- KeyBank (Albany, NY)
- …ML) and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ... goals for both their assigned Retail branch markets and Key Private Bank (KPB) markets. Sets the...KPB markets. + Manage facilitation, results, and improvements with credit decision escalation process, pricing exceptions, and overall pull… more
- SMBC (New York, NY)
- …**Role Objectives: Delivery** + Manage deal transfer from origination team by collecting key documents, credit files, and reporting items, setting up folder ... diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more...to strive to have a solid understanding of the key facts of the underlying properties and key… more
- SMBC (New York, NY)
- …Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices ... support to senior bankers through the preparation of financial models, complex credit analyses, credit applications, term sheets, presentation materials (pitch… more
- Scotiabank (New York, NY)
- …diligence sessions to evaluate credit risk of proposed transactions, identifying key credit risks / mitigants and evaluating customary "quality of earnings" ... Review of financing documents, including commitment letters, fee letters, engagement letters, credit agreements and offering memoranda. Summarize key terms and… more
- MUFG (New York, NY)
- …with relationship managers and product specialists to effectively communicate the bank 's structured solutions and competitive advantages and gather input and data ... of transactions, including preparation of detailed term sheets, negotiation of credit agreements, and coordination of transaction documentation. + Coordinate with… more
- Heritage Financial Credit Union (Middletown, NY)
- …Job Type Full-time Description Come Join our Heritage Financial Credit Unionas Commercial Lending Officer As aCommercial Lending Officer, you'll ... while complying with operating policies and procedures established for the credit analysis and approval process. Additionally, you'll be following-up and responding… more
- KeyBank (Rochester, NY)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and ... interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their… more
- KeyBank (Amherst, NY)
- …to the review of paystubs, W2's, financial statements, tax returns, asset statements, bank account statements, credit reports etc. + Must ensure all loans ... The Mortgage QC Analyst is responsible for reviewing income, assets, credit and collateral documents including self-employed personal and business tax returns.… more
- KeyBank (Amherst, NY)
- …(Word, Excel) + Lotus Notes + CLS + Hogan + KeyNet/ Key for Business/ Key Bulletins + Basic internet comprehension + Credit Write-Up Approval (CWA) on RMW ... packages and ensures all documents are present to ensure Bank 's position. + Identifies and cites loan exceptions as...Book basic commercial loans, including lines for Letters of Credit and bought participations. + Identify simple contradictions in… more
- Citigroup (New York, NY)
- …management we are here to support our clients comprehensively Lending is a key offering within Citi Wealth. Lending provides competitive borrowing solutions that are ... Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi Private Client and Citigold as part of their… more