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Director/Managing Director, Fund Banking (Fund Finance)
Stifel - New York, NY
Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). The Fund Banking group consists of 10+ people and manage...
Director/Managing Director, Fund Banking (Fund Finance)
Stifel - New York, NY
Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes but with a specific lean towards venture capital and growth equity funds. The Fund Banking group consists of 10+ people and manages a portfolio of $8B+ in...
Data Scientist – Commercial Banking Pricing & Profitability
City National Bank - Los Angeles, CA
DATA SCIENTIST – COMMERCIAL BANKING PRICING & PROFITABILITY WHAT IS THE OPPORTUNITY? Responsible for leading data strategy and analytics for Commercial Banking Pricing and Profitability. This role will drive enterprise-wide alignment on profitability metrics, serve as the data steward for Finance in the Enterprise Data Warehouse, and devel...
Client Liaison Lead Specialist
SS&C Technologies - Lichfield, England, United Kingdom
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description ...
Distribution Representative - Maryland/Delaware Territory (Remote)
NJM Insurance Group - Baltimore, MD
Formal NJM Title: Distribution Representative - Maryland / Delaware Territory Department Name: Commercial Lines Sales Position Reports To: Administrator, CL Sales Job Location: Maryland market General Summary: Do you have a strong network with property and casualty insurance brokers in the greater Maryland / ...
Distribution Representative - Maryland/Delaware Territory (Remote)
NJM Insurance Group - Cockeysville, MD
Formal NJM Title: Distribution Representative - Maryland / Delaware Territory Department Name: Commercial Lines Sales Position Reports To: Administrator, CL Sales Job Location: Maryland market General Summary: Do you have a strong network with property and casualty insurance brokers in the greater Maryland / ...
Senior Credit Officer
City National Bank - Los Angeles, CA
SENIOR CREDIT OFFICER WHAT IS THE OPPORTUNITY? This position will be responsible for evaluating and approving/declining credit requests for assigned lending units that exceed their signing authority. Responsibilities include monitoring the credit quality of assigned portfolios to help ensure that established risk parameters are being adhered to, ensuring complianc...
Manager Loan Administration
City National Bank - Charlotte, NC
MANAGER LOAN ADMINISTRATION WHAT IS THE OPPORTUNITY? Direct and manage the work flow and team assignments of the Loan Closing function at the CLC. Develop and maintain the infrastructure to support the submission of a "complete package" for documentation preparation and for boarding for all consumer, commercial and real estate secured requests for all lines of bus...
Manager Loan Administration
City National Bank - Los Angeles, CA
MANAGER LOAN ADMINISTRATION WHAT IS THE OPPORTUNITY? Direct and manage the work flow and team assignments of the Loan Closing function at the CLC. Develop and maintain the infrastructure to support the submission of a "complete package" for documentation preparation and for boarding for all consumer, commercial and real estate secured requests for all lines of bus...
Associate Director, Client Success
Eze - San Francisco, CA
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description
Loan Document Administrator II
City National Bank - Los Angeles, CA
LOAN DOCUMENT ADMINISTRATOR II WHAT IS THE OPPORTUNITY? Responsible for the preparation of loan documents for commercial real estate and/or commercial construction loans, including new real estate construction. Obtain and review all necessary loan information to prepare adequate loan documents and takes appropriate action on any issues. Acts as liaison with intern...
Credit Officer
City National Bank - Irvine, CA
CREDIT OFFICER WHAT IS THE OPPORTUNITY? This position will be responsible for evaluating and affirming/declining credit requests for assigned lending units that exceed their signing authority, as well as, providing oversight to the Investor CRE portfolios across the commercial lending platforms (CREB, Corporate Banking, Entertainment Banking, Specialty Banking, Pr...
Associate Director, Client Success Manager
Eze - New York, NY
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description ...
Sales & Operations Manager_Colleague Banking
City National Bank - Los Angeles, CA
MANAGER SALES & OPERATIONS SERVICE_COLLEAGUE BANKING WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Colleague Banking clients and relieves the Colleague Banking Manager from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-sell opportunities by assessing deposit portfolio and client needs...
Premier Mortgage Client Serv Escalation Manager
City National Bank - Jacksonville, FL
PREMIER MORTGAGE CLIENT SERVICING ESCALATION MANAGER WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most resp...
