- PNC (New York, NY)
- …daily activities of team members engaged in customer and/or prospect management activities. Achieves business results, attracts new customers and/or grows existing ... ensure they adhere to and support PNC's Enterprise Risk Management Framework. PNC also has fundamental expectations of our...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- Citigroup (New York, NY)
- …New York location. Duties: Oversee Citi Private Bank (CPB) portfolios with mortgage , partner lending, and margin and securities backed finance products. Execute the ... process required by Federal Reserve as part of CPB portfolios management . Conduct key financial driver analysis, macroeconomic variables and trend analysis,… more
- Bank of America (New York, NY)
- …to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- Wells Fargo (New York, NY)
- …provider in the US We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our ... Lending, Commercial Banking, Corporate & Investment Banking, and Wealth & Investment Management . Wells Fargo ranked No. 47 on Fortune's 2023 rankings of America's… more
- Charles Schwab (Albany, NY)
- …with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically ... on behalf of our clients including: Retirement Planning, Education Planning, Investment Management , Banking & Lending Management , Insurance & Risk Management… more
- Bank of America (New York, NY)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... Secondary School or equivalent **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client...Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management… more
- Bank of America (Brooklyn, NY)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client...Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management… more
- State of New York Mortgage Agency (New York, NY)
- …Underwriter will be responsible for all aspects of financial and project management for an assigned group of multifamily rental projects, including financial ... State and municipal funding sources. + Assist with project management coordinating externally with developers, lenders, syndicators, other governmental agencies,… more
- Arrow Financial Corporation (Glens Falls, NY)
- …services across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage , consumer and ... work to ensure accuracy and procedural compliance. Prepare reports for management detailing audit result and make training recommendations to bridge performance… more
- Cherry Bekaert (Albany, NY)
- …to join our team providing internal audit, regulatory compliance and risk management services to banks and financial institutions. As the level of regulatory ... expertise and approaches in Regulatory Compliance, Internal Audit, Enterprise Risk Management , Technology Risk Management , and Operations and Process… more