• Client Onboarding & KYC

    SMBC (New York, NY)
    …portfolio of benefits to its employees. **Role Description** Perform daily processing of client onboarding documentation and KYC due diligence. Perform a ... and invoice processing. **Role Objectives** + Provide support to onboarding processes, ensuring that all tasks and data required...line with AML /BSA policy. + Support the end-to-end KYC process; collate and review client documentation,… more
    SMBC (08/08/25)
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  • Commercial Portfolio Administrator

    M&T Bank (Binghamton, NY)
    …post-booking. Conducts review of key legal and approval documents and loan onboarding checklists. + Participate in monitoring of ongoing credit risks of existing ... up internal processing issues, on hazard insurance updates, on-going KYC remediation's, collateral documentation, in accordance with Credit Policy, Commercial… more
    M&T Bank (08/16/25)
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