- 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
- JPMorgan Chase (Uniondale, NY)
- …of commercial real estate loans, risk assessment, real estate lending in financing, credit review and analysis loan review and/or loan workouts. + ... Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at...to special assignments, including the evaluation of income property loan portfolios, training less experienced credit officer/analyst or division… more
- M&T Bank (Bridgeport, CT)
- …collaboration and partnership between the business unit and all Compliance and Risk Management departments. **Primary Responsibilities:** + Serves as the primary ... consults with BU management and first line risk partners surrounding key risk management...issues to ensure the efficient and accurate execution of risk programs + Assists in the review … 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
- Bank of America (Fairfield, CT)
- Investment Management Specialist Fairfield, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the… more
- Wells Fargo (Old Greenwich, CT)
- …grow the business + Knowledge and understanding of Branch Banking compliance controls, risk management , and loss prevention + Ability to follow policies, ... schedule that may include most Saturdays + Adherence to Wells Fargo sales practices risk management culture + Current registration for FINRA Series 6 and Series… 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
- M&T Bank (Bridgeport, CT)
- …subordination's, releases, tax, title, homeowners/flood information). + Perform a thorough and accurate review of the file to ensure the loan is in compliance ... **Overview:** Services as intermediary for the collection, review and preparation of information for submission of...applicable parties to meet target close date through time management of tasks and pipeline reporting. Ensure accuracy of… more
- Guardian Life (Stamford, CT)
- …processes and records to ensure compliance with legal requirements and organizational policies. Risk Management + Lead the design and implementation of HR ... compliance and risk management strategies, identifying potential risks and...and corrective actions. Policy and Procedure Oversight + Regularly review and update HR policies and procedures, mandatory trainings,… 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
- M&T Bank (Bridgeport, CT)
- …Credit Committee and M&T Bank Deputy Credit Officer. These transactions include the review of complex borrower's financial statements (many times via 10K and 10Q ... to properly analyze financial condition/cash flow. Additional duties include recommending risk ratings based on the utilization of the bank's PD/LGD scorecard;… more
- Bank of America (Smithtown, 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
- 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
- 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
- State of Connecticut, Department of Administrative Services (Bridgeport, CT)
- …+ Prepares and/or reviews reports, medical records and correspondence; + Performs utilization review and management functions; + Attends court hearings as a ... the State Employees Retirement System Tier IV. + Student Loan Forgiveness - the State of Connecticut is an...illnesses and substance abuse disorders; + Performs advanced level risk assessments; + Consults on difficult and/or complex cases;… 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
- 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
- Citigroup (Greenwich, CT)
- …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Wealth ... ensure all clients have a positive in-branch experience + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the… more