- Citigroup (Tampa, FL)
- …Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to monthly advance servicing, project ... of multifamily rental construction transactions (eg, loans, bonds, and letters of credit ). + Strong understanding of deal structure, economic terms of transactions,… more
- Bank OZK (Bradenton, FL)
- …integrity, trustworthiness, and professionalism at all times + Embrace Bank OZK's core lending tenets of asset quality, profitability, and then growth + Manage ... development and leadership experience in a financial institution required + 5+ years lending work experience, involving strong credit acumen, required + Proven,… more
- Wells Fargo (Palm Beach, FL)
- …Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending , and trust ... of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- Fifth Third Bank, NA (Naples, FL)
- …on credit requests and adhere to established Portfolio Management guidelines. + Achieve credit standards and metrics in regard to asset quality, credit ... such collaboration, develop revenue growth by identifying needs and providing needs based solutions and services to the client. Services would include loans,… more
- Truist (West Palm Beach, FL)
- …of a broad range of personal financial planning/advisory/insurance and investment management/ asset allocation concepts and understanding of retail credit and ... and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work… more
- Cherry Bekaert (Tampa, FL)
- …of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending , structured finance or related field + ... team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding… more
- Wells Fargo (Palm Beach, FL)
- …Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending , and trust ... of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
- First Horizon Bank (Orlando, FL)
- …educating the customer about financial strategies (eg Financial planning, investments, insurance, credit , market trends) based on customer profile and financial ... relationships in order to maximize portfolio revenue growth and asset quality. Manages complex accounts or has an assigned...Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make… 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 ... of asset types (including but not limited to private direct corporate credit , commercial real estate bridge lending , and commercial and consumer assets).… more
- Cherry Bekaert (Tallahassee, FL)
- …NMTC allocation applications, tax credit placement and deployment, and tax credit compliance and asset management services. The Application Writer will ... years of professional/industry experience in grant writing, community development finance, tax credit finance or CDE/CDFI Lending + Strong written communication… more
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