- Comerica (Houston, TX)
- …and participating in prospect and customer calls. Observing and participating in sales , workload, and loan committee, meetings. Learning risk mitigation ... 20-month rotational program that includes formal credit training and two sales -focused rotations within the Commercial Bank to gain valuable business development,… more
- Merchants Bank (Edina, MN)
- …with MBEF Sales and Merchants Bank Commercial/Ag lenders to prepare Loan Committee credit lease/ loan presentations on new and existing relationships that ... include analyzing financial statements and tax returns accompanying a lease/ loan request. This includes inputting information into financial spreading software,… more
- Heritage Financial Credit Union (Middletown, NY)
- …includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines ... branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders,… more
- Banc of California (Beverly Hills, CA)
- …activity, determine balances, and resolve problems within given authority. + Assist Regional Manager in preparing for sales activities and related material. + ... businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches...liaison between the customer and the branch. Assists with sales related activities such as call preparation, pipeline and… more
- LTD Global (Livermore, CA)
- …and community engagement. Position Overview Reporting to the Special Assets Manager , the Senior Special Assets C&I Underwriter is responsible for underwriting ... and managing adversely graded loans within the Bank's classified loan portfolio. This includes secured and unsecured commercial loans, land and construction loans,… more
- M&T Bank (Bridgeport, CT)
- … loan production. Provision of support and problem solving for lenders on loan structuring on complex credits; joint sales calls. Coordination of efforts of ... of at least three Business Bankers, with a combined loan portfolio of at least $50MM, in meeting assigned...assigned goals + Coordination with branch partners in maximizing sales efforts and cross sales + Networking… more
- Truist (Gainesville, GA)
- …**Please review the following job description:** Under moderate supervision, provide sales , service and loan support to Relationship Managers, Commercial ... Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support...and account data. Monitor reporting and escalate as needed. ** Loan Support** Assist Relationship Managers with general loan… more
- NBT Bank (Albany, NY)
- … loan closing. + 20% Assists Bank CRA Officer, Residential Mortgage Banking Manager , and Sales Manager in the development, implementation, and reporting ... Explains a variety of mortgage products and associated closing costs, negotiates loan terms, and conditions, and finalizes sales . Maintains primary customer… more
- Carrington (Denver, CO)
- …Investor guidelines following company's policies and procedures under general supervision. Our loan product offers extremely competitive rates and terms- the best in ... do:** + A thorough knowledge of **Non Agency or NON QM** mortgage loan underwriting. + Maintains highly confidential information concerning loan applicants. +… more
- UMB Bank (Salem, OR)
- …detailed credit analysis to determine borrower/guarantor repayment capacity + Appropriate loan structuring recommendations + Complete all of or portions of the ... credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new...rating models suitable for each credit request. + Present loan submissions to the UMB senior loan … more