- JPMorgan Chase (San Francisco, CA)
- …for the firm's portfolio company coverage strategy, while actively engaging with Commercial Bank , Private Bank , Credit , and Investment Banking product sets. ... outcomes for the firm's portfolio company coverage strategy, engaging with Commercial Bank , Private Bank , Credit and Investment Banking product sets. + Work… more
- Raymond James Financial, Inc. (Villanova, PA)
- …+ Covenant Compliance + Borrowing Base Availability + Ensures compliance with the Bank 's credit policies and procedures, identifying exceptions for approval when ... Senior Portfolio Manager is responsible for assisting the Senior Credit Officer (SCO) and Chief Credit Officer...the Senior Credit Officer (SCO) and Chief Credit Officer (CCO) in managing Portfolio Managers (PM) within… more
- JPMorgan Chase (Plano, TX)
- …broker dealers, fintechs, and more. This role offers the opportunity to lead credit analysis, structure transactions, and develop junior team members. Be part of a ... a client base consisting of North American banks, broker dealers, fintechs, credit unions, and other financial institutions. You will lead due diligence, structure… more
- Regions Bank (Charlotte, NC)
- …Products, Credit Risk, Client Coverage, Capital Markets, and other areas of the bank to lead the analysis of credit opportunities, underwriting of credit ... the careers section of the system. **Job Description:** At Regions, the Credit Products Specialized Industries Product Specialist is a client-facing role, partnering… more
- JPMorgan Chase (Chicago, IL)
- …travel is required, occasionally overnight **Preferred Qualifications, Skills and Capabilities:** + Formal bank credit training + Knowledge of standard bank ... complexity, including construction financing, bridge loans, acquisition loans, letters of credit to support bond transactions, and long-term permanent financing for… more
- Atria Wealth Solutions (Corning, NY)
- …more years of sales experience in the financial services industry, preferably in a bank or credit union + Excellent communications skills, both verbal and ... CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide...the surrounding areas. Established in 1954, First Heritage Federal Credit Union has over $730 million in assets and… more
- Columbia Bank (Los Angeles, CA)
- …or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Los...developing new business opportunities. Secondarily, manages client relationships, monitors credit quality of loans and manages multifaceted asset management… more
- Zions Bancorporation (Claremont, CA)
- …degree in business, finance or a related field and 2+ years commercial lending, credit associated lending and bank sales experience. + A combination of education ... and experience may meet requirements. + Basic knowledge of bank products, credit and commercial lending techniques and procedures. + Ability to expand loans,… more
- Atria Wealth Solutions (Sandusky, MI)
- …more years of sales experience in the financial services industry, preferably in a bank or credit union + Excellent communications skills, both verbal and ... its relationship with Sorrento Pacific Financial, LLC (SPF), Thumb Bank & Trust is seeking a Financial Advisor to...customer base in and around our service area. Thumb Bank & Trust has been providing customers with outstanding… more
- JPMorgan Chase (Chicago, IL)
- …of real estate fundamentals and concepts + Completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance ... Real Estate group is part of Global Banking within the Commercial & Investment Bank at JP Morgan. The group focuses on public and large private corporates, financial… more