- First Horizon Bank (Miami Lakes, FL)
- …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... mortgage lending regulations, underwriting guidelines, unique product types (bond, jumbo, portfolio ) and the residential mortgage loan process. * Excellent verbal… more
- Bank of America (Tampa, FL)
- …Markets sales, trading and underwriting business for securities, foreign exchange, fixed income , exchange traded derivatives, and over-the-counter derivatives ... as maintaining client records. **Responsibilities:** + Maintains accuracy of client portfolio using internal and external comparison tools + Performs research and… more
- Verint Systems, Inc. (Tallahassee, FL)
- …banking, netting, and pooling. + Prepare consolidated cash flow projections. + Establish fixed income investment positions. + Assess foreign exchange risk and ... loan covenant compliance. + Evaluate capital expenditures, investment activities, and portfolio management. + Maintain and cultivate banking, credit rating agencies,… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments + Provide support across ... including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client… more
- First Horizon Bank (Tampa, FL)
- …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... a measurement of acceptable staff performance in order to safeguard the Bank's loan portfolio . + Responsible for adhering to and complying with all Bank policies and… more