- Lincoln Financial (Tallahassee, FL)
- …#:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more complex investment data and investment ... and Tax basis. They will be responsible to perform more complex mortgage loan and limited partnership research, analysis, and proper accounting treatment of Lincoln… more
- FirstBank PR (Miami, FL)
- …types of Commercial loans, including Commercial Real Estate loans, and follow the Bank 's lending goals, policies and procedures. + Interview and counsel existing and ... available options and programs; obtaining financial information and documentation, cross-sell Bank 's financial services or products. + Respond to daily inquires from… more
- Citigroup (West Palm Beach, FL)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... This highly interactive role engages internally with retail branch partners, operations , community business development officers. This role drives mortgage sales and… more
- Truist (Orlando, FL)
- …are satisfied. 4. Manage documentation quality to ensure it meets or exceeds Bank 's exception rate goal by identifying required loan documentation for various ... financial institutions 9. Minimum 7 years experience in banking, finance, credit operations , loan consultation or administration 10. Minimum 7 years experience… more
- Banco Popular Puerto Rico (Miami Lakes, FL)
- …Popular Workplace Type: Hybrid Commercial Banking Specialist SFL Commercial Banking Loan Processing This position is responsible for the effective servicing of ... + Provide support administering day to day credit and loan process inclusive of department's past due accounts, tickler...(AML/BSA/etc). Computer Skills - + Knowledge of basic computer operations . + Knowledge of Excel and Word to support… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …all aspects of existing credit portfolio. + Interacts with Senior Management, Audit, Loan Review, other internal departments and bank regulators as needed. + ... **Essential Duties and Responsibilities** + Oversees preparation and approval of Loan Reviews for certain Corporate Loans + Recommends risk rating upgrades and… more
- BMO Financial Group (Winter Park, FL)
- …of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. ... making recommendations to manager + Supports the negotiation of loan terms and conditions and the structuring of loans...renewal and extension loans aligned with client needs and bank & risk policies + Conducts financial analysis and… more
- Citizens (Coral Gables, FL)
- …throughout the country. The BDO is responsible for sourcing, identifying, and closing new loan opportunities using the SBA 7(a) and 504 loan programs. Primary ... SBA requirements are met. + Maintain and apply a thorough understanding of bank credit policy and underwriting guidelines while working with Business Credit Services… more
- Navy Federal Credit Union (Pensacola, FL)
- …and business units to forecast strategic and tactical staffing requirements for both loan originations and servicing teams. Our Mission is to be the trusted partner ... impact of specific process improvements and technological enhancements to things like loan conversions, reduction in cycle times, and reducing staffing footprint. +… more
- Santander US (Miami, FL)
- …and an understanding and identification of credit issues and risks. * Decisions loan requests in accordance with the organization's loan policies and procedures. ... structuring that limits risk. * Prepares commitment letters upon approval of loan request. * Orders and reviews appraisals and valuations (real estate, equipment,… more