Citi Wealth Lending Specialist

Job SummaryWe are seeking a highly skilled and experienced Lending Specialist to join our team at Citigroup Inc. As a key member of our Private Banking group, you will be responsible for developing and executing lending strategies to drive business growth and revenue.Key Responsibilities:Establish and maintain relationships with high net worth clients and...

About the RoleThe Lending Advisor is a key member of the CPB team of specialists, acting as a proactive and responsive product advocate for credit. This role requires a strong understanding of financial markets, investments, and banking products, as well as excellent communication and interpersonal skills.Key ResponsibilitiesEstablish a reputation of...

Senior Private BankerLeeds Professional Resources is seeking a seasoned Private Banker to join our team. As a trusted advisor, you will be responsible for managing relationships with high net worth individuals (HNWI) and providing tailored solutions to meet their financial needs.Key Responsibilities:Client Acquisition and Retention: Grow the client base...

Job SummaryCitigroup Inc is seeking a highly skilled Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our Citigold and Citigold Private Client segments.You will have access to our leading investment solutions platform, which allows us to deliver...

Commercial Lending Sales Support Specialist First Citizens Bank is seeking an experienced Commercial Lending Sales Support Specialist for a full-time, in-branch role at 2601 South Bayshore Drive in Miami, Florida. The ideal candidate will provide ongoing sales and documentation support, ensure accuracy of loan documentation, oversee credit servicing, and...

Commercial Lending Sales Support Specialist First Citizens Bank is seeking an experienced Commercial Lending Sales Support Specialist for a full-time, in-branch role at 2601 South Bayshore Drive in Miami, Florida. The ideal candidate will provide ongoing sales and documentation support, ensure accuracy of loan documentation, oversee credit servicing, and...

Media Buyer Job DescriptionSymple Lending is a pioneering fintech company that is revolutionizing the lending industry by empowering customers to achieve financial freedom. Our mission is to provide seamless and efficient lending solutions to our customers. We are seeking an experienced Media Buyer to help drive our growth through effective and efficient...

Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net-worth clients. Closely works with assigned advisor(s) to meet the needs and objectives of the client, and wi Support Specialist, Wealth, Support, Specialist, Relationship Manager, Leader, Banking, Business Services

Altfest Personal Wealth Management: A Leader in Financial PlanningAltfest Personal Wealth Management is a renowned independent wealth management firm seeking a skilled Financial Planning Specialist to join our advanced planning team. As a key member of our team, you will play a vital role in helping Financial Advisors formulate and implement investment and...

Job Description:Wealth Supervision Coordinator is an individual contributor providing essential support to the Wealth Supervision organization.The role is responsible for identifying and implementing strategic opportunities for innovative solutions, driving process re-engineering, building scale and mitigating risk.The candidate will work closely with Wealth...

Mortgage Sales and Client Relationship ManagerCitigroup Inc. is seeking a highly skilled Mortgage Sales and Client Relationship Manager to join our team. As a key member of our mortgage lending team, you will be responsible for driving mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers.Key...

Job Title: Wealth AdvisorWe are seeking a highly motivated and experienced Wealth Advisor to join our team at Sequoia Financial Group. As a key member of our team, you will be responsible for providing exceptional financial and investment planning services to our clients.Key Responsibilities:Manage and retain a book of high net worth client...

Job SummaryThe Commercial Lending Specialist plays a crucial role in the ongoing servicing of the commercial loan portfolio. This position requires a detail-oriented individual with strong analytical and problem-solving skills to ensure the timely and accurate processing of loan requirements.Key ResponsibilitiesCollect, track, and review active loan...

About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment services to our clients. Our team-based approach and commitment to personalized service have earned us a reputation as a trusted partner in achieving our clients' financial goals.We are...

Job SummaryAs a Centralized Lending Specialist at Truist Financial Corporation, you will be responsible for underwriting all credit requests, including new requests and credit decisioning within assigned geographies. This role requires a strong understanding of credit structures and the ability to recommend quality and profitable credit solutions.Key...

About Wealth Enhancement GroupWealth Enhancement Group is a leading wealth management firm dedicated to delivering exceptional financial planning and investment services to our clients. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals through personalized planning and expert guidance.We...

Trenam Law is seeking a highly skilled Commercial Real Estate Lending Associate to join our team in St Petersburg. The ideal candidate will have 4+ years of legal experience and expertise in government-backed loans (SBA).**Key Responsibilities:**• Manage all phases of lending transactions from origination to closing• Draft and review loan documents•...

If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name! The Client Onboarding Associate will assist the Onboarding Specialists in the New Business Department. This role is essential for ensuring the smooth onboarding of clients and supporting the New Business team’s operational needs....

If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!The Client Onboarding Associate will assist the Onboarding Specialists in the New Business Department. This role is essential for ensuring the smooth onboarding of clients and supporting the New Business team’s operational needs....

If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name!The Client Onboarding Associate will assist the Onboarding Specialists in the New Business Department. This role is essential for ensuring the smooth onboarding of clients and supporting the New Business team’s operational needs....