- Citizens (Johnston, RI)
- …our custom credit products. The role of the Private & Wealth Lending Credit Services Professional performs functions supporting underwriting, ... of services, expertise, and research, while intimately focusing on each client's unique circumstances. Private & Wealth Specialty Lending , a critical part of… more
- Citigroup (New York, NY)
- …initiatives in collaboration with segment leadership to support wider Citi Wealth lending growth aspirations. Ensuring effective and consistent compliance ... service while helping clients preserve, grow and manage their wealth . Lending is a key product offering... solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi … more
- Bank of America (Charlotte, NC)
- …with complex balance sheets and income streams + 3 - 5+ years of commercial/ private wealth management credit experience + Strong negotiation and ... Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of America, we are… more
- Bank of America (Charlotte, NC)
- …Description:** Manages the end to end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration Unit to ... Credit Manager, Global Wealth & Investment Management Custom Lending ...complex balance sheets and income streams *10+ years of commercial/ private wealth management credit experience… more
- Citigroup (San Francisco, CA)
- …are strategically integrated into our client's broader Wealth Management goals. Our Lending Advisors partner with Citi Private Bankers to advise clients on ... Citi Wealth Lending provides competitive borrowing solutions...Private Bank ("CPB") Banker teams to proactively identify lending opportunities with their clients and prospects through account… more
- First Horizon Bank (Germantown, TN)
- …in managing customer relationships. A Senior CA will be expected to provide credit analysis support for assigned lending relationships. The position also ... provides mentoring and guidance to Client Specialists and other Credit Analysts as it relates to lending ...southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital market… more
- BMO Financial Group (Indianapolis, IN)
- …requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as ... training and support to other employees; may include providing guidance on credit -related issues, specific client issues and queries, and assistance with operational… more
- Wells Fargo (Minneapolis, MN)
- …These products and services include Deposits & Consumer Lending , Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services. ... Wealth & Investment Management (WIM) is one of...Lending team offers purpose and non-purpose lines of credit secured by liquid collateral to the full spectrum… more
- Citizens (New York, NY)
- …a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, ... Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth… more