- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of:** . Advanced knowledge of risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies. . Risk governance ... provide advice on such documentation negotiation from the credit perspective. . Securities/ Private Client and Asset Management products and an understanding of… more
- PNC (NJ)
- …experience and advice for our clients. As a Business Development Officer Sr . - Insurance Strategist within PNC Bank's Private Bank Insurance organization, ... Decision Making - Extensive Experience Managing Multiple Priorities - Expertise Client Relationship Management - Working Experience Selling - Extensive Experience… more
- World Vision Inc. (Washington, DC)
- World Vision is hiring a Senior Grant and Contract Officer on the Grant and Contract Services Team. At a Glance Position: Senior Grant and Contract ... work in the USA for any employer. Reports to: Senior Manager of Grant and Contract Services Required Experience:...time. Estimated Salary Range: $89,680- $110,000 The Job The Sr . Grants and Contracts Officer will manage… more
- Bank of America (Tampa, FL)
- SR AB Credit Officer Atlanta, Georgia;Tampa,...and make an impact. Join us! **Job Description:** The Senior Asset Based Credit Officer covers a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Atlanta/ SR -AB-Credit- Officer \_25024712-2) **Job Description:** At Bank of America,… more
- City National Bank (Beverly Hills, CA)
- * SR . ESTATE SETTLEMENT OFFICER * WHAT IS THE OPPORTUNITY? This position is responsible for the administration and distribution of estate/trust assets held within ... an administrative trust or probate. The Sr . Estate Settlement Officer facilitates family meetings,...by developing and maintaining partnerships with internal Trust Team, Private Bankers, and through referrals from other business lines.… more
- City National Bank (Los Angeles, CA)
- * SENIOR CREDIT RISK REVIEW OFFICER * WHAT IS...desired, along with understanding of high net worth and private client lending and retail loan products. * ... all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of...experience as a commercial lender, regulator or credit review officer * Minimum of 5 years of MS Office… more
- Citizens (New York, NY)
- Description The Private Bank, Sr . Private Equity Lending Associate (Fund Finance) supports the Relationship Manager with their loan portfolio with ... ensuring a high level of quality control from initial client contact through the closing process. The Private...from inquiry through post-closing (eg, presents loan to Credit Officer for approval, locks & submits loans, collects conditions,… more
- Travelers Insurance Company (Diamond Bar, CA)
- …and economic exposures and financial performance. The underwriting process may involve client meetings with senior management and/or Chief Information Security ... Underwriters will work with Publicly traded corporations, Financial Institutions and Private and Non-Profit entities. Coverages include Cyber Risk Insurance and… more
- UNUM (Chattanooga, TN)
- …provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life's moments. And this starts with ensuring ... This position is responsible for analyzing, structuring, and monitoring debt private placements. The individual will provide credit opinions and recommendations to… more
- KeyBank (Syracuse, NY)
- …net worth + Administers complex trust (ex: Special/Supplemental Needs Trust, Private Foundations, Scholarship Trusts, Trust Under Agreement, Trust Under Will, etc) ... Uniform Principal and Income Act, including analysis of total return distributions Client Servicing and Retention + Executes prioritized pro-active client … more