- JPMorgan Chase (Columbus, OH)
- …generations, working closely with lending advisory, operations, risk, and finance. The Securities Based Lending (SBL) team manages a high volume of ... global leader in investment and wealth management. **Job Summary:** As an SBL Senior Specialist in Wealth Management Operations, you will support JP Morgan Wealth… more
- Raymond James Financial, Inc. (New York, NY)
- …federal guidelines. . Maintains knowledge of Raymond James Bank loan policies, including Tailored Lending , Securities Based Lending and all other ... to meet liquidity needs without disrupting long-term financial plans. Under the supervision of senior members of the Tailored Lending team, the Senior Loan… more
- Wells Fargo (Irvine, CA)
- …client service and risk mitigation. **About this role:** Wells Fargo is seeking a Senior Lead Wealth Custom Lending Specialist Working at Wells Fargo | Jobs ... of excellence to support all client coverage channels. Banking, Lending , & Trust is a center of excellence that...WIM-level organization. The group is focused on transforming from channel- based to client-focused solutions and delivery in an effort… more
- Truist (New York, NY)
- …and presentations, team-building projects + Executive Speaker Series: CEO, Truist Securities Senior Leaders, among others + Community Service: Opportunities ... **Please review the following job description:** **Corporate Overview** : Truist Securities is the full-service Corporate and Investment Banking (CIB) arm of… more
- Citigroup (New York, NY)
- …fund administration, ETF services, performance measurement and risk analytics, agency securities lending , collateral management, transfer agency, fiduciary and ... is not a question of if, but when. Citi Securities Services supports the world's leading asset managers, institutional...After an initial week of training and placement process based on your interests and our needs, you'll be… more
- Truist (New York, NY)
- …and presentations, team-building projects + Executive Speaker Series: CEO, Truist Securities Senior Leaders, among others + Community Service: Opportunities ... **Please review the following job description:** **Corporate Overview** : Truist Securities is the full-service Corporate and Investment Banking (CIB) arm of… more
- Truist (Charlotte, NC)
- …and presentations, team-building projects + Executive Speaker Series: CEO, Truist Securities Senior Leaders, among others + Community Service: Opportunities ... **Please review the following job description:** **Corporate Overview** : Truist Securities is the full-service Corporate and Investment Banking (CIB) arm of… more
- JPMorgan Chase (New York, NY)
- …so, our Agency Multifamily Lending group is the ideal team for you. As a Senior Transaction Manager on the Agency Lending team, you will play a critical role ... knowledge of multifamily real estate property fundamentals and agency lending /underwriting. + Proficiency in multifamily underwriting technology systems and tools… more
- Truist (Atlanta, GA)
- …**Please review the following job description:** **Corporate Overview** : Truist Securities is the full-service corporate and investment banking arm of Truist ... (NYSE: TFC), one of the nation's largest banking organizations. Truist Securities , together with Commercial Real Estate, and Treasury & Payment Solutions,… more
- JPMorgan Chase (Irvine, CA)
- …take pride in contributing and supporting affordable housing for everyone. A role as a Senior Loan Closer in our Agency Multifamily Lending group is for you. The ... You are interested in a career in mortgage backed securities from Government Sponsored Enterprises (GSE) such as Fannie...Senior Loan Closer on the OBS and Agency Lending team, you will play a crucial role in… more
- JPMorgan Chase (New York, NY)
- JP Morgan Securities Services Sales combines Custody, Accounting, Middle Office, Data & Analytics, Collateral Management, Liquidity and Agency Lending under a ... best-in-class suite of end-to end capabilities for our clients. As an Associate in Securities Services Sales, you will serve as a Sales & Client Executive for the… more
- SMBC (New York, NY)
- …SMBC Group offers a diverse range of financial services, including banking, leasing, securities , credit cards, and consumer finance. The Group has more than 130 ... in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers… more
- US Bank (Charlotte, NC)
- …Group. In this role, you will partner with Relationship Manager(s) and Senior Product Partners to underwrite and successfully manage a portfolio of credit ... relationships within both the Securities Industry ("SI"), and Private Capital and Global Asset Management ("PCGAM") divisions. You will contribute and have a direct… more
- Citigroup (Jacksonville, FL)
- The Wealth Deposits and Lending Control Testing Team is responsible for the testing of controls that are designed and owned by Citi's Wealth Deposits and Lending ... Global Wealth at Work. This position reports to the Wealth Deposits and Lending Control Testing Head within the Citi COO organization's Control Testing Utility; and… more
- Citigroup (Tampa, FL)
- …and aggressive retirement plan for legacy applications and adoption of a micro- based containerized cloud environment. We encourage our people to create, explore and ... clients, the firm, and our reputation. Prime Finance Middle Office supports the Stock Lending and Equity Finance trading desks and is part of the overall Prime… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …problems or needs. **Essential Duties and Responsibilities** * Performs RJ Bank fair lending compliance reviews and analyzes the fair lending risk within various ... periodic compliance monitoring and prepares reports summarizing the Bank's fair lending activity. * Supports the comparative file/matched pair analyses for… more
- Raymond James Financial, Inc. (FL)
- …with stakeholders, and tracking implementation. * Assists with day-to-day Insider Lending and Transactions with Affiliates processes. * Reviews policies, procedures, ... and Abilities** **Advanced Knowledge of** * Concepts, practices, and procedures of securities industry and/or banking compliance. * Rules and regulations of: … more
- TD Bank (Burlington, VT)
- …they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and ... Management **Job Description:** As an expert credit professional, the **Loan Review Senior Commercial Examiner** serves as both a team leader and individual… more
- CIBC (Dundas, MN)
- …creating comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you'll expertly deliver ... Leverage CIBC's wide range of credit and investment solutions to provide a needs- based approach that will result in satisfied, loyal clients and increased referrals.… more
- Citigroup (Jacksonville, FL)
- …Low Priced Securities , Digital Asset Investment Product, Margin and Securities -Backed Lending , Servicemembers Civil Relief Act, Gifts & Entertainment, ... is responsible for establishing, maintaining, and supervising compliance with applicable securities laws and regulations to prevent and detect violations thereof. As… more