and servicing of loan requests from application to funding including expedited requests. In addition to product and client support this role manages a loan portfolio of multiple loan requests from obtaining financials, input of loan application to closing working with multiple lines of business including underwriting, appraisal, loan doc … prep and bankers to monitor deadlines of meeting established closing dates. Responsibilities: Loan PortfolioManagement - Manage loan portfolio from preliminary information through financial gathering, application, ordering appraisal, ordering flood certification, scheduling closings, completing required paperwork, review of documentation, booking and funding of loans while meeting tight deadlines. … funding information, seek missing approvals, or confirm sufficient collateral for each loan. Qualifications: Bachelor's Degree and 1 years of experience in Consumer Lending, PortfolioManagement, or Mortgage Processing OR High School Diploma or GED and 5 years of experience in Consumer Lending, PortfolioManagement, or more »
and servicing of loan requests from application to funding including expedited requests. In addition to product and client support this role manages a loan portfolio of multiple loan requests from obtaining financials, input of loan application to closing working with multiple lines of business including underwriting, appraisal, loan doc … prep and bankers to monitor deadlines of meeting established closing dates. Responsibilities: Loan PortfolioManagement - Manage loan portfolio from preliminary information through financial gathering, application, ordering appraisal, ordering flood certification, scheduling closings, completing required paperwork, review of documentation, booking and funding of loans while meeting tight deadlines. … funding information, seek missing approvals, or confirm sufficient collateral for each loan. Qualifications: Bachelor's Degree and 1 years of experience in Consumer Lending, PortfolioManagement, or Mortgage Processing OR High School Diploma or GED and 5 years of experience in Consumer Lending, PortfolioManagement, or more »
and retention of clients through internal and external bank distribution channels. Additional responsibilities charged to this position include overseeing the following: financial reporting, vendor management, risk management, team training, regulatory and internal audits, business continuity activities, and driving process changes and technology enhancements that improve operational efficiency, risk … management, and the client experience. Effective ownership and oversight will require partnering with other wealth leaders and operational support teams in implementing a cohesive operational model across the Trust department. Responsibilities: Wealth Operations - Manages operational risk for Institutional Trust ensuring compliance with all applicable regulations, policies, and resolving complex … partnership between support and sales. Associates to meet growth, compliance, and regulatory objectives. Reporting - Creates, maintains, and presents crucial reporting to senior leadership on portfoliomanagement, controllable exceptions or losses, and other factors within wealth services. Qualifications: Bachelor's Degree and 8 years of experience in Banking or more »
and retention of clients through internal and external bank distribution channels. Additional responsibilities charged to this position include overseeing the following: financial reporting, vendor management, risk management, team training, regulatory and internal audits, business continuity activities, and driving process changes and technology enhancements that improve operational efficiency, risk … management, and the client experience. Effective ownership and oversight will require partnering with other wealth leaders and operational support teams in implementing a cohesive operational model across the Trust department. Responsibilities: Wealth Operations - Manages operational risk for Institutional Trust ensuring compliance with all applicable regulations, policies, and resolving complex … partnership between support and sales. Associates to meet growth, compliance, and regulatory objectives. Reporting - Creates, maintains, and presents crucial reporting to senior leadership on portfoliomanagement, controllable exceptions or losses, and other factors within wealth services. Qualifications: Bachelor's Degree and 8 years of experience in Banking or more »
Overview: This position conducts detailed portfolio analysis for use in new business and existing client presentations. Assists in the preparation of client investment-related presentations, reports, and reviews. Facilitates trading activities by ensuring timely processing and follow-up. Answers inquiries and serves as a resource to strategists, partners and … support tasks. Partners on the preparation of client investment-related presentations, reports, and reviews. Supports the development and delivery of written and graphic information. Portfolio Review - Reviews portfolios regularly to ensure compliance with all applicable policies and procedures. Reports on discrepancies, trends, and other important information to the appropriate … parties. Partners with Investment Operations Group and Compliance. Trade Implementation - Answers inquiries regarding portfoliomanagement trading systems. Ensure timely processing of trade-related activities. Qualifications: Bachelor's Degree and 1 years of experience in Financial Research, Data Analysis, or Financial Reporting OR High School Diploma or GED and more »
Overview: This position conducts detailed portfolio analysis for use in new business and existing client presentations. Assists in the preparation of client investment-related presentations, reports, and reviews. Facilitates trading activities by ensuring timely processing and follow-up. Answers inquiries and serves as a resource to strategists, partners and … support tasks. Partners on the preparation of client investment-related presentations, reports, and reviews. Supports the development and delivery of written and graphic information. Portfolio Review - Reviews portfolios regularly to ensure compliance with all applicable policies and procedures. Reports on discrepancies, trends, and other important information to the appropriate … parties. Partners with Investment Operations Group and Compliance. Trade Implementation - Answers inquiries regarding portfoliomanagement trading systems. Ensure timely processing of trade-related activities. Qualifications: Bachelor's Degree and 1 years of experience in Financial Research, Data Analysis, or Financial Reporting OR High School Diploma or GED and more »
