- Truist (Dallas, TX)
- …financial planning/advisory and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products ... are meeting or exceeding individual production and growth expectations within deposits, lending and investments. 5. Effectively work with various leaders within the… more
- Banco Popular Puerto Rico (San Juan, PR)
- …necessary to support the strategies of the Deposit Products & Personal Loans Div, Credit Card Division and Retail Lending Operations Division. + Establish ... Duties and Responsibilities + Design, implement and monitor technology strategies for the Retail & Business Solutions Group. + Anticipate risk situations that… more
- SMBC (Jersey City, NJ)
- …Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices ... encompass SMBC Group's Americas Division, inclusive of SMBC Group's wholesale and retail banking operations; US and LATAM representative offices; US broker dealer… more
- Zions Bancorporation (Austin, TX)
- …Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed. + Execute inside/outside ... focused on specific needs of each banking customer. + Support retail objectives/initiatives in capitalizing on business opportunities that directly or indirectly… more
- Citigroup (San Francisco, CA)
- …across multiple channels (both in-person and virtual) + Work with business credit requests less than $250K, recognize/refer larger lending opportunities and ... and prioritization + Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide… more
- Citigroup (Palm Springs, FL)
- …across multiple channels (both in-person and virtual) + Work with business credit requests less than $250K, recognize/refer larger lending opportunities and ... and prioritization + Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management, enabling you to fulfill or provide… more
- KeyBank (Portland, OR)
- …(consumer checking, small business, various deposit products, home equity, unsecured lending , certificates of deposit, etc.). + Developing strong partnerships with ... tele-consulting, outside calling, prospecting, and networking. (required) + Understanding of consumer credit - including loan to value, debt to income and credit… more
- SitusAMC (New York, NY)
- …real estate, due diligence process, commercial lending policies, securitization and credit and risk management policies + Full understanding of property ... lease agreements, surveys, title reports, zoning reports, property insurance policies, credit reports, and other due diligence requirements + Compiles excel data… more
- KeyBank (Sandusky, OH)
- …(consumer checking, small business, various deposit products, home equity, unsecured lending , certificates of deposit, etc.). + Developing strong partnerships with ... and external centers of influence. + Ensuring compliance with operational, risk , security and audit procedures and policies including appropriate documentation of… more
- Comerica (CA)
- …Dealer Services customers, a portfolio with $9B? in exposure, reporting findings for risk management that directly and indirectly impact credit decision making. ... Present findings and recommendations on substandard results in post audit meetings with lending and credit management. Must have confidence to make/defend audit… more