- SitusAMC (Tallahassee, FL)
- …+ Manage and monitor the day-to-day execution of client and lending partner needs, including uploading data tapes, determining loan eligibility, identifying ... with the use of technical and operational solutions for external clients and lending partners + Develop and maintain relationships with clients and their lending… more
- TD Bank (Fort Lauderdale, FL)
- …you more specific details for this role. **Line of Business:** Risk Management **Job Description:** **The Head of US Commercial Examinations and Loan Reviews** ... assessments of Credit Portfolio Quality, Underwriting, Monitoring, Risk Rating, and Portfolio Management practices as well as Key Issues and other aspects of credit… more
- MUFG (Tampa, FL)
- …senior leaders firmwide. Summer Analysts can meet and get to know our senior management as they broaden their understanding of the bank and its Operations and ... through resolution + Exposure to process design/improvement, and/or change management disciplines and experience driving/supporting change initiatives is preferred +… more
- TD Bank (North Palm Beach, FL)
- …in the Store, including but not limited to cash handling, vault management , control of negotiable items, preventing fraud, managing controllable expenses, promoting ... with our Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include the creation & management of… more
- Truist (Orlando, FL)
- …and monitoring, (eg PEPs, MSBs, NGOs), investigating and analyzing BSA-related lending cases, reports and alerts, identification of suspicious activity through the ... feasibility of the continuation of the client relationship. Recommend solutions to management from the outcome of subjective BSA/AML cases. **ESSENTIAL DUTIES AND… more
- First Horizon Bank (Coral Gables, FL)
- …which generate acceptable returns for the bank + Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective ... collateral, guarantees, etc.) which appropriately protects the bank + Work with Management to recognize client needs and matching the bank's capabilities to meet… more
- Truist (Melbourne, FL)
- …and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of ... activity, pipeline and other pertinent information using the bank's contact management system. 5. Establish and maintain excellent working relationships with various… more
- CBRE (Tallahassee, FL)
- …a robust national and regional client base focused on FHA multifamily lending , generating fee income through HUD-insured debt placements. + Lead strategic marketing ... and CCIM, with involvement in committees relevant to multifamily housing and FHA lending . + Oversee the preparation of FHA loan submission packages in coordination… more
- TD Bank (St. Augustine, FL)
- …save time and money, and exceed their needs + Utilizes Customer Relationship Management tools to proactively play a key role in Customer assessments, proactively ... solution or partner referral + Utilizes the Customer relationship management tools to understand and gather Customer information to...as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition… more
- TD Bank (West Palm Beach, FL)
- …Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending , and High Net Worth Investing. The PCS I is primarily responsible ... by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client… more