Collecting information
Organizing data
The Loan Coordination Specialist III supports relationship managers and clients in the closing of the commercial loans ensuring all commercial lending steps flow effectively and efficiently. Do you have a knack for details and organization? Interested in the "behind the scenes" of lending? If you ar
Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independen
The Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Adviso
The Credit Advisor (CA) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Adviso
As a Lending Specialist within JPMorgan Wealth Management, you will offer comprehensive lending expertise, acting as the primary point of contact for Financial Advisors, Clients, and Market Leadership who rely on your knowledge to navigate lending needs and deliver exceptional outcomes. Morgan Wealt
The role leads Regulatory Change Management, oversees third-party compliance risk, and conducts HMDA and fair lending reviews that inform enterprise-level risk decisions. Support the credit union's third-party risk management program by evaluating vendor compliance controls and regulatory requiremen
Maintains a strong understanding of commercial loan policy and procedures and recommends changes to the Chief Credit Officer that mitigate risks to the Credit Union. In-depth knowledge of commercial lending compliance and credit regulations. Strong understanding of commercial loan legal documentatio
As a Lending Specialist within JPMorgan Wealth Management, you will offer comprehensive lending expertise, acting as the primary point of contact for Financial Advisors, Clients, and Market Leadership who rely on your knowledge to navigate lending needs and deliver exceptional outcomes. Morgan Wealt
The majority of your time will be spent conducting the complex credit analysis to finance multiple business endeavors including; investment real estate, owner-occupied real estate, working capital, equipment, LBOs/acquisitions, healthcare-related opportunities, as well as credits augmented with an S
The Portfolio Manager I is responsible for the ongoing management, credit quality, and risk oversight of a defined portfolio of lower-to moderate-risk commercial loan relationships, operating within established credit policies and guidelines. Portfolio Manager I serves as a primary point of contact
Conducts pre-closing compliance/audit reviews to ensure all regulatory and investor requirements are met before loan documents are prepared. Advanced knowledge of mortgage lending and closing processes.
As a Compliance Risk Management Senior Officer - Associate in Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial bankin
You will prepare sophisticated commercial and consumer financial analysis credits/loans, perform analysis, and make recommendations on loan structure, pricing, and risk rating. The Private Wealth Credit Specialist III is primarily responsible for underwriting large complex financial/credit transacti
The Treasury Management Sales Officer is responsible for developing and managing relationships with business members to sell and implement treasury management solutions including cash management, merchant services, remote deposit capture, ACH services, and other business banking products. Strong und
Minimum Education and Experience: High school diploma or GED and, three (3)+ years' of SBA experience in commercial loan underwriting, financial analysis or portfolio management. Duties consist of gathering, analyzing and interpreting credit and financial information for existing members to assess c
Provide subject matter expertise in fair lending and credit risk compliance across the credit lifecycle (marketing, underwriting, pricing, servicing, and automated decisioning). PayPal is seeking a senior compliance professional to serve as a subject matter expert in Credit Risk and Fair Lending ove
Reporting to the Vice President, Portfolio Management - Commercial Surety, The Senior Underwriter, Surety Portfolio Management, will play a crucial role in assessing and managing the risk of accounts that make up Ascot's surety portfolio. Work closely with a team of colleagues and VP, Portfolio Man
You will interact with credit approval officers, credit risk managers, and credit concurrence officers and participate in loan presentations to provide additional information and/or to support conclusions reached in analysis. You will independently prepare complex credit analysis on commercial trans