- Citigroup (Tampa, FL)
- …multiple lines of businesses, inclusive of cash and trade management, derivatives & collateral, securities lending and bank/term loans + Act as a liaison between ... to facilitate the clearance, settlement, and investigation of client securities transactions while simultaneously providing excellent client service. **Responsibilities:**… more
- Citigroup (Boca Raton, FL)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides… more
- Citigroup (Tampa, FL)
- Job Description The Securities & Derivatives Sr Analyst is an intermediate level position responsible for processing orders and transactions originating from trading ... to facilitate the clearance, settlement and investigation of client securities and derivatives transactions. **Responsibilities:** + Resolve complex process problems… more
- Truist (Orlando, FL)
- …including Trusts, Power of Attorney. 3. Knowledge in various types of lending products including Securities , Real Estate (1-4 Family and Commercial), ... releases, conservation and regular easements including collateral types of Securities , Real Estate (1-4 Family and Commercial), Marine, Auto, Boat/Motor/Trailer,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** * Performs RJ Bank fair lending compliance reviews and analyzes the fair lending risk within various business units. * ... periodic compliance monitoring and prepares reports summarizing the Bank's fair lending activity. * Supports the comparative file/matched pair analyses for… more
- Bank of America (Jacksonville, FL)
- …Global Wealth & Investment Management line of business on high net worth lending products, services, and regulatory matters including securities based loans, ... pledge and security documentation, applicable consumer and bank regulations, applicable securities regulations, and applicable issues associated with lending to… more
- JPMorgan Chase (Delray Beach, FL)
- …+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or ... starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign...of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd… more
- MUFG (Tampa, FL)
- …examiners. **Qualifications:** + 15+ years work experience, plus significant lending /examination experience + Expertise in commercial real estate and commercial ... lending examination. + Broad knowledge of Oil & Gas,...a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2)… more
- Citigroup (Jacksonville, FL)
- …making investment/banking referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of both inbound and ... customer relationships by maximizing sales and service opportunities. + Make securities recommendations and provide investment advice to clients through a select… more
- MyFlorida (Miami, FL)
- …banks, credit unions, trust companies, loan originators, mortgage lenders, securities dealers, investment advisors, consumer collection agencies and money ... relating to financial institutions, financial services companies, insurance companies, securities dealers or investment advisers, mortgage brokers or lenders, or… more