- JPMorgan Chase (Miami, FL)
- …prospecting for new clients and deepening relationships with existing clients + Manage credit opportunities within assigned portfolio up to $40 million + Utilize ... products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients + Manage a portfolio of 50-65 clients; grow portfolio by… more
- Citigroup (Atlanta, GA)
- …+ Introduces solutions to clients in building and strengthening an effective portfolio ; + Works with product specialists and subject matter experts to structure ... clients to identify avenues for new business opportunities; + Administrate the credit relationship of the client, coordinating and supervising the entire process,… more
- SMBC (New York, NY)
- …Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The main function of… more
- BMO Financial Group (WA)
- …experience in Business Development, Negotiation, and Structuring Deals + Must have Portfolio Management experience + Must have Credit Risk Assessment experience ... + Leads the structuring of high-value, complex deals and credit approvals, ensuring alignment with client needs. + Oversees...+ Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns… more
- SMBC (Charlotte, NC)
- …Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** SMBC Americas Division (AD)… more
- BMO Financial Group (Chicago, IL)
- …and clients, and by cross-selling Bank products and services that include credit , trust/investment and cash management. + Participates and provides leadership in ... appropriate documentation for Approved loans. + Negotiates terms under which credit /cash management services will be extended, including costs, repayment method,… more
- Citigroup (Fort Lauderdale, FL)
- …of Citi Private Bank's standard product range, ensuring appropriate compliance with Credit Policy and Risk Acceptance standards + Preparation of Credit ... Securities, Property and other asset classes + Preparing and negotiating credit documentation for facilities, including liaison with external counsel as required… more
- JPMorgan Chase (New York, NY)
- …team, you will work closely with a global team of Analysts, Portfolio Managers, and Investment Specialists to evaluate municipal securities for investment ... . **Job Responsibilities** * Provide buy and/or sell investment recommendations via credit discussions and written credit reports for municipal securities for… more
- Citigroup (Irving, TX)
- …+ 5-8 years of relevant experience + Cross functional experience (eg Analytics, Credit Risk, UAT and JIRA , Portfolio and Limits) + Experience ... managing the 1st and 2nd line execution of Retail Credit Risk Policy Process in the Retail Credit...in Retail Risk or Portfolio monitoring and analysis + Ability to work unsupervised… more
- Citigroup (Tampa, FL)
- …Stewardship: Defendable and Supported Analysis:** + Become business domain expert in wholesale credit product, portfolio and risk management + Accountable for DQ ... and consistent with clear support document reference. + Specialize in assigned portfolio , liaise with business, TM and UW, ensure data integrity, represent R&A… more