Collecting information
Organizing data
The role focuses on audit coverage of the Enterprise Risk Management function and includes coverage of critical risk programs such as Risk Appetite, Issue Management, Risk Identification, Reputation Risk, Strategic Risk, Culture and Conduct Risk, Policy Governance, and Management Committee Governanc
The Associate, Corporate Banking Underwriting & Portfolio Management underwrites and manages transactions, and routinely monitors them for risks inherent in a business loan portfolio. Demonstrated knowledge in financial modeling and able to structure credit in modeling environment. Years of fina
Audit coverage focuses on the 2LOD Enterprise Risk Management function and includes coverage of critical risk programs such as Risk Governance Framework, Risk Appetite, Issue Management, Policy and Management Committee Governance, Culture and Conduct Risk, Strategic Risk and Reputation Risk. Audit M
Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards. Understand and manage firm risk on audits and proposals. Experience working with financial services clients,
Understanding of the risk management functions and risks, including but not limited to the understanding of enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulator
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. At least 7 yrs of experience in financial planning and analysis, treasury, or related roles (e. Controller
You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor
Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Review to ensure each credit is properly risk rated based on
In this role, you'll take on independent responsibility for underwriting, credit monitoring, and portfolio management of complex client relationships, while working in close partnership with Relationship Managers and the Credit Approval team. We're seeking a seasoned credit and portfolio management
Assist in the preparation and review of financial statements, including but not limited to, Balance Sheet, Statement of Investments, Statement of Operations, Statement of Cash Flows, and Notes to Financial Statements. Support the year-end audit process, in collaboration with the team, client, and au
Critical success factors include the ability to engage and partner with all functions of the business to deliver commitments and overall financial objectives in a manner that creates value and efficiently utilizes resources and minimizes risk. Leads forecast updates; liaise with Senior Leadership on
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. Support gathering, spreading and review of client financial statements. Santander is a global leader and innovator in the financial services i
What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
Based on member need, identify opportunities for referral to other Credit Union products and services including, but not limited to, Hudson Valley Credit Union Insurance Services, HVCU Financial Services, HVCU Business Services and HVCU branch services. Collect and analyze member's financial informa
Strong analytical and financial modeling skills with a keen attention to detail. Provides financial analysis and insights for ongoing and upcoming sustainability projects in the current year's Dynamic Forecast. This role drives financial control across key components-accounts receivable, accounts pa
Regularly review portfolio to identify potential concerns and conduct financial analysis and risk assessments for new and existing real estate loans. Conduct thorough market and credit analysis to assess risk, identify trends, and ensure ongoing loan performance and compliance. Analyze and underwrit
Follow regulations and bank security procedures to protect customers as well as minimize risk to the bank. Answer customer inquiries, make appropriate financial solutions and recommendations and assist with problem resolution. Identify sales opportunities to cross-sell bank products and services to