- Tradeweb (Jersey City, NJ)
- **Company Description** Tradeweb is a global leader in electronic trading for rates, credit , equities, and money markets . As financial markets become ... _Best Financial Services Companies to Work For_ . Tradeweb Markets LLC ("Tradeweb") is proud to be an EEO...Spending Accounts** : You may elect to set aside pre- tax earnings to pay for eligible health care and… more
- Banc of California (Denver, CO)
- …banks focused on providing banking and treasury management services to small, middle- market , and venture-backed businesses. Banc of California offers a broad range ... wherein the Company operates. **HOW YOU'LL MAKE A DIFFERENCE** + Establishing new relationships and fostering existing relationships + Self-sourcing new … more
- Mizuho Corporate Bank (New York, NY)
- …with Front Office to fulfill onboarding requests with all pertinent, available KYC, Tax , Regulatory, Legal, and Credit information + Evaluate onboarding requests ... and ensuring they are fulfilled specifically Mizuho's KYC, Regulatory, Credit , and Legal processes in a timely and accurate...gaps to inform training and procedural documentation + Evaluate new types of product Mizuho creates for its customers… more
- BMO Financial Group (Chicago, IL)
- …underwriting, closing and managing multifamily construction loans for Low Income Housing Tax Credit Developments across the US Facilitates decisioning and ... + Maintains current on financing trends in target clients' markets , and communicate same to team members. + Leads...internal stakeholders for accurate, detailed client information. + Develops credit information to make lending decisions on new… more
- City National Bank (Salt Lake City, UT)
- …to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive ... the origination of new credits. Primary responsibilities include: * Provide comprehensive credit recommendations and presentations to key risk partners related… more
- Brown-Forman (Louisville, KY)
- …logistic/transportation personnel, freight forwarders, IT, BF Sales and Marketing, Finance, Legal, Tax and Credit to analyze and develop a contingency plan ... accurate, complete, and timely management of orders for assigned markets by managing the entire life cycle from order...to manage and assess cost-reducing delays and impacts to market . + Develop communication on critical information related to… more
- Moss Adams LLP (Seattle, WA)
- …federal and state credits and incentives. Our work includes conducting tax credit studies, facilitating client meetings, documenting eligibility criteria, ... as a leader along the way. Our firm's size, middle- market clients, customized career paths, and supportive culture make...\(PWA\) team. The PWA team supports clients pursuing enhanced tax credits and deductions under the Inflation Reduction Act… more
- Columbia Bank (AZ)
- …for people. Together for business. Together for better. **About the Role:** Underwrites new and renewal credit requests for our Native American banking ... relationships which is comprised of working capital lines of credit , asset-based lines of credit , commercial real estate loans (Owner Occupied and Investor),… more
- Atria Wealth Solutions (Fort Worth, TX)
- …otherwise educating and updating themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with ... Financial Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide...of the public to meet and to retain potential new clients for CFS, including conducting client workshops/seminars on… more
- Truist (Dallas, TX)
- …with a service delivery plan for clients and prospects. 3. Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, ... via CRM system. 8. Establish consistent visibility within local legal or medical markets via event attendance. 9. Participate in campaigns or volunteer at committee… more