- Wells Fargo (Tampa, FL)
- **About this role:** Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $25MM to $100MM supporting the various ... markets as part of the Commercial Bank . Learn more about the career areas and business...leveraging solid understanding of the function, policies, procedures, and compliance requirements + Collaborate and consult with Commercial Banking… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …risk. Works with internal and external business partners to ensure regulatory compliance within the Bank 's Corporate Banking division. Influences strategic ... through education, experience and/or certification in banking industry regulatory compliance to ensure first line compliance with...procedures (eg Sales Practices, Reg W, Reg U, Fair Lending , Reg B, mortgage regulations, etc.). + Leads through… more
- HSBC (Miami, FL)
- …our communities and the planet we all share. As a Relationship Manager , you will acquire, maintain, and grow profitable long-term relationships principally focused ... generate new AUM and Gross Revenue. As our High Net Worth Relationship Manager -Southern Cone you will: + Combine client relationship management with strong risk… more
- Citigroup (Tampa, FL)
- Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Our core activities ... are safeguarding assets, lending money, making payments and accessing the capital markets...on the communities we serve The **Applications Development Group Manager ** is a senior management level position responsible for… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Submits the final loan package to loan operations for funding and boarding. + Demonstrates compliance with all Bank regulations. + May lead the work of others ... operation and technical support in collaboration with the Relationship Manager in the management of a Corporate Loan portfolio....+ Corporate credit agreements, loan closing process and procedures, lending policies, compliance and lending … more
- BMO Financial Group (Jacksonville, FL)
- …state. Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank . Maintains and promotes a ... credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. + Leads and executes… more
- Truist (Miami, FL)
- …performance metrics 6. Build effective relationships with other functional leaders (ie Lending Process Manager Team Leads, Fulfillment Team Leads, Centralized ... Connect focuses on delivering Truist to a segment of Commercial Community Bank clients through a virtual delivery environment, providing for an easier method… more
- FirstBank PR (Miami, FL)
- …loans daily. Confirms information is accurate and correct. Saves updated information in Bank 's Commercial Lending share drive folder in a timely basis. Requests ... The CREDIT ADMINISTRATION OFFICER reports to the Credit administration workout manager / Senior Credit Officer providing support for Commercial Credit Administration,… more
- Truist (West Palm Beach, FL)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,...sales activity, pipeline and other pertinent information using the bank 's contact management system. 5. Establish and maintain excellent… more
- Navy Federal Credit Union (Pensacola, FL)
- …the financial situation, to ensure data is accurate, up-to-date and in compliance with government and Navy Federal guidelines + Ensure required notifications, ... Collect, prepare and maintain data for analysis, reports and reference + Perform manager share transfers (MST) for amounts up to authorized limits + Obtain detailed… more