- Truist (Atlanta, GA)
- …activities may change from time to time. 1. Work within the Truist risk framework to prioritize relationship management activities with a focus on the client ... to book management data (ie pipelined reports and referrals) 3. Support the sales and retention efforts by scheduling appointments, making follow up telephone calls,… more
- Truist (Miami, FL)
- …to a centralized service team as appropriate. + Work within the Truist risk framework to prioritize relationship management activities with a focus on the client ... to book management data (ie pipelined reports and referrals) + Support the sales and retention efforts by scheduling appointments, making follow up telephone calls,… more
- Kelly Services (Toledo, OH)
- …assigned customer base. - Developing action plans collaboratively with credit and sales teams to maximize results and mitigate risk . - Participating in cash ... forecasting and presenting in monthly AR aging meetings. **This job might be an outstanding fit if you:** - Have a High School Diploma and at least 2 years of applicable work experience in accounts receivable, collections, or cash application. - Preferably… more
- Aston Carter (Irving, TX)
- …Responsibilities + Complete and document daily collection calls and identify high- risk accounts, placing them in suspension according to department guidelines. + ... disputes to the appropriate department for resolution, and conduct conferences with sales and/or customers to resolve disputed items. + Conduct monthly meetings to… more
- JPMorgan Chase (Irvine, CA)
- …training preferred, with experience financing overseas operations and screening transactions with credit or other risk issues FEDERAL DEPOSIT INSURANCE ACT: This ... to your clients. A role as an International Product Specialist is for you. As an International Product ...Capabilities and Skills** + 5+ years of successful direct sales or relationship management - focused on International Treasury… more
- Wells Fargo (Charlotte, NC)
- …letter of credit structure, documentation, governing rules, internal policies, and credit risk implications + Make decisions in complex and multi-faceted ... and collaborating with other business and functional areas + Certified Documentary Credit Specialist (CDCS) Certification + In-depth knowledge of Uniform Customs… more
- BMO Financial Group (Los Angeles, CA)
- …degree in Finance or related field, MBA or Masters degree preferred. + Extensive credit and risk expertise. + Expert knowledge and technical proficiency related ... and lending products. The team will be comprised of portfolio bankers, credit administrators and analysts. The individual will provide technical expertise on … more
- BMO Financial Group (Chicago, IL)
- …and the various regulations that directly impact the Bank. + Provides credit risk coaching and advice to sales & service employees to increase awareness of ... manage risks. Advises internal and external stakeholders on complex, high- risk credit risk transactions and...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies… more
- BMO Financial Group (Los Angeles, CA)
- …specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending ... + Ensures new business meets policy and procedures requirements for profitability and risk management. + Provides advice and support where needed with a focus on… more
- BMO Financial Group (San Ramon, CA)
- …Client Performance / Portfolio Management (35%) + Sales Support and Partnership (25%) Credit Assessment & Risk Management + Operate as key member of the deal ... with deal team members across functions - including deal specialist , legal and Credit - to analyze,...and net worth to determine repayment support and mitigate credit risk . Skills: + Highly developed written… more