Commercial Bank Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the commercial bank job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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J Erdman

Jairo

Erdman

3147 Arianna Stream

Detroit

+1 (555) 521 3703

3147 Arianna Stream

Detroit

Phone

p +1 (555) 521 3703

Experience Experience

Phoenix, AZ

Commercial Bank

Phoenix, AZ

Robel-Auer

Phoenix, AZ

Commercial Bank

Data Management & Tracking including but not limited to: Performance management, Leavers & Joiners, Attrition and other key metrics
Interact with managers on staffing, compensation, development, and change management issues
Provide general office management such as; space arrangements/real estate for the group; ordering supplies/equipment
Provide support to a Market Manager and his team
Provide consulting and guidance on issues related to employee relations, leadership development, recruitment, compensation, organizational design and diversity
Ensure Relationship Managers deepen existing relationships and acquire new business through effective prospecting and pipeline management process
Manage through change and provide transformational leadership

Phoenix, AZ

Commercial Bank-oversight & Control

Phoenix, AZ

Reichert-Bahringer

Phoenix, AZ

Commercial Bank-oversight & Control

Evaluate testing methods and processes, making recommendations for improvement and efficiencies
Form, lead and drive certain working groups and serve as the CB Control representative for various working groups and/or committees as assigned
Complete ongoing monitoring of controls outside of RCSA process as identified
Review, challenge and substantiate control ratings through the testing process
Perform post effectiveness/validation testing
Build and conduct basic business resiliency training and education to key business stakeholders
Reporting of control effectiveness to CB Control Officer RCSA Manager, Business Operations Executives and control support teams

present

Boston, MA

Commercial Bank Risk-appraisal Specialist

Boston, MA

Leuschke, Stiedemann and Prosacco

present

Boston, MA

Commercial Bank Risk-appraisal Specialist

present

Assist with other assigned duties or projects as requested by the Appraisal management team members
Make all travel arrangements for office personnel
Identifies fee(s) to be paid by borrower based on existing pricing materials; established appraisal due date
Process all paperwork for appraisal professional membership groups
Follow established procedures in determining compliance with processing guidelines and criteria
Provides problem resolution within scope of authority
Database Management

Education Education

Bachelor’s Degree in Accounting

Quinnipiac University

Bachelor’s Degree in Accounting

Skills Skills

An ability to understand complex customer structures, associated profitability reports and their impact to the segment P&L
Highly focused to deliver results, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned
Builds great teams, is a team player, builds strong partnerships
Strong financial and analytic skills and ability to rapidly assimilate complex information
Command strong ability to use various bank systems
Proven leadership ability with excellent interpersonal communication skills at all levels. Reputation in market that attracts talent
Ability to work under pressure in a team environment
Exercise sound decision making, while being able to agreeably present a different viewpoint
Set effective goals and demonstrate ability to consistently enforce sales and performance management disciplines
Expert knowledge of Citi’s credit products and processes

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Commercial Bank-ctl Appraisal Specialist Resume Examples & Samples

Coordinates all processing and record keeping activities related to appraisal service requests for assigned district
Confirms appraisal requests to origination within 24 hours of receipt of request
Communicates changes or deviations from standard appraiser request processing to the borrower, appraiser or other appropriate parties
Identifies fee(s) to be paid by borrower based on existing pricing materials; established appraisal due date
Monitors confirmations and reports due from appraisers and prepares status reports as necessary
Issue invoice documents maintaining the complete tracking process
Maintains department records and forwards required documents to the appropriate internal and external parties; maintains standard policy guides
Database Management
Archive paper files over two-years old
Enter all new appraisal orders received
Make sure all files have necessary information required for appraisal
Put jobs on hold for missing information
Log out all jobs when complete
Run all month end reports from databases
Run reports for Management using database information from RIM's
Make all travel arrangements for office personnel
Process all paperwork for appraisal professional membership groups
Order and keep track of all office supplies
Send out all Federal Express packages
Maintain all files for appraisal office
Keep all vacation, sick and meeting records of the department
Maintain and call for service for all office machines for office
Copy and ship appraisal files for Quality Assurance
All employees are accountable for compliance with all laws and regulations when performing their job duties. Each employee is expected to be familiar with the legal and regulatory requirements affecting his or her job responsibilities. It is the affirmative duty of each employee to carry out these responsibilities at all times in a manner that complies with all applicable legal and regulatory requirements. Employees must participate in required training on pertinent compliance laws and regulations as required by Chase
2 or more years of progressively responsible related work experience, preferably in an appraisal production environment or 2 years experience as an Appraisal Coordinator II or its equivalent at another institution
Familiar with Policies and procedures related to the commercial lending process and the appraisal process
Be able to resolve problems and follow up on action items
Operate in a high volume production environment
Follow established procedures in determining compliance with processing guidelines and criteria

Commercial Bank-appraisal Specialist Resume Examples & Samples

Monitor the work flow
Communicating with banking team, CMBS partners, management, and teammates
Monitor the closing out of the appraisal files
Processing invoices
Training of bankers and underwriters on using the database
RIMS database management
Ordering and maintaining supplies
Oversee appraisal procurement process
Manage and maintain CMBS appraisal assignments in accordance to current procedures
Assist the Review team to address and research all questions from the CMBS deal team
Knowledge of general office procedures
Superior oral and written communication skills
Ability to organize
Demonstrate good research skills
Exercise good judgement and common sense (don't assume anything, be curious minded)
Strong PC skills (knowledge of MS Word, & Excel)
Self-motivated
Ability to work independently, as well as ability to work closely with the Review team
Computer Skills: Word, Excel
Knowledge of the Accounts Payable (A/P) System is necessary
Knowledge of RIMS database is strongly preferred
Exercise independent judgment, escalating serious or unique problems to higher levels
Real Estate Experience needed

Commercial Bank-risk Administration Resume Examples & Samples

File financial reporting documents in Dealworks
Email assigned Credit Specialist or Supervisor (if unassigned), with copy to Underwriter, with SLA work ID # and links to relevant documents in Dealworks
If documents received include financial statements, verify client exposure in Exposure Now to determine if client falls within prescribed C&I reporting thresholds. If so, create OTM notification to Spreading team, populating required data elements
Pick up, sort, and distribute all incoming inter-office mail
Pick up, sort, and distribute all incoming faxes, checking every machine periodically
Monitor vacation schedule and other out-of-office data to assure work flow is not stagnant by following instructions from Supervisor
Computer, data entry, Microsoft Office, and basic math skills are required
At least two years related experience
Must have strong organization, problem solving, communication, and interpersonal skills

Commercial Bank-operational Risk Manager Resume Examples & Samples

Developing analyses of loss events, near miss events and RCSA results to determine the adequacy of these processes within CB
Monitoring external events to identify emerging issues or new considerations regarding operational risk in CB
Contributing to the development and application of a framework to assess RCSA adequacy
Maintaining the self assessments for Heightened Expectations for Risk Management in CB, ensuring that the path to strong is well documented, monitoring progress and escalating challenges, concerns or new developments regarding these activities
5 plus years experience in Risk Management, Audit or Compliance
Ability to act with sense of urgency and prioritize successfully
Demonstrated ability to work cross-functionally

Commercial Bank-operational Risk Management Director Resume Examples & Samples

Reviewing and assessing adequacy of CB RCSAs
Preparing quarterly capital result reviews
Strong understanding of fundamentals of risk and control assessment and control testing activities
Strong process management

Commercial Bank-operational Risk Associate Resume Examples & Samples

Performing analyses of loss events, near miss events and RCSA results to determine the adequacy of these processes within CB
Participating in processes to assess RCSA adequacy
Maintaining the self assessments for Heightened Expectations for Risk Management in CB, ensuring that the path to strong is well documented and monitoring progress
1-4 years experience in Risk Management, Audit or Compliance
Understanding of fundamentals of risk and control assessment
Ability to achieve results by influencing others
Ability to act with sense of urgency

Commercial Bank-risk Analytics Resume Examples & Samples

Provide end-to-end delivery of workstream(s) that are part of major CB Risk change programs or improvement projects
Conduct interviews with key contacts across the CB organization to gather baseline information
Collect, aggregate, and validate data to use in modeling and analyzing opportunity hypotheses

Finance VP-commercial Bank Resume Examples & Samples

Design management reporting packages to communicate business results in a transparent and concise manner to all constituents
Ability to package and present projections, performance trends, and performance outlooks in an executive format
Ability to analyze, interpret and translate metric performance across functions and lines of business
Possess strong interpersonal skills for partnering with various levels of the organization
Assist with the preparation of accurate and timely monthly financial reporting packages
3-5 years of relevant finance/accounting experience
Excellent analytical and problem solving skills with strong software skills
Strong communication, presentation, and writing skills
Proficient in Excel, Powerpoint/Pitchpro. Experience with Essbase a plus

Executive Administrative Asst-commercial Bank-marketing Resume Examples & Samples

Provide administrative support for the team
Process timely and accurate travel expense reports
Manage general office needs such as ordering supplies, mail distribution, and floor maintenance
Document/report/presentation preparation
Proven PC skills, highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

Commercial Bank-aml / KYC Project Associate Resume Examples & Samples

Minimum 10 years working experience in banking or financial industries
Minimum 3 years of KYC or Compliance related experience in China
Experience in project management with ability to prepare timelines, milestones and status reporting
A good understanding of corporate banking products and services, including debt products, cash management, trade finance and loans
Solid understanding of Compliance functions and roles
Flexibility to work across different time zones
Ability to use various PC and internet applications and tools to support the AML/KYC process
Excellent organizational, communication and presentation skills
Enthusiastic and a team player who is comfortable working within a team and individually to deliver results
Strong written and spoken communication skills
Degree Qualified or equivalent work experience required
Ability to use various PC and internet applications and tools to support the AML/KYC process. Proficient in MS Office applications , particularly Excel
Project Management Institute (PMI) certification
CAMS certification is preferred but not required
Project Management Professional (PMP) certification is also a plus
Fluent in English and Mandarin

Commercial Bank International Resume Examples & Samples

Assist the Product Executive to manage the CB credit portfolio for Singapore and SE Asia region. This includes tracking of expiring facilities and credit documents, tracking utilizations and ensuring timely renewals of credit facilities
Where local regulations require, perform the credit reviews on local obligors as well as submission of regulatory reports for credit reporting
Ensure that appropriate credit and business approvals are obtained in accordance with established procedures for on-boarding of new credit deals
Coordinate with Legal on drafting of loan documents to send to clients, manage the execution of credit documents, and ensure that these are properly executed and lodged
Assist the Product Executive in tracking of deviations in document negotiation, and ensure that the appropriate approvals are obtained and documented
Coordinate with mid and back office support to ensure that credit deals are properly updated in credit systems, and to ensure smooth and timely execution of credit deals
Work with bankers to ensure that the credit deal pipeline is kept up to date
Assist the Product Executive in credit-related projects which include credit analytics, portfolio reviews, updating credit-related service level agreements, etc
Completion of an undergraduate degree, preferably in business administration, economics, accounting or finance
Minimum of 5 years of relevant banking experience preferably in a credit role
Commercial banking product knowledge and/or experience preferred – loans, foreign exchange, cash management etc
Strong project management and analytical skills
Excellent interpersonal and communication skills with strong attention to detail
Ability to synthesize information and prepare succinct presentations
Self-starter, motivated with a strong work ethic and desire to learn
Proficient in Word, Pitch-Pro, Power Point and Excel

Commercial Bank-krrg Credit Manager Resume Examples & Samples

Completes credit actions (annual family credit reviews) summarizing the financial analysis completed on a client’s portfolio including recommendations for future business
Extensive working experience with property cash flow analysis historical and pro-forma
Knowledge of risk rating methodologies and credit risk assessment processes for commercial real estate loans
Develop mathematical models that produce the desired result
Graduation from acollege or university with major course work in a discipline related to the work of the position
Minimum requirements of 7 years experience in real estate lending in construction and permanent financing, underwriting, loan review and/or loan workouts

Commercial Bank-market Readiness Manager Resume Examples & Samples

Support multiple projects of various complexity, primarily related to Commercial Banking initiatives for clients, product, service, technology and other change events
Provide project management support to assess change impacts, define requirements, plan implementation activities, develop employee and/or client readiness plans and materials for Change Readiness projects
Assess and support client and employee impacts for a wide array of initiatives led by various lines of businesses
Develop, edit and distribute internal communications
Support CMR tools, Communications website, and other resources for the team from a controls perspective
Begin full support coverage for certain product areas after successfully completing training and assisting Sr. CMR PM with various projects
3-5 years of project management experience
Knowledge of Commercial Banking line of buisness and Treasury Services products preferred
Advanced organizational skills and attention to detail
Demonstrated ability to effectively manage complex situations in a timely manner
Self-starter and can work independently
Advanced knowledge of SharePoint and Microsoft applications a plus

Associate Auditor Commercial Bank Audit Resume Examples & Samples

3-5 years of audit experience in a financial services or an external audit firm
Experience planning and executing audits and documenting audit work-papers in accordance with professional standards
Experience in credit and risk management
Professional certification preferred
Excellent interpersonal skills to build good working relationships across a large and complex organization and communicate effectively to stakeholders both verbally and in writing

Commercial Bank-associate Commercial Bank Based Resume Examples & Samples

Work with other professionals as a team drawing from the full spectrum of the firm's resources to develop financial solutions to meet the needs of Commercial Bank corporate clients in EMEA (Europe, Middle East and Africa)
Assist the Commercial Bank Relationship Manager with the development of client relationships of existing and prospective customers as well as structuring of financial transactions in close cooperation with US origination teams and US Bankers as well as Product Specialists from across the firm
Act as the first entry point to J.P.Morgan and navigate the Firm for the client
Execute the requirements for in-country KYC and AML and wider local compliance issues in particular in relation to the German regulatory regime. Work to ensure accurate client set ups in various local bank systems
Recognizing issues that could turn into potential sales opportunities and refer to product partners or bankers
Assist in the preparation of pitch books and other marketing materials to help generate new revenue
Accompany bankers on targeted client calls
Coordinate with various internal teams within J.P. Morgan Frankfurt and globally
Assist the coordination of new client implementations
Conduct company research and help with industry and credit analysis
Maintain internal reports including deal tracking and pipeline reports
Database management and events coordination

Commercial Bank-document Specialist Resume Examples & Samples

Ability to work independently with minimal supervision
Adapt to changing needs & deadlines and maintains composure when under pressure
Focus on control and ensure compliance to real estate related bank policies and regulations
Computer proficiency skills in Excel, Microsoft word, Power Point
Knowledge of specific regulations, policies and procedures around FIRREA, FDICIA, Flood, Environmental and Regulatory Reporting
Minimum of 8 years professional experience in loan/product operations or a credit/lending environment

Commercial Bank-credit Specialist Resume Examples & Samples

Use bank loan system to research loan balances, and principal and interest payments
Issue Default Deficiency Memo when covenant out of compliance or there is a borrowing base deficiency. Interact with the Underwriter, Banker, Credit Specialist II or Supervisor to resolve issues or concerns
May act in an advisory role for market on loan agreement or covenant clarification
Prepare reports on a routine, request, or ad-hoc basis
Various team responsibilities including performing work of backup Credit Specialist
BA/BBA in Finance or Accounting or Math preferred. Minimum GPA: 3.0/4.0
Minimum 6 Hours Accounting
Organization and team skills
Quick learning capability
Solid knowledge of financial documents including receivable and inventory listings, financial statements, and the ability to identify inadequacies and irregularities
Strong knowledge of policies, procedures and regulations with emphasis in standard covenant structure and borrowing base calculations
Working knowledge of PC and Windows based applications. Demonstrated high level of accuracy and productivity
Please submit unofficial transcripts when posting/applying for this role

Commercial Bank-senior Portfolio Analyst Resume Examples & Samples

For processing Borrower requested transactions, this Analyst will be the initial contact for borrowers and applicants to determine the nature of the request and requirements for reviewing and analyzing. It will require preparing and sending transactional request packages out for completion; continued follow up for package status and review of collected data for completeness
A key responsibility for this Analyst will be the knowing and understanding of lending regulations such as Reg B, HMDA, OFAC, etc as well as Chase compliance initiatives such as KYC, flood, reputational risk, etc
In addition to lending regulations and Chase guidelines and requirements, this Analyst will be expected to become the Subject Matter Expert (SME) for Fannie Mae, Freddie Mac, REMIC and FIT transactions
This Analyst will be responsible for analyzing and preparing recommendation write-ups for non-credit approved transactions such as post closing conditions and other administrative transactions as outlined in the loan documents. This Analyst will be expected to evaluate property operating performance, market conditions, borrower's financial condition, etc
Knowledge of real estate transactions
Knowledge of Reg B and HMDA requirements a plus
Knowledge of Fannie Mae and Freddie Mac servicing Guides

VP-aml Commercial Bank Gfcc Resume Examples & Samples

Provide guidance on AML policies and regulations and liaise with Business and Supporting Functions for day-to-day Compliance-related issues and questions
Coordinate with US counterparts, global onboarding teams and sales person to aid in client KYC matters
Follow-up market developments and new AML rules/regulations; work with Business and Control Functions to ensure new rules are appropriately implemented and monitored
Review and implement business-specific local KYC and AML procedures, to ensure accuracy and compliance with appropriate Global AML Policies and Standards
Address daily queries/ escalations in relation to AML/KYC and onboarding issues
Review of KYC records of clients to ensure accuracy and compliance with appropriate standards
Conduct regular AML training on the Firm's policies and procedures to business staff in line with Regional and Global AML Programs
Work experience in a compliance, audit, risk management or control function
Some exposure to AML Compliance work
Strong communication - written and interpersonal
Demonstrated ability to effectively consult to obtain desired results
Must be a self-starter, organized and have the ability to work independently
Candidate must have strong research skills, advanced skills in various Microsoft applications such as Word, Excel, and PowerPoint. Individual must also have excellent follow-up capabilities
Candidate must be highly motivated, intuitive and possess initiative to identify potential process improvements
Some basic knowledge of the banking industry. Knowledge of Commercial banking/ cash management or some experience with the corporate banking business will be a plus

Commercial Bank-financial Associate Resume Examples & Samples

Provide support to CDB Bankers on pricing new loan, deposit, T&SS, Asset Management and IB opportunities
Work with Bankers and Region Managers on customer profitability reporting and use of RMS. Act as a liaison between CDB and the CB Customer Profitability team
Bachelors Degree in Finance
A minimum of 4 to 7 years of experience, preferably within the Financial Service industry
Analysis of month end financials in order to provide commentary for presentation of our month end results
Creation of monthly financial reports for distribution to senior management
Assist in monthly forecasting and annual planning process
Assist in the creation of Quarterly Business Review presentations as well as any "all staff" meeting presentations
Provide assistance to the CDB Bankers on new deal pricing
Provide Ad hoc analysis as needed
An understanding standing of Microsoft programs is required and experience with CMR (Essbase) is preferred

Commercial Bank Internship, Based Resume Examples & Samples

Work on the client’s documentation (Articles of Incorporation, Ficha Cadastral, etc.)
Prepare client KYC, based on the information provided by the bankers
Prepare internal reports
Prepare client and internal presentations
Interact with Client On-boarding team in Brazil and in US
Students of business administration or economy
Graduation in (June/2016) or later
Knowledge of MS Office package especially Excel and Power Point
Very organized and control oriented person

