- M&T Bank (Rochester, NY)
- …Officer team in efficiently moving loans through the pipeline via effective sales system support, and document control and organization. **Primary ... and procedures, and relevant regulations. + Provide other general sales , marketing, and operational support for assigned Loan... sales , marketing, and operational support for assigned Loan Officer or team as needed. + Promote an… more
- JPMorgan Chase (New York, NY)
- …manager and investor document negotiations + Interact with CLO Issuers, Structuring, Sales throughout all phases of the deal + Cultivate and develop new CLO ... **Position Summary:** The Primary Collateralized Loan Obligation (CLO) group supports the new issue...Description** As a Vice President within the Primary Collateralized Loan Obligation (CLO) group, you will report to the… more
- Bank of America (Albany, NY)
- …relationships, including partnering on referral opportunities, to increase auto applications and loan production sales * Prospects new clients, articulates the ... CVL Dealer Sales - Retail Client Manager Albany, New York...the purpose of increasing Auto & RV applications and loan production. The Retail Client Manager will prospect new… more
- Tompkins Community Bank (Fayetteville, NY)
- Overview Expected to provide direct mortgage loan services to bank customers and potential customers; promote and cross-sell all bank services; respond to inquiries ... and questions regarding mortgage loan services, including MortgageBot leads. Responsibilities + Provide direct...and related matters, as permitted by law. + Coordinate sales and product training activities with assigned retail bank… more
- SitusAMC (Albany, NY)
- …loans and/or real estate properties as well as ad hoc processing of loan assumption, lender consent requests, and analytical support of senior asset managers. ... with individual borrowers and sponsors + Work on multiple loan and REO resolutions concurrently + Analyze property level...and recommend optimum resolution strategy for individual assets and document in an asset business plan + With input… more
- M&T Bank (Rochester, NY)
- …documenting and initiating the funding process for a variety of commercial equipment lease/ loan products. They assist the sales staff and other internal ... customers in finding ways to structure and document transactions, which are usually customized for each customer...loans and the Master documents for each lease and loan type with commercial and municipal customers. **Primary Responsibilities:**… more
- Bank of America (New York, NY)
- …timely manner and coordinate for responses from clients on discoveries o Review prepared loan document packages for accuracy ensuring in line with CAM approvals ... custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and...Prior experience required with a financial institution focusing on sales , preferably in the high net worth space *… more
- Arrow Financial Corporation (Glens Falls, NY)
- …the position: Responsible for coordinating, organizing, and maintaining residential loan files. Works closely with Mortgage Originators, Mortgage Processing ... service. Focus on supporting the efficient and regulatory compliant processing of residential loan applications. This position is 100% in office in our Glens Falls,… more
- SMBC (New York, NY)
- …documentation, funding and operational support of middle market lease and loan transactions for the Construction, IT, Machine Tool, floorplaning, syndication, ... by conducting a thorough review of credit approval and conditions, pricing, sales request submissions, customer legal organization structure and legal validity of… more
- Nelnet (Albany, NY)
- …operational excellence. **JOB RESPONSIBILITIES:** + Provide consultative support during the sales process by assessing client needs and demonstrating how FACTS' ... processes and specialized reporting. + Manage awarding functions, supplemental document review, process documentation, training seminars, and the creation of… more
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