- KeyBank (Seattle, WA)
- …which requires strong data integrity and attention to detail. + All pre- or post -closing services for assigned portfolio of moderate to highly complex loan ... for transaction tracking. + Ensures a well-coordinated and timely closing, funding and booking of the transaction. + Monitors nCino Post Approval reporting to… more
- Banco Popular Puerto Rico (Charlotte, NC)
- …final packages on Loan Boarding and review loans with internal checklists. + Post - booking verification process and process corrections if necessary. + Ensure ... effort to continue strengthening Popular's strategy to provide year-round, uninterrupted services to Popular Bank (PB), the "Permanent Skeleton Crew" will… more
- Wellington (Boston, MA)
- …firm, including private investment valuation and operations, investment product and fund services , legal & compliance, tax, and information technology to develop and ... and real estate strategies, including investment grade private placements, growth lending , commercial real estate debt, and specialty finance + Assist portfolio… more
- Ricoh Americas Corporation (Philadelphia, PA)
- …current hub team to work independently, keeping service levels high in post and courier services to ensure timely collection and delivery. Process outgoing ... Handle hotspot/visit office space requests as required. + Monitor booking tool and liaise with colleagues booking ...requests for the office/market. + Monitor the market Facilities Services mailbox and Service Central queues, responding… more
- SMBC (New York, NY)
- …This also includes, UCC filings, lien searches, Aspire (leasing system) input for booking , vehicle title management, customer service , contract legal reviews and ... history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities, credit cards, and consumer...preparation for funding and booking . + Responsible for managing leasing systems and data… more
- Umpqua Bank (Roseburg, OR)
- …is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to ... ensure operating policies and procedures meet established objectives for accuracy, service quality, compliance, and efficiency. + Review documentation for various… more
- M&T Bank (Rockville, MD)
- …experience Thorough knowledge of bank related systems and software used to open and service deposit and lending accounts (ie: PACE, APPRO, ACAPS, nCino, OTP, ... ensuring creation of a consultative relationship and the provision of seamless customer service . Act as a liaison between the customer and Business & Retail Banking… more
- Bank OZK (Tampa, FL)
- Job Purpose & Scope Responsible for providing processing, closing and administrative services for Government Guaranteed loans. Mentors and assists with training for ... Administration Manager. Essential Job Functions + Oversees and performs pre- and post -closing processes for assigned pipeline, closing all loans, including the most… more
- Bank of America (Charlotte, NC)
- …coach to operations team + Performs daily quality review process for syndicated loan booking (pre- and post -closing) + Ensures risk and controls are followed as ... the design, development, and implementation of products, systems, and services using discretion within the project management methodologies. **LOB Description:**… more
- BMO Financial Group (Chicago, IL)
- …required policies, guidelines and standards are met. Delivers exceptional customer service by providing responsive, accurate, consistent, knowledgeable services ... coordinate the closing of Agency syndicated deals for our Commercial Lending Operations. This role will collaborate with multiple stakeholders.** **Experienced in… more
- Citizens (Medford, MA)
- …the Citizens credit approval policy. You will be responsible for accurately booking loans into the loan accounting system, performing appropriate due diligence ... of a Team Leader. As part of the Client Service team, you will thrive in this role by...accordance with the Citizens credit approval procedure. + Accurately booking the loan to the loan accounting system. +… more
- BMO Financial Group (Chicago, IL)
- … lending portfolios in a professional and timely manner. Delivers agreed lending /financing services as specified in the credit agreement/approval and ensures ... supports several Corporate and Commercial markets for execution of loan funding and booking in Loan IQ. Emphasis is on timeliness, accuracy and quick-handoff of… more
- UMB Bank (Kansas City, MO)
- …'True Name' identities ('Credit Abuse' cases) at the origination stage, as well as post - booking ID fraud and first-party abuse (including Credit Card 'Bust Out', ... required changes in a timely manner. Monitor performance of fraud rules post implementation to ensure results/performance are within expectation. Report ID theft… more
- JPMorgan Chase (New York, NY)
- …**Preferred Qualifications, Capabilities and Skills** + 1+ years relevant experience post -college graduation; experience in financial services , accounting, or a ... an analyst in Capital Advisory Solutions - Asset Based Lending , you will work both independently and as part...Originators, ABL Syndications Group, and Credit Risk Managers in booking , syndicating, and managing a portfolio of Commercial and… more