Commercial Bank Financial Associate Project Team Resume Examples & Samples

Dynamic Self-Starter, Initiative Taker
BS/BA in Finance or Accounting
CPA/MBA a plus
4-6 years of relevant finance/accounting experience
Ability to multi-task and be proactive in a fast-paced environment is essential
Strong organizational and time management skills
Ability to interact with a variety of colleagues and senior management
Proficient in Excel, Powerpoint / Pitchpro, SAP, Essbase
Commercial Bank business / product knowledge preferred

Cib-treasury Services Regional Commercial Bank Sales Manager Resume Examples & Samples

Own and deliver against Regional Commercial Bank Cash Management financial targets for EMEA
Help to drive the regional product agenda based on client requirements and sector strategies
Build a strong partnership with EMEA CB Head and demonstrate leadership on the CB EMEA management team to ensure global client acquisition & selection plans are met regionally and locally executed
Ensure core disciplines around pipeline management, with a primary focus on proactive management of conversion cycles and revenue ramp up, conducting regular sales meetings, deal reviews, sales scorecard analysis and business reporting
Build and maintain relationships with key partners to generate leads and maximize cross-sell of TS products and bundled solutions
Conduct cross functional reviews with Product, Client Service and Operations to ensure coordinated management of client relationships
Promote the TS business in the broader marketplace including press interviews and managing client events
Ensure strong Risk Management compliance (KYC, Reputational Risk) and adherence to client Audit, Credit, Compliance and Risk policies
Participate in regular TS Management Meetings and Talent Reviews
Solid experience in new business development and/or relationship management at a senior level managing a sales team in a complex matrix organization (Critical)
Detailed knowledge of global cash management services and products including collections, payments, account structures, and liquidity management (Critical)
Sound working knowledge of credit related products including trade finance and FX products (Critical)
Strong client contacts, especially with Commercial Banking clients operating in EMEA (Preferable)

Commercial Bank-krrg Credit Analyst Resume Examples & Samples

Operation of automated systems/tools sufficient to effectively perform job duties
Policies, standards, procedures, and regulations applicable to the assigned work group
Establish and maintain effective relations as required by the duties of the position
Graduation from a college or university with major course work in a discipline related to the work of the position

Administrative Asst-commercial Bank Resume Examples & Samples

Adept at working around conflicts in a proactive and skilled manner
Management and maintenance of confidentiality of personal information
Strong time management, sound judgment, good prioritizing, team player - Advanced ability to organize and manage own time
Knowledge of the following systems: EURC, Concur, OTP, ePurchase, and Travel Express is a plus

Commercial Bank-business Manager Resume Examples & Samples

Partner with all RES functional areas in
Undergraduate degree or graduate school degree a plus, including major course work in accounting, finance, business, statistics and economics, or any combination of education and/or experience that would demonstrate the capability to perform duties of this position
Commercial Real Estate, Compliance and/or Credit background a plus

Commercial Bank-senior Portfolio Analyst Resume Examples & Samples

Design, build, and implement new customized reporting formats on an ad hoc basis for internal support to executive and production management teams
Understand basic data collection techniques and create reports that compile the data into simple and understandable formats such as dashboards, tables, graphs, etc
Excellent quantitative, analytical, and problem solving skills. Must demonstrate a strong technical aptitude with the ability to understand and create Visual Basic programming code in Microsoft Excel and Access
Must have strong organization and time-management skills - able to multitask, prioritize, and work with others in an integrated way to achieve individual objectives as well as organizational results
Intermediate level proficiency in creation of SQL queries; SAS coding a plus
Minimum of 2 years of commercial /multifamily real estate experience/knowledge preferred

Commercial Bank-risk Management Associate Resume Examples & Samples

Partner with the CB and business controls offices, legal, compliance, credit review and audit to ensure compliance with all regulations and policies applicable to Commercial Banking risk management and to ensure appropriate operational risk management
Define and document developing risks and controls associated with business activities and risk management,
Coordinate, manage and perform risk self-assessment activity (including SOX testing), and develop and manage action plans as appropriate to mitigate risks revealed in testing and business activity
Lead and participate in policy and process development and enhancement to improve compliance and controls at the business level
Assist with exam and audit preparation to ensure appropriate readiness within Risk
Coordinate and assist with presentation of risk documentation requested by regulators and other control functions
Represent risk interests in CB- and Firm-wide initiatives, work groups and project teams addressing compliance and control needs
Serve as a resource regarding compliance and control expectations, policies, procedures and risk management
Collaborate with other lines of business and functional areas on firm-wide and horizontal regulatory and audit exams related to Risk
As needed, develop, manage and deliver reporting, training and risk mitigation to ensure appropriate and effective risk management
Knowledge of risk and control assessment process preferred
Project and change management experience, with strong analytical skills
Familiarity with key financial institution regulations preferred,
Commercial banking experience preferred
Strong written and verbal presentation skills
Ability to collaborate across functions and businesses to lead meaningful change and achieve measurable results

Commercial Bank Risk-operational Risk Management Resume Examples & Samples

Developing familiarity with operations within CB and key CB business processes
Proactively analyzing operational risks within CB
Directing quarterly Scenario Analysis process
Participating in CB NBIA activities
Managing the CB Monthly Risk Control Forum
10 plus years experience in Risk Management, Audit or Compliance, including experience in a leadership capacity

Commercial Bank Accounting Analyst Resume Examples & Samples

Provide assistance to Wholesale Loan Operations in the recording of tax exempt and complex transactions, partnering with the Control, Wholesale Loan Operations and Corporate Tax
Journal entry preparation utilizing the SAP General Ledger
Monitor and maintain cash management needs between Corporate Treasury and several legal entities within a complex structure
Perform monthly and quarterly reviews and attestations of the legal entity balances, which include intercompany accounts, reviews of equity rollforwards, and ultimate sign-off within the firm’s attestation tool
Maintain accounting and reporting of cost basis and carry values associated with a small portfolio of equity investments
Special projects as needed, such as validation of regulatory reporting codes maintained in the loan systems
Bachelors degree in Accounting or Finance
2 to 4 years of relevant experience
Journal entry preparation
Proficient in all Microsoft Office applications, especially Excel and Powerpoint
Experience / Willingness to develop a deep understanding of loan systems, SAP General Ledger and Hyperion
Proactive individual with strong partnership skills
Self motivated with the ability to effectively prioritize multiple priorities

Trade Finance Sales Associate Commercial Bank Clients Resume Examples & Samples

Strong Traditional Trade product knowledge, willing to learn Supply Chain Finance and ECA products asap
Client facing experience
An ability to think flexibly and learn rapidly
Selling and negotiation skills
Industry/market expertise
Effective time management, organizational and planning skills
Strategic thinking skills
Experience using various PC and internet-based tools

Commercial Bank-treasury Services Resume Examples & Samples

Develop the skill set and contact network required to assume responsibility for their own portfolio of clients within a target 24 month time frame
Supporting the Treasury sales managers through the preparation of proposals and presentations for existing and prospective customers
Acting as back-up in the relationship management of existing clients
Appropriate collaboration with Client Service, Operations, Product, Technology, Risk, Credit, Legal and other areas to optimize product and service delivery to clients
You will be able to demonstrate, with examples, the intellectual ability and desire to develop your client and technical skills to ultimately assume a Sales/Relationship Management role
You will be able to discuss your experience in a front office environment, where you have had to deal with Client requests/enquiries
You will be able to demonstrate where your outstanding communication skills have been used with a positive outcome, in a client facing environment
You must be a graduate from a major Business or engineer school

Commercial Bank Portfolio Specialist Resume Examples & Samples

Strong customer service skills (2-3 years experience preferred)
Previous commercial real estate and/or commercial banking experience is preferred
Proficient in Microsoft Office Suite and able to quickly acclimate to proprietary systems
Ability to work independently with minimal level of supervision
Set priorities, establish, and meet strict deadlines
High School Diploma or equivalent required (some college preferred)

Commercial Bank-portfolio Management Administrator Resume Examples & Samples

1-3 years of related work experience in a credit administrative role and a working knowledge of commercial credit, lending functions, and familiarity with loan documents
Solid understanding of credit processes, policies, loan systems, and the ability to read and navigate through loan agreements
Demonstrated independent thinking, good interpersonal and problem solving skills
Positive and flexible individual with good verbal, written and organizational skills

Commercial Bank-accounting Associate Resume Examples & Samples

Coordinate and perform the monthly and quarterly submissions and validations of SEC and regulatory schedules
Respond to audit (external and internal) inquiry
Participate in system testing and implementation of new requirements related to regulatory reporting
Assist with quarterly regulatory capital review
Validation of CB data presented in various public disclosures
Participate in CB’s SOX program
Participate in creation of metrics and MIS reporting for senior management presentations
Assist with ad hoc requests for information and presentations
Provide assistance with issue resolution as needed during monthly and quarterly close process
Assist with journal entries and general ledger reconciliations
Create monthly inter-company report and assist with research and resolution of inter-company breaks
CPA or equivalent professional credentials preferred
Must be proficient in Excel; including pivot tables, complex formulas and able to analyze and maintain existing complex spreadsheets and databases
Excellent working knowledge of SAP, CDGL, BPC, Essbase, CRI/CRRT, PowerPoint, and Microsoft Access
Knowledge of SOX control processes and requirements

Commercial Bank-appraisal Specialist Resume Examples & Samples

Communicating with banking team, Private Bank partners, management, and teammates
Manage and maintain appraisal assignments in accordance to current procedures
Assist the Review team to address and research all questions from the deal team

Commercial Bank-risk Management Associate Resume Examples & Samples

Responsible to lead the team in operations functions to support Portfolio Management Vendor and Internal Inspections and Appraisal order and tracking from planning through execution
Vendor management of all inspection vendors performing property inspections for the portfolio of properties outsourced
Responsible for gearing, budget, staffing analysis, etc. for all inspection and appraisal coordination functions
Ensures accurate population of loans is scheduled for inspection annually. Performs regular reconciliation of the population of loans to ensure all loans are accounted for and moving through the outsourced inspection process timely
Ensures proactive and balanced routing of inspection orders to support timely completion of inspections, including reassignments for prioritization & smooth workflow
Escalates inspection completion as needed to support urgent situations, or business group requests outside of normal processing
Responsible for leading development and implementation of process improvement plans and change management within managed functions
Coordination of resource identification and support for special projects
Coordinates revision, creation and affirmation of procedures
Administrative support
Staff on boarding, off boarding and system access approvals and affirmations
Business resiliency coordination
Training support, job aid development, SharePoint management and general communications
Ensure the operations team daily/weekly deliverables are completed on time, within budget and achieve the desired goals and objectives
Establish quality measures and standards that ensure milestones are met, initiatives are completed timely and identified benefits are realized
Ensure that risks are effectively managed and that client service is not negatively impacted
Effectively communicate the status of operations and initiatives and escalate issues as appropriate
Ability to lead a team of professionals to succeed at operational tasks – minimum 2 years supervisor or manager experience
Strong meeting facilitation skills for in person, telephone and net meetings
Strong problem solving and strategic thinking skills
Strong skills utilizing Microsoft Office products (Word, Excel, Project, PowerPoint)
Excellent interpersonal skills (listening, influence, negotiation, and communication skills - written and verbal
Knowledge of the loan review operations process and/or credit knowledge a plus

Commercial Bank-senior Portfolio Analyst Resume Examples & Samples

Interpreting loan documents and applying them accurately in order to perform borrower resolution as it pertains to acquiring documentation from clients
Serving as an escalated primary client contact and setting priorities for a team of Portfolio Specialists
Gathering and presenting data for audits, reporting and management needs
Assessing, waiving and reconciling non-compliance fees on a monthly and quarterly basis
Performing Tax Delinquency Downgrade and FNMA Inspection Upload Quality Control processes
Understanding process flows, project lifecycles, objectives, analysis methods, techniques, and other tools for achieving effective results-based solutions
Providing assistance with multiple on-going projects as a subject matter expert and workstream participant
Playing a supporting role within business management, communication hierarchy, BM tasks and all vendor related activities as required
Supporting change implementation including assisting with process and procedural documentation, training and job aid design
Analyzing data and reporting solutions to understand business impacts and proposing changes and alternative solutions where necessary
Ability to liaise with business/credit partners in developing and documenting: process flows and guidelines to fully identify and provide business support metrics; and support on-going production initiatives
Performing additional tasks as needed and as directed by managers/stakeholders to align the business with overall goals and responsibilities both departmental and firmwide
Strong Customer Service experience (5+ years preferred)
Strong organizational and time-management skills - able to multitask, prioritize, and work with others in an integrated way to achieve individual objectives and team results
Proficiency in Microsoft desktop tools including Word, Excel, Power Point
Knowledge of systems including Strategy, CREAM, iVault, Avaya Supervisor and SharePoint strongly preferred

Commercial Bank-credit Risk Senior Analyst Resume Examples & Samples

Bachelor’s Degree in Finance, Real Estate, General Business or Accounting or equivalent work experience
Prior Fannie Mae servicing experience a plus
Knowledge of Fannie Mae and Freddie Mac Multifamily Servicing Guides

Commercial Bank-business Manager Resume Examples & Samples

Lead development of an efficient integrated appraisal support model
Minimum of10 years professional experience in credit or risk operations and process management
Experience with workflow, valuation and payment processing systems; Real Estate expertise and RIMS knowledge strongly preferred
Detail oriented with ability to multi-task and effectively produce in a time-sensitive team-based environment
An accomplished history of independent problem solving work
Change agent who can identify and implement the most effective processes to support valuation services colleagues and clients
Experience with leading projects, teams
Ability to manage other managers; set a clear direction for them and their team and follow up to assess performance
Ability to collaborate with peers and senior management and build consensus when necessary
Proven track record of effective management and strong leadership
Ability to work across a broad geographic footprint

Commercial Bank Risk-business Management Associate Resume Examples & Samples

Core responsibilities include
Minimum 8 years professional experience in credit or risk operations and process management
Solid experience with workflow and payment processes
Detail oriented with ability to multi-task and effectively enable team to deliver timely workflow execution, prioritization and quality in potentially stressed scenarios
Commercial Real Estate expertise in valuation processes, policy and RIMS system strongly preferred
Energetic change agent with a process improvement mindset
Experience with leading projects or teams
Ability to build sound working relationships and collaborate with peers and senior management

Commercial Bank-controller Associate Resume Examples & Samples

Partnering with the business and CFO on deal specific structures including consolidation analysis, VIE reporting and legal entity attestation. Partnering with JPM Accounting Policy and Corporate Tax on deal-specific structures and tax credit issues
Reconciling and recording tax credit revenue with the Corporate tax department for management reporting
Line of business’s Finance control self assessment and review and participation in line of business front office and operations control self assessments
Experience in accounting for various tax oriented investment (TOI) products, especially New Markets Tax Credits (NMTC) preferred but not required
Proven ability to work in a fast-paced environment and multitask to provide accurate and timely deliverables under pressure
Self starter, ambitious, intelligent and action oriented

Commercial Bank Risk-credit Risk Manager Resume Examples & Samples

Propose a structure for integration of CB SubLOB SharePoint sites into CB Credit Risk Administration website
Determine organizational structure for materials shared amongst the CB credit LOBs. Communications, Job Aids, Reports, and other product specific reference materials are needed by most LOBs and must be structured for ease of access and use
Propose a uniform format and consistent strategy and structure across CB LOBs for storing, communicating and accessing key CB Risk procedures and tools
Become the gatekeeper for maintaining the library and document versions
Support collaborative efforts across the credit organization to design processes and tools that apply best practices
Identifying opportunities to leverage practices or processes across CB LOBs to improve effectiveness and increase consistency
Develop and maintain an inventory of existing procedures and training materials
Work with subject matter experts within the various CB businesses to develop specific CB procedures
Assist in writing communications highlighting specific impacts to credit
Develop and provide training on the procedures or job aids as needed
Assist credit officers with complying with policies and procedures
BS/BA
10+ years experience in a risk function, preferable underwriting
SharePoint design or website design experience
Proven ability to design, develop, and maintain procedures or policies
Ability to work effectively with large and diverse groups in order to draw on the knowledge and experience of Subject Matter Experts in designing various procedures and job aids
Experience in documenting procedures and process workflows
Excellent writing skills and organization ability
Strong oral communication skills including the ability to communicate across Lines of Business (LOB's) and with various levels of staff, management, and executive management
Solid knowledge of ARC, SRGT, and other CRI systems a strong plus
Deep knowledge of credit information and tools a strong plus
A proactive approach to problem solving, taking ownership of issues, having the determination to follow through and escalate issues as appropriate
Strong project management skills/task planning and management
Ability to adhere to strict deadlines, defined processes and work well under pressure

Commercial Bank Resume Examples & Samples

Extensive knowledge of deposit, treasury and credit products, payment services, regulations, and procedures related to them
Thorough knowledge of financial exposure and operational risk related to transactions associated with bank products and services
An ability to understand complex customer structures, associated profitability reports and their impact to the segment P&L
Command strong ability to use various bank systems
Government Not-for-Profit and/or Healthcare experience preferred

Commercial Bank-senior Administrative Assistant Resume Examples & Samples

Provide back up support for a senior executive, working closely with executive’s assistant
Excellent telephone manner and coverage within the group
Professional, refined profile with expertise in administrative or related functions; experience working for executives and proven ability to meet their expectations with accurate and efficient delivery
Knowledge of the following systems: EURC, TEEMS, OTP, ePurchase, and Travel Express is a plus

Commercial Bank-controller VP Resume Examples & Samples

Month-end close and quarterly line of business management representation process to ensure the books and records of CDB are properly reconciled and reported in accordance with GAAP and JPMC's accounting policies
Partner with CB Credit and Portfolio management to ensure the accuracy of the provision and allowance for credit costs
Minimum 3-5 years financial accounting experience required, working in a high volume, fast-paced environment. Hedge fund, Big Four public, or large corporate accounting experience preferred
Strong knowledge of GAAP including consolidations
Experience with SAP, Excel, Access, and Hyperion Essbase
Ability to successfully interact with senior level management and to partner at all levels across a large organization

Commercial Bank Risk-credit Risk Manager Resume Examples & Samples

Seven years of relevant work experience
Direct Commercial Real Estate experience (preferred)
People management experience required

Commercial Bank Client Manager Resume Examples & Samples

Proven track record of prospecting new business and enhancing existing relationships
Proven credit structuring and underwriting experience
Must be able to assess and analyze financial conditions of entertainment industry clients and industry trends
Ability to understand and interpret financial statements, studio participation reports, ultimates statements, and complex financial models
This role requires a minimum of 7 - 10 years’ experience in Entertainment Commercial Lending

Executive Administrative Asst Commercial Bank Resume Examples & Samples

Provide support to a Market Manager and work with his team to ensure all tasks are being completed accurately and in a timely manner
Provide telephone coverage for the Market Manager
Coordinate travel arrangements
Manage the Market Managers calendar and work effectively with other assistants and meeting participants to efficiently and effectively schedule meetings. Adept at working around conflicts in a proactive and skilled manner and keeping manager aware of updates
Provide general office management such as; space arrangements/real estate for the group; ordering supplies/equipment; maintaining an updated seating chart for the floor & managing floor access
Ability to work independently as well as part of a team to ensure that the needs of the business are always met and that adequate assistant coverage is provided to the group
Manage sports ticket request and allocations
Business Resiliency Coordinator for Indianapolis
Event Coordination/Support for both internal and external events and meetings
Maintain familiarity with all policy and technology updates and be able to explain changes to the team
Excellent Technical/software skills (proficient knowledge of MS Outlook, Word, Excel, and PowerPoint)
Enthusiastic, self-motivated, good common sense, effective under pressure, and flexible - Self starter with the ability to work in a high pressure environment
Excellent problem solving and ability to think critically and outstanding oral and written communication skills
5 years of executive administrative experience and meeting coordination

