- US Bank (New York, NY)
- …and retaining and expanding relationships with existing customers. Responsibilities include: underwriting all types of credit account exposure, managing an assigned ... credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships.… more
- TD Bank (New York, NY)
- …their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, ... extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier US equities business and highly-diverse equity research franchise, while growing our strong,… more
- Arrow Financial Corporation (South Glens Falls, NY)
- …Insurance Designations Preferred Skills/Knowledge: > Thorough knowledge of insurance underwriting and rating procedures > Working knowledge of agency management ... systems a plus; specific knowledge of AMS 360 ideal > Excellent communication skills, both written and verbal; comfortable communicating with clients, prospects, co-workers, and management > Demonstrated ability to close a sale, network, and provide high level… more
- Tompkins Community Bank (Pittsford, NY)
- …services and CRA objectives. + Collaborate with internal teams, including credit, underwriting , and compliance to ensure a smooth loan process and adherence to ... credit policies and HMDA reporting. + Prepare regular reports on lending activities and CRA performance metrics for management and regulatory purposes. + Work independently to cultivate new mortgage business in the assigned territory within the Tompkins… more
- M&T Bank (Binghamton, NY)
- …governance of assigned portfolio including periodic reviews and updates in loan underwriting and accounting systems, of codes, values, and other data, at ... client/relationship, loan, and collateral level. Supports key credit data reporting initiatives and consistency among systems. + Responsible for monitoring and distributing Loan Delinquency dashboards and work with Relationship Managers, Portfolio Managers,… more
- TD Bank (Albany, NY)
- …relevant experience **Preferred Qualifications:** + Understanding of Commercial Bank - underwriting and lending -practices; specific familiarity with TD Bank tools, ... systems, policies, and procedures is preferred. If not existing, ability to quickly learn and apply changing practices is critical. + Strong knowledge of nCino specifically is critical. + WalkMe builder experience. + Familiarity with basic HTML, CSS and/ or… more
- MetLife (Oriskany, NY)
- …knowledge and an understanding of company products as well as administrative, claims, underwriting and marketing functions. * A passion for serving customers and a ... personal commitment to following through in a dynamic, challenging environment. * Strong computer/keyboard skills as well as solid math, analytical and critical thinking skills. * Superb listening skills and professional oral & written communication skills… more
- Insight Global (New York, NY)
- …support increased deal volume (targeting 10 deals/month). Collaborate with sales and underwriting teams to align financial and compliance workflows. Help shape the ... US offices expansion strategy and infrastructure. Compensation: $100,000 to $175,000. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 31st day of employment and… more
- Tompkins Community Bank (Batavia, NY)
- …skills. + Should have a thorough understanding of Commercial Insurance underwriting and coverages. + Proficient in Microsoft Word and Excel. AMS/ImageRight ... experience is desirable. Benefits + Medical + Dental + Vision + 401(k) Match + Profit Sharing + Paid Time Off + 11 Holidays + Tuition Reimbursement + Free Parking throughout Tompkins Community Bank + Employee Referrals EEO Statement Tompkins is committed to a… more
- American Express (NY)
- …new banking and open finance data that will help uplift credit underwriting and line management, fraud and credit bust-out verifications. The Senior Manager/Manager ... will also play a key role supporting the strategy, impact, and opportunities of the new US 1033 Open Banking regulation to CFR inbound use-cases in collaboration with other enterprise teams. The remit of the role primarily spans across the commercial and… more