- TD Bank (New York, NY)
- …hedge funds and registered funds. + Lead or participate in internal calls with senior credit officers and front office contacts, as well as calls with clients and ... with internal stakeholders, such as Credit, Business, Tax, Legal, Operations and Collateral Management, during the documentation process. + Provide timely updates to… more
- UMB Bank (Albany, NY)
- …all of or portions of the credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new business and renewals) + ... Preparation of underwriting documents will also include collateral analysis on multiple asset classes and preparation of...credit request. + Present loan submissions to the UMB senior loan committee on behalf of relationship managers and… more
- The Metropolitan Museum of Art (New York, NY)
- …the number of face-to-face solicitations. + Serve as lead solicitor and relationship manager for Patron Program gifts at the $10,000 to $50,000 level, focusing on ... who provides administrative support. + Create compelling written materials and other collateral to support solicitation efforts. + Partner with the Membership and… more
- WellLife Network (Brooklyn, NY)
- …on the ACT Team, ie Substance abuse specialist, Employment specialist, Nurse, Case manager . + Attend and participate in all team meetings. + Responsible for input ... in EHR within 48 hours of all client and collateral contacts. + Ensure all documentation is completed in...by supervisor, the Team Leader, Deputy Director, Director, and/or Senior Management. + Responsible for reporting and documenting all… more