- Truist (Orlando, FL)
- …collateral. 2. Develop and maintain a strong understanding of Mortgage Lending products, policies, processes, and their collateral requirements. 3. Obtain required ... collateral documentation per program requirements from internal clients, external clients, vendors, and third-party sources. 4. Perform detailed review of all collateral documentation to ensure that loans meet portfolio and investor guidelines. 5. Identify and… more
- Truist (Aventura, FL)
- …experience working with clients dealing with banking, investments, and/or retail lending . (experience may include Retail, Wealth, Advisory, and/or Retail Lending ... (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust… more
- Citigroup (Tampa, FL)
- …business requirements. **Role:** The Cash & Trade Processing Intermediate Associate Analyst is an intermediate-level role responsible for supporting the NAM Wealth ... strong knowledge of wealth banking operations, investments, wire transfers, commercial lending , and a high degree of client service orientation. The candidate… more
- KeyBank (Naples, FL)
- …+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred) + ... Chartered Financial Analyst (CFA) (preferred) + Licensed Attorney/JD (varies by state)...experience with and comprehensive understanding of consumer or commercial lending + Excellent verbal and written communication skills +… more
- Regions Bank (Destin, FL)
- …of small business clients across an assigned territory **Preferences** + Credit/ Analyst experience + Customer service focus with experience handling complex ... and written communication skills + Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products + Proficiency in Microsoft… more
- CIBC (Miami, FL)
- …credit policies. + Leverage external tools like CapitalIQ, FactSet, Moody's Risk Analyst and Excel along with CIBC"s proprietary tools, to model financial ... Familiarity with syndicated loans, acquisition financing, and other sophisticated lending solutions. + **Analytical and Problem-Solving Skills** + Strong… more
- Citigroup (Miami, FL)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)… more