- Citigroup (Hewlett, NY)
- …Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of ... and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- City National Bank (New York, NY)
- …and developing new clients, in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling ... City National Bank "CNB" colleagues in all divisions of the bank to support client retention objectives and proactively promotes solutions appropriate to clients. *… more
- Carrington (Albany, NY)
- …with business units to create a high performance driven dialer system, providing support and feedback to achieve business goals. Perform all duties in accordance ... and management with timely updates. + Partner with dialer support team to optimize resource utilization as it relates...objectives to focus on proactive and strategic thinking and professional excellence + Ability to work under fast-paced complex… more
- City of New York (New York, NY)
- …will include, but are not limited to, the following: -Utilizing SAS to analyze mortgage recording data and produce tables for monthly report and the publication of ... the statistical profile of mortgage recording tax. -Analysis of compliance issues based on...software and tools. -Design and develop data models to support efficient data retrieval and analysis in Power BI.… more
- Anywhere Real Estate (Buffalo, NY)
- The **Client Experience Specialist** is a service-minded professional who manages all non-licensed aspects of the transaction, from contract to close, to create a ... with agents, clients, third parties and internal operations. As a trusted professional , you provide our agents, homebuyers, and sellers, the confidence that their… more
- Deloitte (New York, NY)
- …the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries. One of our ... asset level debt origination terms for corporate bond portfolios, mortgage -backed security portfolios, and mortgage loan pools....3 days per week + 3+ years of full-time professional experience + Bachelor's degree in accounting, finance, MIS,… more
- KeyBank (Schenectady, NY)
- …to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and ... procedures and policies including appropriate documentation of client interactions. + Support of branch operations including assisting with client transactions on… more
- Heritage Financial Credit Union (Middletown, NY)
- …role, you'll work cross-functionally with teams across the organization, helping to support our culture of integrity, transparency, and risk management. Here's a ... and employees. The Senior Lending Compliance Analyst role works with CU leadership to support the Compliance and Risk Management Program with a primary focus on the… more
- BlackRock (New York, NY)
- …Portfolio Management team invests in the US Asset-Backed (ABS), Commercial Mortgage -Backed (CMBS), Collateralized Loan Obligation (CLO), and Residential Mortgage ... Intex, Bloomberg, Aladdin * Progress towards or completion of the CFA designation * Professional Background in a Quantitative Field For New York, NY Only the salary… more
- SolomonEdwards (Albany, NY)
- About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and ... operations support . We work with some of the world's most...looking for a Title Specialist for one of its mortgage clients to perform tasks that require knowledge/skill to… more