- Citigroup (Boca Raton, FL)
- The Senior Wealth Advisor SAFE Act is a seasoned...This position requires the employee to register as a mortgage loan originator with the Nationwide ... using firm models & research. + Master referral opportunities to grow portfolio . + Refer opportunities to segment partners where appropriate (including, but not… more
- Rock Family of Companies (CA)
- As a Senior Credit Strategy Manager, you'll harness advanced analytics and deep industry expertise to manage and enhance affiliate credit strategies focused on ... personal loans. You will play a pivotal role in driving portfolio growth while safeguarding credit quality, optimizing both revenue and risk. By leveraging your data… more
- JPMorgan Chase (San Francisco, CA)
- …to select the best mortgage product for the client, and guide the loan package through the process from pre-approval to funding. This role requires a minimum of ... strategies, engaging with clients to understand their business needs, shepherding loan opportunities through the process and providing innovative solutions to help… more
- M&T Bank (Worcester, MA)
- …to business owners). Build relationships with non-branch business partners (eg business bankers, mortgage loan originators). + Perform basic sales duties. + May ... and retain existing relationships by proactively identifying opportunities leveraging the portfolio management process and utilizing the fundamentals of the Bank's… more
- MetLife (Whippany, NJ)
- …opportunities across a wide universe of industries and sectors. In addition, the Senior Director will support the team's whole loan securitization efforts, with ... on wholesale loan purchases and forward flow arrangements. Finally, the Senior Director will also support administrative, marketing, and data projects related to… more
- Middlesex Savings (Natick, MA)
- …and modifications. + Underwrite existing credits as part of the Bank's routine portfolio monitoring. This includes mortgage and investment reviews as well as ... financial statements and provide interpretative analysis for use in loan decision making. + Underwrite new money requests, renewals,...authoring annual portfolio monitoring reports presented to Senior Management,… more
- PNC (Charlotte, NC)
- …company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. The ... PNC's credit exposures and credit risk. Results from CRR's assessments are provided to senior management and PNC's Risk Committee of the Board of Directors. As CRR… more
- First Horizon Bank (Houston, TX)
- …role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses. Provides a full range of banking ... As needed, interview applicants, completes required documentation and recommends loan products to customers. + Determines best loan...with high close rate + Builds and maintains a portfolio mix of targeted high value and high potential… more
- Carrington (Old Greenwich, CT)
- …the US real estate, mortgage and fixed income markets. Through the mortgage loan servicing and property management operating affiliates, CCM is uniquely ... analyze various tax scenarios/issues and provide analysis and recommendations to senior management. **What you'll need:** + Strong verbal and written communication… more
- Deloitte (Boston, MA)
- …agreements to research asset level debt origination terms for corporate bond portfolios, mortgage -backed security portfolios, and mortgage loan pools. + ... of large portfolios of fixed income investments. Work You'll Do As a Tax Senior in this group, you will manage relationships, ensure timely reporting of milestone… more