- US Bank (New York, NY)
- …relevant experience Preferred Skills/Experience - Advanced knowledge of commercial/corporate lending in the "for-profit" healthcare space and credit standards, ... policies, procedures and products - Strong relationship management and business development skills - Strong analytical and problem-solving skills - Excellent presentation, verbal and written communication skills **The role offers a hybrid/flexible schedule,… more
- Charles Schwab (Brooklyn, NY)
- …planning, investment management, estate planning, active investing, managed banking, and lending needs. To learn more about our client offerings visit:Charles Schwab ... - Investor Services. **What you have** We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: + Bachelor's degree or equivalent work-related experience + A valid and active Series 7… more
- Citigroup (New York, NY)
- …+ Be exposed to different areas within Wealth, including Banking, Investments, Lending , Wealth Planning, Chief Operating Office and Chief Investment Office + Partner ... with private bankers, investment professionals and other product specialists to deliver tailored and robust client solutions + Directly contribute to analytics and proposals to enhance client experience + Explore all areas of Citi Wealth while building a… more
- JPMorgan Chase (New York, NY)
- …Bank), Payments, Markets, and Securities Services. These businesses offer lending , payments, investment banking, market-making, financing, custody and securities ... products and services to a global base of corporate and institutional clients. **Job responsibilities** : + Apply structured problem-solving and design thinking to address top strategic priorities + Develop innovative solutions to transform the business model… more
- City National Bank (New York, NY)
- …requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED? ... *Required Qualifications** * Minimum 2 years of direct sales experience required. * Minimum 1 year experience in a banking environment required. * Minimum 2 years of basic computer experience (eg Microsoft Word, Excel, Outlook) required. *Additional… more
- Bank of America (Depew, NY)
- …business knowledge and network by partnering with experts in small business, lending , and investments * Manages financial center traffic, appointments, and outbound ... calls effectively * Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. *… more
- Wells Fargo (New York, NY)
- …lead credit role relationships, merger and acquisition financing, and/or leveraged lending financings. + Experience with negotiating credit agreements and legal ... documentation for market products. + Experience with serving as a peer mentor while training and developing less tenured colleagues. + History of exercising sound judgment and making timely decisions in a fast-paced and results-driven environment. + Strong… more
- Wells Fargo (Carmel, NY)
- …to small business customers + Knowledge and understanding of financial services consumer lending products + Ability to educate and connect customer to technology and ... share the value of mobile banking options + Ability to interact with integrity and professionalism with customers and employees **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Adherence to Wells Fargo sales practices risk… more
- Carrington (Albany, NY)
- …stakeholders of any changes to approval status. + Coordinate marketing and mortgage lending vendor invoices as needed. + Responsible for ensuring that all documents ... in the internal system of record are current and entered upon receipt. + Respond to site audit exceptions identified by QCVM for compliance and ensure tracking and timely delivery of completed site audit reports to internal stakeholders based on department… more
- City of New York (New York, NY)
- …background (including underwriting experience), knowledge of affordable housing development/ lending and knowledge of HPD development programs and specifically, ... demonstrated analytical skills, and ability to work effectively with others to obtain results promptly. You should possess strong facility with Excel and Word. Candidates with Masters in Urban Planning, Real Estate Finance, Business/Public Administration or… more