Collecting information
Organizing data
Monitor client accounts (specifically cash positions) to ensure accounts are properly allocated per wealth management agreements and client-advisor-portfolio management updates. Key tasks will center around cash management and portfolio research, construction, monitoring and trading related function
A technology company focused on AI is seeking a Head of Equity Research. Candidates should have a strong financial background, particularly in financial analysis and modeling, to help enhance AI decision-making capabilities in finance.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy. Manage the n
Monitor client accounts (specifically cash positions) to ensure accounts are properly allocated per wealth management agreements and client-advisor-portfolio management updates. Key tasks will center around cash management and portfolio research, construction, monitoring and trading related function
DarrowEverett LLP is looking for a Commercial Lending & Finance Attorney with excellent communication and administrative skills, who is highly organized and detail-oriented, is able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm, always, in ways that e
Applied experience in underwriting or product management and data analytics/data analysis is preferred. 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 a
The Commercial Real Estate Portfolio Management Officer is responsible for managing an assigned portfolio of commercial real estate loans. Responsible for keeping the Real Estate Risk Manager and/or the Director of Real Estate Risk advised on adverse changes in the risk profile of loans within their
Candidates should have over 10 years of experience in commercial credit underwriting and a bachelor's degree in Finance. A leading financial institution in Miami, FL is seeking a Group Portfolio Manager for its Commercial Banking division. The role involves overseeing a diverse credit portfolio, lea
Strong project management skills to support the development, refinement, and management of credit policies and standard procedures. This role requires deep expertise in credit risk and policy across diverse market environments, as well as a proven ability to lead complex projects from inception to c
The Commercial Real Estate Portfolio Management Officer is responsible for managing an assigned portfolio of commercial real estate loans. Conducts or coordinates structuring and underwriting of new credit requests and preparation of credit approval packages, responsible for aggregating credit relat
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial tra
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. The Senior Commercial Credit Analyst supports current a
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. Acts as a support and education resource for selling of commercial cards and integrated payables to Treasury
Perform detailed credit, financial statement analysis, industry analysis and projection modeling to ensure accurate and timely and accurate monitoring, accurate risk ratings, covenant compliance, watchlist updates, recognition of potential problems loans of leveraged credit portfolio. CIB Portfolio
At Regions, the Credit Products Commercial Portfolio Manager is a client-facing role that is responsible for independently leading all aspects of the entire commercial credit process both internally and externally with prospects and clients. Completion of a major corporate credit training program (o
UHNW lending origination and credit analysis in a private bank or commercial banking organization. Partnering with our US Underwriting team on submitting credit memos and overall portfolio and risk management. Our advisor-led wealth management businesses provide financial planning, investment manage
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial tra
Reporting to the Director of ACL, the Credit Risk Analytics Manager is part of a dynamic team of talented professionals whose task is to manage and maintain the credit risk models used to produce the allowance for credit losses (ACL) and other credit risk estimates. The Credit Risk Analytics Manager
Collaborate with Risk Officers, Treasury Management, Client Services, and Product Specialists to deliver a full-service experience. Strong understanding of accounting, finance, and credit analysis. As a Corporate Banking Relationship Manager, you'll serve as the primary advisor for a portfolio of hi