- JPMorgan Chase (Columbus, OH)
- …fixed income assets under management. The client base consists of Institutional, Private Bank , High Net Worth, and Retail clients. As a portfolio manager within The ... income portfolios. You will have expertise in securitized asset ( Mortgage -Backed, Asset-Backed, Commercial Mortgage - Backed) markets/sectors and instruments,… more
- Truist (Cincinnati, OH)
- …delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist referral network ... update sales activity, pipeline and other pertinent information using the bank 's contact management system. 5. Establish and maintain excellent working relationships… more
- PNC (Cleveland, OH)
- …you will be based in a Cleveland, OH. PNC's Community Development team leads the bank 's CRA lending and investing strategy while also guiding part of the bank 's ... engagement practice. Within the region, our Market Managers oversee the bank 's CRA centered business development, portfolio management, giving and CRA centered… more
- Lincoln Financial (Columbus, OH)
- …and Tax basis. They will be responsible to perform more complex mortgage loan and limited partnership research, analysis, and proper accounting treatment of ... and compliance with accepted accounting policies and principles. + Builds mortgage loans and limited partnership accounting knowledge and expertise and navigates… more
- JPMorgan Chase (Columbus, OH)
- …your career potential. As an Operations Senior Specialist II- Assumptions, in Mortgage Production and Servicing you will be responsible for delivering top notch ... support that is vital to Home Lending and the Consumer and Community Bank . You will be assisting in various parts of an operation oriented around customers and… more
- JPMorgan Chase (Westerville, OH)
- …Banking, you will contribute significantly to the success of the Virtual Bank helping clients by providing strong customer service, offering advice and sharing ... partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to… more
- Wells Fargo (Green Meadows, OH)
- …and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with ... care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers'...As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations.… more
- PNC (Cleveland, OH)
- …2025, PCA manages $44B in AUM. PCA is a wholly owned subsidiary of PNC Bank . The ideal candidate will: * Monitor and analyze investment risks and exposures for ... client service partners. * Conduct security analysis across corporate, government, mortgage backed, and asset backed securities. Preferred skills/experience: * Be… more
- PNC (Cleveland, OH)
- …individuals who are passionate about mitigating risk, problem solving, and protecting the bank and also can contribute in the following ways: . Provide an ... provide oversight of all quantitative models within the PNC Bank and act as the third line of defense...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- System One (Miamisburg, OH)
- …initiatives/project(s) that this resource will be impacting: Hub for data within Mortgage Home equity loans Industry background: Background in banking, finance, ... mortgage would be helpful Team dynamic: + Business (bulk...other + Software Engineers + Testers + Run the bank deployment teams Roles and Responsibilities: Working with business… more