- SitusAMC (New York, NY)
- …standalone term sheets, conduit top 10 large loan write ups and roadshow sales notes + Stratify financial information for standalone and conduit marketing materials ... + Support deal team/ sales force during deal marketing and pricing + Aid...with securitization offering documents (Securitization Term Sheets, OC/OMs, etc.), mortgage loan legal documents including Third-Party reports (Appraisals, PCAs,… more
- JPMorgan Chase (Los Angeles, CA)
- …in the financial services industry + In-depth knowledge of bank loan, deposit, mortgage and credit products + Ability to understand the overall credit capabilities ... procedures + Expertise in credit and derivatives transactions + Sales experience including: profiling, overcoming objections, negotiation, team selling approach,… more
- First Horizon Bank (Memphis, TN)
- …sales proposals for client presentations with the support of the Treasury Management Sales Analyst + Demonstrate proficient in knowledge of all strategic TM ... product demonstrations as needed + Manage work load of assigned Treasury Management Sales Analyst for efficient onboarding and exceptional client experience +… more
- Bank of America (New York, NY)
- …subsector expertise and a broad understanding of bank structures + Lead, coach, develop Treasury Sales Analyst in day to day support of client deliverables + Be ... Treasury Sales Officer, Non-Bank Financial Institution Segment New York,...equivalent work experience + Prior experience supporting Insurance, PayTech, Mortgage or other NBFI client segments and a Certified… more
- Truist (College Park, MD)
- …delivery of a broad range of retail solutions including banking, mortgage , planning, investments, and insurance services. Leverage the Truist referral network ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery… more
- Bank of America (Atlanta, GA)
- …complex accounts. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. ... Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in… more
- CBRE (Dallas, TX)
- …countries. CBRE serves clients through four business segments: Advisory (leasing, sales , debt origination, mortgage serving, valuations); Building Operations & ... appraisal report. (To be reviewed by Sr. Real Estate Analyst /Managing Director) + Apply Argus (cash flow software) and...on market comparisons. + Make a comparison based on sales of similar properties with significant input from the… more
- Truist (Laurel, MD)
- …team of Premier Bankers (In-Market and/or Virtual) to deliver the Truist Premier sales and service model achieving revenue and production goals by retaining and ... designated to support client service and business development efforts (eg banking, mortgage , planning, investments, and insurance services) in a manner that promotes… more
- Bank of America (Beverly Hills, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... without direct authority + Minimum of 5 years' experience performing specialist/ analyst level responsibilities or equivalent industry experience **Skills** : +… more
- CBRE (Boston, MA)
- …countries. CBRE serves clients through four business segments: Advisory (leasing, sales , debt origination, mortgage serving, valuations); Building Operations & ... responsible for day-to-day management and operations a team assigned to provide analyst services and CAFM system oversight and administration. The key objectives of… more