Commercial Bank Risk-business Mgmt Senior Associate Resume Examples & Samples

Create department presentations using PowerPoint
Develop dynamic/interactive reports, dashboards and scorecards using SQL Server Reporting Services
Work with Technology partners to develop a long-term BI roadmap
Liaison with other reporting and analytics teams (internal to the CTL business and external) to identify opportunities for improvement and coordination
Experience with real estate and real estate appraisal terms preferred
5+ years professional experience in a comparable reporting and/or analysis role with a proven history of delivering timely, high quality, manager-level reporting and analysis from diverse, complex data sources
Advanced level ability in MS Office tools (PowerPoint and Visual Basic or Access)

Commercial Bank Business Manager Resume Examples & Samples

Excellent quantitative, analytical problem solving and data and business modeling skills
Outstanding relationship management, interpersonal and communication skills
Experience in financial management (planning, forecasting, interpreting results, and identifying drivers and trends)
Proactive, strategic thinker
Strong analytical and project management skills
Advanced excel and PowerPoint
College degree; MBA a plus
5 to 7 years of relevant experience
Specific industry related experience preferred

Senior Administrative Asst Commercial Bank Clayton Resume Examples & Samples

Provide support to a Division Manager and his team
Provide general office management such as; space arrangements/real estate for the group; ordering supplies/equipment
Management and maintenance of confidential information
Handle regular activities without prompting, and advise in advance with issues or delays
Excellent PC skills (proficient knowledge of MS Word, Excel, and PowerPoint)
Knowledge of the following systems: EURC, Concur, Patrol, ePurchase, and Travel Express is a plus

Commercial Bank Risk-credit Risk Senior Analyst Resume Examples & Samples

Computer proficiency skills in Excel (financial modeling), Microsoft Word, and Access
General concepts relating to real estate valuation, property level cash flow analysis and spreadsheet models
Knowledge of organization structure, specific regulations, policies, and procedures
Minimum requirements of 3+ years experience in real estate lending in permanent and/or construction financing, loan review and/or loan workouts

Commercial Bank Program Controller VP Chicago Resume Examples & Samples

At least 5 years of professional experience in accounting or finance, preferably with financial institutions
Working knowledge of SOX 302 and 404 preferred
Working knowledge of Resolution requirements per Dodd-Frank
Experience in managing high profile, complex projects with strict deadlines and fluid requirements
Demonstrated ability to solve problems while multi-tasking across several strategic initiatives
High degree of initiative and autonomy
Ability to work effectively in a team environment and able to identify ways to coordinate and leverage efforts across the firm
Experience presenting complex issues to senior management
Proven management experience
Enthusiastic, highly motivated and effective
Advanced Pitch Pro/Power Point, Excel and SharePoint skills

Commercial Bank Risk Risk Administration Manager VP Resume Examples & Samples

Bachelor's Degree required MBA or professional certification preferred
7 plus years experience in Audit, Compliance, Operational, Exam and/or Credit Risk Management including experience in a leadership capacity
Knowledge of risk and control self assessment process preferred
Project and Change Management experience preferred
Detail oriented with strong analytical skills
Proficiency in Microsoft Word, Excel, and PowerPoint

Commercial Bank Risk Analyst Resume Examples & Samples

Develop and implement risk management strategies on existing DM and CM Commercial Loan portfolios that are in line with stated risk tolerances, goals and are aligned with risk policies
Lead and perform analytics which support portfolio strategies and identify emerging risks
Liaise with DM and CM Bankers and Credit Officers to develop and implement processes in line with portfolio and specific business unit risk strategies
Perform reviews of credit transactions for adherence to policy, underwriting standards, and risk mitigation
Prepare monthly documentation on credit quality and trends
Coordinate with key partners in DM including Product, Underwriting, Early Warning, and Collections to assure consistency is applied in risk strategies and application
Liaise with key second and third line of defense partners to advance and support their oversight roles
Remediate CAPs aligned to this role. Support remediation of all other UCAR CAPs
Bachelor’s degree in Business or Finance required
Minimum of 10+ years experience in the Financial Services industry
Experience in Commercial Underwriting / Risk Management
Proven interpersonal skills including team or project management, running Committees, and communicating at all levels of the organization
Knowledge of the Commercial Bank, products, and operations
Understanding of Citibank systems - AFS, Credit Platform, Credit Engine, GRR, CIR, GCBC, Optima, Loan Path
Advanced proficiency in MS Office products

Analyst Commercial Bank Middle Market Technology Banking Resume Examples & Samples

Successful completion of a formal bank credit training program
1+ yrs of experience in banking or financial services; preference would be for candidates with prior work experience in commercial bank setting
Work with Industry Lead and Coverage Bankers to help generate new revenue opportunities either from prospects or existing clients
Financial analysis, modeling, and comparable analysis
Profitability analysis and Industry research
Demonstrates excellent verbal and written communication skills
Proficiency in bank systems and Microsoft products (Excel, PPT)
Extensive experience preparing marketing materials (“pitchbooks”)
Demonstrated attention to detail and high standards in work product
Preferred work location is New York
Bachelors degree in Finance or Accounting
Credit training preferred but not required
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V

Commercial Bank Risk-credit Risk Senior Associate Resume Examples & Samples

Five to seven years of relevant work experience (market analysis, economic research, trend analysis, forecasting, statistical analysis, etc.)
Strong Excel skills and ability develop proficiency in mapping/visualization software (i.e. Tableau)
Direct experience with analysis of commercial real estate (preferred)

Commercial Bank Risk Appraisal Manager Resume Examples & Samples

Commercial appraiser with at least 10+ years of experience in the appraisal industry; some affordable housing, community development appraisal and review experience preferable
College Degree plus state certification as a commercial appraiser required
Proficiency with all Microsoft Office suite products and an advanced knowledge of Argus
Excellent mathematical, oral and written communication skills
Excellent "people" skills

Commercial Bank Commercial Term Lending Financial Analyst Resume Examples & Samples

BS/BA in Finance, Accounting or Economics
1-2 years of relevant experience
Exceptional analytical, problem solving, and critical thinking skills
Ability to effectively prioritize multiple projects and tasks
Proficient in Excel, Powerpoint / Pitchpro. Experience in SAP, Essbase, Business Objects a plus

Commercial Bank Controller Associate Resume Examples & Samples

Reconciling and recording adjustments for management reporting
Participate in system conversion-related events to ensure validation of books and records, mapping to JPM financial systems, and accurate financial reporting
Minimum 3-5 years financial accounting experience required, working in a high volume, fast-paced environment. Big Four public or large corporate accounting experience preferred
Bachelor’s degree in Accounting and CPA preferred
Strong knowledge of GAAP, regulatory, and SEC reporting requirements
Demonstrated track record of increasing levels of responsibility

Commercial Bank Risk Credit Risk Manager VP Resume Examples & Samples

Performs complex real estate based financial analysis, identifies risk, and interprets data for management's use in rendering sound credit decisions. Analysis is based on property operating statements, rent rolls, schedule of real estate owned and client’s financial balance sheet
Establish and maintain effective relations with internal and external clients as required by the duties of the position
Identify deficiencies in the modeling environment and execute corrective action to forestall or remedy the issue

Commercial Bank International Business Operations Executive Resume Examples & Samples

Preventing, minimizing, diagnosing and remedying issues stemming from International processes and/or products in the following areas
A bachelor's degree in a business discipline required, MBA preferred
10 + years of International operations and management experience
Proven leadership
Strong interpersonal skills and ability to develop strong partnerships across business
Strong project planning and management abilities
Strong team player with influencing skills
Act with sense of urgency and prioritize where necessary

Service Manager, Harris Commercial Bank Resume Examples & Samples

Identifies customer needs and matches needs with appropriate product or service,utilizing opportunities to suggest or cross-sell other bank products and services
Makes qualified referrals to other team members including other lines of business
Meets or exceeds all personal referral goals as defined
Participates in all training relative to bank products and services
Supports bank's community involvement and participates in community activities as required
5 years of teller or related work experience
Bank Secrecy Act (BSA) experience
Previous supervisory/management experience preferred
Previous sales experience a plus
Thorough understanding of all retail and commercial transaction processes and all products/services
Compliance training
Risk and Compliance management experience (strong knowledge of all applicable regulations,audit standards
Ability to foster teamwork,recognize and reward achievements,inspire trust and motivate others
Ability to create an environment that promotes customer service internally and externally,and building lasting relationships thorough exceptional customer service

Commercial Bank Senior Administrative Assistant Resume Examples & Samples

Help manage the calendars of team members and work effectively with other administrators and meeting participants to efficiently and effectively schedule meetings. Adept at working around conflicts in a proactive and skilled manner and keeping manager aware of updates
Coordinate staff on boarding and off boarding, which includes requesting equipment setup and system access. Arrange new technology purchases, setup, and other requests for the team
Demonstrates sound judgment and discretion in handling confidentiality and sensitive topics

Commercial Bank Planning & Analysis Group Manager Resume Examples & Samples

Lead FP&A CCAR efforts supporting US Commercial Bank: PPNR, RUBY, CHET
Financial Modeling – All aspects of financial modeling in support of the Businesses plan and strategy including new products, customer profitability, product profitability, banker profitability, strategic initiatives (I/Os)
Treasury Liaison – involved in transfer pricing issues and impact, fulfillment of all ad hoc requests from Treasury, Liquidity Premium issues and business impact, NIM / LCR strategies
Risk Management Liaison – LLR / NCL analysis. Impact of new product initiatives, portfolio trends. Fulfillment of requests from Risk Mgt,
Segmentation – involved in segmentation profitability and analysis and partnering on segmentation strategy
Commercial Products strategy and P&A - involved in deposit and asset product strategy, pricing and scenario analysis, beta and NIM strategies, balance growth strategies
All aspects of budgeting and forecasting
Ad hoc P&A requests in support of the Commercial business, GCB Finance and Corporate
Assessing implication of Accounting/regulatory requests (e.g. intangible impairment, Dodd Frank) and partnering with local accounting policy / controllers on Business issues and initiatives
Bachelor's degree in Finance or Accounting, MBA preferred
15+ years of relevant experience preferably within the Financial Services; Experience with FP&A preferred, knowledge of Commercial Products and Services a strong add but not required. ICG product experience also a plus
Excellent written and verbal communication skills with strong attention to details - this individual will be engaging across a number of cross functional teams Additionally, as a good deal of this person responsibility revolves around reporting and presentation, a proven ability to both prepare well thought out presentation materials and analysis is essential
Strong analytical, strategic and cognitive skills required – the ability to identify and implement process improvement recommendations for financial & business reporting will be critical to success in this role
PowerPoint and Excel proficiency required

Commercial Bank-finance Associate Resume Examples & Samples

Build, maintain and improve various excel-based forecasting tool
Monitor incoming and outgoing expense allocations; manage and ensure accurate absorption
2-5 years of relevant finance/accounting experience
Experience with Excel modeling a plus
Self motivated individual with the ability to effectively prioritize multiple projects and tasks
Keen attention to detail

Commercial Bank Risk-credit Risk Senior Associate Resume Examples & Samples

Formulates new analytical processes and enhances existing reports to improve the quality of information available to top management
General concepts relating to IRR (Internal Rate of Return) and NPV (Net Present Value) spreadsheet models
Interpret results of credit analysis and formulate effective recommendations
Provide effective guidance and performance feedback to junior employees and others in Commercial Term Lending
Independently plan and conduct non-routine financial analysis/reporting projects
Minimum requirements of 7+ years experience in real estate lending in construction and permanent financing, underwriting, loan review and/or loan workouts

Senior Analyst Commercial Bank Finance Resume Examples & Samples

Design, develop and support various monthly / quarterly reporting around EMR's, expense, headcount and B/S reports as per business requirements
Extraction and mining of data from the source MIS systems
Ability to understand the changing business needs and redesign MIS and analysis around the same
Support ad hoc requests from the business and senior management
Proactive involvement in the business and development of infrastructure required to support reporting and analysis
Analyze, communicate and deliver on high quality MIS in stringent timelines
Identify and drive continuous improvement initiatives
Ability to clearly communicate and present information
Must be detail-oriented, but also able to summarize data to assist with management decisions
Ability to understand complex systems and partner to drive change
Proactively manage the process, respond immediately to issues, and offer solutions
Manage multiple priorities and time sensitive deliverables
Experience with expense analysis, business commentary writing, budgeting and forecasting
Knowledge of Essbase, SAP & Advanced Excel required
Proficiency in Power Point and knowledge in PitchPro preferred
Flexible to work EMEA shift; extended hours may be needed on a few critical business days

Commercial Bank Risk-appraisal Specialist Resume Examples & Samples

Reviews appraisal service request form and required documentation for completeness and compliance with internal standards and procedures
Sets up and maintains an appraisal file and tracking records for each service request
Provides problem resolution within scope of authority
Interfaces with the production area of the Appraisal Department and other Bank departments, participating as a member of the Appraisal Department team
Prepare daily, weekly and monthly reports as necessary for use in daily procedures or as required by management
Assist with other assigned duties or projects as requested by the Appraisal management team members
Maintain appraisal database (RIM's)
Maintain paper files
Enter all new appraisal orders for New York, New Jersey, Massachusetts, and Connecticut
Follow-up with loan assistants/consultants for missing information
Process all bid and engagement requests
Follow-up with appraisers and reviewers on the status of assignments
E-mail all appraisal reports to Loan Processor upon completion
Send all fee appraiser invoices to Accounts Payable
Assists Regional Manager with various clerical tasks as needed
Process all mail for appraisal group
Maintain and call for service for all office machines for 12 person office
All employees are accountable for compliance with all laws and regulations when performing their job duties. Each employee is expected to be familiar with the legal and regulatory requirements affecting his or her job responsibilities. It is the affirmative duty of each employee to carry out these responsibilities at all times in a manner that complies with all applicable legal and regulatory requirements. Employees must participate in required training on pertinent compliance laws and regulations as required by Washington Mutual
1 year of general office experience, preferably in a loan/appraisal production environment
2 or more years progressively responsible related work experience, preferably in an appraisal production environment or 2 years experience as an Appraisal Coordinator II or its equivalent at another institution
Familiar with Policies and procedures related to the residential lending process and the appraisal process
Modern office principles and practices
Ability to Use automated systems and operate office equipment at an acceptable level of proficiency
Establish and maintain effective working relationships as required by job responsibilities

Commercial Bank Risk-business Management Senior Associate Resume Examples & Samples

Manage all tasks required to vet, approve and oversee vendors, including AMCs. This includes how providers will respond to changes in law, regulations and standards, as well as JPMC requirements
Manage all tasks related to Master Services Agreements and Service Level Agreements, including maintaining contracts in SPARC
Manage quality of product delivered by vendors as it relates to compliance/ legal/ regulatory revisions and acceptance criteria
Manage all Commercial Bank and Corporate TPO tasks and responses related to the vendors, including AMCs. This includes all required reporting and oversight responsibilities
Manage required responses to audit, compliance
Manages TPO and Risk Reviews via documentation and reporting, timely and successful resolution of any remediation plans
A thorough knowledge of AMC procedures, practices, regulatory requirements and audit resolution is required
A thorough knowledge of appraisal platforms/systems, such as FNC is required
A minimum of 3 - 5 years working with AMCs in a management/leadership position is required
Knowledge of appraisals and the appraisal process is highly desirable
Experience with AMCs while working for a major financial institution is highly desirable
Demonstrated ability to assess AMC vendor capacity is expected
A thorough understanding of all JPMC policies/procedures related to the use of AMCs is required as soon as possible
A thorough understanding of all internal RES policies, procedures and guidelines is required as soon as possible
A thorough understanding of FIRREA and USPAP is expected and highly desirable
Excellent judgment and independent decision making and ability to manage the customer experience is required
Bachelor’s Degree preferred or equivalent work experience
Computer Skills: Word, Excel, Power Point, Snagit, Outlook, SharePoint is required and knowledge of Visio is desirable
Excellent problem solving, oral and written communication skills is expected
Ability to be a highly motivated, productive team player is expected
High level of dependability is expected
Ability to handle difficult and sometimes contentious discussions is expected
Excellent reviews and referrals from your current manager and/or peers is expected

Commercial Bank Risk-business Management Senior Analyst Resume Examples & Samples

Serve as the primary point of contact for portfolio workflow management as it relates to keeping focus on
2 years of Appraisal Support experience
Exceptional systems capability including all Microsoft Office applications and RIMS
Maintains high meets or exceeds performance
Strong written and verbal communication skills with ability to deliver direct feedback
Positive attitude and professional demeanor able to take constructive feedback with ease
Self starter with strong work ethic and ability to work independently with limited supervision

Commercial Bank Risk-credit Risk Senior Associate Resume Examples & Samples

For processing Borrower requested transactions, this Associate will be the initial contact for borrowers and applicants to determine the nature of the request and requirements for reviewing and analyzing. It will require preparing and sending transactional request packages out for completion; continued follow up for package status and review of collected data for completeness
A key responsibility for this Associate will be the knowing and understanding of lending regulations such as Reg B, HMDA, OFAC, etc as well as Chase compliance initiatives such as KYC, flood, reputational risk, etc
In addition to lending regulations and Chase guidelines and requirements, this Associate will be expected to become the Subject Matter Expert (SME) for REMIC transactions
This Associate will be working on bank portfolio loans as well as loans sold to Fannie Mae and Freddie Mac
This Associate will be responsible for analyzing and preparing recommendation write-ups for non-credit approved transactions such as post closing conditions and other administrative transactions as outlined in the loan documents. This Analyst will be expected to evaluate property operating performance, market conditions, borrower's financial condition, etc
Compliance background and knowledge of lending regulations
Fannie Mae and Freddie Mac experience a plus
Knowledge of REMIC and FIT transactions

Commercial Bank Analyst Resume Examples & Samples

Responsible for helping complete client pitch materials by working closely with the Commercial Banker to conduct financial analysis (capital structure, benchmarking, background research on recent client filings and investor presentations) and coordinate across product/investment banking partners. Pitch materials may address bank loans, bonds, interest rate, foreign exchange and commodity derivatives, cash management services and trade finance products, among others, with clients
Responsible for preparing credit approval memos that identify and explain risks associated with extending credit to a client; analyzing client’s historical financial performance, modeling future financial performance, understanding relevant industry trends and reviewing structure of loan being extended for strengths/weaknesses. Analyst would also assist with driving deal execution (including capital markets execution) by helping coordinate credit approval process; liaising with senior bankers, product partners and risk partners
Responsible for staying up-to-date on and evaluating public filings, research reports and financial forecasts and sharing necessary updates with banking team
Responsible for staying abreast of market and industry trends, “best practices” and competitive landscape
Bachelor’s degree in finance or economics
Sound understanding of the Corporate Banking business and its related products
Strong understanding of accounting, financial statement analysis, and credit risk
Successful completion of credit college
Strong planning, organizational and time management skills
At least one year of commercial banking experience
Proficient computer and financial modeling skills, spreadsheet and word processing applications (Excel and Word are preferred), including the use of graphs and charts, and Moody’s financial analysis software
Problem recognition and resolution skills

Commercial Bank Risk-appraisal Analyst Resume Examples & Samples

College education or prior valuation experience in the real estate field
State Certification preferred or candidate have taken or be close to finishing, all required courses for state certification
Should have completed or close to finishing all required hours of experience for submission to the state

Commercial Bank Risk-risk Admin Senior Assocate Resume Examples & Samples

� 1-3 years experience in Customer Service, Product Management, Operations, or related areas
� PC literate with proficiency in MS Outlook, MS Word and MS Excel
� Undergraduate degree

