- City National Bank (Newport Beach, CA)
- …needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on ... new client relationships and deepen existing client relationships; provide senior support and act as a role model to...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY CAPABILITIES… more
- JPMorgan Chase (New York, NY)
- …businesses and functional areas across JP Morgan Wealth Management, Consumer Banking, Home Lending and Business Banking. **Job responsibilities** + Lead critical ... ensuring seamless upgrades and rollouts that enhance operational efficiency and advisor productivity. + Collaborate with various stakeholders, including product and… more
- TD Bank (New York, NY)
- …to join a fast-growing team with high internal visibility at the senior executive level. The VP, Global Markets Documentation is responsible for providing ... confirmation agreements, energy and metals agreements, repo and securities lending agreements, and other bespoke capital markets agreements with...+ Act as a trusted point of contact and advisor for internal stakeholders on all matters related to… more
- Fortrex (Atlanta, GA)
- …role in providing strategic insights, financial guidance, and decision support to senior management and stakeholders. Job duties include: . Spearhead the development ... financials and reporting. . Work closely with CFO on Investor and lending relationships, including prepartion for quaterly conference calls, updates to credit… more
- Truist (Richmond, VA)
- …using critical thinking skills. 15. Self-starter **Preferred Qualifications:** 16. Experience in lending , fintech, or the home improvement industry is strongly ... of a portfolio of national dealer accounts, serving as their trusted advisor and primary contact. 2. Drive partner engagement by providing ongoing training,… more
- JPMorgan Chase (Jersey City, NJ)
- …in reaching your career potential. As an Operations Analyst- Loan Sales in Home Lending , you will be responsible for allocating and delivering mortgaged ... for all levels of operational staff from supervisors to senior level management. + Spearhead projects & tasks by...based operating systems including Black Knight, FHLMC Loan Selling Advisor , FNMA Loan Delivery, GNMA SFPDM Chase is a… more