- TD Bank (New York, NY)
- …monitoring across multiple consumer lending and servicing business lines, including Mortgage Servicing (performing only), the Fair Credit Reporting Act (FCRA) Center ... in a complex field and knowledge of broader related areas + Senior specialist providing advisory services to executives, business segment leaders and governs the… more
- First Horizon Bank (New York, NY)
- …(BSE) and provides complete and timely information to Sales Associate (SA)/Implementation Specialist (IS) to insure accurate product fulfillment. + Performs all ... + Attend Relationship Manager sales meetings regularly and serve as key product partner for relationship managers for new treasury management sales, and joint… more
- Bank of America (New York, NY)
- …existing client relationships. He or she provides specialized support as a Specialist /Manager in any one of the teams specialized roles of Business Development, ... in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management … more
- Citigroup (Queens, NY)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to ... various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (eg sales… more
- SitusAMC (Albany, NY)
- …clients + Closely coordinate cross functional teams, primarily ProMerit implementation and product specialist teams + Participate and provide feedback in ... + Five years related experience and/or training preferred + Knowledge of the mortgage business and previous work on similar products + Experience overseeing project… more
- Citigroup (New York, NY)
- …clients to the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to ... various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (eg sales… more
- Siebert Williams Shank (New York, NY)
- …bonds and Agency debt products and the GSE space with a background in CMBS/ Mortgage . The successful candidates must have in-depth product knowledge and execution ... experience, AS WELL AS an established book of fixed income relationships and be able to build upon those over time. Requirements + 5+ years of experience in Institutional Sales + FINRA Series 7 and 63 registrations required + Established book of fixed income… more