with potential clients including borrowers, mortgage bankers and bank and debt fund lenders: Keep all contact information up... and other potential lending partners to gain consent for CPACE transactions. Manage the originations process through a signed term sheet...
and compliance requirements, and addressing ad hoc client requests. Organize and manage data from partners and territories... with our boutique partners, integrating with marketing, driving feedback loops, and partnering with global distribution, notably the...
external audits including but not limited to financial statement audits, bank audits, insurance audits, 401K audits, tax audits... relationships with external partners (e.g. auditors, tax firms). Strategic Financial Planning: Provide analysis and insights...
with key partners. Develop new relationships with prospective clients to nurture leads into paying Wealth Partnerships members... as needed to meet with partners and attend industry events. Works well under pressure and can multitask. An enthusiastic, highly...
direct collaboration with senior partners and managing projects across diverse sectors such as industrial, multi-family... budgeting, cost control, and value engineering processes. Prepare and submit bank reconciliations and loan draw requests...
â€) and Banking partners, as well as navigating and advising on the approval process. Conduct monthly client review calls, track... and insight on key strategic ad-hoc related programs (value of the Citi Commercial Bank’ portfolio in Trade). Ensure an effective...
of Clients, Prospects and Centers of Influence. Lead and coordinate with bankpartners to create and implement a strategy... for large and complex Clients, Prospects and Centers of Influence. Collaborate with other Bankpartners and communicate new...
J.P. Morgan Wealth Management serves clients across the entire wealth spectrum, including the Private Bank, J.P. Morgan.... Job Responsibilities: Work with partners, marketing colleagues, sales teams, and management teams across channels to plan, execute...
J.P. Morgan Wealth Management serves clients across the entire wealth spectrum, including the Private Bank, J.P. Morgan.... Job Responsibilities: Work with partners, marketing colleagues, sales teams, and management teams across channels to plan, execute...
and strong partnership with senior business and control partners Strategic and inquisitive mindset, knowledge of the bank and its offerings... of Commercial Banking products and services Ability to collaborate with internal partners and resources Demonstrated experience...