Collecting information
Organizing data
Provide subject matter expertise in fair lending and credit risk compliance across the credit lifecycle (marketing, underwriting, pricing, servicing, and automated decisioning). Partner with Data Science and Model Risk to assess disparate treatment and disparate impact risk and support responsible A
How You'll Spend Your Time: 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
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
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and ser
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Private Client Investment Associate. Using a broad investment product and thought leadership platform along with cutting edge digital techn
Capital Asset Management LLC specializes in commercial real estate solutions aimed at creating value for clients. High attention to detail with strong organizational and time management skills. Our motto, “Commercial Real Estate.
Key Responsibilities Manage American Express regulatory engagements, internal compliance audits, and external assessments for ETS programs, processes, and procedures Respond to audit and examination requirements from both internal auditors and external examiners Understand and be able to develop, im
They partner with Credit Risk stakeholders to document data meaning, ownership, and controls; identify data quality issues or risks; and support improvements to data quality and transparency for Credit Risk processes and reporting. We are looking for candidates with 2+ years of experience in financi
Investment Management Career Opportunity. We are seeking ambitious, quick learners, who are looking to establish a career in investment management. Interface with internal sales representative and wholesalers providing appropriate firm, product, performance and other data on both a regular and ad-ho
OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisor
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
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. Morgan Wealth Management, you will provide client service,
A growing financial services firm in Phoenix is seeking an Internal Controls Manager to ensure SOX compliance and oversee internal controls testing related to financial reporting. The role involves evaluating controls' effectiveness, managing team performance, and ensuring regulatory adherence.
A leading investment firm is seeking a Senior Investment Professional to originate and execute structured credit and equity investments in technology companies. Candidates should have at least 8 years of experience in private credit or equity and a strong track record in the technology sector. This
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
Key Skills (More Important Than Experience):*** Strong written and verbal communication, including the ability to explain Credit Risk concepts and data requirements clearly* Curiosity and willingness to ask questions to validate assumptions, reconcile variances, and surface risk data issues early* A
OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisor
THE ROLE Using discretion and judgment, the Retail Internal Specialist assists in developing, maintaining, and uncovering relationships with brokers selling MFS products.
A financial institution in Phoenix is seeking a Portfolio Manager I responsible for the management, credit quality, and risk oversight of lower-to-moderate-risk commercial loans. This role entails executing credit administration, managing borrower relationships, and ensuring compliance with credit p