Commercial Bank Risk-credit Risk Specialist Resume Examples & Samples

Performs complex financial analysis, identifies risk, and interprets data for management's use in rendering sound underwriting decisions. Analysis is based on property operating statements, rent rolls, schedule of real estate owned and client’s financial balance sheet
May serve as a project leader on special assignments, including the coordination of regular reporting (month, quarterly, etc), training less experienced analyst or division employees, and updating credit policies
Concepts and methodologies relating to database access and maintenance preferred
Sources and availability of data and resources relative to specific work products
Understand and apply financial analysis methodologies to achieve/produce a desired result

Commercial Bank Risk-appraisal Manager Senior Resume Examples & Samples

Senior manager role with direct oversight of multiple regional appraisal offices and/or direct report managers
Works independently to manage staff/teams, monitor performance and resolve issues within their sector
Ensures compliance with the Bank’s appraisal policies, FIRREA, USPAP, and all requirements of the various financial regulatory agencies, including but not limited to AMC requirements, Regulation B, and RESPA/TILA. Keeps current on local, regional, and national events and trends that may have an impact on real estate values in markets assigned
Develops and maintains sound relationships with ASG management, business heads, QC/QA team, support team and other partners. Ensures that all service level agreements are being met and responsible for the development (or maintenance) of those SLA’s, as needed, for the various business lines served
Interfaces with internal auditors and/or bank examiners as needed regarding appraisal issues
Drives special projects and technology initiatives related to 1-4 family residential space

Commercial Bank Risk-appraisal Manager Resume Examples & Samples

Works independently to manage staff/teams, drive performance and resolve issues within their region
Ensures compliance with the Bank’s appraisal policies, FIRREA, USPAP, and requirements of financial regulatory agencies, including but not limited to AMC requirements, Regulation B, and RESPA/TILA
Develops and maintains sound relationships with ASG managers, client business head, QC/QA team, support team and other partners
Ensures all appraisal and review services are completed within expected service level agreements and meet the banks quality standards
Responsible for interfacing with Third Party Oversight (TPO) department to ensure proper management of vendor services for the business line(s)
Keeps current on local, regional, national and international events and trends that may have an impact on real estate values in markets assigned

Commercial Bank Risk-operational Risk Management Resume Examples & Samples

Understanding the key CB operations, processes, functions and related key risks
Proactively analyzes CB operational risks, including emerging risks
Coordinate activities to ensure the effective execution and convergence of the elements Operational Risk Management Framework (ORMF) including: Risk and Control Self Assessments, operational loss data capture and reporting, scenario analysis and capital allocation and maintenance of strong governance and culture of transparency
Review and challenge documented operational risk assessment processes and analyses
Develop a deep understanding of the event root cause analysis and corresponding remediation action plans
Review and monitor operational risk performance metrics to gauge the overall operational risk levels and assess management oversight and response
Develop business related CB scenarios to support the scenario analysis process with a view to cross-LOB coordination of shared and like risks
Oversee risks associated with new business initiatives and other programs (i.e., Third Party Oversight, NBIA, Anti-Money Laundering, User Tools) within the business and challenge the control environment within these programs
Participate in the control forums, as appropriate and lead, or participate in, other operational risk initiatives as assigned
Bachelor’s Degree in business administration, finance or related field. Graduate degree or industry certifications a plus
10+ years experience in financial services industry, with specific experience in Risk, Finance, Business Management, Audit, Compliance or other controls related area a must
Working knowledge of wholesale banking business, operations, financial services laws and regulatory environment strongly preferred
Prior management experience strongly preferred
Confidence to take ideas forward and to challenge others, where appropriate
Proven ability to anticipate and identify risks and effective mitigants
Adept in developing productive relationships with senior stakeholders and partnering across a complex organization to achieve objectives

Commercial Bank Risk-credit Risk Manager Resume Examples & Samples

Evaluate staff performance and provide feedback via informal discussions, quarterly/semi annual meetings and annual review process
Coordinate and lead regular team meetings
Manage the team’s responsibilities to ensure timely and accurate completion
Provide Investor Management Team with guidance and resources to perform their specified job functions
Coordinate with investors, legal, and other department leaders, as appropriate, to resolve investor related matters
Review all Investor Management reporting prior to distribution for accuracy prior to release
Monitor Investor Special Credits loans for compliance with investor requirements
Review Investor loan repurchase requests prior to submitting for senior management approval
Monitor investor losses and track impact to contract recourse levels
Minimum requirements of 7+ years experience in multifamily/commercial real estate loan asset management
Prior management experience a plus
Prior Fannie Mae and Freddie Mac servicing experience a plus
An understanding of Commercial real estate valuation concepts and methodologies
Thorough understanding of risk evaluation and ability to communicate impact to others

Cb-commercial Bank-intern Resume Examples & Samples

Qualitative and quantitative analysis
100% English. Absolute comfort to interact verbally and in writing
Teamwork
Willingness and interest in working in business areas
Willingness to learn and develop customer contact skills
Taste for banking business and to learn from credit products, treasury and changes
Currently pursuing career: Economics, Management and / or Finance
Currently studing career: Economics, Management and / or Finance
Current semester: Graduation Date December 2014 and June 2015 at least
Languages: English 100%
Software: Office / Database

Audit Manager, Consumer Commercial Bank Resume Examples & Samples

Delivers on time high quality audit reports, Internal Audit and Regulatory issue validation and (where appropriate, branch examinations, as well as business monitoring and governance committee reporting
Proactively advances integrated auditing concepts and use of technology
Manages a complex and critical unit within Internal Audit, including a small to medium sized team of Internal Audit professionals. Recruits staff, develops talent, builds effective teams, and manages a budget. Possesses a broad and comprehensive understanding of different Internal Audit standards, policies and local regulations; applies a broad and comprehensive knowledge of high risk areas including: Consumer or Investment Banking, technology management; project/program management; regulatory compliance or supplier management
Leads the professional development of Internal Audit staff
Uses excellent communication skills in order to influence a wide range of internal audiences including respective product, function, or regional executive management partners. May negotiate internally often at higher levels on matters which will have a major impact on the area managed
Participates in major business initiatives and pro-actively advises and assists the business on change initiatives
BA/BS or equivalent. Related certifications (CPA, ACA, CFA, CIA, CISA or similar) are a plus
Senior level experience in a related role with experience in business, functional and people management, with proven abilities in taking responsibility for executing concurrently on a portfolio of high quality deliverables to stakeholders according to strict timetables
Specific subject matter expertise regarding technology application control disciplines and a solid business understanding of Commercial Products (Term loans, Lines of credit, and Letters of credit), especially those associated with the Commercial Banking Business

Commercial Bank, Senior Banker Resume Examples & Samples

Serve as Trusted Advisor to CEOs and CFOs as a result of providing creative financial solutions and superior execution. Gain client confidence and trust to achieve first right of refusal on clients’ business opportunities
Actively build a pipeline and call on clients and develop relationships at multiple levels across the client organization
Expertly structure deals to balance risk and reward. Closely monitor clients to both identify business opportunities and anticipate potential risks. Proactively take action on possible risk issues and concerns
Develop and execute both short and long term plans to differentiate Citibank from other, entrenched competitors allowing the bank higher share of wallet and relationship profitability
Partner with product specialists to develop a thoughtful relationship plan for each client and prospect that focuses on both lending and non-lending business opportunities with the client and identifies specific action items to provide multi-product banking solutions to clients
Partner with other Citi businesses (particularly ICG) to ensure support to overall client and franchise objectives
Oversee talented junior resources to provide financial solutions to clients and prospects and ensure safe and sound underwriting practices
Demonstrate strong and visible leadership and foster positive attitudes and trust among clients, prospects, and employees
Maintain frequent interaction with centers of influence, industry associations, community leaders, and senior business contacts
Strictly adhere to internal organizational and control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation
Ensure that the organization’s activities are carried out in accordance with all regulatory, legal, and governmental regulations
Minimum of 8 years of relationship management experience with clients with >$1B annual revenue size. Minimum overall banking experience of 15 years
Bachelor’s degree required; MBA preferred
Proven track record of originating and closing lead bank lending and investment banking transactions for Mid Corporate clients
Extensive experience of working as lead arrangers to pitch, negotiate, and execute transactions that raise capital for Mid Corporate clients
Experience in structuring and closing global lending solutions for clients with international presence
Must have in-depth knowledge of banking products and services typically utilized by Mid Corporate clients
Work in an entrepreneurial environment that facilitates build out of a world class Mid Corporate banking platform
Thrive in a flat organizational structure leveraging talented junior resources to meet personal and business goals
Possess superior business development focus and demonstrate innovative financial solutions and structures to client situations
Be highly focused, able to rapidly determine key priorities, clearly communicate priorities, and ensure resources are properly aligned
Able to demonstrate sound credit judgment during transaction structuring and present compelling proposals to credit officers and secure buy-in. Expert knowledge of credit products and process. Formal credit training required
Demonstrate excellent presence and interpersonal skills that allow development of relationships at multiple levels within the client organization
Demonstrate strong financial and analytic skills and ability to rapidly assimilate complex information
Possess superior communications, persuasion, and influence skills that facilitate successful client pitches and proposals

Commercial Bank Risk-head of Project Mgt Office Resume Examples & Samples

Oversee the Project Management Office and Change Control to coordinate, prioritize, and track all projects and changes that impact the Commercial Bank Credit Risk Operations
Develop collaborative working relationships across WLO, Wholesale Technology, CB Technology, and the CB sub LOB’s while providing project oversight and transparency
Drive Monthly Project Reviews with visibility and transparency into key projects and programs
Oversee change management and provide business cases and formal recommendations to support target operating model
Provide planning/forecasting guidance and coordination for budget planning and tech spend planning
Drive Organization Optimization to reduce operational expense through improved MIS & key Indicators, capacity models and unit costing analysis, tracking save opportunities and production of monthly executive level reports highlighting achievements and opportunities
Drive process improvement and engage with the key Reporting partners and sub LOB’s partners for dashboard development and efficiency performance metrics and score card development
Strong interpersonal skills with the ability to build relationships across all levels and influence key stakeholders
Strong organization skills and development of project/resource controls, tracking, prioritization
Ability to bring structure, control and well defined processes as they relate to Change Management and Project Management
Strong management consultancy, program/project management, & data analytical skills with oral and written communication aptitude
Innovative thinker with the ability to derive, formulate, and develop new concepts, systems, processes and initiatives; Self-starter with the ability to think creatively and laterally
Process-oriented with strong organization and critical problem solving skills
Ability to deal with several competing priorities and keen ability to organize teams effectively
Coach and develop staff into strong Project Managers and Process Engineers/Business Analysts
Deep execution experience with a demonstrated ability to meet and enforce deadlines
Excellent communication skills with the ability to effectively communicate to all levels
Ability to compose and present information critical for driving results
Demonstrated ability to successfully manage multiple complex projects simultaneously
Demonstrated history of delivering global projects on-time and within budget
7+ years background in Leading a Project Office or related Operations or Project Management experience
Excellent working knowledge of MS PowerPoint and developing presentations and executive level summaries
Excellent working knowledge of MS Project
Education: Bachelor’s degree or equivalent experience
Preferred experience and knowledge of Commercial Banking businesses and the loan process
Preferred experience in developing Change Control Process and oversight

Senior Administrative Asst-commercial Bank Resume Examples & Samples

Telephone coverage
Travel arrangements
Work cooperatively with other administrative assistants in group, in positive partnership. Provide back-up for other team members when needed

Commercial Bank Risk-cb Risk Analytics Resume Examples & Samples

Leads and executes strategic design and process improvement projects within and across CB lines of business
Directs the strategic thinking and develops an approach / structure to the analysis required to achieve key deliverables including how technology can be applied to solve business / process issues
Develops / refines recommended solutions to address issues, capture opportunities, and ensure project success
Effectively manages senior management relationships, facilitates effective communication, and works with the senior team to assess needs, understand requirements, and syndicate solutions

Commercial Bank Risk-risk Administration Senior Associate Resume Examples & Samples

Develop and drive critical internal presentations for the CB Chief Risk Officer (CRO) to C-level management within CB and the firm ensuring timely and accurate delivery with precision
Effectively support the CRO and management in maintaining a strong presentation and reporting portfolio, covering all existing and new risk related reports and materials
Develop and facilitate a strong working relationship with business partners through ongoing coordination of presentation and report data utilizing effective communication and, when warranted, conflict and resolution skills
Develop executive level presentations to summarize findings/recommendations and help syndicate across senior management
Understand business priorities and work with cross functional teams and stakeholders to manage special business projects, strategies and messages that support priorities, processes, policies and organization changes
Create and ensure timely delivery of Risk messages, presentations, talking points, newsletters, articles, town hall presentations, etc. on behalf of the CB CRO and partner with CB and Corporate Communications groups to ensure alignment
Assist in the budget and financial process
Act as Business Resiliency coordinator in organizing and leading business resiliency tests when needed and partnering with CB and Corporate Risk resiliency teams as appropriate
¬¬¬¬Develop and manage content for the CB Risk Intranet webpage
Bachelors degree and minimum 5 -7 years experience working in financial services preferably credit risk or related field
Strong presentation development skills with the ability to effectively summarize complex information and risks in clear and concise reports and deliver it in executive level presentations with precision
Candidate must be highly analytical with experience in collecting, analyzing, and synthesizing data from multiple sources and identify key issues, develop hypotheses, gather and analyze data to prove / disprove hypotheses, and develop actionable recommendations
Ability to consolidate multiple rounds of feedback from multiple stakeholders to create a finalized and approved communication or presentation
Advanced proficiency with Microsoft Office Suite (Word, Excel, PowerPoint and Visio)
Proven self-starter with ability to multitask and be resourceful in meeting deadlines with quality results in a fast-paced and changing environment
Outstanding interpersonal and collaborative skills with the ability to interact, influence, negotiate and communicate effectively with all levels of the organization
A keen attention to detail, sense of urgency and a creative mindset
Working knowledge of financial processes
Ability to work cross functionally with diverse personalities
Availability and willingness to work overtime during critical reporting cycles and be available to CRO out of hours “if/when” needed
Strong work ethic and desire to learn continuously

Commercial Bank-business Manager VP Singapore Resume Examples & Samples

10+ years of business management or equivalent experience with progressively greater responsibility in one or more of the areas of direct client management, business administration, middle management, operations, middle office, compliance, technology and/or program/project management
Strong track-record of business management skills and well-developed decision making skills
Ability to prioritize deliverables, build strong partnerships and influence change
Proficient with Microsoft Office suite, with primary emphasis on PowerPoint, Excel & Access
Analytical, with strong communication (oral and written) and organization skills
Influence Management skills
Knowledge of internal MIS, banking policies and external regulations

Commercial Bank Risk-field Exam Senior Associate Resume Examples & Samples

Strong accounting/audit skills
Mentor Field Exam Associates
Performing project planning which includes assessing risk based on size of company location or collateral characteristics
Interacting with clients and various deal team members (originators, underwriters, portfolio managers and/or credit officers) to communicate our scope, and to plan and execute the field exam
Performing on-site reviews of clients and prospects companies, which include developing a valuation model or borrowing base; utilizing current asset collateral (accounts receivable and inventory) and evaluating the supporting business processes, information systems and controls for such working capital items
Performing quantitative analysis and various tests, including physical observation and counts of inventory
Communicate significant findings and potential areas of concern to applicable deal team
Formal reports
Providing support for the syndication and deal execution process
Successful candidates possess an undergraduate degree in Accounting, Finance, Economics, Business Administration (or related field experience)
Candidates should possess 7+ years of ABL Field Examination experience or equivalent CPA experience. High importance is placed upon possessing excellent verbal and written communication skills
We seek highly motivated, independent, proactive, and team-oriented persons
Strong computer skills necessary with working knowledge of MS Office
Knowledge of the data mining software (Monarch or Idea) preferred
There is approximately 50% overnight travel required

Commercial Bank Risk-field Exam Analyst Resume Examples & Samples

Bachelor of Science in Finance, Accounting, Business Administration or Economics
Fifteen credit hours in Accounting preferred. Incumbent typically has less than 3 years related expertise. Ability to work well as part of a team and to work independently on a limited basis
Must possess excellent verbal and written communication skills
Strong computer skills necessary with working knowledge of MS Office and proficiency with Excel. Knowledge of data mining software (Monarch or Idea) is a plus
50% out of town, overnight travel required

Commercial Bank-associate Resume Examples & Samples

Preparing detailed financial models analyzing proposed transactions and structuring alternatives. Models will be used for the purposes of assisting credit partners in underwriting and structuring financings offered to clients and prospects as well as identifying ESOP-specific areas of risk to be managed
Preparing financing feasibility and debt capacity presentations for internal review and to provide to clients and prospects, outlining our conclusions
Assist in managing and conducting ESOP-specific business and legal due diligence in the execution of ESOP transactions
Attend conferences and presentations

Commercial Bank Risk-credit Risk Senior Analyst Resume Examples & Samples

Bachelors Degree - Business, Finance, Real Estate, or Accounting
1-3 years of financial / credit analysis including complicated entity structures or related experience
Resolute problem-solver and goal oriented individual
"Can-do" positive attitude, open willingness to learn and adapt to new policies, procedures and concepts
Must possess excellent communication skills (verbal & written)
Advanced knowledge of the MS Office Suite with an emphasis on Excel, Word, Access and PowerPoint is preferred
Ability to multitask in an ever-changing environment

Commercial Bank Risk-credit Risk Manager Resume Examples & Samples

Recommend for credit approval appropriate structure changes or appropriate account management strategy based on changes or anticipated changes in client's business. Identify deteriorating credits, recommend appropriate course of action
Review monthly and annual financial statements. Compare actual results to plan and prior year. Understand and reconcile any variances. Confirm covenant compliance and risk rating
Maintain current credit and financial statement files. Address/reduce documentation exceptions. Prepare brief call reports after customer visits that summarize items discussed and any follow-up items

Commercial Bank-credit Portfolio Analyst Resume Examples & Samples

Degree holder with at least 2 solid years of experience in a credit analyst role in commercial bank lending, remedial management or relationship management
Confidence and drive to own developing high quality, client ready information with strong attention to detail
The resilience to adjust plans and priorities when necessary to meet evolving client and business needs

Architect Director Commercial Bank Technology Resume Examples & Samples

Minimum ten years experience working as an Architect Lead
Proven track record designing and implementing complex, enterprise applications
Experience designing and building framework or core service components
Experience with workflow, rules engines and event modeling
Strong interest and knowledge of emerging technologies
Experience establishing and managing an architecture governance process
Experience managing a small, highly technical team
Experience with agile development
Ability to effectively communicate on complex technical topics
Proven ability to influence and partner across a complex organization
Proven ability to manage complex programs across organizational boundaries

Commercial Bank Risk-credit Risk Senior Associate Resume Examples & Samples

Direct responsibility for gathering and delivering internal commercial real estate historical performance and trends for monthly and ad hoc reporting
Organize data efficiently for use by the entire Surveillance team for a variety of outputs
Collect, synthesize, and interpret internal and third party data to produce reports using pivot tables, charts, and graphs to illustrate trends
Create clear, concise and interesting presentations to engage the audience and deliver a meaningful message
Ability to operate at the highest levels within JPMC and the executive leadership team as well as a wide variety of areas within the company (Underwriting, Sales, Appraisal, Loan Review)
Promptly assess unexpected economic events (such as natural disasters) in order to measure portfolio impact and identify potential mitigants
Five to seven years of relevant work experience (reporting, data analysis, economic research, commercial real estate trend analysis, forecasting, statistical analysis, etc.)
Advanced Proficiency in Microsoft Office Suite
Intermediate to advanced knowledge of SQL Server Management Studio (preferred)
Ability to collate and analyze information into reasoned and supported arguments
Demonstrated ability to work independently as well as collaboratively
Can effectively influence others and gain consensus when needed
Creative and entrepreneurial in developing tailored reports

