- KeyBank (Amherst, NY)
- … loan document packages and ensures all documents are present to ensure Bank 's position. + Identifies and cites loan exceptions as appropriate to ensure ... Candidates must have understanding and knowledge of the commercial and mortgage loan processes. **ABOUT THE JOB** This position is responsible for the review… more
- Chemung Canal Trust Company (Elmira, NY)
- …determine continuation or declination of application. + Addresses all inconsistencies with loan officer and client, if appropriate; Consults with proper sources ... for performing a variety of duties to support the loan servicing function in order to ensure the efficient...page to view available benefits. Chemung Canal Trust Company/Capital Bank /Canal Bank fosters a diverse and inclusive… more
- Heritage Financial Credit Union (Middletown, NY)
- …includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines ... branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders,… more
- Raymond James Financial, Inc. (New York, NY)
- …large-sized business within the Midwest territory. Successful candidates will generate loan and tax lease new business opportunities for TriState Capital Equipment ... and evaluating new business opportunities from customers that comply with the Bank 's risk appetite, managing the onboarding process, and overseeing the pricing and… more
- Wells Fargo (Southampton, NY)
- …and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with ... care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers'...Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in… more
- Citigroup (New York, NY)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing...but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
- JPMorgan Chase (New York, NY)
- Join our dynamic Corporate & Investment Bank (CIB) Market Risk Management team, where you will play a pivotal role in identifying, measuring, monitoring, and ... independent risk group reporting to the firm's Chief Risk Officer (CRO), you will be at the forefront of...their impact on CMBS structures and the broader CRE loan portfolio. + Follow global financial markets, focusing on… more
- New York State Civil Service (Endicott, NY)
- …center agent, customer service representative, sales representative providing information, bank officer , or telemarketer.Examples of Non-Qualifying Experience ... Deferred Compensation Investment Plan*Eligibility to apply for Public Service Loan Forgiveness (PSLF) (full-time employees)*Eligibility to apply for tuition… more
- MUFG (New York, NY)
- …customers** + Responsible for the management of a portfolio as a credit officer + Perform due diligence and regularly scheduled reviews + Analyze credit risk ... account information independently and directly to various related parties throughout the bank , business line, product groups and credit divisions + Maintain direct… more