- Bank of America (Dallas, TX)
- Estate Settlement Officer II, Private Banking Dallas, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... with the power to make a difference. Join us! ** Estate Settlement Officer II, Private Banking -**...and mentoring administrators and junior level officers within the Trust Settlement team. + Works closely while… more
- City National Bank (Los Angeles, CA)
- …with Tax Vendor and external accountants. * Gather/submit pertinent facts to the Senior Trust Advisor regarding situations requiring the use of fiduciary ... for estate tax purposes. Administer closing process for all estate and personal trust accounts including testamentary and intervivos trusts, Charitable… more
- PNC (Pittsburgh, PA)
- …Liaison, you will work within the Fiduciary liaison team ( trust tax) and the Estate Liaison team ( estate settlement ). You will work and communicate with ... opportunity to contribute to the company's success. As a Senior Tax Liaison (C) within PNC's Trust ...The following qualifications are needed for this role: - Trust and Estate Tax experience - Generation… more
- NBT Bank (Lakeville, CT)
- …relates to the administration of assigned accounts. + 10% Effective and efficient Estate Settlement . Administers complex and high profile estate ... of knowledge and expertise as a subject matter expert in the areas of trust and estate administration and all fiduciary matters. Fills in for Chief Trust … more
- US Bank (Fargo, ND)
- … Trust School Program **Preferred Skills/Experience** + Advanced knowledge of estate settlement , income, estate and multi-generational taxation and ... of interest including beneficiaries, relationship managers, attorneys, accountants and advisors. Trust Officers must demonstrate a high level of competence and… more
- US Bank (Iowa City, IA)
- …National Trust School Program Preferred Skills/Experience - Advanced knowledge of estate settlement , income, estate and multi-generational taxation and ... degree, or equivalent work experience - Eight or more years of experience in Trust administration - Professional Designation is required and may include, but is not… more
- Comerica (Farmington Hills, MI)
- …documents, and the law. * Support SNT Unit Manager to foster collaboration amongst senior Trust Advisors and TCA's, Administrators, and junior trust ... 5-7 SNT Trust Client Assistants and Administrators who support a team of 10 senior SNT Trust Advisors. Lead the development of approximately 2 -- 3 First… more
- Cherry Bekaert (Boston, MA)
- …+ Home Mortgage Disclosure Act (HMDA) + Community Reinvestment Act (CRA) + Real Estate Settlement Procedures Act (RESPA) + Fair Debt Collection Practices Act ... (https://www.cbh.com/services/advisory/risk-accounting-advisory/risk-advisory/) practice, we have an excellent opportunity for a ** Senior Associate (Compliance)** to join our team providing internal… more
- Banc of California (Chevy Chase, MD)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... and train staff. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept… more
- Comerica (Dallas, TX)
- …* Maintain knowledge of payment systems, corporate banking, credit and non-credit products, trust , real estate , treasury management and other bank functions. * ... anomalies * Evaluate and advise on payment flow structures, API integrations, and settlement processes to optimize operational efficiency and minimize risk… more
- Banc of California (Brea, CA)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... recommends purchases. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values;… more
- Commerce Bank (Leawood, KS)
- …and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement , insurance, planning, credit and banking services to meet ... $159,500.00 (Amount based on relevant experience, skills, and competencies.) Since 1906, Commerce Trust , a division of Commerce Bank, has been a leading provider of… more
- Banc of California (Chevy Chase, MD)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... perform analysis, due diligence, and underwriting of proposed commercial real estate loan requests as well as renewals. Review initial borrower submissions,… more
- State of New York Mortgage Agency (New York, NY)
- …and program areas, including with respect to financing and real estate transactions, litigation matters, administrative and regulatory issues, policy and ... Division of Housing and Community Renewal, the NYS Housing Trust Fund Corporation, the State of New York Mortgage...the New York State Housing Finance Agency, the Tobacco Settlement Financing Corporation, the Affordable Housing Corporation and the… more
- Banc of California (San Diego, CA)
- …Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), ... units. + Triage cases and identify items appropriate for Senior Management escalation. + Treat people with respect; keep...+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold… more