- M&T Bank (Buffalo, NY)
- …Lines of Businesses (LOBs) such as Commercial Banking, Retail Banking, Mortgage , Consumer Banking, Wealth Advisory, Institutional Client Services, or support ... functions such as Treasury, Finance, Compliance, Technology, Operations, Risk Management, or Credit Administration. + Effective negotiation skills, a proactive and 'no surprises' approach in communicating issues and strength in sustaining independent views. +… more
- BlackRock (New York, NY)
- …including government bonds, investment grade and high yield credit, Agency mortgage -backed securities, and securitized products (CMBS, ABS, Non-Agency MBS and CLOs). ... Clients include pension funds, corporate treasury departments and retail investors, with portfolio types spanning separate accounts, mutual funds, ETFs and closed end funds. The disparate nature of the client base results in portfolios with varying alpha… more
- EverBank (Albany, NY)
- …Contractor Retention Escrow, Homeowners Associations, Commercial Property Management, Mortgage Servicing companies, any other fiduciary centric specialty niches. ... **Key Responsibilities and Duties** + Develops and maintains strong relationships with clients, understanding their financial needs and goals. Serves as the primary point of contact for clients providing personalized financial advice and solutions. + Develops… more
- Citigroup (Queens, NY)
- …to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist, etc.) + Take full ownership of clients' problems to resolve ... client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution + Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self- service as needed +… more
- JPMorgan Chase (New York, NY)
- …specific product categories (eg investment securities, wholesale or retail deposits, mortgage loans, auto loans, credit card loans, wholesale funding), including ... underlying source data analysis, product attributes and assumptions, valuation models, product balance forecasts + Develop, improve and implement product level cash flow models + Use tools and knowledge to assist production team to implement advanced IRR… more
- M&T Bank (Getzville, NY)
- …the Division. **Education and Experience Preferred:** + Solid understanding of the mortgage residential life cycle. + Proficient with MSP/screen data elements. + ... Innovative mindset with data, analytics/automation to enhance the audit coordination process + Team Player who can also resolve problems independently with little supervision / Advanced problem-solving skills / critical thinking skills + Ability to execute in… more
- Experian (New York, NY)
- …clients such as: Credit Unions, Central Banks, Regional Banks, Housing and Mortgage companies, Wealth Management Firms, and Fintech. + Experience in customer ... service. Experience developing client relationships + Experience organizing and prioritizing your own tasks and managing a large project portfolio with varying levels of details + Ability to analyze data and present industry specific insights to clients +… more
- PNC (NY)
- …(FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority ... (FINRA), which prohibit the hiring of individuals with certain criminal history. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice… more
- KeyBank (Evans, NY)
- …will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) + Working knowledge of ... PCs (MS Windows and Office Products including Word, Excel, etc.). (required) + Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) **Licenses and… more
- Arrow Financial Corporation (Troy, NY)
- …and mobile banking, wealth management, money market and deposit accounts, and mortgage , consumer and commercial loans. We are committed to delivering value for ... our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms. The salary range for this position is $19.00 -… more