Financial Services Expert

3 weeks ago


Denver, Colorado, United States City National Bank Full time

About the Position

Credit Officer II: A Financial Services Expert at City National Bank. We're seeking a highly skilled professional to join our Fund Finance Team and provide expert credit and loan underwriting services. As a key member of our team, you will analyze prospective loan transactions, evaluate credit structures, and ensure the bank's interests are protected.

Key Responsibilities

  • Review loan requests, LPAs, LP lists, PPMs, and historical financial information to determine credit structure and terms;
  • Assess industry data and competitive factors to determine sources and uses of funds;
  • Determine risk rating and recommend credit decisions;
  • Collaborate with Relationship Managers and Credit Managers to develop credit strategy;
  • Authorize credit approvals and restructurings as needed.

Qualifications

  • Bachelor's Degree or equivalent;
  • At least 5 years of experience in underwriting capital call and subscription loans;
  • At least 5 years of experience in a banking or financial services environment required;

Benefits

We offer a competitive salary range of $73,300 - $122,700 per year, based on skills, experience, and location. This role is eligible for bonus and/or commissions.


  • Financial Expert

    5 days ago


    Denver, Colorado, United States VISTA Technology Services Full time

    Financial ExpertWe are looking for an experienced Financial Expert to join our team at VISTA Technology Services, Inc. in Denver.About the Job:Conduct thorough financial analyses and provide management information supportAssess and evaluate complex financial and administrative needsOffer technical expertise and analysis of highly specialized applications and...


  • Denver, Colorado, United States Western & Southern Financial Group Full time

    About This RoleWestern & Southern Financial Group is seeking a highly motivated and experienced Regional Vice President Financial Institutions/Broker Dealer to join our team.Key Accountabilities:Drive sales growth and revenue within an assigned territory through the development and execution of business plans.Build and maintain strong relationships with...


  • Denver, Colorado, United States PNC Financial Services Group Full time

    PNC Financial Services Group is a leading provider of financial services, and as an Investment Advisor I within our Private Bank organization, you will play a key role in delivering exceptional client experiences. Your primary responsibility will be to support accounts in accordance with investment objectives developed in collaboration with clients.Depending...


  • Denver, Colorado, United States Global Financial Impact - Marco Esquivel Full time

    Company OverviewGlobal Financial Impact is a dynamic and forward-thinking organization dedicated to empowering individuals and businesses to achieve their financial goals. Our mission is to provide expert guidance and innovative solutions to help clients navigate the complexities of the financial world.With a strong emphasis on customer satisfaction, we...


  • Denver, Colorado, United States PNC Financial Services Group Full time

    ResponsibilitiesAs a Portfolio Manager at PNC, your primary responsibilities will include:Supporting Clients: Work closely with clients to understand their investment objectives and provide personalized advice on planned giving, program health, and strategies.Maintaining Assets Under Management: Grow and manage client assets by providing expert investment...


  • Denver, Colorado, United States U.S. Bank Full time

    About the RoleWe're seeking a highly skilled Financial Services Onboarding Expert to join our team at U.S. Bank. As a key member of our Treasury Management group, you will play a critical role in delivering exceptional customer experiences through seamless onboarding and implementation of Treasury Management payables, receivables, and other financial...


  • Denver, Colorado, United States Ria Financial Full time

    What You Will DoYou will play a key role in helping us achieve our goal of being the leader in the financial services industry. Your expertise as a corporate lawyer will enable you to help us navigate the ever-changing regulatory landscape and ensure compliance with relevant laws and regulations.Responsibilities:• Draft and negotiate commercial agreements...


  • Denver, Colorado, United States Robinhood Full time

    Company OverviewRaise the bar in the financial industry with Robinhood, a pioneering fintech company revolutionizing access to finance for all.We are committed to creating a fair and inclusive financial system where everyone can participate. Our mission is driven by our passion for innovation and our dedication to providing exceptional customer experiences....