and servicing of loan requests from application to funding including expedited requests. In addition to product and client support this role manages a loan portfolio of multiple loan requests from obtaining financials, input of loan application to closing working with multiple lines of business including underwriting, appraisal, loan doc … prep and bankers to monitor deadlines of meeting established closing dates. Responsibilities: Loan PortfolioManagement - Manage loan portfolio from preliminary information through financial gathering, application, ordering appraisal, ordering flood certification, scheduling closings, completing required paperwork, review of documentation, booking and funding of loans while meeting tight deadlines. … funding information, seek missing approvals, or confirm sufficient collateral for each loan. Qualifications: Bachelor's Degree and 1 years of experience in Consumer Lending, PortfolioManagement, or Mortgage Processing OR High School Diploma or GED and 5 years of experience in Consumer Lending, PortfolioManagement, or more »
and servicing of loan requests from application to funding including expedited requests. In addition to product and client support this role manages a loan portfolio of multiple loan requests from obtaining financials, input of loan application to closing working with multiple lines of business including underwriting, appraisal, loan doc … prep and bankers to monitor deadlines of meeting established closing dates. Responsibilities: Loan PortfolioManagement - Manage loan portfolio from preliminary information through financial gathering, application, ordering appraisal, ordering flood certification, scheduling closings, completing required paperwork, review of documentation, booking and funding of loans while meeting tight deadlines. … funding information, seek missing approvals, or confirm sufficient collateral for each loan. Qualifications: Bachelor's Degree and 1 years of experience in Consumer Lending, PortfolioManagement, or Mortgage Processing OR High School Diploma or GED and 5 years of experience in Consumer Lending, PortfolioManagement, or more »
and retention of clients through internal and external bank distribution channels. Additional responsibilities charged to this position include overseeing the following: financial reporting, vendor management, risk management, team training, regulatory and internal audits, business continuity activities, and driving process changes and technology enhancements that improve operational efficiency, risk … management, and the client experience. Effective ownership and oversight will require partnering with other wealth leaders and operational support teams in implementing a cohesive operational model across the Trust department. Responsibilities: Wealth Operations - Manages operational risk for Institutional Trust ensuring compliance with all applicable regulations, policies, and resolving complex … partnership between support and sales. Associates to meet growth, compliance, and regulatory objectives. Reporting - Creates, maintains, and presents crucial reporting to senior leadership on portfoliomanagement, controllable exceptions or losses, and other factors within wealth services. Qualifications: Bachelor's Degree and 8 years of experience in Banking or more »
and retention of clients through internal and external bank distribution channels. Additional responsibilities charged to this position include overseeing the following: financial reporting, vendor management, risk management, team training, regulatory and internal audits, business continuity activities, and driving process changes and technology enhancements that improve operational efficiency, risk … management, and the client experience. Effective ownership and oversight will require partnering with other wealth leaders and operational support teams in implementing a cohesive operational model across the Trust department. Responsibilities: Wealth Operations - Manages operational risk for Institutional Trust ensuring compliance with all applicable regulations, policies, and resolving complex … partnership between support and sales. Associates to meet growth, compliance, and regulatory objectives. Reporting - Creates, maintains, and presents crucial reporting to senior leadership on portfoliomanagement, controllable exceptions or losses, and other factors within wealth services. Qualifications: Bachelor's Degree and 8 years of experience in Banking or more »
Overview: This position conducts detailed portfolio analysis for use in new business and existing client presentations. Assists in the preparation of client investment-related presentations, reports, and reviews. Facilitates trading activities by ensuring timely processing and follow-up. Answers inquiries and serves as a resource to strategists, partners and … support tasks. Partners on the preparation of client investment-related presentations, reports, and reviews. Supports the development and delivery of written and graphic information. Portfolio Review - Reviews portfolios regularly to ensure compliance with all applicable policies and procedures. Reports on discrepancies, trends, and other important information to the appropriate … parties. Partners with Investment Operations Group and Compliance. Trade Implementation - Answers inquiries regarding portfoliomanagement trading systems. Ensure timely processing of trade-related activities. Qualifications: Bachelor's Degree and 1 years of experience in Financial Research, Data Analysis, or Financial Reporting OR High School Diploma or GED and more »
Overview: This position conducts detailed portfolio analysis for use in new business and existing client presentations. Assists in the preparation of client investment-related presentations, reports, and reviews. Facilitates trading activities by ensuring timely processing and follow-up. Answers inquiries and serves as a resource to strategists, partners and … support tasks. Partners on the preparation of client investment-related presentations, reports, and reviews. Supports the development and delivery of written and graphic information. Portfolio Review - Reviews portfolios regularly to ensure compliance with all applicable policies and procedures. Reports on discrepancies, trends, and other important information to the appropriate … parties. Partners with Investment Operations Group and Compliance. Trade Implementation - Answers inquiries regarding portfoliomanagement trading systems. Ensure timely processing of trade-related activities. Qualifications: Bachelor's Degree and 1 years of experience in Financial Research, Data Analysis, or Financial Reporting OR High School Diploma or GED and more »
