- First Citizens (Charlotte, NC)
- …relationship -oriented credit opportunities: Interface effectively with key partners: MMB Relationship Specialist team to coordinate collection of reporting ... Overview The Managing Director, Underwriting Portfolio Manager - Middle Market Banking is responsible for...management. Deep credit product knowledge ranging from senior secured lending with recourse to owner-occupied real estate, and enterprise… more
- BMO (Chicago, IL)
- …management of accounts for team members and customers. May act as lead relationship manager . Supports the sales process and client experience, identifying gaps, ... Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of… more
- Teachers Insurance and Annuity Association of America (New York, NY)
- …incentive plans, or other non-annual incentive plans). Company Overview Churchill, an investment- specialist affiliate of Nuveen (the asset manager of TIAA), ... in connection with the structuring and closing of senior lending transactions, with or without a related non-control equity...of experience working in a law firm or asset manager working with direct lenders in the sponsor-backed market,… more
- Teachers Insurance and Annuity Association of America (New York, NY)
- …also include incentive programs tied to performance. Company Overview Churchill, an investment- specialist affiliate of Nuveen (the asset manager of TIAA), ... in connection with the structuring and closing of senior lending transactions, with or without a related non-control equity...of experience working in a law firm or asset manager working with direct lenders in the sponsor-backed market,… more
- Nuveen (New York, NY)
- …Overview**Churchill, an investment- specialist affiliate of ... in connection with the structuring and closing of senior lending transactions, with or without a related non-control equity...of experience working in a law firm or asset manager working with direct lenders in the sponsor-backed market,… more
- Provident Bank (New York, NY)
- … development. Serves as a liaison to actively refer and coordinate specialist support from lending , investment, trust specialists, treasury management and ... tele-consulting, developing relationships, servicing accounts, and acting as lobby manager . Researches and resolves complex account issues and/or customer inquiries.… more
- Citizens (New York, NY)
- …experience to clients that results in long-term client loyalty. As part of the Specialty Lending team, the Private Bank Client Relations Manager will play a key ... to deliver exceptional client experience. CRMs partner with the Lending Specialists and work directly with Relationship ...the Lending Specialists and work directly with Relationship Managers to meet with prospects and structure new… more
- Bank of America (Chandler, AZ)
- Home Equity Lending Specialist - Chandler, AZ Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Home-Equity- Lending - Specialist Chandler--AZ\_25047444-1) **Job Description:** _At Bank of… more
- Bank of America (Chandler, AZ)
- Centralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team - Chandler, AZ Chandler, Arizona **To proceed with your application, you must be ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Centralized- Lending - Specialist --Mortgage-Loan-Officer Bilingual-Spanish-Team Chandler--AZ\_26000453) **Job Description:** _At Bank… more
- Regions Bank (Austin, TX)
- …Administration, and Franchise Lending . **Primary Responsibilities** + Assists Relationship Manager (s) by performing daily support activities related to ... of the system. **Job Description:** At Regions, the Commercial Relationship Specialist provides general administrative support to...client relationships and keep respective Relationship Manager informed when appropriate + Acts… more
- Regions Bank (Indianapolis, IN)
- …Administration (SBA), and Franchise Lending . **Primary Responsibilities** + Assists Relationship Manager (s) by performing daily support activities related to ... of the system. **Job Description:** At Regions, the Commercial Relationship Specialist provides general administrative support to...client relationships and keeps respective Relationship Manager informed when appropriate + Acts… more
- Regions Bank (Cumming, GA)
- …Administration, and Franchise Lending . **Primary Responsibilities** + Assists Relationship Manager (s) by performing daily support activities related to ... of the system. **Job Description:** At Regions, the Commercial Relationship Specialist provides general administrative support to...client relationships and keeps respective Relationship Manager informed when appropriate + Acts… more
- Chartway Federal Credit Union (Virginia Beach, VA)
- …this commitment strengthens our credit union family and communities. Responsible to the Branch Manager , the Relationship Specialist is part of a highly ... Job Title: Relationship Specialist Job Type: Full-time Location:...members with new account establishment, personal financing, real estate lending , investment referrals, and small business deposit products +… more
- Columbia Bank (Boise, ID)
- …with Commercial customers, during all phases of onboarding a new banking relationship . Manages and monitors existing Commercial customer relationships on an ongoing, ... provide an exceptional customer experience. + Partner with the Commercial Relationship Team to obtain and review information required for underwriting, documentation… more
- Columbia Bank (Seattle, WA)
- …liaison with customers, during all phases of onboarding a new banking relationship . Manages and monitors existing customer relationships on an ongoing, day-to-day, ... needed to provide an exceptional customer experience. + Partners with the Relationship Team to obtain and review information required for underwriting, documentation… more
- JPMorgan Chase (San Francisco, CA)
- …your Regional Managing Director to manage team capability by aligning Client Experience Specialist team members to Relationship Manager , and solicit feedback ... is able to act as an extension of our Relationship Manager team, provide exceptional service to...cultivating relationships through delivering Deposit Banking, Home or Business lending needs. **This position is subject to Section 19… more
- City National Bank (Irvine, CA)
- * RELATIONSHIP MANAGER SENIOR CRE* WHAT IS...activities as appropriate. * May serve as a product specialist to Relationship Managers in other business ... resolve issues and prevent potential financial liability/loss. * Works with Regional Manager , Credit Manager and Credit Administration to negotiate, structure,… more
- City National Bank (New York, NY)
- * RELATIONSHIP MANAGER ENTERTAINMENT* WHAT IS THE OPPORTUNITY? Develops and manages relationships with clients in the assigned business segment and/or geographic ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- JPMorgan Chase (Miami, FL)
- …opportunities for deepening client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum ... excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to...client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client… more
- City National Bank (Washington, DC)
- * RELATIONSHIP MANAGER BUSINESS BANKING SR* *Washington DC Branch* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
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