- Chemung Canal Trust Company (Williamsville, NY)
- …accounts. + Interviews clients, obtains applications, disclosures and required supporting documentation ; Enters application data into Loan Origination System ... Responsible for providing mortgage loan services to clients while performing a variety...for this information to be included as part of sales performance reports. + Conforms to General Performance Expectations… more
- SitusAMC (New York, NY)
- …asset management reports for commercial real estate transactions. + Opine on lease and loan modifications / restructures and assist on loan workouts. + Maintain ... ensuring that the team continues to fully support Front Office relationship and sales staff. + Prepare credit papers for new transactions, annual reviews, and… more
- Huntington National Bank (New York, NY)
- …profitable customer relationships within a targeted market segment by coordinating all sales and service efforts within the Consumer & Retail industry + Responsible ... developing strong relationships with clients, new business development and loan and deposit generation + Performs other duties as...Sr MD will both develop business and lead the sales team. Basic Qualifications: + Bachelor's Degree + 7… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- …within the CNB footprint and will be responsible for achieving quarterly personal sales goals, including acquiring new business and achieving annual net new closed ... commercial loan production. The Business Banking Officer will also be...minimum of five (5) years of experience in a sales and service. + Experience in a business banking… more
- Scotiabank (New York, NY)
- …and review financial models developed internally or externally; * Review loan documentation and update internal systems with pertinent transaction/facility ... equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign… more
- Nelnet (Albany, NY)
- …to internal and external customers (remotely and in-person - if applicable) + Provide sales support to Sales and Product Management + Develop and maintain ... product documentation + Serve as a liaison with the client...vision, HSA and FSA, generous earned time off, 401K/student loan repayment, life insurance & AD&D insurance, employee assistance… more
- US Bank (New York, NY)
- …not limited to supporting the preparation of the credit approval memorandum, loan documentation and client onboarding. **Qualifications** .Bachelor's or master's ... from Day One. **Job Description** Reporting to the ABF Sales and Originations Market Leader, this client facing role...is primarily responsible for sourcing, and closing, new ABF loan transactions. This individual will be the ABF new… more
- Scotiabank (New York, NY)
- …assistance on all credit-related activities including completing credit presentations, negotiating loan documentation , updating systems with key credit details, ... internal credit policies/procedures, and the Bank's risk appetite + Review loan documentation and update internal systems with pertinent transaction/facility… more
- Banc of California (New York, NY)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... the underwriting parameters of the company to achieve the sales and profitability objectives of this specialty origination channel....**HOW YOU'LL MAKE A DIFFERENCE** + Originate and structure loan and lease transactions in the rail and power… more
- Bank of America (Rochester, NY)
- …them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain… more