- Raymond James Financial, Inc. (St. Petersburg, FL)
- …due diligence review of legal agreements and other closing documents. + May prepare financial advisor and client communications regarding loan and loan terms. + ... more complex issues to a higher level. May contact financial advisors and clients to obtain, clarify, or provide...two (2) years of loan processing experience; Bachelor's degree preferred . + OR ~ + An equivalent combination of… more
- JPMorgan Chase (Palm Beach, FL)
- …role will be crucial in maintaining our reputation as a leading global financial services firm. **Job Responsibilities** + Analyze trust documents for legal, tax, ... develop strategies for increasing business with current clients; professional advisor cultivation Required Qualifications, Skills and Capabilities + Bachelor's… more
- MUFG (Tampa, FL)
- …evaluating comprehensive processes in a regulatory environment * Experience in the financial services industry preferred FUNCTIONAL SKILLS * Proven ability to ... heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across… more
- NASCO (Tallahassee, FL)
- …and client landscape changes + Effective change management skills + Effective financial management skills ** Preferred Knowledge, Skills, and Abilities:** + ... direction, outcomes, staffing, and other assignments. The Director is a trusted advisor to technology and product leadership, customers, and teams to align efforts,… more
- JPMorgan Chase (Jacksonville, FL)
- …and assistance to seamlessly connect them with an expert Home Lending Advisor . + Respond to reactive customer application leads, addressing inquiries and ... to compliance regulations. + High School Diploma or GED required. ** Preferred qualifications, capabilities and skills** + Familiarity with Mortgage Originations or… more
- CBRE (Tallahassee, FL)
- …of Projects supports and manages all client relationships, acting as a trusted advisor and to grow the business relationship and projects offering within Data Centre ... every project. * Building strong relationships with sub-contractors, in particular preferred suppliers, to ensure cost-effective solutions which meet our quality… more
- The Hartford (Sunrise, FL)
- …agencies, they will cultivate profitable relationships while serving as a trusted advisor . Responsible for crafting and implementing a robust agency management and ... and Agency Sales Plans that align with our strategic initiatives and financial targets, ensuring success in a high-performance sales environment. + Leverage advanced… more
- American Express (Sunrise, FL)
- …efforts with a audit and regulatory perspective. + Act as resource and advisor for 1LOD teams on cross business unit's exams, where appropriate. **Minimum ... Qualifications:** + 4 years in a financial risk management function (eg, audit, compliance, operations, credit). + Understanding of operational risk management… more
- Truist (Miami, FL)
- …clients in sector 3. Responsible for gaining understanding of client's strategy, financial objectives, risk tolerance and desired outcomes / metrics of success 4. ... for developing strategic client plan to address client's strategic and financial objectives leveraging the expertise and solutions offered across our platform… more
- Citigroup (Miami, FL)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... frequently seek strategic advice regarding financial matters. + Build relationships with client families that...track record in relationship selling + Proficiency in Spanish preferred + Required Licensing/Registration: SIE, Series 7, Series 66… more