- Citigroup (New York, NY)
- …communication, access to seminars, etc. + Master referral opportunities to grow portfolio . + Proactively source, acquire and expand high value customer relationship ... limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client bonding. +… more
- Deloitte (New York, NY)
- …needs of large portfolios of fixed income investments. Work You'll Do As a Manager in this group, you will manage relationships, ensure timely reporting of milestone ... terms for corporate bond portfolios, mortgage-backed security portfolios, and mortgage loan pools. + Leading client engagements: responsible for communicating with… more
- Citigroup (Hewlett, NY)
- …communication, access to seminars, etc. + Master referral opportunities to grow portfolio . + Proactively source, acquire and expand high value customer relationship ... limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client bonding. +… more
- Bank of America (New York, NY)
- …Group (SAG) Corp/Comm Senior Portfolio Officer is responsible for managing a portfolio of problem commercial credit exposures, with an emphasis on the most ... make an impact. Join us! **Job Description:** Typically has 7+ years workout/corporate loan experience. Reports to the credit products head - special assets or the… more
- Citigroup (New York, NY)
- …and taking necessary actions in partnership with other key stakeholders for the assigned portfolio * Direct and supervise the loan documentation process for both ... of CLM include credit underwriting, due diligence, structuring and documentation, and portfolio monitoring. As part of the business and in direct partnership with… more
- UMB Bank (Albany, NY)
- …detailed credit analysis to determine borrower/guarantor repayment capacity + Appropriate loan structuring recommendations + Complete all of or portions of the ... credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new...rating models suitable for each credit request. + Present loan submissions to the UMB senior loan … more
- M&T Bank (Rochester, NY)
- …documenting and initiating the funding process for a variety of commercial equipment lease/ loan products. They assist the sales staff and other internal customers in ... the M&T footprint and/or with the National Division and transactional portfolio customers. Transactions include Conditional Sale Contracts (CSC -Dollar Buyout),… more
- Neuberger Berman (New York, NY)
- …+ Strong analytical and problem -solving skills to address issues within the loan portfolio and optimize performance + Experience in managing loan ... various analyses to provide valuable insights to the Investment and Senior Portfolio Management Teams + Facilitate ongoing correspondence and asset review process… more
- Neuberger Berman (New York, NY)
- …the agreement, while maintaining a thorough knowledge of the assets in the portfolio + Perform data analysis on large asset portfolios including data reconciliation ... and calculation of portfolio compliance tests such as portfolio quality...CPA required + Experience with credit related products, including loan settlement and trade reconciliations is a plus +… more
- New York State Civil Service (Albany, NY)
- …Counterparty Managero Market, Liquidity and Asset Liability Management Risk Manager * Project Management Institute: Portfolio Management ProfessionalAppointment ... and financial environments. The role demands a collaborative mindset, strong problem -solving skills, and a solid understanding of the financial services industry,… more