Senior Lending Director Commercial Bank Resume Examples & Samples

Leadership and oversight in both the Middle Market and Upper Middle Market segments
Manage as many as three separate site locations throughout the NY Metropolitan area with five or more Credit Officers/ Managers in each location
Plan and process credit approvals and renewals for a portfolio consisting of 460 credit actions and manage capacity for new relationships
Coordinate activities of CLM Credit Officers and Managers to ensure efficient credit process, fast turnaround times, assigning credit relationships or new credit transactions to Credit Officers and Managers in order to facilitate timely and appropriate credit approvals
Support Credit Officers and Managers in terms of credit risk assessment and transaction structuring
Supervise credit decision execution in terms of “follow ups” and additional credit requirements set by Credit Approvers and supervision of timely submission of credit packages and related documents to Credit Approvers
Coordinate and co-operate with Sales and Independent Risk Management, to establish priorities for Credit Officers and Managers in terms of processing annual credit reviews and new transactions
Provide guidance to Credit Officers and Managers and become a point of reference for team on interpretation, application and compliance to Global Commercial Credit Policies
Depending on the size of the business and team, take part in analysis and assessment of credit applications
Lending Process Management
Maintain strong focus on turnaround time (TAT) to improve client experience and minimize adverse selection
Make recommendations to Country and Regional seniors to improve credit processes
Encourage a risk differentiated approach to achieve efficient underwriting and lower TAT
Manage implementation of critical credit systems such as CitiRisk and CRM
Staffing & Development
Sets appropriate goals and provides timely feedback, coaching, training and challenging assignments to motivate staff and drive superior performance
Attracts and retains good quality talent from inside or outside the Bank as required
Trains, develops and coaches team members to become good credit officers and serve as a talent pool for CCB Risk and coverage teams
Partner with Relationship Managers in customer meetings, engaging clients’ senior managers, as well as with external advisors and consultants
Identify any early warning signals to trigger appropriate credit classification as per internal and regulatory requirements
Provide assistance from CLM for the preparation of any ad hoc reports, information requests etc. from Relationship Managers and Risk
Master or in finance, economics or accounting
15+ years’ experience working in a financial institution in a credit role for a medium size country
Broad based experience in structuring bilateral credit agreements

Commercial Bank Resume Examples & Samples

Expense management -- keep track of invoices and processing of expense claims and related record-keeping
Work cooperatively with other administrative assistants in group, in positive partnership to back up each other smoothly
Perform routine tasks such as those related to weekly staff meeting communications/dial-ins/room set up; weekly report collection/distribution; ad hoc group directory and org chart updating upon changes in group
Effective interpersonal skills
Team and service oriented; enjoys supporting Relationship Executives while being part of/contributing to a broader team
Knowledge of the following systems: EURC, Concur, ePurchase, and Travel Express is a plus

100

Commercial Bank Resume Examples & Samples

Lead an existing team of relationship managers and manage integrated sales and relationship programs for GNI clients
Manage plans, budgets and financial controls to meet strategic plans and objectives and ensure critical scorecard metrics are achieved
Partner with Retail banking, Corporate & Investment Banking and Product Partners to ensure CCB delivers comprehensive services and solutions that create a remarkable client experience and to drive cross selling opportunities with banking products, cash management, foreign exchange, credit, capital markets and wealth management
Monitor external market to understand competitor landscape and identify unique Citi opportunities
Create the bank's position within the marketplace through extensive community involvement by being a community partner providing broad, multi-product banking solutions to the large number of commercial clients in the market
Attract, develop and retain talent and motivate a team of bankers enabling each to achieve their revenue growth objectives. Maintain a strong candidate pipeline and build effective succession plans
Ensure that marketplace activities are carried out in accordance with all legal and governmental regulations as well as internal policies and procedures
BA (MBA preferred) or equivalent experience
Minimum 15 years business and/or commercial banking experience with demonstrated increasing levels of responsibility
Expert knowledge of credit products and process
Set effective goals and demonstrate ability to consistently enforce sales and performance management disciplines
Embrace change and communicates as own to successfully lead teams through change

101

Commercial Bank, Head of General Industrials Resume Examples & Samples

Drive client-centric solutions to differentiate Citi in the marketplace and achieve substantial growth targets for the business
Manage through change and provide transformational leadership
Ensure Relationship Managers deepen existing relationships and acquire new business through effective prospecting and pipeline management process
Establish and maintain effective, collaborative relationships with independent risk, business risk, compliance, ICG product specialists, relationship managers and other relevant groups within Citigroup
Minimum 8 years credit decision making authority
Highly focused to deliver results, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned
Proven leadership ability with excellent interpersonal communication skills at all levels. Reputation in market that attracts talent
Strong financial and analytic skills and ability to rapidly assimilate complex information
Focus on business development, demonstrating innovative approaches that drive client value
Exercise sound decision making, while being able to agreeably present a different viewpoint
Superior organizational and presentation skills both internally and externally

102

Commercial Bank Risk-credit Risk Senior Analyst Resume Examples & Samples

Proficiency in MS Office - Excel (financial modeling), Microsoft Word, PowerPoint
Experience in conducting financial/credit analysis of borrower’s/sponsor’s personal financial statements, schedule of real estate and credit reports is preferred
Formal Credit training is preferred

103

Commercial Bank Marketing Manager Resume Examples & Samples

Exemplifying the BMO Our Way
Solution and goal orientation
Self-starter who is highly motivated with a bias toward action
Customer centric focus
Monitoring and Coordinating: This role would coordinate with partners to achieve marketing plan objectives effectively and within guidelines including key partners in the process
5+ years marketing experience including B2B role(s)
Financial Services experience preferred but not required
Strong knowledge of the marketing development process including strategy formulation, client insights, creative evaluation, media and production
Strong knowledge of direct and online marketing and related strategies
Understand business plan and financial planning/budgeting process
Strong strategic planning and marketing skills
Strong written, oral communication and presentation skills
Problem resolution and reasoning skills
A balance of strong analytic and creative skills
Exceptional project management skills and attention to detail
Proven ability to build relationships across a wide range of stakeholders and lead cross-functional teams while demonstrating strong collaboration skills
Worked in changing, high growth environments; comfortable with ambiguity and working in matrixed organizations

104

Commercial Bank Risk-appraisal Specialist Resume Examples & Samples

Two or more years of responsible related work experience, preferably in a residential or commercial loan production environment, or two years experience in a comparable appraisal support role
Self motivated individual who consistently displays urgency, conscientiousness and ownership of assignments
Ability to accurately complete well-defined assignments in a fast-paced work environment work with minimal supervision
Attention to detail is critical. Can communicate professionally both verbally and in writing with all levels of associates (e.g., partners and review teams)
Adaptable staff member who can function well when priorities shift or pace of work varies
Ability to exercise independent judgment to escalate issues when needed. Competent with Outlook, Word and Excel
Knowledge of the Accounts Payable (SAP) and RIMS systems is preferred

105

Commercial Bank Treasury Resume Examples & Samples

This position is responsible for development of Commercial Finance models, specific responsibilities include
Earnings at risk models
Creating Balance sheet forecasting models / CCAR based on economic variables
Prepayment models
Business decision support
Liaison with Model Risk Group
Data Mining
Model Validation
4-6 years of experience
Masters or Ph.D in finance, mathematics or statistics
Experience with a Statistical Modeling package such as SAS or R
Proactive individual with strong communication and analytical skills
Strong leadership and partnership skills

106

Commercial Bank Risk-ctl-credit Analyst Resume Examples & Samples

Bachelors Degree in Finance, Accounting, Economics, or Real Estate, plus 2-5 years of experience in real estate lending or equivalent is preferred
1-5 years of financial analysis / commercial real estate credit experience, or fundamental knowledge of debt financing, collateral and valuation concepts
Previous commercial real estate or commercial banking experience is preferred
Organized, multi-tasker able to adjust priorities to achieve team, as well as individual, goals
Proficient in MS Word, Excel, and Outlook

107

Commercial Bank-senior Business Analyst Resume Examples & Samples

Owning the deal and activity information domains from a data management perspective, becoming the subject-matter expert
Managing corresponding schema in CB’s Data Mart, capturing requirements, updating the development queue, and signing off on quality assurance steps prior to production
Writing business requirements which outline new functionality we wish to build, or improvements we wish to make, in our CRM system
Helping present CRM business requirements to user groups for input and to technology partners for estimation
Assisting in the monitoring and resolution of client and deal data quality and helping to devise methods for improvement in the context of an LOB-wide data quality program
Helping the team manage analytical routines which create or refresh cross-selling and prospecting ideas; uploading these into our CRM system for sales teams to pursue
Researching data-driven cross-selling ideas by locating and examining data sources, calling on product partners, joining data sets together, and summarizing the magnitude of opportunities
Supporting various projects generally—oriented towards sales, new initiatives, and compliance/regulatory
Supporting our CRM program in other functions including UAT, business rules, mass uploads, and documentation
Managing requests from various constituents for information—business logic-related as well as via queries
Three to five years’ experience in banking; experience in/knowledge of Commercial Banking preferred
Advanced proficiency with Microsoft Excel and comfort with several query tools
At least some familiarity with SQL is preferred
Highly organized and self-directed individual, with strong interpersonal skills
Excellent written and verbal communications skills with a gift for being concise and accurate

108

Commercial Bank-aml Resume Examples & Samples

Define, monitor, and report key operational metrics, mining data from all available data sources; create a robust documentation suite to clearly articulate data definitions while highlighting data quality gaps for inclusion in Technology and Process Improvement roadmaps
Prepare an operational Monthly Business Review (MBR) presentation, incorporating key people, productivity, efficiency, client experience, finance, and control metrics. Review in senior manager forums and speak fluently to patterns in observed data
Conduct time studies for each key process to understand organizational and activity-level effort requirements. Manage ongoing time study refresh in response to material process changes
Interface with finance teams and data partners to translate capacity model, taxonomy, and volumes into activity-based unit cost allocations at the client level
7+ years of total experience within MIS, Operations, Finance, and/or Management Consulting roles. The successful candidate will have a unique mix of technical data skills and business acumen, with strong past experience in operational process monitoring & management. Importantly, he/she will have demonstrated ability to execute on strategic management reporting programs from the ground up while consulting with senior executives on thoughts to improve operational performance, not just deliver reporting
Preferred: knowledge of data warehousing concepts and exposure to one or more Business Intelligence toolsets and database platforms: SQL Server Reporting Services (SSRS), Tableau , Analysis Services (SSAS), Qlikview, Business Objects, SAS, Crystal, R, SQL/Oracle/Teradata, etc
BS/BA required; quantitative focus preferred

109

Commercial Bank Risk-credit Risk Director Resume Examples & Samples

Establish and maintain relations with key internal Senior Leaders (Regional Sales Managers and Area Managers) around client strategy, risk appetite, and exposure management
Effectively work with the Client facing team and interact with external clients
Thorough understanding of risk impact and consequences in formulating decisions and providing direction to others
Ability to understand company credit policy to ensure policies and procedures are adhered to consistently
Commercial Real Estate market knowledge for CTL including multifamily, industrial, retail and office property
Project management skills including ability to prioritize, plan and manage people and processes effectively
Preferably has institutional credibility within JPMC's credit department, as well as with other segment heads
15-20 years in CRE banking/lending experience; which might include credit, structuring and marketing
Possesses the significant analytical and finance skills in order to underwrite, guide and help structure the most complex and/or difficult credits
Able to manage, coach and motivate a team of Credit Executives, credit managers and analysts who are at varying levels of development
Significant management experience
BA/BBA/MBA and completion of a major corporate bank credit training program (or the equivalent corporate banking/ corporate finance experience)

110

Commercial Bank Risk-director of Risk Administration Resume Examples & Samples

Identify, and scope areas of opportunity to improve process, client experience and regulatory controls for ASG and ERM. Actively seek out solutions that will improve productivity without compromising quality and controls
Lead strategic and tactical RES initiatives and projects to benefit processes, controls, client experience, technology programs, communications and staff development
State Certified General real estate appraiser with a minimum of 10 years of commercial appraisal (review) experience. Environmental risk management experience a plus
5-10 years of management or related experience
4-year College Degree
MAI designation or completion of all Appraisal Institute courses and achievement of all levels of appraisal experience required for the MAI designation or its equivalent
Understanding of the regulatory environment as it relates to real estate appraisal (i.e. JPMC policies, federal and state regulations including FIRREA, FDICIA, and professional appraisal standards (USPAP))
Strong ability to influence, build teams, multi-task and “think out of the box”
Highly organized, proactive, and willing to take on challenges
Ability to drive projects to fruition under often compressed time constraints
A history of driving both strategic and tactical complex change initiatives
Keen ability to structure and scope project plans; apply a range of tools to develop and synthesize insights; and recommend solutions
Ability to organize and prioritize work and manage in an active change environment
Ability to partner closely with senior and line managers and other project stakeholders

111

Commercial Bank Risk-field Exam Coordinator Resume Examples & Samples

Proficient in workload management, i.e., E-Mail monitoring, organizing, prioritizing, taking direction
Needs to be able to support the team from satellite location
Daily maintenance of data in “FEIDS” (Field Exam Information and Distribution System)
Review FEIDS system generated notifications to ensure that all dept. requirements are achieved
Proficient in Microsoft suite, i.e. Word, Excel, Powerpoint. Use of Sharepoint is also helpful
Prepare and process field exam billings. Track the collection of same
Review and process third party vendor engagements, i.e. engagement letters, invoices, etc
Maintain various departmental reports i.e. third party vendor invoice, adjusted billing rate, etc
Review and reconciliation of monthly billing reports to various reports
Maintain archive and storage of departmental information in Sharepoint, shared drive, etc
Track departmental Time and Attendance and Record of Absences, i.e. vacation, sick, etc
Assist dept. with on-boarding new hires, and technology issues, i.e. EURC’s, IronKey, Mi-Fi, etc
Compile and circulate minutes for monthly field exam manager calls
Assist with the development and testing of “FEIDS” deployments
Assist with special projects that the Dept. requires as necessary
Ensures that inventory of supplies is efficiently managed and available when needed for everyday operation of business
High school graduate
Five years executive banking or finance administration support experience
Proficient with Microsoft Office with emphasis on Excel, Word and Powerpoint
Should have knowledge of SharePoint, Time/Attendance System, Epay Direct (Expense Reimbursement), ePurchase System

112

Commercial Bank Analyst Resume Examples & Samples

Bachelor’s degree in finance
Graduate degree a plus
3 to 5 years year's of experience in an analyst position in Banking
2 years or more experience in Commercial Banking
Experience in Energy sector is a plus

113

Commercial Bank Risk-ctl-credit Risk Senior Analyst Resume Examples & Samples

Minimum of 2 years of analytical review (property operating statements, rent rolls) or strong commercial mortgage servicing experience
Knowledge of loan documents
Knowledge of entity structures

114

Commercial Bank Senior Associate Treasury Sales Industry Solutions Resume Examples & Samples

Support Industry Solution Specialists with sales related activities allowing them to focus on business development across key facets of our business including: core cash management, card, merchant services and liquidity
Assist with the positioning and closing of identified opportunities for new business from both existing and prospective clients through preparation of case studies, white papers and presentations
Research and analyze data for purposes of creating benchmarking and models to illustrate ROI and working capital efficiencies based on key client segments including industry, size, and hallmark products/services
Evaluate external trends spanning payments, industry verticals, and technology disruption with the goal of identifying emerging opportunities
Synthesize industry data across multiple external and internal sources and integrate benchmarks into existing sales tools and other analyses
Complete in depth analysis of direct and indirect competitive landscape with the goal of identifying areas of opportunity
Attend select client meetings; take ownership of post call activities, coordinating follow-up/debrief calls with internal product partners, preparation of client facing documents and presentation materials on key topics
Conduct research on unique clients vs. industry comparators for use in working capital improvement assessments
Work with sales executives to provide periodic and ad hoc data analysis and reporting for planning and decision-making
Liase with product partners to provide feedback on client needs as well as translate product to cater specifically to client needs
Effective Verbal and Written Communication, Strong Interpersonal Skills, Resourcefulness, Technical, Team Player, Strong Work Ethic
Disciplined project management and organizational skills
Ability to organize and sequence interdependencies
Advanced Microsoft office skills needed, particularly EXCEL and POWERPOINT
Strong analytical and research skills – Not satisfied with just data, must transform to insight for use internally and in client facing material. Ability to create and leverage advanced models to transform large sets of data into insights
Background knowledge of J.P. Morgan Treasury Services products, pricing philosophy, sales processes and relationship financials a strong plus
Strong communicator – leverages strong oral and written communication skills to collaborate and influence others

115

Commercial Bank Treasury Services Advisory Solutions Resume Examples & Samples

Serve as a Treasury Advisor in the Treasury Services (TS) Commercial Bank Industry Solutions team where our aim is to drive client change by demonstrating thought-leadership and expertise around their key strategic priorities
Assist treasury sales team efforts, to identify, build and advance strategic discussions on Treasurer’s key areas of interest, motivating clients to business with the bank
Address key themes including treasury structuring, global receivables and payable optimization, treasury technology and connectivity, counterparty risk management and the impact of regulatory change
Partner with TS Sales and Bankers to create and close large revenue opportunities with top clients through-client focused solutioning
In partnership with marketing and sales team associates, lead the packaging and scaling of materials through cross-segment Sales training and awareness campaigns. Work closely with TS Sales, product, technology, marketing and global Advisory partners
Provide thought leadership and rigor to identify operational integration issues pre and post- corporate action, develop solutions, and drive decision making and escalation across multiple stakeholders, including but not limited to; cross line of business (LOB) partners and across product groups
Oversee the end-to-end treasury services integration process from initial development of integration plans to providing a clear roadmap for ongoing ownership to complete integration
Treasury Advisors also support J.P.Morgan’s internal innovation initiatives and external thought-leadership at industry conferences and client events
Client-side Corporate or Consulting background of 3+ years helping companies address cash management, global treasury or strategic risk management issues/challenges
Experience of 3+ years in an analytical, sales or consulting role related to cash management, ideally supporting clients
Client-focused individual that is entrepreneurial, inquisitive and has interest in further building sales experience
Ability to tie together solution-based value propositions across broad client issues/themes
Proven ability to develop relationships with internal/external stakeholders and effectively execute initiatives
Ability to be credible and effective at executive levels within J.P.Morgan and a client’s organization
Creative problem solver, capable of developing innovative and differentiated solutions
Strong business, financial and analytical acumen
Experience working internationally or with a global team is highly-recommended

116

Commercial Bank VP Chase Capital Resume Examples & Samples

Minimum of 4+ years of lending and credit related experience in the financial services industry
Completion of a formal bank Credit Training Program preferred
Executive presence demonstrating the ability to interact and influence company management teams, commercial bankers, and third parties (including PEGs, merger advisors, law firms, etc)
Ability and willingness to train and appropriately delegate responsibilities to junior staff members
Working knowledge of Commercial Banking, credit and debt capital markets products
Excellent financial modeling and analytical skills
Strong credit acumen and knowledge
Proven ability to be a team player