Overview: This position has daily involvement in risk management activities required to successfully manage a large portfolio of commercial lease transactions combining $6 billion in assets sourced from equipment manufacturers and value-added resellers or directly solicited from end user customers. Actively participate in portfoliomanagement activities including vendor risk assessment, portfolio monitoring, customer reviews etc. Responsibilities: Performs risk management activities to minimize risks while aligning with the Bank's risk appetite, regulatory requirements, and criteria. Completion of customer annual reviews or annual regrades adhering to FCB's risk acceptance guidelines and criteria. … Completion of annual vendor reviews and new vendor approval adhering to FCB's vendor adjudication and review policy. Preparation and distribution of monthly risk management-reporting requirements. Review and proactive monitoring of performance of vendor relationships. Analysis of portfolio losses Participation in external Third-Party Servicing audits Utilizes more »
Overview: This position has daily involvement in risk management activities required to successfully manage a large portfolio of commercial lease transactions combining $6 billion in assets sourced from equipment manufacturers and value-added resellers or directly solicited from end user customers. Actively participate in portfoliomanagement activities including vendor risk assessment, portfolio monitoring, customer reviews etc. Responsibilities: Performs risk management activities to minimize risks while aligning with the Bank's risk appetite, regulatory requirements, and criteria. Completion of customer annual reviews or annual regrades adhering to FCB's risk acceptance guidelines and criteria. … Completion of annual vendor reviews and new vendor approval adhering to FCB's vendor adjudication and review policy. Preparation and distribution of monthly risk management-reporting requirements. Review and proactive monitoring of performance of vendor relationships. Analysis of portfolio losses Participation in external Third-Party Servicing audits Utilizes more »
Overview: This position has daily involvement in risk management activities required to successfully manage a large portfolio of commercial lease transactions combining $6 billion in assets sourced from equipment manufacturers and value-added resellers or directly solicited from end user customers. Actively participate in portfoliomanagement activities including vendor risk assessment, portfolio monitoring, customer reviews etc. Responsibilities: Performs risk management activities to minimize risks while aligning with the Bank's risk appetite, regulatory requirements, and criteria. Completion of customer annual reviews or annual regrades adhering to FCB's risk acceptance guidelines and criteria. … Completion of annual vendor reviews and new vendor approval adhering to FCB's vendor adjudication and review policy. Preparation and distribution of monthly risk management-reporting requirements. Review and proactive monitoring of performance of vendor relationships. Analysis of portfolio losses Participation in external Third-Party Servicing audits Utilizes more »
Overview: This position has daily involvement in risk management activities required to successfully manage a large portfolio of commercial lease transactions combining $6 billion in assets sourced from equipment manufacturers and value-added resellers or directly solicited from end user customers. Actively participate in portfoliomanagement activities including vendor risk assessment, portfolio monitoring, customer reviews etc. Responsibilities: Performs risk management activities to minimize risks while aligning with the Bank's risk appetite, regulatory requirements, and criteria. Completion of customer annual reviews or annual regrades adhering to FCB's risk acceptance guidelines and criteria. … Completion of annual vendor reviews and new vendor approval adhering to FCB's vendor adjudication and review policy. Preparation and distribution of monthly risk management-reporting requirements. Review and proactive monitoring of performance of vendor relationships. Analysis of portfolio losses Participation in external Third-Party Servicing audits Utilizes more »
Overview: This position has daily involvement in risk management activities required to successfully manage a large portfolio of commercial lease transactions combining $6 billion in assets sourced from equipment manufacturers and value-added resellers or directly solicited from end user customers. Actively participate in portfoliomanagement activities including vendor risk assessment, portfolio monitoring, customer reviews etc. Responsibilities: Performs risk management activities to minimize risks while aligning with the Bank's risk appetite, regulatory requirements, and criteria. Completion of customer annual reviews or annual regrades adhering to FCB's risk acceptance guidelines and criteria. … Completion of annual vendor reviews and new vendor approval adhering to FCB's vendor adjudication and review policy. Preparation and distribution of monthly risk management-reporting requirements. Review and proactive monitoring of performance of vendor relationships. Analysis of portfolio losses Participation in external Third-Party Servicing audits Utilizes more »
BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. Responsibilities: The Global Fund Banking ("GFB") PortfolioManagement team is responsible for managing all lending aspects for SVB's Venture Capital and Private Equity client relationships. The team leads the … approval process for new loan originations and is ultimately responsible for delivering the loan product to the client. The team also owns the ongoing management and monitoring of the existing loan portfolio. The team is responsible for creating a seamless client experience while maintaining credit quality and profitability targets … understanding changing business needs and risk profiles of clients, and communicating this information and assessment to key stakeholders. The core responsibility of the Manager - PortfolioManagement is to enable and manage a highly efficient loan production process for the GFB PortfolioManagement team. The role will more »
