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Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
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Bank of American Business Capital (“BABC”), the market leading provider of asset-based lending (“ABL”) solutions, is seeking a Senior Business Development Officer (“BDO”) to deliver creative senior secured credit facilities to large corporate, middle market and lower middle market borrowers in support of their organic and/or M&A growth, recapitalizations and refinancing of existing debt.
$232,500 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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The VP of Consumer Lending will strive to grow the portfolio while playing a key role in the credit union’s risk management. Participates on the Credit Risk Management Committee (CRMCO) in actively managing credit risk though sophisticated credit risk analytics, sound internal controls and operating procedures, and solid underwriting practices as a means of delivering on Monterra CU’s lending-related value propositions while staying within Monterra CU’s credit risk tolerances.
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A Business Analyst will be responsible for providing strategic direction and leadership in the areas of Veeva Vault, change management, and adoption strategies. Collaborate with key stakeholders across the organization, including clinical operations, regulatory affairs, data management, and IT, to assess user needs, gather requirements, and develop tailored solutions to address business challenges.
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Perform core daily risk management oversight for FX Trading business including VaR analysis, open position monitoring, adherence to limits, and stress scenario modeling. Knowledge of Capital Markets and financial products such as Foreign Exchange, Securities Lending, Treasury, and Investment Securities is preferred.
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A minimum of 3 years of experience covering project finance transactions in a portfolio management team or credit department of a lending institution. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Group‘s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers Bank, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
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The incumbent will be responsible for underwriting and reviewing CRA qualifying equity investments and loans within the following asset classes: i) multifamily developments financed with Low Income Housing Tax Credits (LIHTC), ii) community development financial institutions (CDFIs), iii) real estate private equity funds, iv) Small Business Investment Corporations (SBIC), iv) New Markets Tax Credits (NMTC), and v) other qualifying assets for Santander Bank, N.A.’s CRA Program.
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Proficiency in Microsoft Excel, databases and wealth management software tools (i.e., Aladdin Wealth, Morningstar, FactSet). Provide tailored, dedicated, and ongoing expert level consultations that meet the needs of our high-net-worth clients based on client objectives, risk profile, account mandates, and personal preferencesEngage with branch teams and field leaders to provide in-depth consultation on their wealth and investment management processes.
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Partner with Chief Credit Officer on portfolio and asset management and loan administration matters ensuring compliance with Housing Trust’s lending policies and all applicable laws and regulations.
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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The candidate will help oversee development of trading tools for the desk, analytics, risk management, as well as maintenance of existing securitized products systems in a fast paced, real-time trading environment.
$250,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Understanding of Financial Advisor/ and Branch Team Support member(s) processes including the implementation of Core Wealth, Banking, and Financial Planning offerings. We collaborate across WMAS to deliver personalized advice with a particular focus on financial planning, portfolio construction, investment advice, and guidance on complex wealth management topics.
$193,785 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Private Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cultivating current relationships, identifying and marketing to prospects, analyzing financial data and needs, and cross-selling products and services.
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Support portfolio-level debt strategy efforts to manage financial risk, facilitate capital planning and ensure lending arrangements provide the necessary flexibility to accommodate asset-level business plans, and broader corporate goals.
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When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM business unit. The role will also encompass supporting activities carried out by the EMEA hubs and will have exposure to Business Risk Management functions.
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