- Canandaigua National Bank & Trust (Pittsford, NY)
- Business Banking Portfolio Manager & Underwriter I Canandaigua National Bank Location: Pittsford, NY (Basin Park) What does a Business Banking Portfolio Manager ... of repayment and determine appropriate loan structures. The Business Banking Portfolio Manager & Underwriter I acts as lead underwriter in collaboration with bankers… more
- Tompkins Community Bank (Medina, NY)
- …to Company policies and procedures. The position will also oversee security and compliance within the unit; ensure department compliance with all operating ... (NMLS) registration to assist with the consumer and residential lending process. + Act as a supervisor on duty,...on duty, in the absence of the Assistant Branch Manager and/or Branch Manager . + Work Saturdays,… more
- M&T Bank (Buffalo, NY)
- …residential mortgage servicing. Such advice will include, but is not limited to, compliance with applicable state and federal laws and regulations such as the Truth ... in Lending Act (TILA), Real Estate Settlement Procedures Act (RESPA),...to M&T's Residential Mortgage Division with respect to operations, compliance programs and business line policies and procedures, including… more
- KeyBank (New York, NY)
- …Investment Management and Trust Opportunities as well as any other banking, lending , or insurance needs. + Fosters close business relationships to develop client ... function as the lead contact on a UHNW relationship while engaging a Relationship Manager to ensure that a complete and positive client experience is achieved and… more
- KeyBank (Syracuse, NY)
- …of decision making + Interprets investment decisions made by portfolio manager + Displays above-average understanding of income taxation of grantor, simple, ... and Trust Opportunities as well as any other banking, lending or insurance needs + Fosters close business relationships...team members + Mitigates risk by servicing accounts in compliance with KeyBank policies and procedures, as well as… more
- Capital One (New York, NY)
- …the Senior Director, you will be the lead technical expert for Core Compliance . You will actively participate in and support a fundamental transformation: moving ... for our internal processes. You will partner closely with the engineering manager and team responsible for delivery, providing the deep technical guidance to… more
- BMO Financial Group (New York, NY)
- …with a focus on equity derivatives and financing solutions (concentrated margin lending , equity monetization and equity swaps). You will also provide advisory ... onboarding, credit and risk colleagues to ensure seamless client experience and compliance with all internal and external policies and procedures + Work closely… more
- Carrington (Albany, NY)
- …documentation related to Borrower and property. + Ensures the quality and compliance of work with Company policies, procedures, and investor guidelines. + Ensures ... issues. + Communicates with Sales Management, Account Executives, Operations Manager , Disclosure Department, Underwriting Department, Docs/Funding Department, and other… more
- Bank of America (New York, NY)
- …to improve operational efficiency + Understands policy and procedures and ensures compliance + Support and assist Credit Officers daily in the management of ... record. + Review approved credit approval documents to ensure compliance with bank policy and procedures. + Identify and...3+ years' of Institutional banking experience and knowledge of lending products + PC literate and systems oriented with… more
- PNC (New York, NY)
- …on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. Responsibilities Demonstrated knowledge of Fraud related risks and a ... (Debit/Credit) New Accounts (Provisioning, Account Opening, Authorization and Authentication) Lending (Credit Line, Loan Disbursement) Broad understanding of federal… more