- Trustco Bank (Albany, NY)
- …the loan process, collecting additional documentation as required by underwriting . **ESSENTIAL DUTIES AND RESPONSIBILITIES** include the following. Other duties ... may be assigned by the supervisor. + Verify all Encompass database information against original documents for accuracy. + Perform preliminary review of credit reports. + Coordination of property appraisals and appraisal delivery to customer. + Ordering flood… 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
- Wells Fargo (New York, NY)
- …creation, structuring NAV loans, structured product execution, credit underwriting , rating agency work, portfolio management, transaction distribution/syndication, ... and internal policy development and refinement. **In this role, you will:** + Work with clients to understand financing needs and provide tailored solutions including structuring transaction deal terms and corresponding term sheets + Conduct thorough due… more
- HSBC (Buffalo, NY)
- …and interpersonal skills and the ability to work effectively with underwriting , mortgage experience associates, sales representatives, third party vendors and other ... parties linked to the mortgage transaction. This challenging, yet rewarding, position requires an individual with the flexibility and confidence to balance the service-oriented and analytical aspects of mortgage lending functions with the evolving demands of a… more
- Citigroup (New York, NY)
- …and credit agreements. + Coordinate with other groups within Citi, including Coverage, Underwriting , Risk, and Operations as well as other product groups to meet ... pitch and deal-related deliverables and deadlines. + Developing and maintaining effective industry relationships with legal counsel, external parties, clients (in collaboration with senior coverage officers). + Developing and maintaining effective industry… more
- KeyBank (New York, NY)
- …of an LOI/Term Sheet transition deal and deal files to assigned Underwriting /Closing deal team. + Support Relationship Managers, Underwriters, and Syndication Fund ... Managers with ongoing requests, information gathering, reporting, etc. + Perform independent analysis to support transactional, regional, or national business development growth and strategy (ex. market analysis, client financial analysis, portfolio… more
- City National Bank (New York, NY)
- …materials. * Assist in the preparation of internal credit memorandums and underwriting of syndicated transactions to develop credit analytic and loan structuring ... skills. * This includes conducting sensitivity/project analysis, gathering research and information on companies and industries, and developing distribution/syndication strategies. * Monitor CNB's Agented loan portfolio. * Work with Syndications Managers and… more
- US Bank (New York, NY)
- …strongly preferred + Experience in credit developing credit risk strategies for underwriting or account management for unsecured lending + Experience leading credit ... risk analytics teams for consumer unsecured lending products + Advanced knowledge of SAS, SQL, R, Python, or other database programming languages strongly preferred + Experience working with large datasets strongly preferred + Effective verbal, written and… 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
- Wells Fargo (New York, NY)
- …+ Ability to work in a fast-paced deadline driven environment + Credit underwriting experience + Experience in structured finance or investment banking is preferred ... + Experience in fixed income capital markets, fixed income private placement market, or loan market/corporate finance + Experience reading, negotiating, and/or interpreting legal documents + Leadership experience and/or experience training others in a relevant… more