- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Lead Commercial Real Estate Portfolio Manager / Underwriter to assist in managing a group of assigned relationships and ... commercial real estate loans. This portfolio will be diversified by product type (office, multifamily, industrial, retail, mixed-use, land), facility type… 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 ... help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience,… more
- Citigroup (New York, NY)
- …and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment ... to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager… more
- JPMorgan Chase (New York, NY)
- …allow us to customize solutions tailored to clients' specific needs. As a Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial ... investment solutions in accordance with High-Net-Worth client's investment objectives. Attends product rollouts, ideas calls and research meetings to stay current on… more
- 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
- Bank of America (Brooklyn, 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...analyze financial and credit data to advise clients of product /pricing policies and guidelines and gather any additional required… more
- American Express (New York, NY)
- …Analyze new and/or enhanced products and services as part of the New Product Development process to assess compliance risks and evaluate proposed controls to ensure ... Unfair or Deceptive Acts or Practices (UDAP), Truth in Lending (Reg Z), Equal Credit Opportunity Act (Reg B),...with respect to the services performed or change in product and/or services as needed. + Assist in preparation… more
- MUFG (New York, NY)
- …at this level is fully knowledgeable on the day-to-day activities of securitized product and credit processes and has strong verbal and written communication skills. ... and directly to various related parties throughout the bank, business line, product groups and credit divisions + Responsible for market research and producing… 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 ...role requires a combination of python coding skills, deep product understanding, financial reporting and analysis, and machine learning… more
- Intuit (New York, NY)
- …business challenges as the next Marketing Strategy and Planning Leader for our Money product portfolio. You will be a key thought partner and accountable leader who ... significant organizational impact, preferably in a SAAS-based technology company. Payments, Lending or other Fintech experience a plus. + Proven success in… more