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Working under the direct supervision of a Portfolio Group Manager, Senior Group Sales Manager or Market President, the Commercial Portfolio Manager 3 is a supporting member of the client's Credit Delivery Team, i.e., Relationship Manager (RM), Commercial Client Administrator (CCA), market leadership, credit officer, etc.
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We offer neurofeedback, psychiatric medication management, Cognitive Behavioral Therapy (CBT), Emotionally Focused Therapy (EFT), Mindfulness, Motivational Interviewing, Solution Focused Therapy (SFT), Attachment Based Therapy, Acceptance and Commitment Therapy (ACT), Eye Movement Desensitization and Reprocessing Therapy (EMDR), and systems-based relationship therapy.
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Comply with departmental procedures for KYC and Credit Risk Control (including underwriting and post-lending monitoring), Bank policies (such as Credit Risk, Compliance, New Product Management), and applicable laws, including BSA/AML and OFAC.
ExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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The project involves synthesis, characterization, and evaluation of cathode materials using physical and electrochemical measurement techniques; investigation of the electrical conductivity (ionic and electronic) using AC impedance measurements; establishing the structure-property relationship; and studies of interfacial kinetics between the electrode and composite polymer electrolyte.
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
ExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Correspondent lending and/or accounting background is preferred. Due to the highly regulated nature of the mortgage business, the mortgage Closer is responsible for ensuring the loan closed following all applicable mortgage-lending regulations.
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Commercial Real Estate provides balance sheet lending in addition to agency lending from Fannie Mae, Freddie Mac, and FHA. The Compliance Advisor Manager will support the businesses' compliance with applicable laws and regulations as they relate to the sales, underwriting, and portfolio management processes.
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We are seeking an experienced, highly motivated and results-oriented VP level Business Development Officer with a proven track record in Factoring and Asset Based Lending (ABL) to join our US Business Development team.
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Knowledgeable in key areas of Communications provider/Hi Tech client domains including customer relationship management (CRM), CPQ, customer care operations, Service Operations, ERP and supply chain.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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We support the entire crypto investment process, from token sales to trading, lending, and specialized services like staking and decentralized finance opportunities. Our diverse customer base includes validators, miners, founders, CEOs, crypto funds, Bitcoin OGs, and enthusiasts.
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In addition to being the team’s SME on master confirmations the individual will have the opportunity to handle all relationship level trading agreements, including, but not limited to equity derivatives, prime brokerage, securities lending, confidentiality agreements, Futures agreements, listed options agreements, OTC clearing agreements, ISDA Master Agreement and CSA as well as equity Master Confirmation Agreements.
ExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Model expansion of HAF’s affordable housing lending products or replication to new markets. You closed two more loans and have worked on a variety of projects in SF and the Bay Area. For your focus areas, you will have made tangible progress and will produce key deliverables (e.g. pilot of new loan product, new borrower partnerships, written report) to the lending and investing team.
ExpandApply NowActive JobUpdated 10 days ago - UpvoteDownvoteShare Job
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UWorld is currently in search of a talented and competitive Firm Relationship & Partnership Manager who will be remote based out of the New York or New Jersey area and be responsible for growing new business opportunities for the UWorld Accounting & Finance Review division selling directly to CPA Firms, Corporations and collaborating with our University B2B Sales Team at specific universities in the Northeast.
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Own agency relationship and develop growth and success measurement plan for AMAZON, Target, Walmart, Google, Meta, and TikTok. Effectively allocate media budget across different media vehicles (retailer.com media like AMS, Google, Meta, TikTok, etc.
ExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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Good fundamental understanding of general bank operations and the commercial lending process. Work will be completed within a high production-based environment and includes: financial statement spreading into Bank software or templates, creating and updating loan requests in the Bank’s loan production software, financial statement analysis, underwriting support, covenant monitoring, and industry research for commercial lending prospects/clients.
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relationship lending jobs in New Orleans, LA
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