- Bank of America (New York, NY)
- …Markets transactional needs. The candidate should have a deep understanding of trading systems and the trading business. They should be able to specify and partner ... time horizon, risk profile, and preferences. Financial Advisors may engage in some mortgage related activities, but others are not permitted unless they are dually… more
- M&T Bank (Buffalo, NY)
- …with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance ... + *Maintain and build referral channel and develop strong partnerships with Retail branch , Business Banking and Wealth partners to ensure investment needs of current… more
- Arrow Financial Corporation (Glens Falls, NY)
- …for an experienced professional to join our Information Technology team as: Bank IT Systems Analyst This opportunity may be perfect for you if you have experience ... a Team Environment About this position: The Bank IT Systems Analyst is responsible for providing support to assigned...as but not limited to Deposit Operations, Branches, and Branch Operations, to identify, recommend and implement areas of… more
- Charles Schwab (Mount Kisco, NY)
- …in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to ... helping us "challenge the status quo" and transform the finance industry together._ Schwab's branch team is at the heart of our firm's commitment to helping clients… more
- M&T Bank (Buffalo, NY)
- …with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance ... + Maintain and build referral channel and develop strong partnerships with Retail branch , Business Banking and Wealth partners to ensure investment needs of current… more
- Anywhere Real Estate (Buffalo, NY)
- …and maintain strong relationships with Referral Network members and Coldwell Banker branch offices to drive engagement, loyalty, and long-term value. + Increase ... compliance, and inquiries-delivering timely, solutions-focused support. + Leverage internal systems to manage membership data, track conversions, and optimize… more
- Anywhere Real Estate (New York, NY)
- …an assigned market. This includes, but is not limited to: + Act as Liaison to branch leadership and RVP's + Be the "knowledge expert" of a non-CES deal. + Identify ... the transaction process. + Ability to learn and navigate multiple software systems with an elevated level of competency. + Demonstrated ability to identify… more
- State of New York Mortgage Agency (New York, NY)
- …staff workloads; ensure each specialist is knowledgeable in rules for both executive branch agencies and public authorities, and is capable of carrying out all steps ... Boards + Approve purchase orders in both the SAP system and the State's Financial System . +...MWBE and SDVOB reports, etc. + Oversee procurement technology systems in SAP and the State's Financial systems… more