- PNC (MO)
- …execute transactions. + Reviews transactions and related documents, including collateral and construction requirements. Verifies work processes to ensure ... completeness, accuracy, and conformance to credit approvals, legal documents, established service levels and applicable procedures. Determines whether loan disbursements can be made, or if additional documentation or escalations is required + Reviews reports… more
- Turner & Townsend (San Diego, CA)
- …team and organizations capacity to deliver. + Responsible for producing collateral that supports key decision-making relating to program and project prioritization. ... + Responsible for the management of the intake process and the adoption of new projects or programs as part of the strategic business case or capital investment plan. + Responsible for identifying strategic portfolio and program stakeholders, maintaining… more
- SHRM (Alexandria, VA)
- …and preference with audience creating high CLV. + Write and create marketing collateral , such as emails, banner ads, direct mailers, call scripts, etc., that drives ... the audience to action - click, buy, etc. + Build email lists, create emails, and nurture leads through written communications. + Ensure design and layout of emails are optimized, user, and mobile-friendly. + Execute SHRM's member acquisition, retention and… more
- SMBC (New York, NY)
- …in the execution of new transactions by preparing credit materials, analyzing collateral , and managing transaction processing through the closing process. + Prepare ... detailed, high-quality credit analysis and applications ensuring accuracy, analytical depth, and an understanding of relevant credit metrics, in accordance with internal policies and regulatory guidance. + Develop financial models for use in securitization… more
- Zions Bancorporation (Houston, TX)
- …notary services as needed. + Monitor and manage reporting exceptions, including collateral , financial, material, and deposit-related items. + Follow up on missing ... documentation such as signature cards, insurance policies, and financial statements. + Coordinate filing, correspondence, scheduling, and other portfolio-related tasks to maintain smooth operations. + Assist with loan processing, closing, and post-closing… more
- Needham Bank (Needham, MA)
- …corporate borrower's financial performance and condition, evaluating cash flow, collateral , guarantor support and other pertinent factors + Produce modification ... requests for existing relationships + Prepare preliminary analysis, typically financial statement spreads and cash flow calculation, of prospective borrowers + Underwrite new loan requests including above referenced analysis as well as evaluation of proposed… more
- JPMorgan Chase (Columbus, OH)
- …the accurate, timely and consistent assignment of risk ratings for all clients and collateral . + Guide and advise Credit Officers with respect to credit analysis and ... the proper application of Private Banking credit underwriting policies. + Partner with the regional or product lending teams to ensure that new and existing credit exposure is structured, documented and approved in accordance with JPMorgan Credit Policy. +… more
- Santander US (Dallas, TX)
- …business. + Underwrites loans by analyzing business history, financials, and loan collateral . + Maintains loan relationship with a variety of customers by ... structuring and discussing recommended best loan plan. + Monitors department portfolio with having all financials up to date and ensuring portfolio. + Reviews loan inquiries and responds to client requests in case manager is absent. + Reviews past due report… more
- Southern California Edison (Pomona, CA)
- …and engagement materials, including executive presentations, stakeholder communications, and collateral materials. You'll support the planning and execution of ... roadshows, needs assessments, and stakeholder engagement efforts, while tracking metrics and deliverables to ensure transparency and effectiveness. As a strategic partner in the Organizational Readiness workstream, you'll help lead the execution of the… more
- UMB Bank (Kansas City, MO)
- …resolve exceptions with the goal to remove exception; Management of Bank's collateral in vendor platform; Handle inquiries from internal business partners; Act as ... a resource sharing knowledge and expertise with members of the department; Communicate with loan officers, internal business partners, third parties, etc.; Track receipt of incoming original documents; and other duties as assigned. Must have 3 years of loan… more