- Raymond James Financial, Inc. (Villanova, PA)
- **Summary of the** **Position:** The Treasury Management Specialty Sales Officer ("TMO") will execute the Treasury Management Specialty Sales Strategy. The TMO is ... responsible for managing the specialty sales portfolio , generating new business and providing representation of the bank in the market. The TMO is responsible for… more
- Berkshire Bank (Glastonbury, CT)
- …ensure ongoing credit quality of portfolio and interfacing with Senior Credit Officer and Senior Lender for Annual Reviews, Modifications and New Money ... relationships. Continuously evaluates operational and financial performance to maintain portfolio quality and risk rating accuracy. Interacts...that would be presented to senior lender and senior credit officer . + Works with the team… more
- Needham Bank (Amesbury, MA)
- …closing process that exceeds customer needs and are consistent with the Bank's credit risk management philosophy and principles + Communicate with attorneys, ... borrowers + Prepare, maintain and reconcile the Bank's (new) construction loan portfolio . Advance funds to builders upon requisition requests + Prepare and… more
- Arena Investors LP (Jacksonville, FL)
- …AML/KYC risk -assessment and due-diligence; . Service provider due-diligence; . Portfolio management review and monitoring (eg trade blotter, trade errors, best ... Arena is looking to expand the team through the addition of a senior Compliance Officer . In this role, this individual will work closely with the compliance team and… more
- Sallie Mae (Newark, DE)
- …is responsible for developing and executing a comprehensive analytics framework to assess portfolio risk , monitor credit health, and drive strategic ... the lending lifecycle. The position reports to the Chief Credit Officer and plays a critical role...field (Master's preferred) + 10+ years of experience in credit risk , portfolio analytics, or… more
- Citizens (Harrisburg, PA)
- …of bank credit policy and underwriting guidelines while working with Business Credit Services and operations to practice sound risk management and adherence ... guidelines, and compliance requirements. + Strong understanding of financial analysis, credit underwriting, and risk assessment. + Exceptional sales and… more
- Fifth Third Bank, NA (Rosemont, IL)
- …and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Manages the ongoing credit risk of a complex portfolio of ABL relationships and ... and maintains internal relationships with the coverage team including Relationship Managers/ Credit Risk Officers. + Develops and executes appropriate strategies… more
- KeyBank (Amherst, NY)
- …estate and non-real estate secured, syndicated, or non-syndicated in accordance with credit approval, risk management and loan documentation. Responsible for ... as needed; understands the importance of balancing service and risk . + Intermediate to expert understanding of role specific...detail. + All pre- or post-closing services for assigned portfolio of moderate to highly complex loan structures. +… more
- Berkshire Bank (Worcester, MA)
- …borrowing relationships. Continuously evaluates operational and financial performance to maintain portfolio quality and risk rating accuracy. Interacts with ... relationship with Credit Partners to ensure ongoing credit quality of portfolio . + Preparation of...+ Demonstrated solid working relationships with internal partners including Credit , Documentation & Loan Specialists, Risk Management,… more
- Berkshire Bank (Worcester, MA)
- …Middle Market. Continuously evaluates operational and financial performance to maintain portfolio quality and risk rating accuracy. Interacts with prospects ... the bank. + Solid working relationship with Credit Partners to ensure ongoing credit quality of portfolio and interfacing with credit for Annual Reviews… more