- Citigroup (Boca Raton, FL)
- …This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales ... relationship development and management skills + Expertise of general lending products and overall mortgage industry. + This position requires the employee… more
- Regions Bank (Tampa, FL)
- …**Primary Responsibilities** + Maintains and documents qualified CRA investments, services and community development lending and other reporting critical to ... leadership, business groups and community organizations that promote CRA-qualified lending , investment and service activities. In addition to reviewing… more
- Cherry Bekaert (Tallahassee, FL)
- …+ 3+ years of professional/industry experience in grant writing, community development finance, tax credit finance or CDE/CDFI Lending + Strong written ... writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the...Credit Industry knowledge will be helpful + Passion for community investment and revitalization that will spark… more
- TD Bank (Sarasota, FL)
- …and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our ... internal groups and/or partners + Originates loan applications, handles Conditions of Lending and conducts loan closings + Maintains an active registration status… more
- Bank of America (Rockledge, FL)
- …+ Proven ability to partner and promote lead generation + Experience balancing investment management, sales activities, and new client development + Strong ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- PNC (Orlando, FL)
- …are responsible for developing client solutions and strategies, including lending , investment management, estate/retirement planning and trust administration. ... and grow their organizations. Our team of advisors includes Business Development Officers, Investment Advisors, Relationship Managers, Retirement Plan Advisors… more
- Cherry Bekaert (Tampa, FL)
- …and a strategy for long-term financial viability + Actively managing a pipeline of community development finance investing, lending , and growth initiatives + ... Minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending , structured finance or… more
- KeyBank (Naples, FL)
- …referrals from internal and external sources. + Actively participates in Community organizations to source business development opportunities and demonstrate ... needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center...Key's commitment to the local community . + Develops and maintains an in-depth knowledge of… more
- Charles Schwab (St. Petersburg, FL)
- …wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk ... or incentive opportunities. Click the link below to review our Investment ** **Professionals'** **incentive structure.** Investment Professionals' Compensation |… more
- Cherry Bekaert (Tallahassee, FL)
- …and a strategy for long-term financial viability. + Actively manage a pipeline of community development finance investing, lending , and growth initiatives + ... markets and regions using in-depth knowledge of and relationships with Community Development Entities (CDEs), Community Development Financial… more