- Citizens (New York, NY)
- Description Citizens Private Bank is looking for a Lending Specialist to support the underwriting needs of the Private Bank 's business loan and ... commercial real estate loan products. The Lending Specialist will focus on processing, evaluating,...the Relationship Manager/Senior Business Banker as well as the Private Bank 's credit approval team to monitor… more
- JPMorgan Chase (Summit, NJ)
- …to take your career to the next level. As a Lending Specialist in the Private Bank , you will manage our most complex borrowing relationships by ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...to residential real estate loans, concentrated collateral loans, unsecured lending , marketable secured lending , aircraft finance and… more
- Citigroup (New York, NY)
- The Wealth Lending - Aircraft Finance Lending Specialist is a Subject Matter Expert ("SME") in the private aviation industry who will closely with the ... of experts both in aviation and finance. The AF Lending Specialist is an important client-facing position...The target candidate is a recognized expert within the private aviation industry with strong industry ties including aircraft… more
- JPMorgan Chase (New York, NY)
- JP Morgan Private Bank has been helping the world's wealthiest individuals, families, foundations, and endowments to grow, manage, and sustain their wealth ... trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in...insurance, art, aircraft) + With guidance from an experienced Lending Specialist , help coordinate the origination, modification,… more
- Umpqua Bank (Lake Oswego, OR)
- Private Bank Support Specialist Wealth Management Lake Oswego, Oregon **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest ... tohigh-net-worthPrivate Bank clients. Responsible for opening and maintaining private bank client's various accounts through comprehensive service request… more
- Huntington National Bank (Birmingham, MI)
- Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington ... Bank in terms of establishment of documentation, maintenance, and...deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed… more
- Bank of America (Washington, DC)
- Private Bank - Structured Credit Executive Chevy Chase, Maryland;Baltimore, Maryland; Washington, District of Columbia; McLean, Virginia **Job Description:** At ... excellence with holistic knowledge of the client relationship * Understanding of Private Bank credit product solutions and process * Robust portfolio… more
- Citigroup (Beverly Hills, CA)
- …and allocation of work within the team/project. **Responsibilities:** + The CRE Product Specialist is an experienced lending product specialist and Credit ... Job Description The CRE Product Specialist is a strategic professional who closely follows...credit judgment and has the responsibility to work with Private Bankers for completing the due diligence, underwriting, obtaining… more
- Bank of America (Houston, TX)
- Private Bank - Structured Credit Executive Dallas, Texas;Houston, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- TD Bank (Melville, NY)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for ... Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending , and High Net Worth Investing. The PCS I is primarily responsible… more
- Bank of America (Dallas, TX)
- Credit Product Specialist Dallas, Texas **Job Description:** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Financial Economics/equivalent experience + Knowledge in marketing and selling Private Wealth credit solutions; engaging, addressing, influencing lending … more
- Eastern Bank (Lynn, MA)
- …Real Estate Entity Level Finance, Low Income Housing Tax Credit Investor Financing, Franchise Lending , Asset Based Lending , Private Banking, Private ... some onsite The job's mission is to provide the Bank with an independent mechanism to assist in early...and VP/Portfolio Managers. The Vice President, Credit Risk Review Specialist II role serves as a second line of… more
- City National Bank (New York, NY)
- ** PRIVATE BANKER** **WHAT IS THE OPPORTUNITY?** Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families ... the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and...+ Superior knowledge of credit policies and procedures, and bank operations policies and procedures. + Demonstrated sales and… more
- Regions Bank (Charlotte, NC)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... section of the system. **Job Description:** At Regions, the SBA Closing Specialist is responsible for managing the loan processing/closing process, from loan… more
- Regions Bank (Charlotte, NC)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... the system. **Job Description:** At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within… more
- Morgan Stanley (San Francisco, CA)
- …, deposits & cash management, annuities, insurance, retirement and trust services. Morgan Stanley Private Bank , NA is seeking a high potential candidate to help ... serving this client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and Financial Advisors/ Private … more
- Morgan Stanley (Dallas, TX)
- …values and bring excellence and integrity to everything they do. Morgan Stanley Private Bank , National Association (MSPBNA) a division within Morgan Stanley ... advisory services, financial and wealth planning, access to credit and lending , cash management, annuities and insurance, and retirement services. MSPBNA is… more
- Citigroup (Chicago, IL)
- …into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive ... **HNW Private Bankers at Citi develop and deepen client...fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures,… more
- MUFG (Houston, TX)
- …accounting principles, wholesale credit underwriting, financial statement analysis, and general bank lending guidelines as evidenced by 7+ years as ... more details. We are seeking a Senior Loan Workout Specialist , Vice President in our New York office to...credit assigned to Special Assets Division ("SAD") (including complex, multi- bank syndicated credits); (ii) administer the turnaround or exit… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- …previous bank operations or financial services experience * Previous Consumer/ Private Bank /Wealth Management quality review experience with knowledge of ... subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury… more