- Truist (Miami, FL)
- …A Legal Wealth Advisor 2 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio ... and attorneys, consisting of deposits, loans, and assets under management . Typical book size $3MM-$4.5MM in revenue with emphasis...the Loan Originator Compensation rule of the Truth in Lending Act 6. Proven success in the acquisition of… more
- Regions Bank (Tampa, FL)
- …of the system. **Job Description:** At Regions, the Private Wealth Management Credit Portfolio Manager is responsible for independently analyzing, underwriting, and ... negotiating credit decisions for standards Private Wealth Management (PWM) credit requests submitted by Private Wealth... (PWM) credit requests submitted by Private Wealth and Lending Advisors with minimal oversight. This position will serve… more
- Citigroup (Miami, FL)
- …Business Development** + Grow client net revenue annually in core product areas: investment management , capital markets, and banking & lending + Create sales and ... situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value...strategies in a way that is easily understood **Relationship Management ** + Serve as the client's advocate and trusted… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …skills, with the ability to present complex and sensitive issues to management in a persuasive manner. + Enthusiastic, self-motivated, effective under pressure, and ... all levels of internal and external audit associates and management . + Proven ability to build strong relationships with...requirements such as Regulation B, HMDA, Flood, and Fair Lending , among others. + Financial services products and services,… more
- Wells Fargo (Sun City Center, FL)
- …peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with ... business + Knowledge and understanding of Branch Banking compliance controls, risk management , and loss prevention + Ability to follow policies, procedures, and… more
- Charles Schwab (Sarasota, FL)
- …leader, you will coach a driven team of branch professionals, attending to performance management and employee engagement. In more than 300 branch offices in 45 US ... giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step...step in your career as a leader within wealth management , this may be the role for you. **What… more
- Carrington (Jacksonville, FL)
- …to $95,000.00 **What you'll do:** + Open and maintain matters in case management system, including handling incoming mail and service of process. + Assist in ... written communication skills. + A solid working knowledge of mortgage servicing, lending and litigation. + Proficient with Excel, Microsoft Word, Outlook, and… more
- HSBC (Miami, FL)
- …Net Worth Relationship Manager-Southern Cone you will: + Combine client relationship management with strong risk assessment and management capabilities ensuring ... team, originating target market clients focused on investment AUM, lending , and Advisory services collaborating with US and Chile...HNW/UHNW clients + At least 5 years of relationship management experience in the banking sector + Proven track… more
- PennyMac (Tampa, FL)
- …business focused on the production and servicing of US mortgage loans and the management of investments related to the US mortgage market. At Pennymac, our people ... + Functional understanding of applicable Federal, state, and local lending regulations + Demonstrates expertise in a variety of...manner and gathers and analyzes information skillfully + Quality Management - Looks for ways to improve and promote… more
- First Horizon Bank (Orlando, FL)
- …Commercial Relationship Managers in the department. **Responsibilities** + Provide Commercial Lending Support to Commercial Relationship Managers, often serving as a ... of the clients' relationship with the bank, including loans, deposits, Treasury Management , and other bank services + Research and coordinate responses to client… more