- Cherry Bekaert (Austin, TX)
- …team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding ... for clients seeking funding from other funding programs, and expand the portfolio of clients. The Director will work collaboratively internally and externally to… more
- Flatirons Bank (Longmont, CO)
- …new clients. + Work closely with internal teams, including Treasury Management, Credit and Loan Administration, to implement banking solutions and ensure smooth ... + Act as the primary relationship manager for your portfolio of commercial clients, serving as their main point...a proven successful track record as a Business Development Officer / Relationship Manager, or other similar role, with… more
- University of Washington (Seattle, WA)
- …priorities of the UW Medicine health system. The Associate Director manages a portfolio of primarily major gift and grant level prospects with the capacity of ... At times, the Associate Director may also manage a portfolio of individual gift prospects and lead in the...but not limited to: + Serve as a qualification officer , assessing organizational giving prospects' capacity to make major… more
- First Horizon Bank (Raleigh, NC)
- …+ Approve loan Budget changes within established limits or refer loan to RM or Credit Officer for further approval/override as provided by Policy. + Review and ... completion documents. This position ensures collateral remains perfected, legal documentation supports credit approval, and all risk controls have been met in order… more
- JPMorgan Chase (Chicago, IL)
- …and project borrowers (QALICBs) following the closing of a New Markets Tax Credit transaction. Additionally, you will act as the business-side liaison between our ... clients and the internal groups that service our Tax Credit transactions. The ideal candidate will excel in a...to detail. This role will independently manage a dedicated portfolio of commercial real estate investments, serving as the… more
- Comerica (Farmington Hills, MI)
- …support to the RMs and PMs Conducts customer research for officer calls, preparing/maintaining/distributing portfolio lists, reports, mailing lists, and ... role will act as point of contact for customers, relationship managers, portfolio managers, and loan closers as appropriate to facilitate loan servicing and… more
- State University of New York at New Paltz (New Paltz, NY)
- …Laboratory. In total, SUNY serves about 1.4 million students amongst its entire portfolio of credit - and non- credit -bearing courses and programs, continuing ... and Information + Public Officers Law Book (https://ethics.ny.gov/system/files/documents/2022/08/2022-celg\_public-officers-law-and-other-ethics-and-related-laws\_state- officer -employee-edition-8\_31\_22-\_final.pdf) + SUNY HR Acronyms + SUNY… more
- First Horizon Bank (Miami Lakes, FL)
- …and AUS as applicable. * Complete all order-outs per instructions from the Loan Officer . * Process Appraisal Refunds * Reconcile Credit Card Accounting deposit ... for performing a variety of documentation duties related to both agency and portfolio loans while ensuring compliance with policies and procedures for all loan… more
- Vibe Credit Union (Novi, MI)
- …sales and will transition full-time into a hybrid role of Treasury Sales Officer and Product Manager. In this capacity, the individual will continue to support ... collaborating closely with Vibe servicing teams and front-line commercial loan officer sales. Essential Duties + Initial Project Implementation and ongoing support:… more
- Bank of America (Charlotte, NC)
- …liquidity and interest rate risks, including price risk in the CFO managed securities portfolio . As the Chief Risk Officer (CRO) function covering the Chief ... the independent risk function **Skills:** + Analytical Thinking + Credit and Risk Assessment + Critical Thinking + ...Credit and Risk Assessment + Critical Thinking + Portfolio Analysis + Decision Making + Oral Communications +… more