- Truist (Philadelphia, PA)
- …stages of the loan process. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting ... following job description:** Under moderate supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders… more
- Truist (Atlanta, GA)
- …stages of the loan process. Assist the banker in staying in compliance with regulations such as Reg B, BSA/AML, etc. Collect client information and assisting ... the following job description:** Under limited supervision, provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales… more
- Enterprise Bank & Trust (St. Louis, MO)
- …testing and credit portfolio reporting for the Bank. Compiles and analyzes portfolio loan data and builds risk models to reduce operating losses and maintain ... protection of assets. Monitors quality of loan portfolio data and provides data to Bank Management...data to Bank Management to make informed decisions. **Essential Duties & Responsibilities** + Maintains and manages the CECL… more
- Woodforest National Bank (Houston, TX)
- …underwriting and evaluation of loans originated by Commercial Relationship Managers. Reviews completed loan analysis and loan compliance reviews with the ... credits. The Portfolio Manager III participates in the underwriting and loan summary preparation and on-going portfolio management related to Credit facilities.… more
- HUB International (Irving, TX)
- …caller as to what documentation is needed to satisfy the customer's loan agreement. Additionally, the Customer Service Representative will accurately complete ... loan transactions, as necessary. Representatives will maintain customer privacy...work environment with financial security and career satisfaction. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Field inbound and outbound calls… more
- Wells Fargo (Richmond, VA)
- …adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans + Understand real estate appraisals, ... activities with the registration lock-in; analyze and offer mortgage loan products based on client needs + Review and...+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or… more
- Columbia Bank (WA)
- …loans. Responsible for handling the financial reporting required from borrowers, covenant compliance , and term loan reviews. Contributes to underwriting new ... and Relationship Managers in the management of Commercial Real Estate Division's loan portfolio by reviewing, analyzing and evaluating credit data for commercial… more
- City National Bank (Charlotte, NC)
- …to identify alternatives to resolve problem loan situations. * Participates in Loan Review and Compliance exit reviews and ensures that corrective actions ... support for compliance with all applicable laws, regulations and administrative duties . * Maintains a proactive commitment to established bank programs, such as… more
- M&T Bank (Boston, MA)
- …negotiating legal documents, and obtaining credit approval while ensuring compliance with credit policies and regulatory requirements. The Commercial Credit ... screen through approval and for the life of the loan . This analysis may include recommending adding or removing...forms of commercial credit transactions. + Ensure credit policy compliance by verifying adherence of underwriting to the Commercial… more
- Columbia Bank (CA)
- …second, primarytouch-pointbetween Bank and Client. Responsible for identifying additional loan , deposit, and core fee income opportunities (products; services; ... would satisfy client needs and establish/deepen complete relationships. Makes recommendations on loan structure & terms and refers these issues to next appropriate… more