117

Commercial Bank-appraisal Services Group Resume Examples & Samples

Registering all new appraisal requests on a central operating platform (RIMS)
Assisting the ASG teams in tracking the appraisal process to ensure timely delivery of reports by our panel of valuers
Scanning / uploading various documents and closing completed assignments on RIMS
Management / settlement of all valuation invoices in various currencies
Assisting with the onboarding of new valuers
Clerical and administrative office experience or equivalent education
Strong PC skills with proficiency in Microsoft Office (esp. Excel) & also PDF Pro
The candidate will be expected to quickly become familiar with JPMC’s internal administrative systems regarding data management, invoicing and expenses
Flexible team worker with ability to manage priorities and multitask effectively in a busy environment
Excellent data processing skills, with ability to handle large volumes of data and good attention to detail
Initiative, enthusiasm and confidence to complete assignments
Good awareness of importance of confidentiality

118

Commercial Bank-for-profit Healthcare Group Resume Examples & Samples

Responsible as an “individual contributor” to add new client relationships who will grow and retain profitable relationships within the Middle Market segment
As an “individual contributor” the Relationship Executive is not responsible for managing less experienced staff but focused on generating revenue
Focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship
Orchestrate the interfacing with clients by credit support staff and all other product partners
Develop a weekly sales plan prioritizing most promising revenue generating sales opportunities and responsible for cultivating referral sources, institutionalization of relationships and aggressive calling
Specific calling goals will be developed depending upon client portfolio responsibilities; calling requirements have a strong emphasis on in-person meeting with clients and prospective clients
Seek opportunities to cross sell into every relationship and anticipate the future needs of the client
Credit process management is a critical component of the position
Strong knowledge of specific geographical marketplace and region preferred
Preference will be given to candidates with demonstrated healthcare experience managing clients in a commercial bank setting
Extensive knowledge of commercial banking products and services Top individual contributor
FINRA securities licenses 79 and 63 are required for the position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date

119

Commercial Bank-oversight & Control Resume Examples & Samples

Conduct Business Impact Analyses
Create plan documentation and facilitate plan testing
Track compliance with corporate resiliency policy and standards
Manage relationships with multiple Business Resiliency Coordinators
Lead crisis management process for multiple business units and/or locations during small scale incidents and actively participate in crisis management process for large scale incidents
Work with key members of the CB Technology team and other business units to ensure that technology is aligned with business needs and to develop appropriate protocol to ensure that corporate, regulatory and business resiliency requirements are met
Build and conduct basic business resiliency training and education to key business stakeholders
Identify and communicate resiliency risk to business management
Manage mid-size projects in addition to BAU operations and processes
Conduct analysis of resiliency plans and strategies
As needed, assist in the coordination and implementation of the CB Business Resiliency Program including capturing/tracking of key issues, issuance of policies and procedures, supporting preparation for resiliency regulatory reviews, etc
Support and manage resiliency plan data in the Resiliency Data Management System (RDMS) including plan creation and maintenance, required and mandatory data completion, plan testing results, and business users support
Maintain and analyze key metrics generated from RDMS
Must be available as needed to provide assistance during non-business hours
MS Office skills
Ability to build relationships and provide consultation related to resiliency planning
Ability to demonstrate strong understanding of business resiliency polices/practices
At least 3 years in a business resiliency or similar function
Experience in Commercial Banking strongly preferred
Knowledge of business resiliency policies, standards, regulatory requirements and controls, and business resiliency practices
Strong presence, comfortable interacting with, presenting to and influencing senior management
Ability to influence peers and senior leaders necessary to accomplish team goals
Proficient in handling multiple responsibilities and tasks simultaneously
Demonstrated ability to work in a fast paced, demanding, team environment and ability to adapt to a changing environment
Fast learner – able to grasp concepts from on the job training
Self-starter and independent execution
Timely escalation of critical and/or complex issues as required

120

Commercial Bank-middle Market Resume Examples & Samples

Full knowledge and coverage of clients from an AML and reputational risk perspective, with a focus on the clients business, management team, strategy, product usage with JPMC and account activity. The Portfolio Banker will have regular client calling requirements
Timely completion of all AML/KYC due diligence
College degree, with an advanced degree desirable
Successful completion of a formal bank sponsored credit training program, formal training or experience in an underwriting role preferred
3+ years of business or commercial banking, credit underwriting experience or equivalent experience. Additionally, previous treasury and client service experience is preferred
Persistent and willing to follow through to resolve and document issues appropriately and in a manner in keeping with sound risk management practices

121

Commercial Bank-loan Operations Resume Examples & Samples

Act as senior contact overseeing teams (TCP MO and Loan Agency) responsible for operational facets of syndicated deal & facility management, loan booking, accounting and investor syndicate management for traditional credit & loan products
Establish and maintain partnership with business and ops lead across various operational, LOB, and sub-business groups in order to effectively manage workflow, risk and control issues
Identify and drive the implementation of technology initiatives and operational process changes
Manage a broad change agenda in a dynamic manner ensuring execution of efficiency initiatives
Provide performance management, objective setting and coaching of both direct reports and broader group
Participate in project proposals, group objectives, regional discussions; drive strategic direction and vision of the group
Strong presentation and communication skills with an ability to clearly articulate across various levels of stakeholders, locations and groups
Excellent organizational and influencing skills to see through and execute change across teams and regions
Participate in the broad spectrum of initiatives providing creative viewpoints, insight and suggestions and general group engagement with operational and business partners
Acute awareness of operational risks occurring throughout the loan lifecycle
The ability to manage a varied workflow is necessary to ensure timely processing and eliminate the possibility of operational errors
Knowledge of syndicated lending structures, treasury funding and downstream corporate reporting
Understanding of underwriting primary and secondary loan trading
Strong understanding of varying loan accounting methodology and general p&l booking principals
Aptitude to ensure timely group delivery and execution of all day to day group controls and adherence to group and product deadlines
Deliver coaching, performance development and identify training needs of the group
Ability to self start and lead team agendas in respect to efficiency, productivity and control
Keen sense of corporate awareness with an understanding of Investment Banking operations, Front Office business and Corporate support structures

122

Commercial Bank Risk-chase Business Credit Resume Examples & Samples

Bachelors degree, plus 1-3 years experience in finance or accounting
Strong analytical, quantitative, and writing abilities
Desire to understand and assist clients with their needs
Loan document experience a plus
Excellent organizational skills, with the ability to multitask and meet stringent deadlines
Understanding of ARC, SRGT, and JPMC risk policy preferable
Strong work ethic and attention to detail

123

Commercial Bank Technology Resume Examples & Samples

Craft and develop communications for technology change communications preparing the CB organization for new products and enhancements. Route communications for approval
Must support our defined processes to develop and implement business level, operational, procedural and change communications
A strong relationship builder who develops and maintains relationships to help attain targets
Comfortable working in a demanding fast-paced, customer-focused organization with start-up culture with evolving processes. Flexible and able to adapt to new situations as the business demands
Efficiently manage multiple, overlapping communications deliverables and coordinate the flow of information from various contributors simultaneously

124

Commercial Bank Treasury Solutions Middle Market Resume Examples & Samples

Working in partnership with market bankers to develop new profitable business from prospective clients
Deepening and growing existing market relationships
Developing strategic account plans and executing them in coordination with the C&I Bankers
Managing client visitation and contact
Understanding clients' business environments, strategies, and industry to better determine their requirements
Identify potential new business opportunities for JP Morgan Treasury Services and provide the appropriate solution(s)
Promoting sales through frequent client meetings and discussions covering new products, market and industry developments
Developing and enhancing in-depth client knowledge and sharing it with the client coverage team for both new business development and management of client risk
Working closely with the coverage team to drive efforts to expand existing business with current clients
Providing feedback to product mangers
Generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business
Build template-driven business case quantification for clients in support of JP Morgan solutions
B.A./B.S with accounting/finance preferred or equivalent professional experience with in the banking industry
Strong working relationships with clients and colleagues
Ability to generate ideas, identify and drive the development of new business
Possesses strong industry/market expertise
Has the ability to use various PC and Internet-based systems to manage their business portfolio

125

Commercial Bank Cao-international Onboarding Lead-VP Resume Examples & Samples

Establish clear expectations and understanding of timelines and client responsibility versus IOL
Manage all onboarding activities through heavy phone work with clients
Experienced problem solver and critical thinker
German or French Language skills

126

Commercial Bank Cao-international Onboarding Lead-associate Resume Examples & Samples

Ensure deliverables are met and hold internal owners accountable
Exhibit adherence to policy, procedures and risk controls
Relevant business experience, including client facing roles
Strong written and verbal communication ability, especially via phone or e-mail channels
Adaptable to a changing, dynamic work environment

127

Commercial Bank-international Onboarding Lead-VP Resume Examples & Samples

Working with the client and coverage team, develop the international product and account onboarding plan
Provide subject matter expertise for international regulatory requirements, products, documentation and services
Own and drive transparency, escalation, and resolution of issues
Demonstrated ability to work collaboratively and proactively
Ability to take ownership, manage through conflict and mobilize internal resources
Experience with international KYC/regulatory requirements

128

Commercial Bank Middle Market International Banking Resume Examples & Samples

At least 5+ years of relevant International Banking or Treasury Management experience, including working overseas and relationship management
An extensive knowledge of all International banking products, services, and markets
Proven track record of results-oriented performance and building strategic relationships
Credit trained preferred, with experience financing overseas operations and screening transactions with credit or other risk issues
Demonstrated sales record, communication, and negotiation skills, along with the ability to independently handle most complex sales situations

129

Commercial Bank International Treasury & Credit Consultant Middle Market Resume Examples & Samples

Drive the sales process through direct client calling, structuring, pitching and closing
Provide input into product development, marketing, and other strategic initiatives
Technical knowledge of domestic US cash management services, lending products, and trade
Executive presence and consultative sales acumen; ability to develop advisory relationships with clients, prospects and bankers
Credit training preferred, with experience financing overseas operations and screening transactions with credit or other risk issues

130

Commercial Bank Managing Director Resume Examples & Samples

Establish a strategy and execution framework to support a dedicated Technology vertical for companies that have previously been managed on a geographic segmentation approach
Hire and manage a team of 4 – 6 TMO’s/SA’s, providing leadership, coaching, feedback and development on all aspects needed to achieve successful performance
Drive tailored TS sales strategies, solutions and value proposition development to the clients in the different technology sub-industries
Engage in a disciplined marketing process and quality call activities. Manage customer expectations by communicating timelines and deliverables. Partner with clients to ensure successful implementation of TS products
Oversee the development of actionable relationship account plans for target clients and manage, guide and coach on the development of high-quality client proposals/presentations
Build collaborative internal relationships with Leadership, Bankers, other internal partners; communicate key TS messages efficiently and accurately
Align daily activities to drive strategic business objectives
Protect the firm by applying sound risk management protocols and adhering to regulatory requirements
Own and escalate client issues and leverage the appropriate resources to champion results
Demonstrate a strong track record of
5+ years of TS management experience
Sales management in B2B sales with a documented track record of success / top performance

131

Commercial Bank-loan & Agency Account Manager Resume Examples & Samples

Manage syndicate notifications including drawdowns, rollovers, repayments, rate settings and fees
Reconcile cash movements and escalate non-receipts of payments
Manage waiver requests for amendments to the terms of credit agreement; dissemination and subsequent response tracking
Assist the team in ad-hoc requests including system upgrades and UAT exercises
Graduate calibre self-starter with the ability to work independently using initiative
Strong communication skills and confidence speaking to external clients
Analytically minded with strong technical prowess in relation to manipulating data
Excellent problem solving skills; the ability to identify the root cause
Loan IQ knowledge is preferred
Self-starter with the ability to work independently using initiative

132

Commercial Bank-loan Trading Documentation Par & Distressed Loan Closer Resume Examples & Samples

Extensive knowledge of the LMA market to include bankruptcy and restructurings; experience in distressed closings would be particularly desirable
Knowledge of Loan IQ and ClearPar preferred
Extremely detailed and control orientated; keen to understand the detail
Ability to multitask efficiently under pressure and in a fast paced environment
Graduate calibre
Strong PC skills in particular Excel, Word and PowerPoint

133

Commercial Bank Esop Advisory Group Resume Examples & Samples

Facilitate the review of external referrals to the EAG from outside advisors in conjunction with the appropriate markets/bankers
Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies
Be visible in the external market place; conference attendance and presentations & Networking with various ESOP referral sources to continue to foster deal flow
Partner with bankers and underwriters in the review/underwriting of ESOPs for newly established ESOPs as well as second-stage, restructures and renewals of existing ESOP deals
Preparation and presentation of financing feasibility and debt capacity studies analyzing various ESOP structures and comparing those to traditional leveraged recapitalizations. Model includes, debt capacity analysis, proceeds to shareholders, ESOP deduction analysis, cash flow analysis and collateral analysis
Working with EAG Associates to prepare detailed financial models analyzing proposed transactions and structuring alternatives. Models will be used for the purposes of assisting credit partners in underwriting and structuring financings offered to clients and prospects as well as identifying ESOP-specific areas of risk to be managed
Conduct periodic reviews of ESOPs in support of the relationship teams' extension of credit exposure to ESOP owned companies
Practice Management; Assist in the development of internal policies (legal and credit) for ESOP related transactions

134

Commercial Bank Middle Market South Executive Administrative Assistant Resume Examples & Samples

Willing and able to learn the business and fully understand how and why tasks satisfy business needs
Maintain confidentiality of information
Solid organizational and time management skills

135

Commercial Bank Risk-credit Risk Associate Resume Examples & Samples

Performs credit analysis, due diligence, reviews documentation, and monitors/manages ongoing performance/risk of accounts within his/her assigned portfolio of clients under supervision of their manager
Independently applies strong credit knowledge, policy expertise, and analytical abilities to underwriting client requests and annual reviews
Excellent verbal and written communication skills are required. Ability to work independently with minimal supervision
Requires impeccable organization skills, attention to detail, and highly efficient work methods
The ability to voice an opinion in a clear, concise manner and to defend that position with various stakeholders
Flexibility and the ability to identify larger opportunities and to effect warm hand-offs as appropriate to other team members
Existing knowledge of Chase infrastructure on products and services a plus
Minimum of 2- 5 years commercial underwriting /banking/lending experience which might include credit, structuring and marketing

136

Commercial Bank Risk-credit Risk Director Resume Examples & Samples

BA/BBA/MBA and completion of a major corporate bank credit training program (or the equivalent credit, corporate banking/corporate finance experience)
Typically will have 10 years in CRE banking/lending experience, which might include credit, structuring and marketing
Possesses significant analytical and finance skills in order to underwrite, guide and help structure complex and/or difficult credit transactions

137

Commercial Bank-associate Resume Examples & Samples

Experience in/knowledge of more than one of the following areas: TS or credit operations, compliance, sales/on-boarding/after sales support, public sector banking and products, specific understanding of the regulatory environment for the public sector is a plus
Solid experience in financial services industry
Ability to work in a highly collaborative and matrixed environment to build consensus
Strong analytical and planning skills
Strong program management skills

138

Commercial Bank Risk-business Management Director Resume Examples & Samples

Lead advancement of a consolidated robust TPO and VM function for RES’ diverse vendor populations supporting real estate valuation and environmental services
Accomplish the integration and extension of RES vendor panels across multiple production delivery systems with varied vendor oversight processes
Expand scope of current RES TPO and VM to consolidate support for both the Appraisal Services Group (ASG) and Environmental Risk Management (ERM)
Drive continuous improvement in process, procedures and client experience
Maintain strong beneficial relationships with all stakeholders to facilitate proactive issue resolution and positive outcomes
Collaborate and coordinate with TPO/VM partners to ensure consistent processes, common standards on deliverables and quality of services for all constituents
Manage and collaborate with team and indirect resources to ensure strong management of a broad, high-quality, vendor panel, a solid control environment and conformance with quality and service level key performance indicators
Satisfy all firm-wide and CB TPO and control requirements
Partner with RES controls in
10+ years of financial industry related commercial and residential real estate experience with a broad understanding of the commercial and residential real estate lifecycle and key regulatory drivers
5+ years of experience in operational risk, third party oversight, vendor management as a leader and contributor
Bachelors’ Degree in finance, risk or real estate related field, or equivalent demonstrated work experience
Experience in leading, owning and developing TPO or VM processes including process and procedure documentation and report management
Demonstrated experience in influencing perspectives or actions to achieve required results
Ability to manage remote staff and partner relationships
Desirable attributes

139

VP-operational Metrics & Analytics Commercial Bank Risk Resume Examples & Samples

Prepare an operational Monthly Business Review (MBR) presentation, incorporating key people, productivity, efficiency, client experience, cost, and control metrics. Review in senior manager forums and speak fluently to patterns in observed data
Interface with finance teams to translate capacity model, taxonomy, and volumes into activity-based unit cost allocations at the client level
Provide a high level of responsiveness to executive ad-hoc requests related to process improvement analysis and “what-if” scenario modeling
Experience developing complex business analysis models, preferably in support of volume capacity and forecasting initiatives
BS/BA required; quantitative focus strongly preferred

140

Commercial Bank Risk-credit Risk Senior Associate Resume Examples & Samples

The Credit Risk Manager, working in conjunction with the Sponsor Unit, will have risk management responsibilities for the EF portfolio. The EF Credit Risk Manager will also work with EF legal, operations, and sales to negotiate transaction documents. The EF Credit Risk Manager will work directly with Sponsoring Unit credit underwriters and support staff to ensure that the equipment facility (loan or lease) is set up correctly in ARC, resolving any data quality / administrative issues that may arise. The Credit Risk Manager will be responsible for monitoring a specific number of Criticized and Classified accounts and collaborating with the Special Credits Group as part of portfolio risk and exposure management. Finally, the Credit Risk Manager will have an active role in the semi-annual portfolio review process
Minimum 3 to 7 years of relevant banking / equipment finance (lending / leasing) experience which should include deal underwriting, capital markets and portfolio management
In-depth knowledge of term lending. Equipment leasing / lending experience, lending to the federal government, municipal government and not-for-profit organizations preferred
Completion of a major corporate bank credit training program (or the equivalent corporate banking / corporate finance experience)
Proven transaction execution skills

141

Commercial Bank Risk Technology Application Development Manager Resume Examples & Samples

Developing onshore and offshore teams; analyzing, designing, building and managing computer software systems
Managing Software Development Life Cycle
Utilizing Java/J2EE
Shell scripting
Documentum
WebSphere
Informatica
Unix/Sun Solaris operating systems; & designing system architecture for Data warehousing using ETL
Must have experience supporting banking operations

142

Commercial Bank Resume Examples & Samples

Ability to navigate and effectively manage Citi’s complexities and globality
Effectively operate as one team by working across the Global Consumer Bank and Citi’s Investment Bank to get the best outcome
Successful track record in developing a team and exceeding team goals
Forward compatible thinker

143

Commercial Bank Risk-credit Risk Director Resume Examples & Samples

BA/BBA/ MBA and completion of a major corporate bank credit training program (or the equivalent corporate banking / corporate finance experience)
Typically have 10 -15yrs in banking and lending experience which includes credit, structuring and marketing
Proven leadership skills. Able to manage, coach and motivate a team of underwriters who are at varying levels of development
Possess significant analytical and finance skills in order to underwrite, guide and help structure complex and / or difficult credits
Preferably has institutional credibility within JPMC's Risk organization and with other leaders in the Northeast Middle Market segment

144

Commercial Bank Risk-ctl-krg-credit Risk Senior Analyst Resume Examples & Samples

