• Private Banking Client Specialist

    First Horizon Bank (Ponte Vedra Beach, FL)
    …satisfactory closing of loans to clients with supervision + Train on loan documentation /funding, LaserPro, and basic understanding of attorney prepared documents ... determinations, UCC's and familiar with OFAC + Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure… more
    First Horizon Bank (05/29/25)
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  • Private Wealth Credit Portfolio Manager

    Regions Bank (Orlando, FL)
    …knowledge of accounting and finance, financial statements, cash flow analysis, collateral, loan structuring, and loan documentation + Strong analytical ... of and ensures compliance with internal bank PWM, commercial loan policy, and consumer loan policy, credit risk appetite, and external regulatory requirements +… more
    Regions Bank (07/16/25)
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  • Pipeline Account Manager II

    PennyMac (Tampa, FL)
    …expectations, and resolve issues + Liaise with Operations to secure and verify loan documentation + Offer constructive feedback to internal and external parties ... timely and efficient action. Work closely with Operations to request and validate documentation to properly satisfy loan requirements. Provides feedback to both… more
    PennyMac (08/07/25)
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  • Centralized Lending Specialist - Charlotte, NC

    Bank of America (Jacksonville, FL)
    …solution, submitting the mortgage application, assisting clients with gathering supporting loan documentation , and keeping clients informed throughout the ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain… more
    Bank of America (08/01/25)
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  • Senior Commercial Sales Associate (US)

    TD Bank (Tampa, FL)
    …skills + Excellent written and verbal communications skills + In-depth knowledge of loan documentation required + Strong interpersonal and communication skills + ... Relationship Managers in managing the day to day commercial loan support in the Regional Bank. The Commercial Sales...that enables the CSA to actively participate in the loan origination and ongoing management of the portfolio +… more
    TD Bank (08/08/25)
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  • SBA Product Officer, SR

    First Horizon Bank (Tampa, FL)
    …with Relationship Mangers, CRA's and SBA 7(a) loan prospects to obtain necessary loan documentation . + Serve as a source of knowledge of SBA regulations, ... Mangers on physical or phone calls with SBA 7(a) loan prospects. + Support Relationship Manager to clearly communicate...interest rate appetite to Relationship Managers and SBA 7(a) loan prospects. + Maintain a presence in the market… more
    First Horizon Bank (06/03/25)
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  • Senior Mortgage Processor

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …research, and resolve problems. **Essential Duties and Responsibilities** + Obtains required documentation and processes more complex loan applications. + Orders ... legal documents, loan , and financial information. Follows up on missing documentation . + Verifies loan applications and supporting documents for accuracy and… more
    Raymond James Financial, Inc. (07/30/25)
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  • Senior Corporate Loan Accountant

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …and regulatory requirements. + Support internal and external audits by providing documentation and explanations for loan -related entries. **Process Improvement & ... **Job Description** We are seeking a detail-oriented and analytical Corporate Loan Accountant to join our Bank Operations team. This role is responsible for the… more
    Raymond James Financial, Inc. (06/06/25)
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  • Commercial Banking Specialist

    Banco Popular Puerto Rico (Miami Lakes, FL)
    …inquiries. This may include calling past due customers. + Review and process documentation for loan agreements and borrowing arrangements. + Review ... renewals and restructures as approved by management. + Prepare and review documentation requests, contact loan officers for missing information. Clarify facts… more
    Banco Popular Puerto Rico (07/14/25)
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  • AML

    Robert Half Accountemps (Miami, FL)
    …and management of international credit transactions. Your expertise in legal documentation , loan processing, and risk management will contribute significantly ... both written and spoken communication. * Solid background in handling legal documentation , credit risks, insurance policies, and monitoring loan disbursements. *… more
    Robert Half Accountemps (08/01/25)
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