- Anywhere Real Estate (Memphis, TN)
- …Advisor** : Effective and regular use of CRM to update pipeline progress. Develop due diligence presentation on prospects for brand leadership to use in brand ... events, ensure understanding of due diligence by business partners + **Collaborator:**...phases of the sales process independently with support from manager in final meetings. Lead primary meetings and discussions… more
- FirstBank PR (Miami, FL)
- …during the preparation and/or review of the CAM, its underwriting, credit analysis and due diligence . + Maintains continuous contact with RM's, Agent Bank and ... financial models, lender presentations/decks, public filings, data rooms, diligence reports, appraisal reports, and other related loan information and supporting… more
- Intuit (Mountain View, CA)
- …Intuit's Corporate Development process including inorganic strategies, target identification and valuation, due diligence , and deal negotiations for one or more ... the strategy of the company. Intuit is the global financial technology platform that powers prosperity for the people...+ Lead a high performing team of principal and manager -level professionals, including coaching and developing team members to… more
- BMO Financial Group (Milwaukee, WI)
- …and improve the customer experience through the lending process. + Participates in due diligence for portfolio or bank acquisitions via credit risk evaluations. ... to overall review assessments and grades timely, accurately and with appropriate diligence . + Represents Credit Risk Review as requested in various cross enterprise… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …reports. * Collaborates with internal and external product experts to insure proper due diligence of products. * Develops and maintains checklists for tracking ... information. **Essential Duties and Responsibilities** * Serves as relationship manager for a subset of existing clients, at discretion...65 and/or 66 as required by state. * Certified Financial Analyst preferred. **" Due to pay transparency,… more
- US Bank (Westminster, CO)
- …advisory, and insurance + Deliver economic and market views, investment strategy, manager /fund/security research, and due diligence + Portfolio construction ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...it be determined the position is no longer required due to business need. Job postings in areas with… more
- Amphenol CIT (Cerritos, CA)
- …participate in strategic IT decisions and ERP implementations. + Support acquisition due diligence and integration, product divestitures/moves, and other large ... today and kickstart your journey with us. **SUMMARY** Maximizes return on financial assets by establishing financial policies, procedures, controls, and… more
- CBRE (Dallas, TX)
- …internal valuations. + Dispositions - lead hold-sell analyses, analyze BOVs, gather due diligence materials, and prepare investment committee memorandums + ... The Commercial Asset Management Associate will work with the South Regional Asset Manager and Analyst across various asset classes (office, life science, retail, and… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- …existing loans within the C&I and CRE portfolio. This includes performing necessary due diligence (ie flood work, engaging inspectors & environmental engineers, ... forth in the credit approval + Work with Relationship Manager /Underwriter to understand the transaction and make sure that...and make sure that all relevant documentation and necessary due diligence is obtained + Prepare funding… more
- TD Bank (New Haven, CT)
- …+ Supports and participates in process improvement opportunities + Ensures necessary due diligence to support the accuracy of all Customer ... and Sales objectives. In the absence of any other manager , the Store Supervisor is expected to manage the...items and educating the Customers to assist with their financial needs + Requires knowledge and understanding of … more