- Bank of America (New York, NY)
- …officers, relationship managers, investment bank, capital markets teams and/or product specialists to develop, structure, analyze, covenant, document, fund and ... Responsibilities:** + Analyzing new prospects for credit quality and Asset Based Lending potential, including financials and projections + Evaluate collateral from a… more
- Robert Half Finance & Accounting (New York, NY)
- …Investment firm or Big 4/Public firm, with knowledge of Private Credit, Debt, CLO, Direct Lending or Distressed Lending . The role requires 3 days per week in the ... structuring for private credit funds, including existing funds and new product launches + Taxability of transactions, including loan origination, distressed debt,… more
- Tompkins Community Bank (Fayetteville, NY)
- …explore alternatives, if any, to restructure the application to meet the lending criteria; and follow up with necessary communications including correspondence. + ... and related matters, as permitted by law. + Coordinate sales and product training activities with assigned retail bank branches, visiting the branches, participating… more
- Bank of America (New York, NY)
- …Wealth & Investment Management line of business on high net worth lending products, services, and regulatory matters including securities based loans, unsecured ... + Analyzes legal issues and implications related tohigh net worth lending products and services + Provides legal support in structuring, negotiating,… more
- TD Bank (Brooklyn, NY)
- …and communication ensuring the team is offering proactive advice by making product recommendations by highlighting product features and benefits based on ... + Leads and coaches advisory team on advice giving strategies and overall product and services acumen + Establishes work direction and role ownership on delivering… more
- Wells Fargo (New York, NY)
- …of trust, investment, and fiduciary services, including personal trust services. **Banking, Lending & Trust Center of Excellence** Wells Fargo's Banking, Lending ... Shorten the distance between the client request and the product or service delivery + Provide access to highly...banking related initiatives. + Partner with WIM Head of Lending and WIM Head of Deposits. + Manage an… more
- Wells Fargo (New York, NY)
- …Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust. Learn more areas and lines of business at **wellsfargojobs.com ... routine and low complexity Affluent client relationship portfolio, in lending , credit and deposit products and services + Assist...issues as well as potential new business opportunities across product lines + Develop solid product knowledge… more
- Santander US (New York, NY)
- …credit strategies and models within decision engine platform for Santander US Unsecured lending portfolio. In this role, you will work closely with credit risk, data ... and configurations. + Collaborate with credit policy, analytics, model development and product teams to understand strategic intent and ensure accurate deployment in… more
- Bank of America (New York, NY)
- …analysts. **Line of Business Job Description:** The Card & Small Business Lending Valuation, Analytics, and Reporting group is responsible for providing financial ... support for the Consumer, Wealth Management and Small Business Card unsecured lending products. The team engages across numerous lines of business and multiple… more
- JPMorgan Chase (North Bellmore, NY)
- …phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations + Makes personal connections, engages and educates ... with strong follow-up skills + Exude confidence with clients when sharing product knowledge and solutions + Experience adhering to policies, procedures, and… more