- S&P Global (San Francisco, CA)
- …**The Team** We are growing a dedicated Corporate Market Sales Team within our Credit & Risk Solutions business. This is an exciting opportunity to join a ... risk practices at the ground floor by delivering credit risk intelligence and workflow solutions to...sales . + Deep understanding of corporate finance and credit workflows (customer credit , supplier risk… more
- S&P Global (San Francisco, CA)
- …Team** Our Professional Services vertical is focused on driving adoption of our Credit Risk Solutions within leading consulting and advisory firms. These firms ... strategic relationships with top consulting and advisory firms. + Drive adoption of Credit Risk Solutions for internal firm use cases (supplier and counterparty… more
- S&P Global (San Francisco, CA)
- **About the Role:** **Grade Level (for internal use):** 11 **Job Title:** Sales Specialist - Financial Institutions, Credit Solutions **Company Overview** : ... track record of exceeding million-dollar+ quotas. As a Senior Sales Specialist , you will own and grow...strong record of outperforming sales quotas-ideally in credit analytics, financial data, risk solutions, or… more
- Bank of America (Corte Madera, CA)
- … Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk , and client relationship care. This position ... with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key...+ Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit… more
- Wells Fargo (San Francisco, CA)
- …customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), ... markets and advisory solutions, including a full complement of sales , trading and research capabilities, to corporate, government and...to join the team as a Commercial Mortgage Pursuit Specialist . This role is ideal for someone with strong… more
- PNC (Walnut Creek, CA)
- …Banking organization, you will be based in Irvine, CA. Client Solution Specialist (CSS) provides support to Underwriters (UW), Credit Products Specialists ... and legal. These relationships help support critical compliance with policies, procedures, and risk avoidance. As a Client Solution Specialist , you will be… more
- Fifth Third Bank, NA (San Francisco, CA)
- …referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, ... mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally… more
- EverBank (San Francisco, CA)
- …Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes ... to opening new accounts, completing service requests, and submitting credit applications. + Participates as a key team member...bankers and partners as needed. + Executes the bank's risk culture and strives for operational excellence. + Adheres… more
- BMO Financial Group (San Ramon, CA)
- …Client Performance / Portfolio Management (35%) + Sales Support and Partnership (25%) Credit Assessment & Risk Management + Operate as key member of the deal ... with deal team members across functions - including deal specialist , legal and Credit - to analyze,...and net worth to determine repayment support and mitigate credit risk . Skills: + Highly developed written… more
- City National Bank (San Francisco, CA)
- …ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval ... policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Good credit analysis and accounting… more
- BMO Financial Group (San Francisco, CA)
- …Product Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment + Customer Service + Stakeholder Management + ... the market place, and a proven track record in sales performance. This individual will join a tight knit...+ Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. + Oversees… more
- BMO Financial Group (San Francisco, CA)
- …ensure they accurately reflect product and systems functionality. + Influences and/or determines credit product risk parameters and metrics. + Operates at a ... opportunities for improving the client experience or simplifying product processes. + Risk Management - participation in risk assessments, routine reviews of… more
- Citigroup (San Rafael, CA)
- …(eg deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, ... (eg deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to… more
- JPMorgan Chase (San Francisco, CA)
- …roundtables, industry conferences, webinars, and professional media platforms + Manage the non- credit risk for customer portfolio and monitor and enhance ... framework + Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client… more