- City National Bank (New York, NY)
- …Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all ... (eg, wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive… more
- PNC (Philadelphia, PA)
- …with little or no oversight. Exercises exception and elevated approval authority. Prepares loan offerings for all types of transactions at any level of complexity or ... in management of a portfolio as assigned. Interacts with internal/external customers. Serves as...by analyzing credit, collateral strength and financial worthiness of loan /transaction parties. If relevant, performs ongoing credit risk management… more
- Bank of America (San Jose, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain ... deliver solutions **Skills:** + Business Development + Client Investments Management + Portfolio Analysis + Portfolio Management + Wealth Planning + Causation… more
- Truist (Atlanta, GA)
- …Wholesale Documentation Review and Exception Clearing, UCC Monitoring, Life of Loan Flood Servicing, and Hazard Insurance-that support small business, core and ... complex wholesale loan portfolios. This role ensures high-quality service delivery across...with Line of Business (LOB) segment leadership to optimize portfolio profitability by maintaining a strategic balance between service… more
- The Boeing Company (Berkeley, MO)
- …accuracy. The selected candidate will report to a BDS Flight Engineering Senior Manager and will receive guidance from a senior Aero Stability and Control Technical ... Space & Security responsible for performing Flight Engineering across a large portfolio of products and development programs. Product areas within the Flight Systems… more
- Truist (Greensboro, NC)
- …4. Perform detailed review of all documentation to ensure that loans meet portfolio and investor guidelines. 5. Provide consistent communication on loan status ... smooth process to close on time. 6. Ensure that loan quality standards are met when submitting loans to...work all hours scheduled, including overtime as directed by manager /supervisor and required by business need. ? Travel Minimal… more
- M&T Bank (Buffalo, NY)
- …as well as balance sheet and capital planning, including but not limited to, loan delinquency, default and loss models, loan prepayment and utilization models, ... financial instrument valuation methods. + Prepare, manage and analyze large customer loan , deposit and/or financial data sets for statistical analysis in Structured… more
- M&T Bank (Bridgeport, CT)
- …created properly, executed accordingly and any needed items are obtained for the loan or lease to be perfected. Work with Legal on customer documentation ... approval. Ensure completion and documentation of all files for submission to Portfolio Audit. Participate in special assignments and projects. Serve as resource to… more
- Citizens (Johnston, RI)
- …customers. + Ensure Quality Assurance process is in place and adhered to prior to loan disbursement. + Assist the Group Team Manager where necessary + Fraud ... be critical to underwrite private student loans, education refinance loans (student loan consolidation loans) and unsecured loans including automated and manual … more
- PNC (Pasadena, CA)
- …related recommendations for improvement if necessary.Such reports are utilized by Portfolio Management to confirm the credit worthiness of the collateral securing ... the loan and to make informed credit decisions. + Communicates...Exam due diligence process.Participates in meetings with the Relationship Manager and/or existing Borrower's representatives (typically the CFO, CEO… more