Collecting information
Organizing data
Synthesize and convert the data into meaningful information that is used to drive discussions with management and drive observations and conclusions. Assist in the construction of deal-oriented reports and presentations that highlight the key financial findings facing the potential acquisition and t
They understand the differences in underwriting standards, collateral requirements, and regulatory frameworks across consumer and commercial lending, and can apply that knowledge to make sound decisions daily. SELF offers a full spectrum of lending products, including home improvement and energy eff
Financial Analysis: Assist in preparing financial models and simple valuations to assess the financial health and strategic fit of acquisition prospects. Support in developing acquisition strategies: Support the design of transaction structures, collaborate with internal stakeholders to contribute i
KEY DUTIES & RESPONSIBILITIES: Lead the short and long-term financial planning process and partner with corporate and functional leaders to shape business priorities and develop financial plans to execute against those priorities. Excellent analytical, financial modeling, leadership and interpersona
In conjunction with Treasury Management Support and Onboarding, may assist in training and developing all commercial team members on Treasury Management commercial card products and pricing. Responsible for WesBanco's Commercial Card and Integrated Payables production and profitability by partnering
This role partners closely with business leaders to translate financial data into actionable insights and drive improved financial performance aligned with organizational goals. Develop and maintain financial models for forecasting, scenario planning, cash flow, and initiative evaluation. Strong fin
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. Underwrites and services commercial loan
Each individual will play a key role in driving performance and innovation within one Commercial Insurance portfolio - Workers Compensation, Automobile, Property or Casualty - by leveraging data analytics, product and pricing strategy, underwriting strategy, and collaborative partnerships across the
Strong project management skills to support the development, refinement, and management of credit policies and standard procedures. Demonstrated understanding of banking processes, regulatory requirements, and client needs in the lending space. The successful candidate will ensure that credit polici
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clientsincluding corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. Our history spans over 200 years and tod
Conducts or coordinates structuring and underwriting of new credit requests and preparation of credit approval packages, responsible for aggregating credit relationship details and quality control of any supporting analysis prepared by colleagues in conjunction with the underwriting process. Ensures
Conducts or coordinates structuring and underwriting of new credit requests and preparation of credit approval packages, responsible for aggregating credit relationship details and quality control of any supporting analysis prepared by colleagues in conjunction with the underwriting process. Ensures
Job location: Miami, FL Position is hybrid Requirements 12+ years of experience in banking / credit / financial services 3+ years of experience as a Product Owner Must have experience with banking software solutions implementations (ie: nCino, Abrigo, Alkami, Meniga, Q2, Turnkey Lender) MUST BE an e
This role is responsible for preparing credit analyses and credit memos, performing financial statement and cash flow analysis, supporting underwriting and loan structuring, and completing credit risk assessment for commercial lending requests. Prior experience using systems and tools that support c
What you can expect from us: Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on enabling you to further you
At Regions, the Treasury Management Relationship Support Specialist provides sales support to Treasury Management Relationship Managers and their clients to identify, develop, and deliver quality solutions to aid the client in their day-to-day business needs. Collaborates with both Commercial and Tr
Under general direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience, to create new and manage existing relationships with regional wire houses, financial advisors/brokers and agents to generate required production/sales revenue from fi