- TD Bank (Philadelphia, PA)
- …conversations, review and analyze financial information, suggest appropriate product and/or service options, and coordinate introductions/interactions with ... areas to deepen banking relationships in Commercial, Small Business, Lending , etc. + Stay informed on all developments in...feedback to Retail staff on effective methods to make product referrals for mass affluent customers + Responsible for… more
- MUFG (Los Angeles, CA)
- …part of the Portfolio Management Group (PMG) team supporting the EF lending business. Critical functions of this position include assessing risk factors associated ... and reducing credit costs. You as a Credit Risk Manager in PMG will be responsible for the implementation...relationship managers in GRM (Global Relationship Management), and various product partners + Train and guide the junior members… more
- City National Bank (New York, NY)
- … or Credit Manager 's request to facilitate delivery of the credit product and/or or assist in problem resolution. * Provides balanced and appropriate credit ... decision and optimal credit strategy. * Maintains up-to-date knowledge on all Bank lending policies and regulations. Confers with the Manager and appropriate… more
- Main Street Bank (Pepperell, MA)
- …Employment Status:Full Time Department: Retail Location:Branch Reports To: Assistant Branch Manager / Relationship Manager Date Prepared: 11/21/23 Human ... a more complex nature. In collaboration with the Assistant Manager and/or Branch Manager , they actively ensure...included in this description are intended to reflect in general the duties and responsibilities of this classification and… more
- TD Bank (Portland, ME)
- …expertise + Applies expert knowledge and best practices to implement process, product or service improvements + Oversees and/or independently performs tasks from end ... with discretion **Preferred Qualifications:** + Understanding/knowledge of front end lending (acquisitions), loan processing/servicing (account management) through collections and… more
- TD Bank (Philadelphia, PA)
- …of existing and potential borrowers. This job works cooperatively to support the Lending and Credit functions of the Bank. + Responsible for financial analysis of ... of Borrower's character, credit worthiness and financial condition + Supports the lending function by providing analytical support + Prepares insightful and timely… more
- Liberty Bank (Middletown, CT)
- …initiatives and investment. SUMMARY OF THE JOB: Reporting to the Secondary Market Manager , the incumbent is responsible for the successful delivery of loans to the ... post-closing, loan auditing, loan shipping or closing area. + Product knowledge to include all types of mortgage loans....federal regulations including but not limited to TRID, Fair Lending , RESPA, and HMDA. + Ability to prioritize workload,… more
- TD Bank (Deptford, NJ)
- …develops and coaches the team on delivering effective Customer service, product , advice conversations and/or advice-giving service; supports service and advice ... Residential Mortgages, Customers that show a need in a more complex product ) + Connects with our Customers/Prospects, provides financial advice, and deepens… more
- Wells Fargo (Dallas, TX)
- …Fargo. It all begins with outstanding talent. It all begins with you. **Banking, Lending , & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services ... individuals and families based on needs related to banking, custom lending , and trust services. These bank specialists leverage resources, valuable research,… more
- Truist (Norcross, GA)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... and solutions. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide… more