• Documentation and Operations - AVP

    SMBC (New York, NY)
    documentation and funding including the preparation and validation of all legal documentation on loan and lease transactions to ensure the information ... portfolio of benefits to its employees. **Role Description** The Documentation and Operations Analyst is part of the Administration...management systems ; InfoLease, Aspire, or similar application systems . Understanding of lease v. loan and… more
    SMBC (07/16/25)
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  • Transaction Manager - AVP ( New York)

    Citigroup (New York, NY)
    …lifecycle + Participate in projects to enhance performance and efficiency. + Take part in loan remediation and loan system testing / migrations. + Actively ... (syndicated / bilateral) product and business, including an understanding of legal loan documentation , loan / funding mechanics, deal structure, funds flows.… more
    Citigroup (07/11/25)
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  • Commercial Banking Portfolio Officer - Healthcare

    Banco Popular Puerto Rico (New York, NY)
    …policies. Strong Communication and Presentation skills. + Systems Skills:FIS, Commercial Loan Pipeline, Commercial Loan Information System , Onbase, DCI, ... needed + Responsible for loan portfolio closings; coordinate with Commercial Loan Documentation and Operations to effectuate closings. + Interact with… more
    Banco Popular Puerto Rico (07/14/25)
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  • Lead Commercial Closing Officer (Middle Market)

    KeyBank (NY)
    …estate secured, in accordance with credit approval, risk management and loan documentation . Responsible for providing superior client service, proactively ... and Legal Fee reporting. + Responsible for booking the loan to LoanIQ (LIQ) system , which includes...systems preferred. (LoanIQ, SalesForce, LaserPro, DocuSign, Beneficial Ownership System (BOS)) Key has implemented a role-based Mobile by… more
    KeyBank (07/04/25)
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  • Vice President, Portfolio Management (Upper Middle…

    KeyBank (Rochester, NY)
    …a favorable experience for the client. + Effective Risk Management including Loan Documentation (experienced level) ◦ Able to effectively identify, assess, ... to minimize potential losses. Ensure data integrity in Key's systems and reporting and that all assets remain appropriately...Able to effectively interpret and negotiate credit agreements and loan documentation . ◦ Understanding how specific … more
    KeyBank (06/14/25)
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  • Mortgage Secondary Market Specialist

    NBT Bank (Albany, NY)
    …daily loan pricing for Home Lending - Mortgages. Maintain and update all loan pricing documentation and ensure it is properly stored within the image record ... system . + 10% Evaluate the sold loan reports...Verify loans are properly coded for sale within appropriate systems . + 20% Review loan data to maintain… more
    NBT Bank (06/28/25)
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  • Lead Closing Officer - CRE (Commercial Real…

    KeyBank (Amherst, NY)
    …or non-syndicated in accordance with credit approval, risk management and loan documentation . Responsible for providing superior client service, proactively ... Responsibilities:** + Working knowledge of business requirements of clients and loan related transactions and other related applicable products in a high-volume… more
    KeyBank (07/04/25)
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  • Commercial Workout Analyst

    KeyBank (Amherst, NY)
    …with moderate complexity and potential for adversarial litigation. + Review and analyze loan documentation , financial statements and other similar loan and ... operating procedures and regulations. + Knowledge of commercial credit products and loan documentation . + Knowledge of creditors rights, collection practices,… more
    KeyBank (07/04/25)
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  • Mortgage Originator

    Trustco Bank (Bronxville, NY)
    …required. Identify appropriate opportunities to sell additional products. + Collect supporting loan documentation as required and provide complete package to the ... **SUMMARY:** The Mortgage Originator is responsible to increase the mortgage loan portfolio by developing business contacts and attracting mortgage customers.… more
    Trustco Bank (06/17/25)
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  • Associate, Corporate Banking - US Structuring…

    Scotiabank (New York, NY)
    …developed templates, and review financial models developed internally or externally; * Review loan documentation and update internal systems with pertinent ... of US Corporate Banking. Given the timeline-drive nature of loan transactions and project work, there may be a...Healthcare industry in line with current Bank credit and documentation policies and procedures * Build financial models based… more
    Scotiabank (07/09/25)
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