- JPMorgan Chase (New York, NY)
- …existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit ... years' experience in business banking relationship management role or related business lending experience + Bachelor's degree in Finance or related field, or… more
- City National Bank (New York, NY)
- …* Minimum 2 years of experience in project management, process ownership, or product ownership * Minimum 5 years of experience with Microsoft Office, Microsoft ... Working knowledge of change management principles * Working knowledge of mortgage lending operations * Keeps abreast of best practices, resources, and industry… more
- JPMorgan Chase (New York, NY)
- …and monitoring client credit exposures. You will collaborate with coverage and product groups to support business needs and make informed credit decisions. Your ... credit opinions. + Oversee and conduct credit analysis, seeking approval for lending and trading transactions. + Provide credit expertise in structuring new loan… more
- Guardian Life (New York, NY)
- …This role partners closely with external wholesalers, internal consultants, and product specialists to deliver advanced planning strategies, tailored case design, ... areas such as private markets, structured investments, alternative investments, philanthropy, lending , and investment management. + Partner with advisors on case… more
- BMO Financial Group (NY)
- …candidate has commercial lending experience and excellent writing skills. Trading Product expertise is a definite asset. Provides subject matter expertise in the ... analysis, development, approval process, issuance and communication of Risk policy frameworks in alignment with standards. Writes, publishes and maintains policy documentation to achieve the desired business results and support corporate, compliance and/or… more
- Wells Fargo (New York, NY)
- …Capital Markets colleagues, Financial Institutions Independent Risk Management, and other product partners to support all client coverage needs related to credit ... lead credit role relationships, merger and acquisition financing, and/or leveraged lending financings. + Experience with negotiating credit agreements and legal… more
- JPMorgan Chase (New York, NY)
- …Your role will involve managing projects that range from single product implementations to comprehensive programs involving multiple products, entities, and ... Compliance, ETF Services, IMOS, Private Equity Fund Services, Securities Lending , Margin Services, and Tri-Party Services. **Job Responsibilities:** Core… more
- HSBC (New York, NY)
- …corporate clients, in Europe, through coordination with client coverage teams and product partners, and structuring of deals for clients. Focus on client ... * Financial products pertaining to Corporate business requirements including investment, lending , trade, FX, and general risk mitigation; and, * Analyzing and… more
- Wells Fargo (New York, NY)
- …used by each prospect + Collaborate with relationship managers and product organizations in prospect interactions through closing of the first transactions, ... and understanding of core banking products and services, such as commercial lending and treasury management + Completion of formal credit training program +… more
- Navy Federal Credit Union (Kings Point, NY)
- …as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking ... are handled properly + Identify opportunities to cross service products and increase product penetration + Perform platform banking functions + Assist level I team… more