- Banc of California (Brea, CA)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... and other file organization and access methods. The Sr. Database Administrator is responsible for ensuring appropriate definition, organization, security, integrity,… more
- NBT Bank (West Hartford, CT)
- …relates to the administration of assigned accounts. + 10% Effective and efficient Estate Settlement . Administers complex and high profile estate ... subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for...debts. + 5% Assist and support the Chief Trust Administrator with document reviews and approvals, communications, account updates,… more
- M&T Bank (Buffalo, NY)
- …documents and other exceptions with appropriate areas. Coordinate the loan closing/ settlement , ensuring all documentation is completed on a timely basis. ... and prepare statistical data of monthly performance for review by Senior Management which outlines Portfolio Delinquencies, Collections, Charge Off activity,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …our clients' expectations. In some cases, may be assigned to a more senior officer as an Associate Trust Officer/Trust Administrator during the development ... obtained through experience and/or formal training to administer basic-level personal trust, estate , and custody accounts. Fulfills the duties of Raymond James Trust… more