- UMB Bank (Phoenix, AZ)
- …3) complete all of or portions of the credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new business and ... in the assessment and underwriting of new REG-Managed Investment Commercial Real Estate (CRE) loans (non-owner occupied CRE loans...+ You will present loan submissions to the UMB senior loan committee on behalf of relationship … more
- Truist (Mclean, VA)
- …documentation and takes steps to address the issues, in consultation with Relationship Manager . + Analyzes financial statements/projections and documents client ... site visit and/or visit with client management team) + Continues to support Senior Portfolio Managers and Portfolio Manager , with financial modeling and credit… more
- Vibe Credit Union (Novi, MI)
- …bringing business services to the market. This role involves partnering with senior leadership, consulting firms, and managing vendor contracts to ensure successful ... project execution. Additionally, the position supports commercial lenders in deposit sales and will transition full-time...a hybrid role of Treasury Sales Officer and Product Manager . In this capacity, the individual will continue to… more
- Zions Bancorporation (Houston, TX)
- …training followed by rotations through various lending departments and builds into a Relationship Manager role. The BDP challenges Credit Analysts to grow and ... + Professional etiquette and sales training + Introductions to senior management + Soft skills training **1B: Retail &...a steppingstone on an analyst's journey to become a Relationship Manager at Amegy Bank. **CAREER PROGRESSION**… more
- Cupertino Electric (Columbus, OH)
- …backlog of our ideal project profile, is a solid and growing relationship with key preferred general contractors and facility owners. Building these relationships ... the primary mentor and example to their employees. PXs will work with their senior project staff to assess each employee's training and development needs and ensure… more
- FirstBank PR (Miami, FL)
- …ADMINISTRATION OFFICER reports to the Credit administration workout manager / Senior Credit Officer providing support for Commercial Credit Administration, ... Items or issues beyond this level are referred to senior members of the commercial and credit...duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to… more
- AON (St. Peter, MN)
- …clients, with line management responsibility for Client Service Directors and other Senior Manager Team colleagues, to deliver excellence in client ... and opportunities + Ensure all levels of Directors or Senior Manager 's reporting to them are fulfilling...the necessary service levels + Maintain a strong working relationship with the ACIM and Aon Group function leaders… more
- Fifth Third Bank, NA (Rosemont, IL)
- …degree of complexity. + Ability to partner with all deal stakeholders including clients, relationship manager and credit teams. + Expertise in financial and risk ... Management participates in the execution and achievement of the Fifth Third Commercial Bank's Asset Based Lending (ABL) strategic initiatives through day-to-day … more
- BMO Financial Group (Los Angeles, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the ... Implements a relationship management plan in collaboration with the lead relationship manager . + Implements business development strategies to acquire new… more
- SAP (San Ramon, CA)
- …driving revenue through customer management and engagement over the lifecycle of SAP's relationship with the customer. The focus of the Vice President of Customer ... within a geographic market unit working cross functionally across the commercial organization (Sales, Support and Services Delivery) to insure profitable adoption… more