- JPMorgan Chase (Miami, FL)
- …including analysis of leverage, debt coverage, asset composition, and cash flow; credit portfolio management, including margin calls and covenant monitoring; ... Duties: Act as internal sales leader for the lending product , liaising with leadership and the Florida Private Wealth...of experience in the job offered or as Lending Specialist , Banker, Commercial and Investment Credit Banker,… more
- JPMorgan Chase (Miami, FL)
- …on implementation. **Job Responsibilities** + Act as internal sales leader for the credit product , liaising with Market Managers, Bankers and Investors to ensure ... your career to the next level. As a Lending Specialist in the US Private Bank, you will manage...due diligence and credit presentations + Supervise credit approval memos/restructure memos + Monitor portfolio … more
- Republic Finance, LLC (Orlando, FL)
- …in the financial services industry for you, apply today! As a Sr. Consumer Loan Specialist , you will be a key team member in the branch. Your primary responsibility ... + Evaluates customer needs to recommend the best consumer loan and voluntary product solutions. + Completes loan applications, proposals and offers for new borrowers… more
- City National Bank (Tallahassee, FL)
- …client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers ... assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves… more
- Truist (Jupiter, FL)
- …designated to support client service and business development efforts (eg credit , mortgage, planning, investment, trust and fiduciary services, and insurance ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- BMO Financial Group (Miami, FL)
- …proficiency: + Product Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment + Customer Service + Stakeholder ... + Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. + Oversees...+ Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns… more
- Truist (Bal Harbour, FL)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed … more
- TD Bank (Tequesta, FL)
- …and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, coaches and motivates the ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...and Consumer lending experience required + Knowledge of Bank product lines and services as well as an understanding… more