Completes credit actions summarizing the financial analysis completed on a client’s portfolio including recommendations for future business
LI-POST
Use automated systems and operate office equipment at an acceptable level of proficiency
Understand and interpret financial/performance data
Use and enhance mathematical models that produce the desired result
Provide effective guidance and performance feedback to lower-level analysts and other peers in Commercial Term Lending
Minimum requirements of 2+ years experience in real estate lending in permanent and/or construction financing, loan review and/or loan workouts

145

Commercial Bank Resume Examples & Samples

Minimum 3-5 years of HR generalist experience, including a demonstrated ability to provide HR consultation to client facing managers on HR issues regarding employee relations, staffing, compensation, HR policies and performance management
Ability to manage multiple tasks while remaining proactive and flexible in style
Ability to work collaborative and develop strong partnerships with clients and HR colleagues
Ability to deal effectively with all levels of staff and management
Strong consulting, influencing and negotiation skills
Demonstrated ability to make sound decisions and be creative in developing alternative solutions in a fast paced environment
Ability to handle large amounts of confidential/sensitive information on a frequent basis
Strong technical skills with hands-on experience in Excel, Word, Power-point/PitchPro
Bachelor's Degree required

146

Commercial Bank Risk-credit Risk Manager Resume Examples & Samples

BA/BBA/MBA and completion of a major corporate bank credit training program (or equivalent corporate banking/corporate finance/ real estate appraisal experience)
Typically will have 8 years in CRE banking/ loan review/ lending experience, which might include credit, appraisal, inspection and loan structuring
Proven leadership skills and ability to make quality decisions in a fast paced environment. Previous management experience preferred
Possesses significant analytical and finance skills in order to train and guide an analyst team concerned complex CRE credit loan reviews, inspections and transaction analysis
Expertise in Multi-family and Commercial real estate lending, loan review and markets required

147

Commercial Bank Oversight & Controls Resume Examples & Samples

Ensure the effective oversight and management of the Commercial Bank Third-Party Providers
Serve as central point of contact for initiating all Third-Party engagement, change, or disengagement requests
Manage a pipeline of existing and newly assigned projects through the Onboarding, Steady-State Monitoring, and Disengagement phases
Ensure that all projects meet the strategic objectives of the LOB and have obtained executive sponsorship
Prioritize workloads to ensure that requests are processed based on overall business priorities, need by dates, investor/or regulatory requirements
Communicate assignments, projects, and status updates to the business and senior leaders, and escalate when appropriate
Maintain ongoing relationships with business unit management to facilitate and address any requirements and issues that may arise from their respective Third-Parties
Work with the Delivery Managers to fully understand the requirements of the Third-Party Oversight (TPO) program and how to use supporting tools by delivering training and providing support as a TPO subject matter expert
Ensure that all TPO policy and procedural requirements are met
Analyze and assess TPO documentation to determine risk and escalate as appropriate
Coordinate with Key Partners i.e. Legal, Sourcing, Information Risk, Compliance, etc. in preparing Request for Proposals, Contractual Agreements & Schedules, Service Level Agreements (SLAs), and Third-Party Oversight Reporting
Analyze and assess Third-Party Provider SLA performance to determine if the SLAs are appropriate given the service being performed by the vendor and the risks associated to the service
Evaluate and assess Third-Party criticality and review changes in scale and scope of services contracted with Third-Party for material impact. Confirm ongoing roles, responsibilities and persons involved with the Third-Party
Monitor that all applicable risk assessments are completed in the appropriate timeframe based on Third-Party Inherent Risk
Understand all assessment issues and be able to explain the significance of the risk
Monitor and report remediation and action plan issues until the Third-Party Provider has remediated all issues
Bachelor's degree or 3 to 5 years of equivalent work experience is preferred
2 to 3 years of Third-Party Management experience preferably in Third-Party Risk, Operational Risk, Delivery Management, Sourcing, Audit or related area
Deep knowledge of Third-Party Oversight standards
Strong MS Office suite skills (Excel, Word, Power Point, Project)
Strong knowledge and experience with the corporate Sourcing, Accounts Payable, and Risk Management systems (SPARC, SAP, Phoenix, and CONCUR)
Strong understanding of Commercial Banking and Banking Operations preferred
Outstanding analytical, organizational and research skills
Demonstrated conflict management and negotiation skills
Strong communication skills, including oral, written, and presentation
Strong interpersonal skills to build relationships and networks across all levels of management
Highly motivated, team player, self starter, and able to work independently

148

Commercial Bank International Treasury & Banking Senior Associate Middle Market Resume Examples & Samples

Consult clients on their international banking needs, with a strong emphasis on Treasury Services and working capital
Leverage partnerships with relationship managers and product partners to develop and deliver custom global treasury, trade, and lending solutions for corporate clients
Partner and influence Treasury Services and Commercial Banking teams to establish and drive business development strategies
Represent JPMC's International capabilities at both internal and external events throughout the Midwest
Success in providing consultation on the aspects on international banking and cash management
Extensive knowledge of International banking products, services, and markets (Treasury, lending, trade finance and foreign exchange
Proven track record of results-oriented performance; building and influencing strategic relationships; capable of working with minimal supervision
MBA preferred - Written and spoken English fluency

149

Commercial Bank Risk-credit Risk Manager Resume Examples & Samples

BA/BBA/MBA and completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience)
Proven leadership skills and ability to make quality decisions in a fast-paced environment
Expertise in Multi-family and commercial real estate lending and knowledge of CRE market conditions required
Previous management experience required

150

Commercial Bank Middle Market Banking Specialized Industries Senior Administrative Assistant Resume Examples & Samples

Monitor staff and office to ensure compliance with the sensitive data policy
Help manage the calendars of team members and work effectively with other assistants and meeting participants to efficiently and effectively schedule meetings. Adept at working around conflicts in a proactive and skilled manner and keeping manager aware of updates
Maintain files for Series 24 Supervisor
Tact and good judgment in confidential situations and the ability to interact with senior management
Excellent telephone manner
Excellent organizational skills and the ability to effectively handle multiple priorities with a professional attitude
Exceptional experience with: calendar management, time and expense management support, meeting coordination, meeting support planning

151

Commercial Bank Corporate Client Banking & Specialized Industries Senior Administrative Assistant Resume Examples & Samples

Help manage the calendars of the team's Relationship Executives and work effectively with other administrators and meeting participants to efficiently and effectively schedule meetings. Adept at working around conflicts in a proactive and skilled manner and keeping manager aware of updates
Provide general support including photocopying, booking meeting rooms, ordering supplies, etc
Highly proficient in general office procedures (e.g., filing, correspondence, arranging meetings)
Prove ability to juggle multiple tasks; strong memory, quick mind and work style and ability to focus and conduct business with few errors/misses
Strong ownership, positive attitude and self-motivated - coupled with strong accountability for tasks
Expected work schedule 8am-5pm, M-F with flexibility for overtime depending on the work load

152

Commercial Bank-oversight & Control Resume Examples & Samples

Critical thinking ability; can understand all the information available, tie it all together, and speak to it clearly and concisely
Innovative problem-solver who can generate workable solutions
Ability to work independently and build the appropriate relationships, including ability to interact with all levels of the business
Flexible and adaptive; demonstrated ability to work in a fast paced demanding environment
Strong PC skills in Microsoft Suite (e.g. Word, Excel, PowerPoint and Visio)
Minimum 10 years total experience and 5 years experience in a leadership position responsible for Program/Project management; Operational Risk management and/or control oversight experience is preferred

153

Commercial Bank Risk-field Exam Senior Associate Resume Examples & Samples

Interacting with clients and various deal team members (originators, underwriters, portfolio managers and/or credit officers) to communicate our scope, and to
Candidates should possess 5+ years of ABL Field Examination experience or equivalent
High importance is placed upon possessing excellent verbal and written communication skills
There is approximately 5-10% overnight travel required
CPA Preferred

154

Commercial Bank Risk-loan Administration Resume Examples & Samples

Optimize methods of business organization by recommending organizational and process changes to include furthering CB Risk’s globalization agenda
Develop management control systems to ensure quality
The position is also responsible for CB Risk’s program office that includes establishing an ongoing process that defines the LOB’s strategy development cycle, while partnering with the technology architects to ensure an aligned strategy. It also will establish effective governance for prioritizing efforts ensuring the right resource focus on risk and control objectives
10+ years of experience and proven ability to manage large scale LOB endeavors requiring multiple independent work streams to accomplish a defined result
Deep knowledge, or exposure, to Commercial Banking businesses and the loan process
Proven ability to influence behavior change within businesses

155

Commercial Bank-email Marketing Associate Resume Examples & Samples

Working with our Marketing Automation Platforms to build, test, distribute and report on email marketing campaigns to increase email marketing success
Creating marketing emails from pre-defined templates (i.e. event invites, newsletters, thought leadership and other digital communications)
Pulling, formatting and analyzing campaign metrics with insights into performance
Ensuring accuracy, timeliness and consistency of all work requests
Upholding the firm’s writing style guide and visual branding standards
Cleansing, segmenting and manipulating large email distribution lists
Quality assurance testing
A/B testing
Implementation of email campaign best practices and latest email marketing trends
Supporting internal partners with organizational and project management abilities
Minimum of 3 years Marketing experience
Has worked with a Marketing Automation Platforms and lead nurturing (Marketo and Teradata/Aprimo preferably)
Highly analytical and able to derive meaning from data through A/B testing and email optimization
Comfortable with tight deadlines and a fast work environment
Fundamental understanding of digital marketing strategy
Excellent writer and communicator (both written and verbal)
Intermediate to master level Excel skills
Working knowledge of HTML
Experience with Photoshop and Dreamweaver
A background in B2B is preferred but not required
Familiarity with Javascript or CSS is a big plus
Experience in mobile friendly or responsive design is a huge plus!

156

Commercial Bank-liquidity Product Sales Specialist Resume Examples & Samples

Partnering with Sales and Relationship Management functions to drive Liquidity opportunities
Work with clients to determine liquidity & cash management challenges and then create effective solutions utilising global product capabilities
Management, maintenance and growth of portfolio balances and revenues
Manage deal flow/pipeline keeping Commercial Bank partners abreast of performance vs plan, initiatives, portfolio growth etc
Keep abreast of industry trends, regulatory changes and buying behaviour patterns
Be the voice of the client into Product Management developing growth strategies for covered markets, identifying product gaps and driving future product development
Enable Commercial Bank Treasury Services Sales teams to be fluent in Liquidity Solutions products and services

157

Commercial Bank Corporate Client Banking & Specialized Industries Resume Examples & Samples

Manage a national team of market managers — leading total team of 50+ — providing leadership, coaching and development on all aspects needed to achieve successful performance including partner management and customer retention
Work with CCBBSI leadership to formulate and execute market strategy for Treasury Services,
Oversees Treasury Services budget, sales goals and P&L for CCBSI segment,
Takes ownership of escalated CCBSI TS segment client issues and leverages the appropriate resources to champion results
Lead national team of Group Market Managers and Treasury Sales Officers in assigned region to deliver on business growth objectives
Develop, monitor and analyze performance metrics to evaluate national and regional effectiveness relative to key metric performance and goals
Plan and direct market managers’ and field sales managers’ daily activities
10+ years experience in Treasury Services, Financial Services or related business experience
10+ years of management experience
Experience in managing geographically distributed team, and managing managers
Ability to develop, drive and articulate strategy and vision for the team and lead a sales force

158

Commercial Bank-middle Market Resume Examples & Samples

Strong leadership skills required
Superior knowledge of the Dallas Market dynamics and its competitive landscape preferred
Excellent problem solving, oral, and written communication skills

159

Commercial Bank Risk-field Exam Associate Resume Examples & Samples

Project planning which includes assessing risk based on size, industry and location or collateral characteristics
Evaluate and review of accounting systems controls, data integrity, information systems, financial records, and managerial controls
Communicate significant findings and potential areas of concern to deal team members during the exam

160

Commercial Bank Payables Solutions Sales Manager Resume Examples & Samples

At least 7-10 years of experience in Treasury Sales and/or product management / development and/or payments subject matter expertise
At least 5 years of managerial experience, including managing employees in multiple locations
At least 5 years of client-facing experience selling TS product solutions
In-depth knowledge of sales and product strategies, including market segmentation and pipeline management
Solid understanding of the payments industry and strong product and client management experience
Laser focus in understanding and articulating customer needs and turning needs into strong value propositions and financial business cases
Independent leader who works well with senior management
Partners well with cross-functional partners and in a matrix environment
Strong organizational skills with the ability to handle multiple initiatives, projects and work-streams simultaneously

161

Commercial Bank Risk-business Manager VP Resume Examples & Samples

Support the advancement of a consolidated healthy TPO and VM function for RES’ diverse vendor populations supporting real estate valuation and environmental services
Facilitate the integration and extension of RES vendor panels across multiple production delivery systems with varied vendor oversight processes and requirements
Support the scope of current RES TPO and VM to consolidate Appraisal Services Group (ASG) and Environmental Risk Management (ERM) requirements
Collaborate and coordinate with TPO/VM partners to ensure consistent processes, common standards on deliverables and quality of services for all constituents with thorough understanding the TPO process and principles
Support and collaborate with team and indirect resources to ensure strong management of a broad, high-quality, vendor panel, a solid control environment and conformance with quality and service level key performance indicators
Contribute to department goals of satisfying all firm-wide and CB TPO and control requirements
Maintain ongoing relationships with business unit management to facilitate and address any requirements and issues that may arise from their respective Third Parties
8+ years of financial industry related commercial and residential real estate experience with a broad understanding of the commercial and residential real estate lifecycle and key regulatory drivers
3+ years of experience in operational risk, third party oversight, vendor management as contributor
Bachelors’ Degree, or equivalent demonstrated work experience
Working knowledge of the TPO and vendor delivery management policies, standards and principles
Experience in supporting TPO or VM processes including process and procedure documentation and report management

162

Commercial Bank Production Management Lead Resume Examples & Samples

1) CRM Skills
2) Problem Mgt
3) Onboarding new technology to our production environments via the PTO process
4) Technical consultancy
5) Role will be a single contributor role
At least 7-10 years technical background in Applications Support covering a variety of OS/DB technologies
Successful candidate will demonstrate the ability to effectively manage and influence key partner and client relationships
Demonstrate the ability of improving technology resiliency via effective ITIL based problem management coupled with in-depth technical hands on experience supporting applications
The resource should have experience in either developing or supporting business critical applications and managing a multi facet / dynamically changing environment

163

Commercial Bank Middle Market Centralized Treasury Sales Regional Manager Resume Examples & Samples

Manage a team of 6 – 10 TS Sales Center TMO's to provide leadership, coaching, and development across all aspects needed to achieve successful performance including partner management and customer retention
Provides leadership and coordination for the assigned Regional Sales Center TMO team. Monitors staff performance, provides appropriate coaching,recognition and feedback
Oversee the development of account plans for select clients
Manage, guide and coach development of client proposals/presentation
Monitor performance and evaluate performance of team members on a frequent basis
Build collaborative internal relationships with Portfolio Managers, Bankers, and TS Sales Center TMO's to maintain the existing portfolio
Build collaborative internal relationships and foster partnerships with Portfolio Managers, Bankers and other internal partners
Serves as the initial point of contact for escalated customer issues
Manages customer expectations by communicating upfront timelines and deliverables
Partners with the client to ensure a successful implementation of Cash Management products
Takes ownership of escalated MM TS lower segment client issues and leverages the appropriate resources to champion results
5 years of sales and industry experience and is a seasoned sales professional
3 - 5 years of sales leadership experience with a demonstrated ability to build, direct and manage an inside sales/relationship management team
Demonstrated sales coaching abilities
Knowledge of treasury solutions and how they apply C&I

164

Commercial Bank-middle Market Senior Administrative Assistant Resume Examples & Samples

PowerPoint-savvy, Excel-savvy - must be able to make updates in team presentations
Establish and maintain open communication policies with peers and managers across the country
Enthusiastic, self-motivated, effective under pressure, and flexible
Able to work with minimal supervision, works well individually and in teams, shares information, and supports colleagues
Excellent telephone skills (i.e. takes accurate and complete messages)

165

Executive Director Commercial Bank International Product Specialist Resume Examples & Samples

At least 10 years of relevant International Treasury Management and/or Banking experience, including working overseas and doing business in large non-US regional financial centers and emerging markets countries
Proven track record of results-oriented performance and building advisory relationships
An extensive knowledge of all International banking products, services, and markets. Experience solutioning, selling and executing transactions across all international products
Credit trained, with experience financing overseas operations and screening transactions with credit or other risk issues
Given a strong tendency for clients to need treasury services on an international basis, the IPS candidate will need to have a strong understanding of the treasury services product set
Written and spoken English fluency. Additional languages a plus
B.A. /B.S. required, MBA preferred

166

Commercial Bank-financial Analysis Resume Examples & Samples

Build, maintain and improve various excel-based forecasting tools
Oversee expense management initiatives
Generate monthly, annual, and multi-year forecasting
Conduct ad-hoc analysis as required
7+ years of relevant finance/accounting experience
Extremely proficient in computer navigation. Strong Microsoft Excel and Power Point, PitchPro and Hyperion Essbase required. Knowledge of Access, VBA, internal finance systems preferred (e.g., GLW/ SAP/WCP)
Self-motivated individual with the ability to effectively prioritize multiple projects and tasks
Bachelor's degree in Accounting/Finance or related discipline, MBA Preferred

167

Associate, Sourcer, Commercial Bank Resume Examples & Samples

Identify, interview and deliver internal and external candidates to the Professional Recruiting Team
Create an external brand with the aligned talent pools for the area supported
Capture and report on key metrics that show results, trends and opportunities in key talent markets and supported business
Ensure all data is captured, updated and reported properly
Research, implement and maintain leading edge and creative sourcing tools and resources that improve candidate relationship development
5+ years experience in recruiting/sourcing/retained or contingency search
Experience working in a client facing role and build relationships with key stakeholders and senior management
Ability to implement creative and unique relationship development programs and strategies
Strong project management with ability to manage complex assignments and multiple priorities while delivering a high level of customer service
Ability to develop a high volume and high quality pipeline of candidates under very tight timelines and with a high sense of urgency
Ability to work independently and be a team player with a high sense of urgency
Entrepreneurial, self-starter who can take the initiative
Strong time management and multi-tasking abilities
Excellent communication and interpersonal skills, including strong influencing, negotiation and presentation skills

168

Senior Auditor / Consumer / Commercial Bank Resume Examples & Samples

As a seasoned professional applies solid understanding of internal audit standards, policies, and local regulations to provide timely audit assurance
Contributes to the development of audit processes improvements
Applies solid understanding of how internal audit collectively integrates with line management and control functions to accomplish the objectives of the function and overall business
Performs moderately complex audits related to Consumer or Investment Banking, technology management; project/program management; or supplier management in accordance with corporate methodologies and professional standards, including drafting of audit reports, presenting issues to the business and discussing practical solutions
Completes assigned audits within budgeted timeframes, and budgeted costs
Provides coaching to team members in all phases of the audit process
Monitors the risk environment and assesses the emerging risks through the Business Monitoring process
Recommends appropriate and pragmatic solutions to risk and control issues
Applies knowledge of key regulations to influence audit scope
Develops effective line management relationships to ensure strong understanding of the business
Pro-actively develops automated routines to help focus audit testing
BS/BA degree or equivalent combination of education/experience
Intermediate level experience in a related role with experience in business, functional and people management, with proven abilities in taking responsibility for issuing to stakeholders high quality deliverables according to strict timetables
Subject matter expertise regarding technology application control disciplines and a solid business understanding of Commercial Products (Term loans, Lines of credit, and Letters of credit), especially those associated with the Commercial Banking Business
Effective negotiation skills, a proactive and 'no surprises' approach in communicating issues and strength in sustaining independent views. This individual must be an articulate and effective communicator, both orally and in writing, with an energetic, charismatic and approachable style

