• US Private Bank - Lending Specialist

    JPMorgan Chase (Miami, FL)
    …with the opportunity to take your career to the next level. As a Lending Specialist in the US Private Bank, you will manage our most complex borrowing relationships ... + Completion of formal credit training program + Demonstrated understanding of wealth management including, but not limited to: investment management , trusts and… more
    JPMorgan Chase (07/30/25)
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  • Wealth - Investment Finance Underwriter

    Citigroup (Fort Lauderdale, FL)
    …ensuring accuracy and completeness of data + Financial Analysis including cash flow statements + Collateral Evaluation covering Marketable Securities, ... The IF Specialist Lead is a strategic professional who stays...Preparing and reviewing facility covenants + Assisting in Portfolio Management , including CA Annual reviews, covenant monitoring and compliance,… more
    Citigroup (08/15/25)
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  • GRT Portfolio Director: Key Account Purchase…

    Wells Fargo (Weston, FL)
    …the bank. **In this role, you will:** + Lead KAP and SF product specialist /portfolio management teams by making strategic decisions to resolve highly complex ... to cash flow, liquidity, leverage, working capital, debt coverage, collateral /enterprise value analysis, and repayment sources, including for use in periodic… more
    Wells Fargo (10/11/25)
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