• Brokerage Financial Planning Officer

    Truist (Nashville, TN)
    …with goal-based planning tools. + Work closely with the Financial Advisors and PCG Portfolio Management Officer to help the team devise the appropriate ... cash flow analysis, to include long term planning for retirement income. Asset/liability management and review is key to overall client planning. + Implement the use… more
    Truist (08/13/25)
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  • Prospect Development Officer

    Beth Israel Lahey Health (Charlestown, MA)
    … is responsible for identifying new prospects, providing research information, and supporting portfolio management and analysis. The Officer helps ensure ... the identification of prospects for specific campaigns and fundraising initiatives. **Prospect Management & Portfolio Strategy** + Participate in portfolio more
    Beth Israel Lahey Health (10/04/25)
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  • Investment Officer II, Total Fund…

    CalSTRS (Sacramento, CA)
    …. Under the direction of the Senior Portfolio Manager, Total Fund Management , the Investment Officer II is responsible for quantitative modeling, analysis, ... Job Posting: Investment Officer II, Total Fund Management State...and support for balance sheet portfolio management and strategy...and support for balance sheet portfolio management and strategy to support the management more
    CalSTRS (10/04/25)
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  • Credit Portfolio Officer - Vice…

    Citigroup (O'Fallon, MO)
    The Credit Portfolio Officer is a senior-level position responsible for leading activities including credit review, credit approvals and monitoring the ... + Prepare risk management presentations for senior management that include analytics on expected portfolio ...senior management that include analytics on expected portfolio performance and areas of potential risk and/or opportunity… more
    Citigroup (09/24/25)
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  • SVP, Credit Portfolio Senior Officer

    Citigroup (Wilmington, DE)
    The Credit Portfolio Senior Officer I is a senior-level position responsible for leading activities including credit review, credit approvals and monitoring the ... experience + Master's degree preferred **Job Family Group:** Risk Management **Job Family:** Portfolio Credit Risk Management **Time Type:** Full time… more
    Citigroup (10/04/25)
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  • Commercial Portfolio Loan Officer

    TD Bank (Portland, ME)
    …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Commercial Portfolio Loan Officer III administers and monitors portfolio ... records and files and updates information as needed. Prepares more in-depth management reports summarizing portfolio activity + Pays specific attention to… more
    TD Bank (10/12/25)
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  • Credit Portfolio Officer

    Citigroup (Schaumburg, IL)
    The Credit Portfolio Officer is a senior-level position responsible for the end-to-end management and continuous validation of all post-implementation ... + Demonstrated accountability, self-motivation and business acumen **Job Family Group:** Risk Management **Job Family:** Portfolio Credit Risk Management more
    Citigroup (08/08/25)
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  • Regional Philanthropy Officer , Individual…

    American Red Cross (Houston, TX)
    …Good!** **_WHAT YOU NEED TO KNOW:_** _Job Title:_ **_Regional Philanthropy Officer - Individual Donors_** _Location:_ **_Greater Houston area_** _The American Red ... Cross is looking for a Regional Philanthropy Officer who will meet fundraising goals and objectives and...of 5 years of corporate fundraising, sales, and/or relationship management experience. + Proven track record of securing corporate… more
    American Red Cross (09/19/25)
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  • Lead Servicing Officer (Commercial…

    KeyBank (Salt Lake City, UT)
    …in a hybrid capacity._** **Job Summary** Responsible for servicing assigned Construction portfolio consisting of a variety of products primarily for the Community ... construction documents and due diligence applicable to construction and risk management . Responsible for providing superior client service and expertise related to… more
    KeyBank (10/07/25)
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  • Credit Portfolio Senior Officer I

    Citigroup (Wilmington, DE)
    …business growth, regulatory compliance, and operational excellence.** **Job Family Group:** Risk Management **Job Family:** Portfolio Credit Risk Management ... innovation by assessing emerging tools, platforms, and methods for credit risk management .** **Cost of Ownership & Optimization** **Conduct deep analysis of total… more
    Citigroup (09/24/25)
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