Responsibilities. Responsible for all aspects of client service-related activity for high-net-worth families, family offices, endowments and foundations. Effective communication with both internal and external contacts including prospects and clients. Ownership of collaboration with outside advisors, (accountants, attorneys) to deliver the highest level of client experience. Understanding of trust administration, endowments and foundations, and o...
RESPONSIBILITIES. Determines whether information submitted for underwriting meets bank policy and procedures as well as regulatory requirements for commercial credit applications. Research and accurately interprets commercial loan documentation, agreements, leases, contracts, and other technical documentation of a legal nature. Identifies the necessary documentation to complete a loan documentation file for all commercial products offered and to ...
VP Asset Management (Agency/GSE Multifamily Construction). 5 days in NYC office. Responsibilities. This role will operate as a player-coach for the team. Leading while handling asset management (& asset mgmt adjacent) duties. Asset management work will include (among other duties) modifications, monitoring & risk rating for large multifamily GSE/Agency (Fannie/Freddie) deals. Will be handling large construction deals ($250MM-$1B). The VP of GSE C...
Job Details. RESPONSIBILITIES. The IT Systems Programmer is responsible for designing, developing, maintaining, and improving software solutions to meet specific needs for the company, it's employees and clients. Will maintain Core code repositories and versioning for SDLC and Compliance policies. ESSENTIAL FUNCTIONS. 1. CORE FINANCIAL SYSTEM ANALYSIS AND DESIGN. Contributes to system design, planning, and analysis of all core processing. Assesse...
Responsibilities. Business & Product Strategy. Deeply understand the business of Digital Banking — from member needs to operational processes to revenue and engagement levers. Translate business objectives into a clear product roadmap and measurable outcomes. Partner with business and technology leadership to prioritize initiatives that drive member value and growth. Technical Expertise. Work closely with engineering and architecture teams to tra...
Responsibilities:Business & Product StrategyDeeply understand the business of Digital Banking — from member needs to operational processes to revenue and engagement levers.Translate business objectives into a clear product roadmap and measurable outcomes.Partner with business and technology leadership to prioritize initiatives that drive member value and growth.Technical ExpertiseWork closely with engineering and architecture teams to translate p...
RESPONSIBILITIES: The IT Systems Programmer is responsible for designing, developing, maintaining, and improving software solutions to meet specific needs for the company, it's employees and clients. Will maintain Core code repositories and versioning for SDLC and Compliance policies. ESSENTIAL FUNCTIONS: 1. CORE FINANCIAL SYSTEM ANALYSIS AND DESIGN:Contributes to system design, planning, and analysis of all core processing.Assesses new functiona...
Our client is a growing financial services company with a national reach. They are currently seeking a Commercial Lending Portfolio Manager to join their team in Northern Virginia. Candidates must have a minimum of 3 years' experience in a commercial credit analysis, underwriting or portfolio management capacity. Experience with C&I and ABL transactions is preferred. Formal credit training strongly preferred. Bachelor's degree required. Work inde...
