- Robert Half Finance & Accounting (Needham, MA)
- …clients. The ideal candidate will excel in business development, portfolio management, and credit analysis, ensuring compliance with regulatory guidelines. ... * Build and nurture relationships with middle-market clients, handling loan requests from origination to funding. * Perform detailed...field. * At least 5 years of experience in portfolio management or middle-market lending within Small Business *… more
- S&P Global (Boston, MA)
- …Executing the operational requirements to manage the lifecycle events of a syndicated loan + Supporting more junior members of staff with any complexities within the ... deal/ portfolio + Interpreting the underlying legal documents to ensure...Qualifications:** + Banking or investment industry experience + Syndicated Loan experience **Right to Work Requirements:** This role is… more
- Middlesex Savings (Natick, MA)
- …+ Analyze financial statements and provide interpretative analysis for use in loan decision making. + Underwrite new money requests, renewals, and modifications. + ... Underwrite existing credits as part of the Bank's routine portfolio monitoring. This includes mortgage and investment reviews as well as authoring annual … more
- Bank OZK (Atlanta, GA)
- …OZK benefits (https://careers.ozk.com/benefits) . Job Purpose & Scope Drives new loan production, deposit growth, client development, and establishes new client ... solutions to fit individual circumstances and resolve issues. + Drives loan production and deposit growth by proactively identifying opportunities and cross-selling… more
- Truist (Atlanta, GA)
- …review performance that supports the Bank's risk appetite and maximizes portfolio quality and profitability. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a ... credit decisioning and risk management processes, maximizing quality and profitable loan growth for the Bank, within established service level agreement timeframes.… more
- SMBC (New York, NY)
- …incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** Underwrite lease and ... loan equipment finance transactions. The ideal candidate will have...will also provide appropriate credit risk analysis for ongoing portfolio management related items. **Role Objectives** * Coordinate with… more
- New York State Civil Service (New York, NY)
- …Backed Securities (ABS), Residential Mortgage Backed Securities (RMBS), and Collateralized Loan Obligations (CLO) using internal and industry tools* Perform ongoing ... due diligence and surveillance of structured portfolio positions and communicating updates in a timely fashion*...sector reviews* Research and analyze collateral and structures, analyze loan details and issuer information on new issue Commercial… more
- Zions Bancorporation (Houston, TX)
- …role is responsible for the growth, retention and expansion of a portfolio of existing customers, and sourcing new customers through referrals. **Essential ... for new and existing clients. Focuses on generating, managing and servicing a portfolio of clients. + Responsible for generating, retaining and expanding business in… more
- KeyBank (PA)
- …**Job Summary** The Business Banking Virtual Relationship Manager actively manages a portfolio of clients within the entry end of the Business Banking segment. ... Virtual RM actively engages partners to mitigate client run off within portfolio . **Essential Functions** + Maintain and manage an assigned client portfolio… more
- Citizens (Chicago, IL)
- …equipment finance industries. The successful candidate will work closely with sales, portfolio management and legal teams to ensure credit quality and regulatory ... management. Objectively identify risk and proactively partner with coverage, product and portfolio teams in the areas of customer selection and creation of… more