- Citigroup (Miami, FL)
- …transactions and process loans within Credit Policies. + Coordinate with Credit Specialist /Investment Finance to ensure timely processing of CA renewals. ... timely and precise viable action plans on weekly o/d reports. + Business Risk Management - Documentation/Tax-W8ben/ Credit Deficiencies to less than 5% of total… more
- First Horizon Bank (Orlando, FL)
- …for advising your clients on building, preserving, and managing their wealth, risk management solutions, business transition strategies, etc. You will utilize our ... designated to support client service and business development efforts (eg credit , mortgage, planning, investment, trust and fiduciary services, and insurance… 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
- TD Bank (Clearwater, FL)
- …customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice ... deep expert process management knowledge and deep expert knowledge of the risk profile for team processes supported, advanced knowledge in identifying, tracking and… more
- BMO Financial Group (Miami, FL)
- …stakeholder management, execution, evaluation and sustainment of initiatives. + Manages the risk of the assigned complex portfolio in a timely and precise manner. ... to clients. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks… more
- Citigroup (Miami, FL)
- …changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches, and mentors team members. The ... Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensuring consistent...as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems… more
- Sedgwick (Orlando, FL)
- …House Career Event!** Sedgwick is a leading global provider of technology-enabled risk , benefits and integrated business solutions. The company provides a broad ... appropriate contact at multiple locations or escalates to Service Center Specialist /management as needed. Attendance during scheduled work hours is required.… more
- JPMorgan Chase (Miami, FL)
- …roundtables, industry conferences, webinars, and professional media platforms + Manage the non- credit risk for customer portfolio and monitor and enhance ... and negotiation skills + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing… more
- Black & Veatch (Frostproof, FL)
- …\#LI-KG1 **The Opportunity** The BESS Conceptual Design Manager functions as a technical specialist or in a lead role in support of the Distributed Infrastructure ... that range from small to large scope and generally have medium to high- risk profiles. May be responsible for developing, validating, and presenting specialist… more
- Citigroup (Miami, FL)
- …on new business opportunities with existing clients + Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects + ... and appropriately aligned with client objectives + Understand and communicate the risk involved with financial and investment strategies + Ensure all client… more