and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention goals by developing new clients... experience working with clients dealing with banking, investments, and/or retail lending. (experience may include Retail, Wealth...
offers the opportunity to leverage deep market knowledge and long-standing relationships to drive high-quality loan growth... business leaders to identify new lending opportunities. Collaborate with credit, underwriting, and closing teams to ensure...
growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal... are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree...
, and lending needs. Manage a practice of primarily Ultra-HNW clients;provide world-class service to clients with complex wealth... management needs Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management...
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping... Demonstrate a commitment to fair lending practices Remain knowledgeable of all laws and regulations governing the lending...
and contributes to the financial growth of the branch. Serves as the first line of defense in preventing fraud and mitigating risk... and merchant services Knowledge of consumer lending...
with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client... and relevant experience. Factors may include but are not limited to: Depth and breadth of prior and/or related commercial lending...
requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification... employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements...
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping... prospects and customers, cross-sells bank services Prepares lending activity reports for department management Keeps abreast...
banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American... closing processes and procedures, lending policies, compliance and regulations. Ability to read and interpret complex loan...