and industry-centric model, Healthcare Finance can tailor its products and services to help clients meet their needs for growth capital. The VP, Sr Portfolio Manager is responsible for the management of Healthcare investment products. Creates and implements the Bank's Healthcare investment strategy and approach within stated … investment guidelines. Responsible for the financial risk and return of the portfolio through ongoing monitoring, reporting, risk management, and structuring of investments. Services large, complex portfolios for high new worth clients. Provides investment recommendations, presentations, and expertise to achieve client investment and service objectives. Responsibilities: VP, Sr Portfolio Manager will support the Health Care Real Estate (HCRE) PortfolioManagement team with managing existing HCRE & ABL loans. The VP/Director will act as primary contact to Borrower's CFOs and Controllers. Will be responsible for vetting Borrower's compliance certificates and financial statements. Respond to more »
all with different ways of thinking, different ways of working, and especially those traditionally underrepresented in technology and financial services, to apply. Responsibilities: The PortfolioManagement Group is responsible for monitoring credit performance of SVB's project finance portfolio. Supporting a team that is focused on the execution … of potential energy and resource innovation sectors, including: renewable energy, power, and infrastructure. The role entails leading credit monitoring, control, and administration of a portfolio of borrowers with a view to identifying potential credit issues early. In addition, a significant portion of the role involves analyzing consent/waiver … the request and any mitigants and preparing an application for credit approval of the request under the guidance of senior team members. Responsibilities • Supporting portfoliomanagement, including analyzing amendment and waiver requests, assisting with monitoring periodic credit approval renewals, processing changes to existing transactions and assisting in preparing more »
company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. Responsibilities: Underwriting; Process Management Debt process management - manage corporate and leveraged transaction processes from new opportunity introduction from Director/MD to loan closing; - Due Diligence - review … target company provided/publicly available materials, including historical financials, management presentations, CIMs, and 3rd party materials; assist associates with generating diligence request lists to cover questions arising from review of materials while identifying gaps in provided information. Credit Memorandums - create credit memorandums to drive credit approval for new … Assist in document negotiation. Utilizes analysis and independent judgment to generate recommendations to Directors/MDs. Drive coordination/execution with Syndications and Relationship Management partners. Oversee the loan closing process. Reporting/PortfolioManagement Act as primary lending liaison for portfolio companies. Work with associates more »
with deep sector expertise, insights and connections. Learn more at . Corporate Banking Credit Solutions (CBCS) focuses on late-stage companies within SVB's portfolio of businesses. Primary responsibilities include structuring, underwriting, executing, and negotiating transactions and portfoliomanagement with a secondary focus on client coverage. The … Directors/MDs. The team provides creative late-stage and leveraged capital solutions to Corporate Banking clients in the technology sector. Responsibilities: Underwriting; Process Management Debt process management - manage corporate and leveraged transaction processes from new opportunity introduction to loan closing; Due Diligence - review target company provided/… publicly available materials, including historical financials, management presentations, CIMs, and 3rd party materials; assist associates with generating diligence request lists to cover questions arising from review of materials while identifying gaps in provided information; Credit Memorandums - create credit memorandums to drive credit approval for new opportunities; Review financial models more »
and expansion of existing relationships, as well as, delivering a wide range of banking solutions for Private Equity Firms. In addition to managing a portfolio of client relationships, there is an expectation to maintain a strong prospect list and relationships with other centers of influence in the respective market. … Key job functions include but are not limited to maintaining overall general management responsibility of their respective client portfolio and ensure planning for lifecycle of client business needs. Independently prospect and develop new client relationships, ensuring all prospects in target market are identified and covered. Positions entire SVB … platform of products, including debt, treasury, foreign exchange, and private bank. Acts as an overall brand ambassador for SVB. In conjunction with PortfolioManagement team, manages a portfolio of loans that requires ongoing monitoring and occasional restructuring. Evaluates client relationships to ensure SVB has relationships with decision more »
Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and … other wealth partners to provide HNW clients with a superior client experience. Responsibilities: Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal … and external network representing the Bank in the community and markets served. PortfolioManagement - Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely with middle office and credit more »
Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and … other wealth partners to provide HNW clients with a superior client experience. Responsibilities: Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal … and external network representing the Bank in the community and markets served. PortfolioManagement - Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely with middle office and credit more »
