizeable business credit deals as needed + Deliver an ... + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities… more
- Fifth Third Bank, NA (Orlando, FL)
- …Ensure team achieves credit standards and metrics in regard to asset quality, credit administration (matured/renewals, financial statement documents, covenant data ... or related business field; MBA preferred. + 12+ years commercial lending experience. + Excellent relationship building/interpersonal skills, written and verbal… more
- Synchrony (Altamonte Springs, FL)
- …Provide reporting and analysis for all product lines including consumer and commercial asset + Enforcement of existing Bank credit policies + Prepare and deliver ... Strong communication and presentation skills + Familiarity with consumer and commercial lending products and practices + Advanced experience with SAS/SQL or other… more
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