- JPMorgan Chase (Uniondale, NY)
- …and review of commercial real estate loans. + Previous experience in portfolio management , loan risk grading/ risk assessment. + Strong ... As part of Risk Management and Compliance, you are...As part of Risk Management and Compliance, you are at the center...reviews on properties and borrowers to derive at appropriate risk ratings. + Review annual property operating… more
- M&T Bank (Hauppauge, NY)
- …and Guarantor Assessments), interim update memos, a covenant monitoring program, problem loan management , early warning indicators, and other forms of credit ... screen through approval and for the life of the loan . + Manage the ongoing credit risk ...surveillance. + Review all pertinent credit and financial information, including but… more
- Citigroup (Plainview, NY)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services via our ... customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets,...Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the… more
- JPMorgan Chase (Plainview, NY)
- …today and the future through collaboration with our partners in Chase Wealth Management , Business Banking, and Home Lending to provide a seamless experience for our ... evaluate, manage, and conduct new and existing business by adhering to risk /control expectations, procedures, and processes + Leverages and understands the generated… more
- Travelers Insurance Company (Melville, NY)
- …1 **What Is the Opportunity?** Bond & Specialty Insurance (BSI) provides management and professional liability, cyber, crime insurance, and surety bonds to or ... BSI claims of varying levels of severity with moderate supervision from claims management . + Prepare and present reports for management that accurately reflect… more
- Travelers Insurance Company (Melville, NY)
- …cycle (customer contacts, coverage, investigation, evaluation, reserving, litigation management , negotiation and resolution) including maintaining full compliance ... specific activities required to effectively evaluate claims, such as Subrogation, Risk Control, nurse consultants nurse consultants, and fire or fraud investigators,… more
- St. George's University (Great River, NY)
- …of Student Accounts/Bursar The Director of Student Accounts/Bursar will provide management , operational and customer service support oversight of staff members and ... and procedures. + Actively participates in the collection of tuition and institutional loan receivables and work closely with the loan servicer and collection… more
- M&T Bank (Smithtown, NY)
- …customer interactions. Explain the high-level criteria used to decision loan applications. Complete servicing-related responsibilities specific to Consumer and ... solutions in moments that matter most to them. Actively engage in lobby management , meeting and greeting customers and proactively inquiring and taking ownership to… more
- Bank of America (Commack, NY)
- …Advisory * Pipeline Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client Management * ... based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage… more
- WellLife Network (Coram, NY)
- …to address concerns/issues and improve skill development. + Participate in weekly High Risk Review meetings (as appropriate) to address member concerns and ... members to ensure access to resources necessary to support wellness/self- management and decrease frequency of emergency room visits and...monitor high risk behaviors, linkages to supports, and member/ family needs.… more
- Bank of America (Garden City, NY)
- …maintaining relationship with the management team and informing management of any circumstances that require supervisoryattention/ review /approvalas per ... Merrill Team Financial Advisor Garden City, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and… more
- Citigroup (Huntington, NY)
- …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior ... and a recruiter will reach out to you to review your options. **Job Responsibilities:** + Build relationships with...Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial… more
- JPMorgan Chase (Melville, NY)
- …to our clients. **Job Responsibilities** + Manage on-going client relationship management and responsiveness, including, but not limited to, face-to-face meetings at ... identifying opportunities to deepen the existing relationship. Coordinate with treasury management officers to add or expand treasury relationships with the clients… more