- M&T Bank (Getzville, NY)
- …for submitting loan modification workups for the entire waterfall of investor workout options. **Primary Responsibilities:** + Understand investor 's waterfall ... that all documentation and account decisions comply with banking policies, investor guidelines and applicable regulations. + Assess property value and variance… more
- Wells Fargo (Minneapolis, MN)
- …interactions and production of external materials for earnings releases and investor meetings. **Program Overview** The Finance Analyst Rotational Program is a ... Investment Portfolio + Technology Finance + Treasury + Controllers Division + Investor Relations **This role provides opportunities for:** + Ownership of key finance… more
- MUFG (New York, NY)
- …+ Collaborate with internal Treasury, Risk, Legal, IT and Controller teams + Support investor marketing efforts and respond to investor inquiries + Support ABCP ... reports on the short-term fixed income market. + The role includes investor marketing and updating pitch books, discussions with the rating agencies, coordinating… more
- Walmart (Bentonville, AR)
- …** + **Shape disclosures and report on a defined issue portfolio for investor and thought leader audiences.** Craft and produce strong ESG disclosures, adhering to ... and work with other members of the ESG team, Investor Relations, and Corporate Communications on the strategy to...to reach target audiences, including through ESG reporting, direct investor and other stakeholder engagement, and other channels. +… more
- NBT Bank (Albany, NY)
- …Correspondent and other Investors. Tracking and loan package administration for all Investor related loan sales and purchases of CRA wholesale Loans. Provide ... as well as for Conferences, Professional Organizations, Training and Investor Seminars. Tasks Performed: + 25% Prepare and maintain...well as tracking and loan package maintenance for all investor related loan sales and purchases of CRA Wholesale… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …position is responsible for data file import, data entry into the investor loan delivery systems, validating data accuracy including Special Feature Codes, passing ... with but not limited to, internal business partners including Trading, Investor Reporting, Document Custodian, Post Closing, and Underwriting. Ensure that all… more
- The Croghan Colonial Bank (Fremont, OH)
- …are input into the core system according to bank, regulatory and investor guidelines. + Documents reviewed may include loan approval forms, appraisals, title ... and maintenance requests in compliance to Bank, regulatory and investor guidelines + Prepare payoff quotes and send to...banking regulations (eg Bank Secrecy Act, Patriot Act) and investor guidelines. + High level of accuracy in reviewing… more
- M/I Homes (Columbus, OH)
- …files to ensure compliance with M/I Financial LLC, government regulations and investor guidelines. Responsible for reviewing and resolving all pending loan issues, ... to personnel for correction and upload corrective documents to clear the investor suspense. Duties and Responsibilities + Oversees and manages the daily activities… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …training. + Processes Unintentional Balloon Loans, notify customers according to investor requirements and process accordingly, refer to default as needed. + ... and the customer is monitored for discharge in accordance with the Act and investor requirements. + Perform manual rate changes for ARMs that have annual or… more
- M&T Bank (Clanton, AL)
- …loan requests based on a thorough knowledge of product, underwriting, and investor guidelines. Serve as the communication liaison between the customer and M&T's ... all verifications to ensure they adhere to product, underwriting and investor guidelines. + Perform other administrative duties supporting the origination department… more