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First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Bachelor’s Degree with 2 - 4+ year(s) of experience in an analyst role in investment management, credit/equity research, rating agency, investment banking or large bank OR High School Diploma or GED and 6 - 8+ year(s) of experience in an analyst role in investment management, credit/equity research, rating agency, investment banking or large bank.
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Previous banking, loan operations, lending, or credit administration experience. Collaborate with business stakeholders to gather requirements and implement solutions. Work closely with IT and business units to implement enhancements.
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The Wealth Management Analyst focuses on servicing clients by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions.
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Citi Commercial Bank - Commercial Lending Management Credit Officer, Consumer Products & Retail, SVP. To facilitate the CCBs wholesale lending activities, Commercial Lending Management (CLM) serves as an in-business credit function organized around our strategic industries and global target market approach.
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This position is responsible for overseeing product management and operations functions for the Dealer Services (Indirect Lending and Dealer Commercial Services) business that has a nationwide presence.
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Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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Banking Project Manager. The other team members will include a Banking Regulatory Specialist, a Banking Land Representative, a Banking Geospatial Analyst, and a Banking Project Administrator.
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Midwest Trust Company is a full-service wealth management institution offering complete trust services in the areas of personal trust administration, estate planning, investment management, retirement and investment planning, and profit sharing and 401(k) programs.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Partners and collaborates with key business units such as WIS, WFS, Consumer Lending, Real Estate, Risk Management, Deposit Operations, Account Services, Card Services, etc.
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Closely worth with regional wealth management teams to identify HNW opportunities within each regionYou haveExperience wholesaling wealth management, preferably advisory and/or alternative investmentsSeries 7 and 65/66 required; CIMA, CPWA or CAIA encouragedStrong relationship and consultative management skillsExcellent “live” presentation skills, articulate, polite, confident, able to build relationships with the Field, including GAs, Investment Specialists, FRs, MDs, and Home Office personnel.
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Expertise within Securitization with focus on Consumer Lending. The role is responsible for establishing and maintaining the internal controls that effectively manage the risk related to the CLO Warehouse Lending and Securitization business.
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Working, in-depth knowledge and experience related to traditional federal and state consumer lending law, including BSA/AML, ECOA, FCRA, FDCPA, TILA, GLB, UDAAP, Dodd-Frank Act, TCPA and state lending laws.
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Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and venture-backed businesses.
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Track performance metrics for small business lending, banking, and treasury management activities along with service and operational control metrics. Drive cross-line-of-business partnerships to deliver the full value of the Western Alliance brand to clients through each of our distribution channels, including leading value-producing partnerships with small business bankers, AmeriHome mortgage, treasury management, and SBA lending and support teams.
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