- M&T Bank (Buffalo, NY)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for basic and ... leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. + Play… more
- M&T Bank (Bridgehampton, NY)
- …on the customer's identified needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the ... customer interactions. Explain the high-level criteria used to decision loan applications. Complete servicing-related responsibilities specific to Consumer and… more
- M&T Bank (Riverhead, NY)
- …the customer's identified needs.** + Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the ... customer interactions. + Explain the high-level criteria used to decision loan applications. + Complete servicing-related responsibilities specific to Consumer and… more
- City National Bank (New York, NY)
- …be responsible for reviewing and verifying applications for completeness and compliance with the necessary documentation before the underwriting process. This role ... of mortgage application procedures, and excellent communication skills to liaise with loan officers and other internal stakeholders. WHAT WILL YOU DO? * Review… more
- Bank of America (New York, NY)
- …bank systems of record. + Review approved credit approval documents to ensure compliance with bank policy and procedures. + Identify and resolve facility data ... years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Wholesale-Credit-Admin-Associate-II Global-Corporate-and-Investment-Banking\_25036047) **Job Description:** At Bank of America, we are guided by a common… more
- City National Bank (New York, NY)
- …clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, ... within assigned client segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients and actively deepens… more
- City National Bank (New York, NY)
- …client needs and ensures consistency with the credit quality standards and operational compliance requirements of the Bank . * Responsible and accountable for ... being active in the community and maintaining positive relationships within the Bank . Creates and maintains effective relationships with Division team, ensuring that… more
- City National Bank (New York, NY)
- …City National Bank . In addition to GTS, Capital Markets includes Loan Syndications, Foreign Exchange Sales, Interest Rate Risk Management Sales, Global Markets ... underwriting, and risk management skills (including understanding of relevant legal and compliance issues). Completion of formal bank credit training program or… more
- Citizens (New York, NY)
- …required + Strong proficiency in the following areas is preferred: private bank industry insight, critical thinking, leadership, compliance management, credit ... Description Citizens Private Bank continues to grow and this expansion in the consumer loan portfolio requires new roles in first line risk management. The… more
- M&T Bank (Getzville, NY)
- …Review and ensure all invoices are included with the claim. + Research loan history for advances and deposits. + Contact various internal departments for ... Determine if refunds are needed. + Respond to attorney loan level requests. + Ensure system is updated accurately...to investor or prior servicer. + Adhere to applicable compliance /operational risk controls in accordance with Company or regulatory… more
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