- JPMorgan Chase (Columbus, OH)
- **Job Description** The JP Morgan Wealth Management Lending Product Analyst (LPA) serves as a point of contact for all inquiries from Advisors and Clients. ... As part of Wealth Management Lending Solutions, this role is focused on growing the lending business by providing seamless execution of all new … more
- Bank of America (Charlotte, NC)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of America, we are ... Executive (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving...income streams + 3 - 5+ years of commercial/private wealth management credit experience + Strong negotiation… more
- Bank of America (Charlotte, NC)
- Credit Manager, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a ... to end credit process for a portfolio of Private Wealth Management clients and works with the...Executive (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving… more
- Citigroup (San Francisco, CA)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending Advisors partner with ... restructuring existing loans as part of clients overall capital management . We have Lending representation across 8...West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and… more
- Citigroup (Tampa, FL)
- …compliance and operational risk manager for Global Wealth Securities Backed Lending (SBL) Independent Compliance Risk Management (ICRM) and Global Wealth ... failed internal processes, inadequate controls, and emerging risks for Global Wealth Deposits and Lending businesses. **Responsibilities:** + Provide compliance… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...in collaboration with segment leadership to support wider Citi Wealth lending growth aspirations. Ensuring effective and… more
- Bank of America (Pennington, NJ)
- …ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ensuring ... risk adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit… more
- Eastern Bank (Saugus, MA)
- … services including banking services, residential and commercial lending , cash management , and wealth management . Oversees general administration of ... businesses, private partnerships, and non-profit organizations. **Skills/Knowledge** **Knowledge of banking, lending , and wealth management products.** +… more
- LTD Global (Fremont, CA)
- …a full range of financial products including personal and business banking, mortgage lending , and wealth management . It distinguishes itself through ... growth through philanthropic initiatives and community engagement. Position Overview The Wealth Management Private Banker will partner with branch managers… more
- Truist (Charlotte, NC)
- …and internally with Relationship Management partners and Credit Risk Management . Experience with structured wealth lending underwriting or ... covenants and pricing to recommend deals to credit risk management . Respond to client needs, participating in client presentations,...and experience. Minimum of seven (7) years in structured wealth lending or with large commercial credit… more
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