- Citigroup (Tampa, FL)
- Account Specialist in Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to monthly ... Developed analytical and problem-solving abilities.* Internal and external client relationship and solution skills* Bachelor's/University degree a plus or equivalent… more
- JPMorgan Chase (Palm Beach, FL)
- …our clients generally consists of: * the banker that manages the overall bank relationship with the client * the Client Specialist , who initially helps determine ... The Client Specialist is a sophisticated wealth expert that focuses...as an ongoing resource to clients * a Wealth Manager that acts as the day-to-day manager … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …variety of loan administration, operation and technical support in collaboration with the Relationship Manager in the management of a Corporate Loan portfolio. ... C&I loan documentation is preferred. + Commercial Real Estate construction lending . + Corporate loan participations and syndication + Corporate credit agreements,… more
- Bank of America (Lighthouse Point, FL)
- …Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist , Senior Banker, Business Solutions Advisor or ... include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This position is subject...for 1 year + Knowledge of credit and home lending requirements + Actively listens to the client to… more
- Truist (Jupiter, FL)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships ... advice and solutions. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver… more
- TD Bank (Orlando, FL)
- …Senior Commercial Sales Associate (US) will partner with Regional Vice Presidents and Relationship Managers in managing the day to day commercial loan support in the ... of the portfolio + Encourages open communication with the Commercial Loan Specialist (CLS) during all aspects of the origination and renewal/modification process +… more