- Citigroup (New York, NY)
- …It delivers the full range of wealth products across investments, banking, lending , insurance, trust services and financial planning & advice. Citi Wealth ... and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing relationships with 3rd party asset… more
- MUFG (New York, NY)
- …and compliance regulations and accounting rules pertinent to securitized lending + Good time-management skills and ability to multi-task, team player, strong ... for market research and producing portfolio presentations for management **Policy Compliance ** + Ensure compliance with external regulatory/internal policy and… more
- Bank of America (Bronx, NY)
- …the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker, Business ... for 1 year + Knowledge of credit and home lending requirements + Actively listens to the client to...as well as complying with all Federal and State compliance policies. **Desired Qualifications:** + Experience working in a… more
- Citigroup (Brooklyn, NY)
- …requests up to $250K, and work closely with Sr. Business Bankers on lending relationships over $250K + Develop and execute an integrated and comprehensive sales ... management routines, sales practices and protocols for Business Banking to ensure compliance with all policies and procedures. + Proactively manage portfolio of… more
- JPMorgan Chase (New York, NY)
- …Custody, Fund Accounting & Administration, Hedge Funds Services, Investment Analytics, Compliance , ETF Services, IMOS, Private Equity Fund Services, Securities ... Lending , Margin Services, and Tri-Party Services. **Job Responsibilities:** Core...to assess client satisfaction and improve practices + Ensure compliance with all controls and procedures + Manage communication… more
- MUFG (New York, NY)
- …be responsible for the 2nd line of defense for Sponsor Direct Lending /Middle Market/O&D business. This includes providing credit recommendations on new transactions ... the risk/return dynamic and on minimizing potential credit costs. (3) Policy Compliance + Ensure compliance with external regulatory/internal policy and… more
- PNC (New York, NY)
- …at manager 's discretion. In this role on the consumer lending modeling and execution team, you will develop, maintain Origination/Acquisition and Portfolio ... management models for all retail lending products. These models support PNC's retail ...consultative feedback around the preparation and analysis of regulatory compliance documents. PNC Employees take pride in our reputation… more
- Broadview FCU (Troy, NY)
- …development + Build relationships with commercial clients, partnering with Commercial Lending and Business Development + Collaborate with other departments and CUSOs ... + Achieve branch operational objectives and take accountability for the team's compliance with all Credit Union policies, procedures, and audits + Monitor internal… more
- JPMorgan Chase (New York, NY)
- …as Custody, Fund Accounting, Fund Admin, Hedge Funds Servicing, Investment Analytics, Compliance , ETFs, IMOS, Private Equity and Real Estate Services, Securities ... Lending , Collateral Management, Prime Custody and Trading Services. + Project and program management skills. + Highly structured and methodical in execution. + Clear,… more
- Citigroup (New York, NY)
- …products in Investor Services ie Fund Administration, FX & Agency Securities lending to provide seamless integration of Global Custody offering with these partner ... firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying… more
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