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Develop and effectively administer a compliance monitoring program including, but not limited to, portfolio reviews, anti-money laundering, client documentation, gift and entertainment reporting, FCPA reporting, new account reviews, conflict mitigation, etc.
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Wealth delivers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. Lead quantitative and qualitative assessments of significance and likelihood of risks in key client/ banker processes including onboarding, KYC and client servicing ensuring compliance applicable global/ local regulations.
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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. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The team supports back and middle office operations encompassing: Trade Processing, Asset Servicing, Finance and Financial Controls, Clearing and Settlements for Securitised and Exchange Listed Products as well as Trade Confirmation, Matching, Settlements, Post Settlements and Cash Payments for OTC Derivatives and FX Cash. LATAM Technology also provides post-trade processing capabilities across Central and South America for FICC, Equities, GTS and Treasury.
ExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Manage all portfolio management functions throughout the post-closing life cycle, including: loan servicing, future fundings, extension / modification requests, payoffs, tracking of required documentation and administrative/loan modification requests from sponsors and servicers.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Manage a portfolio of SBA guaranteed loans that have been classified and transferred to Commercial Loan Workout in accordance with SBA SOP's and requirements. Perform other duties as required and directed by the Senior Managing Director, Business Banking/CLW.Experience, Skills and EducationCollege degree preferredMinimum of 8 years experience in commercial lending or workouts at a bank, an asset management firm, servicing organization or law firm.
$130,000Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This role will be responsible for a number of functions including loan underwriting, collateral management, and servicing activities for the global portfolio. As a Portfolio Management Associate within the Client Success team you will be a core member of the rapidly growing Sotheby's Financial Services ("SFS") team.
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Strong knowledge of commercial real estate lending practices, loan documentation, loan servicing, loan workouts and portfolio administration. Proficiency in loan portfolio management systems, loan servicing software, and Microsoft Office Suite.
$133,600 - $277,500 a yearFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Credit Management experience in at least one of the following areas: underwriting, portfolio management , lease/loan servicing, lease/loan administration or loan documentation. Strong knowledge of relevant banking regulations including Regulation B, Regulation 0, AML/BSA , OFAC.
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FKM was established in 2013 as a portfolio company of Cerberus Capital Management and has participated on over $50 billion of U.S. rated securitization transactions. Experience with and knowledge of compliance and regulatory requirements applicable to consumer lending, mortgage banking, consumer products, servicing and other mortgage related laws and regulations.
ExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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The desired "AVP - Syndicated Bank Loan Administration” will assist in transaction approval as required, support a complex loan portfolio and be knowledgeable in servicing syndicated and bi-lateral loan facilities.
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As our investment research and trading arm, SSGM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.
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In depth knowledge of Syndicated Lending Operations including: Credit Agreements, new facility onboarding, loan servicing, Fedwire payments, General Ledger reconciliation, trading via assignment, revolving credit facilities, term loan facilities, etc.
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Part of a team driving the bank's omni-channel servicing portfolio responsible for setting and delivering an experience framework on how our customers should be serviced in both digital and digital-human interactions.
Part-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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From forecasting to lead generation and qualification, to closing sales and servicing accounts, Account Manager will have an existing portfolio of accounts and will strive to increase territory revenue through expanding products sold and/or growing customer base.
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servicing portfolio jobs in New York, NY
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