UHNW Lending Manager

UHNW Lending Manager RoleAt Charles Schwab, we're seeking a highly skilled UHNW Lending Manager to join our Lending Solutions Team (LST). This key role will be responsible for delivering a premier client application and loan servicing experience, serving as the single point of contact for all clients, employees, and internal partners interested in learning...

Job Summary:The Tax Manager - HNW role is a challenging and rewarding position that involves providing expert tax advice and guidance to clients who are high net worth individuals (HNW) and ultra-high net worth individuals (UHNW).Key Responsibilities:Preparing and managing complex tax returns for HNW and UHNW individuals, including identifying and applying...

Job SummaryWe are seeking a highly experienced and dynamic Senior Legal Counsel to join our team as an Associate General Counsel. This role provides a unique opportunity to work in a fast-paced, challenging, and rewarding environment, providing legal advice and counsel on a wide range of issues, with a particular focus on asset-based lending transactions.Key...

Job Title: Commercial Credit Lending OfficerAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.As a Commercial Credit Lending Officer, you will be...

Mortgage Loan Originator Job SummaryWe are seeking a highly motivated and experienced Mortgage Loan Originator to join our team at Planet Home Lending. As a Mortgage Loan Originator, you will be responsible for selling mortgage loans to customers and taking applications for all types of mortgage loans offered by the Company.Key Responsibilities:Develop new...

Job Title:SVP - Commercial Banker - Asset Based Lending (ABL)Location:CityScapeJob Summary:Western Alliance Bank is seeking a seasoned Commercial Banker to join our team as a Senior Commercial Banker - Asset Based Lending Specialist. As a key member of our Commercial Banking team, you will be responsible for identifying and developing new business...

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our teammates...

Mortgage Loan Originator Job SummaryThe Mortgage Loan Originator is primarily responsible for selling mortgage loans to customers and taking applications for all types of mortgage loans offered by the Company. This position requires cultivating consumer and business relationships through outside sales meetings with builders, realtors, and consumers. The...

Job SummarySunflower Bank, N.A. is seeking a highly motivated Commercial Relationship Manager to join our team. The ideal candidate will have a strong background in commercial lending and a proven track record of building and maintaining strong client relationships.Key ResponsibilitiesDevelop and implement a business plan to expand and manage a loan...

Job Summary:Sunflower Bank, N.A. is seeking a highly motivated Commercial Relationship Manager to join our team. As a key member of our commercial lending team, you will be responsible for developing and implementing business plans and market strategies to expand and manage our loan portfolio of commercial clients.Key Responsibilities:Develop and implement...

Job SummarySunflower Bank is seeking a highly motivated and experienced Commercial Relationship Manager to join our team. As a key member of our commercial lending team, you will be responsible for developing and implementing business strategies to expand and manage our loan portfolio.Develop and execute business plans to expand and manage our loan...

Top-Ranked Wealth Management Firm in Phoenix seeks a skilled Tax Associate to join our team. With 12+ years of continuous growth, we help families connect wealth and purpose.Why Choose Us?Named to Financial Advisor Magazine's RIA Survey and Rankings ListAbove market salaries and excellent Work/Life balance and PTO401(k) plan with 100% vested company...

Job Title: Business Control Senior Manager Location: Western Alliance Bank What you'll do: Western Alliance Bank is seeking a Business Control Senior Manager to join our Risk and Control Self-Assessment (RCSA) team. This role is responsible for implementing a consistent, sustainable, and timely RCSA program to support the credit & lending organization....

Job Title:Senior Portfolio ManagerThe Portfolio Manager position is responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex C&I loans in compliance with the Bank's lending policies and procedures.This role will work closely with the Vice President, Commercial Banker to manage loans and ensure credit risks are...

We are seeking a seasoned Loan Officer to join our team at Blue Signal Search. This role offers a unique opportunity to work with a rapidly expanding hard money lending company that prioritizes relationships over transactions.This position involves managing a high volume of leads, facilitating the loan origination process, and fostering strong relationships...

Job Summary:The Commercial Portfolio Manager (CPM) will assist the Commercial Relationship Managers by completing underwriting and due diligence to help analyze new opportunities in accordance with established lending objectives, policies and procedures. The CPM III will also maintain and service existing customers as well as ensure credit quality guidelines...

Job Title: Commercial Portfolio Manager III or Sr. CPMAt Bankers Trust, we are seeking a highly skilled Commercial Portfolio Manager III or Sr. CPM to join our team. This role will assist the Commercial Relationship Managers by completing underwriting and due diligence to help analyze new opportunities in accordance with established lending objectives,...

Launch your career with Western Alliance Bank as a participant in our Commercial Banking Development Program. Explore what it's like to work as part of an entrepreneurial culture at one of the country's top-performing banking companies.A formal 18-month development program where you'll solve problems, be creative, and make an impact. You'll participate in...

Job SummaryWe are seeking a highly skilled Business Banking Relationship Manager to join our team. As a key member of our commercial banking team, you will be responsible for providing technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within the assigned portfolio/jurisdiction.Key...

Job Title:Portfolio ManagerAt Western Alliance Bank, we are seeking a skilled Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for analyzing, structuring, and coordinating the closing of major and complex C&I loans in compliance with the Bank's lending policies and procedures.The ideal candidate will have a strong...