- Morgan Stanley (San Francisco, CA)
- …client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and Financial Advisors/Private Wealth Advisors ... financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending , deposits & cash… more
- Republic Finance, LLC (St. Louis, MO)
- …right opportunity in the financial services industry for you, apply today! As a Sr . Consumer Loan Specialist , you will be a key team member in the branch. ... you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back...years by providing a variety of consumer loans, flexible lending options, and incomparable customer service. We are proud… more
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As a LOB Risk Specialist Sr within PNC's Risk Support organization, you may be based in ... available in all geographic locations. As a LOB Risk Specialist Sr , you will act as a..., you will act as a risk advisor to senior leaders of Commercial Lending and Leasing… more
- Morgan Stanley (New York, NY)
- …and its role as First Line of Defense. Job Description/Position Responsibilities The Lending Specialist will be responsible for the following: * Working closely ... its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *AVP UHNW Lending Specialist * **Location:** *New York-New York* **Requisition ID:**… more
- Amazon (Arlington, VA)
- …improvement, taking proactive measures to ensure the best customer experience. As an Sr . Customer Success Specialist , you will have the opportunity to influence ... issues and drive process improvement projects to eliminate root cause defects. Sr . Customer Success Specialists resolve the most complex customer issues and use… more
- Bank of America (Lincoln, RI)
- Sr . Business Controls Specialist Pennington, New Jersey;Hunt Valley, Maryland; Jacksonville, Florida; Fort Worth, Texas; Lincoln, Rhode Island; Chandler, ... an impact, along with the power to make a difference. Join us! The ** Sr . Business Control Specialist ** will provide analytical support in executing internal… more
- Umpqua Bank (Phoenix, AZ)
- Relationship Specialist , Sr Commercial Banking Phoenix, Arizona **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ ... review and prepares files for timely audits. + Work with attorneys and other financial or legal resources to negotiate accurate documents to fully protect the … more
- City National Bank (Los Angeles, CA)
- **PROCESS AND PROCEDURE SPECIALIST SR - CREDIT PRODUCTS, Hybrid Schedule: Los Angeles, CA. (DTLA)** **WHAT IS THE OPPORTUNITY?** At City National Bank the Credit ... Products Process and Procedures Specialist works closely with cross-functional teams to gain a...and mitigate process risks and issues and elevates to senior leadership as appropriate + Assists with creation, maintenance… more
- Ally (Lansing, MI)
- …evolving, so shouldn't your opportunities be, too? **The Opportunity** The Sales Alliance Sr . Specialist - Salesforce Product Manager role will lead the team's ... degree required; PMP certification is ideal * 3+ years in auto lending or financial services industry is preferred with a focus on project management *… more
- PNC (Charlotte, NC)
- …and have an opportunity to contribute to the company's success. As a Consumer Credit Specialist Sr within PNC's Retail Lending organization, you will be ... this position. **Competencies** Credit Analysis and Verification, Credit Risk, Financial Statement Analysis, Portfolio Management - 1, Problem Solving, Quantitative… more
- PennyMac (Plano, TX)
- …aspirations of homeownership through the complete mortgage journey. A Typical Day The Senior Client Escalation Specialist is a skilled role supporting Pennymac ... PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform...customer requests, and supporting divisional customer service objectives. The Senior Client Escalation Specialist will : +… more
- Raymond James Financial, Inc. (Cleveland, OH)
- …institutional, and high-net-worth (HNW) clients.** **Summary of the Position:** The Senior Commercial Loan Closing Specialist is responsible for processing ... Skills and Abilities:** * Demonstrated knowledge of loan documentation and lending regulations and ability to effectively interface with customers, internal and… more
- CIBC (IL)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What You'll Be Doing** The Specialist , Operations Management demonstrates strong technical and system ... you are familiar with any CIBC products; bank accounts; credit cards; lending ; investments; mortgages, etc. + **Multi-Tasker** - experienced with multi-tasking and… more
- OneMain Financial (Rochester, MN)
- …to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing ... with customers throughout the loan process and loan life cycle + Present financial solutions, based on customer needs, that meet their goals + Present customers… more
- Discover (Riverwoods, IL)
- …your future, while being the reason millions of people find a brighter financial future with Discover. **Job Description:** **_Discover will not sponsor or transfer ... Ensure compliance issues are brought to the attention of senior compliance professionals. + Monitor and validate the status...or related field. + Certified Regulatory Compliance Manager - Lending , Deposits. + PMP + JD, CISA, CIPP, CRMP,… more
- Truist (Atlanta, GA)
- …monitoring, identification, investigation, and when appropriate; reporting of suspicious financial and/or fraudulent activity, to include money laundering, terrorist ... financing, fraud and/or any other financial risk or crime. As part of this process,...money laundering, terrorist financing and other criminal activity. A Senior Investigator in the FIU performs critical functions in… more
- BMO Financial Group (Chicago, IL)
- …an as-needed basis. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and ... provides vital assurance to the Board of Directors and senior management as to the quality of the internal...risk return and improve the customer experience through the lending process. + Breaks down strategic problems, and analyses… more
- City National Bank (New York, NY)
- **RELATIONSHIP MANAGER BUSINESS BANKING SR ** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with business banking clients in the assigned business ... with existing and new clients to understand their specific financial requirements and provide effective solutions, while maintaining the...minimize loss exposure. + May serve as a product specialist acting as a technical consultant to clients and… more
- BMO Financial Group (Newport Beach, CA)
- …to clients. + Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. + Influences how teams/groups work together. ... best practices. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic...financial transactions. + Minimum of 15 years in financial services industry experience in a corporate lending… more
- New York State Civil Service (Albany, NY)
- NY HELP No Agency Financial Services, Department of Title Senior Compliance Specialist ( Financial Services Specialist 2 (Compliance), SG-23) ... Evaluating the adequacy of board and management oversight of the financial institutions' compliance programs.* Reviewing lending , deposit, insurance and… more