  • Denver, Colorado, United States Capstone Colorado - a MassMutual firm Full time

    About the roleWe're seeking a Financial Advisor who welcomes our flexible approach, recognizes the strength of our products and our brand, embraces our investment in cutting-edge technologies, and sees a strong teaming model as a means to better serve clients.This opportunity offers the chance to accelerate your career and future by partnering with a...


  • Denver, Colorado, United States PNC Financial Services Group Full time

    Position OverviewPNC, a leading financial services group, is seeking a talented individual to join its Business Banking organization. As a Treasury Management Advisor, you will be based in our Colorado Market and play a crucial role in delivering exceptional customer experiences.Job DescriptionManage relationship activities with new and existing clients to...


  • Denver, Colorado, United States Global Financial Impact - Marco Esquivel Full time

    Job DescriptionWe are seeking a motivated and results-driven Financial Professional to join our team. As a key member of our client-facing team, you will be responsible for providing expert guidance and advice to clients, helping them to achieve their financial goals and objectives.Your primary responsibilities will include: Obtaining and maintaining a...


  • Denver, Colorado, United States Korn Ferry Full time

    Korn Ferry is partnering with an environmental services company to identify a highly skilled Financial Operations Specialist. The organization is an established leader in their industry, having received multiple awards for safety and business excellence.Job OverviewThe Environmental Services Company is seeking a Senior Financial Expert to enhance...


  • Denver, Colorado, United States SteelPeak Wealth Full time

    The ideal candidate will possess excellent communication skills and a strong passion for delivering exceptional client service. As a Financial Advisor at SteelPeak Wealth, you will have the opportunity to grow and develop within a dynamic organization that prioritizes employee satisfaction and growth.About Us: We strive to create a workplace that fosters...


  • Denver, Colorado, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewA financial professional who helps clients and businesses achieve their financial objectives by providing expert advice and solutions. This individual acts as a liaison between clients and financial institutions, possessing in-depth knowledge of financial products and services such as insurance and retirement planning.


  • Denver, Colorado, United States PNC Financial Services Group Full time

    At PNC Financial Services Group, we are committed to delivering exceptional service to our clients. As a Financial Consultant, you will play a key role in supporting clients in achieving their investment objectives, while maintaining and growing assets under management.Your responsibilities will include executing risk management practices, adhering to PNC's...


  • Denver, Colorado, United States Cetera Financial Group, Inc. Full time

    Financial Services Support Specialist Job SummaryCetera Financial Group is seeking a skilled Financial Services Support Specialist to join our team. As a key member of our operations team, you will provide critical support to our financial advisors and their clients.Your primary responsibilities will include preparing and processing client paperwork,...


  • Denver, Colorado, United States BMO Financial Group Full time

    About BMO Financial GroupBMO Financial Group is a leading financial institution dedicated to helping our customers achieve their financial goals. Our team is committed to providing exceptional service and creating lasting, positive change in the lives of our customers and communities.Job SummaryWe are seeking a talented Financial Services Professional to...


  • Denver, Colorado, United States Capstone Colorado - a MassMutual firm Full time

    Join Our Team of ProfessionalsCapstone Colorado - a MassMutual firm - is a dynamic organization committed to delivering exceptional financial services. We offer a collaborative work environment that encourages growth and development.As a Comprehensive Financial Advisor, you will have the opportunity to work with a diverse range of clients, each with unique...


  • Denver, Colorado, United States Equitable Advisors LLC Full time

    At Equitable Advisors LLC, we're dedicated to helping our clients achieve their financial goals through personalized service and expert guidance. As a Financial Services Professional, you'll play a key role in delivering exceptional client experiences while building long-term relationships that emphasize trust, guidance, and technology.Our ApproachWe take a...


  • Denver, Colorado, United States There With Care Full time

    The role of the Financial Management Expert at There With Care is a vital one. As a key member of our team, you will be responsible for overseeing and managing all general ledger accounting functions, including accounts payable, accounts receivable, and payroll.Key ResponsibilitiesPrepare accurate and timely financial statements, including balance sheets,...