- Wells Fargo (New York, NY)
- …building relationships through proactive outreach as well as proposing appropriate products , services, and digital solutions to help customers succeed financially + ... related to opening new accounts, completing service requests, and submitting credit applications + Receive direction from managers and exercise judgement within… more
- Bank of America (New York, NY)
- …including termination. **Responsibilities:** + Drives inflows of new business across all product lines (ie, Credit , Assets Under Management, Deposit) into ... existing book of business + Leads complex credit opportunities, including structured credit deals +...with and mentors Private Client Managers on more complex products and client relationships + Acts as Chief Operating… more
- Scotiabank (New York, NY)
- …the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and ... strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions,...policies, and procedures. **What You'll Do** + Support the Officer in Charge (OIC) with the execution of assigned… more
- Raymond James Financial, Inc. (New York, NY)
- …segments; + Proficient in most aspects of business finance; demonstrated knowledge of credit products and structuring + Proficient in managing large and complex ... and overseeing the pricing and structuring of all potential transactions. The Officer assists in the underwriting, due diligence, closing, and monitoring of lending… more
- Citigroup (New York, NY)
- …Employees in this role also assist in closing deals across products and coordinate underwriting/ credit practices. **Responsibilities:** + Deliver mortgage ... lending services to clients in consultation with assigned Home Lending Officer (s) in all aspects of the loan application process to include: collecting borrower… more
- City National Bank (New York, NY)
- …position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan ... Officer duties include outside sales activities to cultivate new...CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support… more
- Bank of America (New York, NY)
- …including price risk in the CFO managed securities portfolio. As the Chief Risk Officer (CRO) function covering the Chief Financial Officer (CFO) Group, we also ... Stress Assumptions, Liquidity Coverage Ratio (LCR) + Overview of product and legal entity Liquidity Stress Tests and Balance...(active engagement as policies are updated) + Review new products , where liquidity risk is impacted + Perform regular… more
- Bank of America (New York, NY)
- …including price risk in the CFO managed securities portfolio. As the Chief Risk Officer (CRO) function covering the Chief Financial Officer (CFO) Group, we also ... + Understand and document the capital impacts from new products and new transactions + Support corporate-wide risk related...rules and application of the rules and capital markets product knowledge a plus **Skills:** + Analytical Thinking +… more
- Cherry Bekaert (Albany, NY)
- …team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding ... Organization Assessment including: review of the organization's service area, products /services, track record, pipeline, community impact data, management capacity… more
- Heritage Financial Credit Union (Wappingers Falls, NY)
- …Description Step Into Leadership. Redefine our Branch Experience.Heritage Financial Credit UnionWhere Integrity, Excellence, Teamwork, and Community Matter! At ... Heritage Financial Credit Union, we're in the midst of an exciting...Vision and Core Value's, along with expertise in HFCU's products and services, including all available tools and resources… more