- JPMorgan Chase (New York, NY)
- …lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact ... and services for their needs + Partners with Specialists ( Private Client Advisors, Mortgage Bankers and Business...and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable… more
- CIBC (New York, NY)
- …and deliver analysis of new business trends and achievements to the Head of US Private Banking and Mortgage , Private Banking group leaders and peers. + ... We're building a relationship-oriented bank for the modern world. We need talented,...please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Regional Manager, East Region, will be responsible… more
- US Bank (New York, NY)
- …and discover what you excel at-all from Day One. **Job Description** Originates mortgage loans in an assigned non- bank territory. Takes applications, conducts ... of their time conducting their activities away from US Bank locations. This position requires National Mortgage ...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training… more
- Wells Fargo (Brooklyn, NY)
- …experience in one or a combination of the following: corporate, consumer, mortgage , investments, brokerage, or private banking + Experience recommending ... role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as...services + Identify client needs and goals for business, mortgage , retirement, and investment services, then partner closely with… more
- M&T Bank (New York, NY)
- …bank products or to alternative lending vehicles, as needed. + Cultivates new mortgage business. Markets, services and promotes the bank 's mortgage ... estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages. + Represents the bank in the community… more
- Truist (New York, NY)
- …job description:** Deliver customized, complex banking and capital markets solutions to private real estate developers and investors nationwide. Banker is the ... plan. 3. Regularly engage with product partners across the bank including Capital Markets, Treasury, Agency, Mortgage ...the bank including Capital Markets, Treasury, Agency, Mortgage Banking and Marketing to in an effort to… more
- State of New York Mortgage Agency (New York, NY)
- …professional accounting and additional duties including: + Processing of mortgage transactions including mortgage billing, reconciliation, cash verification, ... follow-up with banks on outstanding items + Verification of bank transactions to source documents + Perform month-end closing...and preparation of month-end reports + Daily processing of mortgage receipts + Assist in preparation of Single Family… more
- Bank of America (New York, NY)
- …include advising on the client's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships with internal and ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch,… more
- Bank of America (New York, NY)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch,… more
- Citizens (New York, NY)
- Description The Client Relations Associate supports Private Bank 's residential loan and commercial real estate loan products. They will focus on processing, ... origination process as well as servicing channels for Residential mortgage and deposit requests. The CRA also assists with...of intent. + Support the underwriting needs for the Private Bank 's product offering ensuring turnaround time… more
- Citigroup (New York, NY)
- …optimization. With the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and Wealth at Work (WaW) business segments. ... footprint in NY, London, Hong Kong and Malaysia. NAM Mortgage Business Treasury role - C12 sits in the...interest rate risk management of consolidated Citigroup, CBNA and non- bank entities. + May focus on securities investment strategies… more
- Blue Foundry Bank (Parsippany-Troy Hills, NJ)
- … mortgage products, regulatory updates, contact center trends, and bank policies, implementing enhancements as needed + Demonstrate proficiency in Microsoft ... About Blue Foundry Bank This is the Bank Where...real estate and finance laws + Strong understanding of mortgage products (agency and private investor), pricing,… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...and retaining full-service relationships with high income/high net worth private banking clients. Builds a team of Banking, Trust… more
- TD Bank (New York, NY)
- …asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth ... the Trust Advisors support both personal and corporate trust. The Wealth Mortgage Lending Officers (WMLO) and the Wealth Lending Advisors (WLA) who support… more
- Citizens (New York, NY)
- …mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to ... professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our… more
- Citigroup (New York, NY)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
- Office of the Comptroller of the Currency (New York, NY)
- Summary As a National Bank Examiner/ Bank Examiner (Large Bank Field Examiner) with emphasis in Retail Credit you will conduct and assist in the supervision ... of retail credit activities in large banks and carry out bank supervision objectives in more challenging bank environments. Large Bank Supervision New York,… more
- Office of the Comptroller of the Currency (New York, NY)
- Summary As a National Bank Examiner/ Bank Examiner (Large Banks Field Examiner) with emphasis in Retail Credit, you will conduct and assist in the supervision of ... national banks and/or large financial institutions to carry out national and bank supervision objectives. Large Bank Supervision New York, NY - Relocation… more
- Citigroup (New York, NY)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Morgan Stanley (New York, NY)
- …*Experience:* *Bachelor's Degree required *Minimum 5 years of experience in private bank lending *Experience with loan work-outs/restructures required *Formal ... skills *Solid understanding of risk management principles as it relates to private bank lending *Accounting and finance knowledge *Knowledge of legal… more