169

Commercial Bank International Coverage Executive VP Resume Examples & Samples

Maintain and cultivate local subsidiary contacts and relationships to increase revenue and cross sell product to existing customer base. Typical requirements will focus on treasury services, cross-border FX payments and some credit related products. Types of credit facilities range from small working capital lines and overdrafts to traditional trade deals
Maintain open, clear, fluid communication with stakeholders, i.e., bankers, IPSs and product partners, locally and overseas
Degree level qualification with a relevant experience in Treasury Services sales, corporate relationship management, or portfolio management with proven problem solving experience is preferred

170

Commercial Bank-senior Executive Assistant Resume Examples & Samples

Book international & domestic travel arrangements and organize itineraries
Processing of T&E expenses, calendar management, typing/formatting of documents, mail distribution, preparation of FedEx/DHL packages, faxing, answering phones, scanning and photocopying
Responsible for gathering and compiling info for various weekly and monthly
Other administrative / general tasks
Maintain department equipment (fax machines, copiers, printers, etc.)
Maintain familiarity with all policy and technology updates

171

Commercial Bank Risk-senior Field Exam Associate Resume Examples & Samples

Interacting with clients and various deal team members (originators, underwriters, portfolio managers and/or credit officers) to communicate exam scope, and to plan and execute the field exam
Develop a valuation model or borrowing base; utilizing current asset collateral (accounts receivable and inventory) or other collateral components (cash, etc.)
Perform analysis and testing (shipping test, cash application, cost/price testing), including physical observation and counts of inventory
Summarize results and providing recommendations/conclusions based on findings in formal report

172

Commercial Bank Risk-field Exam Manager Resume Examples & Samples

Collateral evaluation and analysis, evaluation of accounting system controls and data integrity and managerial control reviews
Proficiency in written report summarizing
Management Experience
Reviewing accounting records and other financial information
Quantitative analysis and various tests, including physical observation and counts of inventory
Communicating significant findings and potential areas of concern to applicable deal team
Preparing formal reports

173

Commercial Bank Risk-ctl Appraisal Resume Examples & Samples

Must have financial services risk reporting experience
Must have expert level ability in all MS Office tools (Excel, Access, PowerPoint, Visio, Project)
Must have demonstrated knowledge of SharePoint content administration and web publishing
Must have data analysis experience, including statistical modeling of operational or credit risk
Experience with business intelligence features including SQL, SSRS, Tableau, etc
Excellent problem solving/analytical skills with a high level of accuracy
Ability to organize and prioritize work, manage projects, and handle multiple tasks concurrently with a strong attention to detail

174

Commercial Bank Risk-credit Risk Senior Analyst Resume Examples & Samples

Capitalization Rates
Discounted Cash Flows
Loans to Value
Gross Rent Multiplier
Bachelors Degree - Business, Finance or Accounting preferred
Adept at financial analysis
Tenacious problem-solver; pursues an issue until it is completely resolved to the satisfaction of the parties
Can-do attitude, willingness to learn
Advanced knowledge of the MS Office Suite with an emphasis on Excel, Access and PowerPoint

175

Commercial Bank Risk-commercial Term Lending Group Resume Examples & Samples

Use of market research tools for industrial, retail, office and multi-family property types
Bachelor’s degree in accounting, finance, economics or real estate, plus 1-3 years of experience in commercial real estate or debt financing, or equivalent is required
Concisely express ideas and convey technical information in written, oral, and electronic communication
Project management skills including ability to organize, prioritize, and multi-task to complete assignments on a timely basis

176

Commercial Bank Head ME Resume Examples & Samples

Develop, implement and execute business strategy to support our organic growth targets leading to sustainable and predictable results
Full responsibility for P/L of the Commercial business, i.e. revenues, expenses, allocations, CoC and adequate returns on capital as well as sound operating efficiency – drive a balance scorecard
Develop a deep understanding of the market and develop mechanisms to obtain market intelligence
Frequent contact with key customers in the Regions, owners of key customers as well as local authorities
Ensure the right value proposition is in place for the customer sub-segments managed in CCB: Middle Market, SME
Responsibility for quality of the credit portfolio, origination in line with Target Market, prompt problem recognition and CoC within Plan. This involves providing training and coaching to the CCB Staff
Close partnership with risk to ensure that the right credit approach (program and procedures) are in place to allow sound growth of the credit portfolio, avoid negative selection and maintain desired portfolio quality
Manage and motivate the team located in different cities, ensuring the right organizational structure, adequate compensation model and the right staffing levels
Talent development, coaching and counselling staff to provide stretch targets and fulfilling assignments
Partner with Operations and Technology to ensure product delivery within standards and at the right cost
Spoken Arabic desirable but not essential
Experience in sales of banking products to Commercial Bank type of customers
Good understanding of the different banking products
University Degree, preferred to have MBA or equivalent in Business Management/ Banking or Chartered Accountant/CFA/CPA
An accomplished manager who has the ability and drive to manage and motivate large teams
Excellent client interaction skills with different clients operating in different industries
Ability to work effectively in a matrix-environment
Results-driven person with sound financial acumen

177

Audit Manager / Consumer / Commercial Bank Resume Examples & Samples

Develops and executes a robust Audit Plan, by reviewable entity, for assigned businesses in accordance with Internal Audit standards, relevant government statutes and regulations and Citigroup and Citibank policies
Manages audit activities for a component of a product line, function, or legal entity at the regional or country level including a portion of the audit annual plan
Applies in-depth level of expertise in one or more of the corporation's businesses and leverages this knowledge into a leadership role in one or more teams
Develops effective senior line management relationships and has a strong understanding of the businesses
Applies an in-depth understanding of the inter-relationships of business and support units throughout the corporation and how they impact the overall control environment and the audit approach
Demonstrates strong judgment, political astuteness, and sensitivity to cultural diversity
Possesses strong project management and interpersonal skills, makes sound decisions, exhibiting initiative and intuitive thinking. Consulted often by others for advice and opinions and recognized as a leadership role model
Frequently involved in matters that require complex judgments and solutions based on sophisticated analytical thought such as identifying solutions for a variety of complex and novel audit control issues. Analyzes reporting findings; Recommends appropriate interventions where needed. Proposes creative and pragmatic solutions for risk and control problems. Partners with Directors and Managing Directors to develop approaches for addressing broader corporate emerging issues
Serves as lead reviewer for all types of reviews
Reviews and approves Business Monitoring Quarterly Summaries

178

Commercial Bank-accounting Associate Resume Examples & Samples

Active participant in the monthly close process
Provide assistance in processing transactions by identifying the appropriate general ledger company, account and cost center
Prepare monthly reports for Equipment Finance (EF) related to the LeasePak processing system, as well as participate in the monthly EF close process
Assist in the preparation and compilation of quarterly Representation Letter Reports to management
Perform reviews and attestations of the legal entity balances, which include intercompany accounts, reviews of equity rollforwards, and ultimate sign-off within the firm’s attestation tool

179

Commercial Bank-business Management Associate Resume Examples & Samples

Be exposed to an influence the agendas of the regional leadership team
Support and partner with the Region Managers (RM) and Industry Managers (IM) via tactical and strategic assistance to help drive their business and ensure that the sales team is well-informed, prepared and motivated
Execution and project management skills – Well-developed organizational skills to manage multiple projects and priorities. Able to quickly and effectively respond to rapidly changing business needs and urgent requests. Scope projects and create workable project plans. Must be self-directed with the ability to explore innovative ways to perform tasks in an efficient and timely manner. Must be proactive, high energy, detail and results-oriented, and willing to drive change. Strong organizational, time management and follow-up skills; flexibility, ability to prioritize requests and multi-task
Technical and analytical skills – Able to produce accurate, error-free analysis. Understand business drivers and ensure that the team’s analyses are sound. Capable of synthesizing large amounts of data in Excel and from internal systems to develop strategic conclusions
Leadership and interpersonal skills – Strong professional presence with the ability to communicate directly with RM and IM and bankers as a local representative of business management. Must be able to interact and influence colleagues at all levels in the business. Able to collaborate with peer team members across business and staff areas at all levels, and achieve goals without direct control over all resources. Proactively seeks guidance, clarification and feedback from others. Must have flexible work style and be able to develop junior colleagues within the team
Expertise in Excel and Word; proficiency in PowerPoint (PitchPro); knowledge of SharePoint is a plus
BA/BS degree is strongly encouraged
Location: New Orleans

180

Commercial Bank Senior Administrative Assistant Resume Examples & Samples

Expense management - keep track of invoices and processing of expense claims and related record-keeping
Strong time management, sound judgment, good prioritizing, team player; advanced ability to organize and manage own time
Enthusiastic, self-motivated, good common sense, effective under pressure, and flexible; self-starter with the ability to work in a high pressure environment
Prefer minimum three years' experience working in an administrative capacity
Knowledge of the following JPMC systems is a plus: EURC, Concur, ePurchase, and Travel Express is a plus

181

Commercial Bank Risk-krg Senior Credit Analyst Resume Examples & Samples

General knowledge of commercial real estate analysis for apartments and/or other retail, industrial and
Express ideas and convey technical information in written, oral, and electronic communication
Interpret results and formulate effective recommendations
Graduation from a college or university with major course work in a discipline related to the work of the

182

Commercial Bank Risk-risk Administration Manager VP Resume Examples & Samples

Drive application development from the perspective of the business and your customer
Collaborate with business leaders to formulate strategies and road maps
Partner with managers and business users to understand their work processes and interactions
Challenge the norm to identify improvement opportunities, and propose alternative solutions
Align with Program Managers, IT Partners, and Vendors to ensure that business needs and strategies are met and that product implementations are successful
Manage stakeholders by soliciting regular feedback to continuously assess approach and priority
Directly manage business requirements, priorities, user stories, and user acceptance testing
Collect and analyze data to establish business cases that include quantifiable success metrics
Advise and execute on business projects alongside parallel IT projects using a combination of Waterfall and Agile methodologies
Excellent communication skills, including the ability to communicate with technical and non-technical people
Strong analytical, project management, and organizational skills
Ability to quickly and deeply understand business needs, processes, and organizational interactions
Ability to manage diverse stakeholders across the US, UK, and HK
Ability to lead and influence across various functions and teams to align participants to a common goal
8+ years of work experience in Business Process Improvement, Commercial Real Estate, or Technology. 4+ years in a software development environment as a Product Owner, Product Manager, Business Analyst, or Application Lead. 2+ years in a role supporting the financing or analysis of Commercial Real Estate is preferred
Bachelor’s degree in Business, Engineering, Finance, Commercial Real Estate, or equivalent. Master’s Degree in a relevant field is preferred
Knowledge of Appraisal or Environmental software services such as Collateral360, Collateral Management System, or RIMS is preferred. [Publishing Note: these are company trademarks]

183

Commercial Bank Middle Market Executive Director Resume Examples & Samples

Lead a geographically diverse team of treasury sales professional — leading total team of 6+ — providing leadership, coaching and development on all aspects needed to achieve performance goals including; Revenue, partner management and customer retention
Work with Southeast market leadership to formulate and execute market strategy for Treasury Services
Oversees Treasury Services budget, sales goals and P&L for MMBSI segment and territory
Monitor staff performance, provides appropriate coaching, recognition and feedback
Monitor performance of team members on a frequent basis
Build collaborative internal relationships--with Coverage Leadership, Bankers, and internal partners
Aligns daily activities to drive strategic business objectives
Protects the firm by applying sound risk management protocols and adhering to regulatory requirements
Takes ownership of escalated MMBSI TS segment client issues and leverages the appropriate resources to champion results
Lead regional team of Treasury Sales Officers to deliver on business growth objectives
Recruit, train, lead, coach, and motivate field sales teams
Cultivate larger prospect relationships that are regional in scope
Develop regional strategies to drive key metrics growth
Monitor and analyze performance metrics to evaluate effectiveness relative to key metric performance and goals
Support and implement enterprise strategies and tactics to improve performance, efficiency and partner service
Plan and direct field sales teams’ daily activities
Demonstrate exceptional leadership, follow-up and project management skills
5+ years of market leadership/management experience
Experience in managing geographically distributed team, and a direct sale team
Strong coaching, motivation and leadership skills; ability to network, recruit, train, and develop a strong sales team

184

Commercial Bank Finance Resume Examples & Samples

Wholesale lending external reporting governance and report validation, including lending sections in the earnings press release supplement, SEC and regulatory filings and other credit related external reporting
Focusing on continuous improvement efforts around data quality review and external reporting improvement projects
Accessing key data elements that support wholesale lending external reporting, performing queries against loan systems and repositories to produce reports, and the business aptitude to conduct analysis on generated reports to identify key trends and relevant issues that will be communicated to various stakeholders
Partner with wholesale loan technology and risk professionals to develop, modify, and streamline reports and to find creative data solutions to external disclosure problems
5 years of professional experience
Bachelor’s degree with a preference in management information systems or a technical field
Experience working with datasets and querying tools for data manipulation & reporting is required
Excellent interpersonal skills necessary to work effectively with a variety of individuals

185

Commercial Bank-senior Auditor Resume Examples & Samples

5+ years of audit experience in a financial services or an external audit firm
Manage multiple tasks concurrently in an effective and efficient manner with minimal supervision
Any candidate not meeting ALL the qualifications can be considered for an Associate, Auditor position

186

UK Commercial Bank Head, Director Resume Examples & Samples

Grow market share in our key segments looking for opportunities to grow the customer base with quality acquisition
Frequent contact with key customers, owners of key customers as well as local authorities
Ensure the right value proposition is developed leveraging Citi capabilities and network. Establish pricing policies to drive adequate returns at the customer level
Responsibility for quality of the credit portfolio, origination in line with Target Market, prompt problem recognition and CoC within Plan. This involves providing training and coaching to staff
Act as Senior Sponsoring Officer for some for large credit clients
Close partnership with Risk to ensure that the right credit approach (program and procedures) are in place to allow sound growth of the credit portfolio, avoid negative selection and maintain portfolio quality
Manage and motivate the team, ensuring an aligned organisational model, scorecards and KPIs to monitor business performance
Partner with Operations and Technology to ensure product delivery and excellent service
Ensure sound quality of the credit portfolio and full compliance with credit policies and procedures as well as growing the business in line with the approved Target Market
Ensure a sound control environment with respect to compliance, legal and regulatory factors and closely manage KYC
Extensive experience in the UK banking sector
Extensive experience as business manager within a large organisation
Business builder capable of creating vision and motivating the team
UK market knowledge and experience
Proven track record of successfully managing a complex business with P and L management experience
Experience in sales of banking products to Commercial Bank customers in the UK
Superior knowledge and experience in credit risk management and structuring deals
Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned
An accomplished manager who has the ability and drive to manage and motivate
Strong execution skills
Sharp business focus, demonstrating innovative approaches
Candidate preferred to have MBA or equivalent relevant experience in Business Management / Banking or Chartered Accountant/CFA/CPA
Sound decision making while able to agreeably present another viewpoint
Superior organizational skills, excellent written and presentation skills

187

Commercial Bank-business Management Associate Resume Examples & Samples

Be exposed to and influence the agendas of the regional leadership team
Support and partner with Industry Managers (IM) via tactical and strategic assistance to help drive their business and ensure that the sales team is well-informed, prepared and motivated
Support the IM with key business management functions including project management, analysis of sales/management reporting and ad-hoc requests
Minimum 3 years of work experience
Location: Preferred locations is Chicago

188

Commercial Bank-incident Management Lead-VP-singapore Resume Examples & Samples

7+ years of experience within a technology environment
5+ years of Incident Management experience
3+ years of team management or lead experience
Experience conducting root cause analysis, documenting findings, and designing plans to rectify production issues
Must display a history of achieving goals in a high performance environment
Proven verbal and written communication skills for both technical and business audiences

189

Commercial Bank-oversight & Control Resume Examples & Samples

Design/develop appropriate, risk-based control testing methods (per RCSA guidance)
Perform testing to validate the effectiveness of the controls across the CB and to identify control gaps
Maintain/adhere to the testing program calendar
Provide evidence for control evaluation using standard test work papers to ensure quality results are achieved
Review, challenge and substantiate control ratings through the testing process
Assist in the process of issue management for 3/4/5 rated controls in a consultative manner; provide remediation recommendations
Complete ongoing monitoring of controls outside of RCSA process as identified
Perform post effectiveness/validation testing
Evaluate testing methods and processes, making recommendations for improvement and efficiencies
Reporting of control effectiveness to CB Control Officer RCSA Manager, Business Operations Executives and control support teams
Develop positive working relationships with team members and business partners to maintain an open environment for collaboration, risk identification, and issue solving/resolution
Lead executive risk reviews and risk and control deep dives with line of business leaders as applicable to drive open discussion of issues and control gaps
Lead, or participate in, other Control and partner initiatives or special projects as assigned
Support, mentor and assist in the development of more junior staff within the team
Financial Services experience with an emphasis on risk, control, and regulatory
4+ years of related experience and an undergraduate or graduate school degree, including major course work in accounting, finance, business, or a combination of education and/or experience that would demonstrate the capability to perform the duties of the position. Risk and Control, Compliance and/or Credit background a plus
Strong knowledge/background of internal control principles, operational risk management, audit, compliance, or operations
CB International Banking knowledge preferred
Demonstrated experience in risk and control self-assessments, including risk and control testing and process mapping is preferred
Collaborative team player able to develop meaningful and effective working relationships
Demonstrated ability to manage expectations, manage time, achieve deadlines and deliver quality results
Ability to remain flexible and productive through shifting priorities and deadlines
Strong analytical and creative thinking skills
Support a teamwork/team spirit environment and present a professional attitude/image within department and in all company interactions
Proficiency in Microsoft Office applications (Word, Excel - including macros, PowerPoint); MS Project, MS Access and Visio is a plus

190

Commercial Bank-incident Management Resume Examples & Samples

2+ years of Incident Management experience
ITIL Framework V3 certification
Experience with mainframe, distributed platforms and network topologies
Ability to think and act independently to resolve production issues

191

Commercial Bank Risk-credit Risk Manager, VP Resume Examples & Samples

Bachelor's Degree in Finance, Real Estate, General Business or Accounting or equivalent work experience
Minimum of 2- 3years prior experience underwriting multifamily and commercial mortgage loans
Knowledge of Reg B, FCRA, KYC and HMDA requirements a plus
Knowledge of Fannie Mae and Freddie Mac underwriting and servicing requirements a plus

192

Commercial Bank-business Analysis Lead-middle Market Banking & Specialized Industries Data-VP Resume Examples & Samples

A strong passion for data and analysis
A demonstrated ability to build and lead high-performing teams
Deep experience in advanced analysis tools and techniques, including statistics, data science, and predictive analysis
A strong aptitude to develop, refine, and execute analysis to study, understand, and solve complex business problems
The ability to distill sophisticated analysis into simple concepts and terms that executives can understand and take action on
Develop and lead the analysis and reporting program to help improve overall business performance
Serve as data consultant in executive committees to help gather business requirements and conceptualize analysis needs
Build an advanced analytics capability through the recruitment of top talent in the areas of data science, statistics, analysis and modeling
7-10+ years of total experience within MIS, Analytics, Finance, and/or Management Consulting roles
Demonstrated team building and talent development experience. Experience partnering with offshore Business Intelligence resources a plus
Experience developing & managing development of complex business analysis models
BS/BA required; quantitative focus / Advanced study preferred

193

Commercial Bank-business Management Resume Examples & Samples

Gain level of visibility into South Middle Market, MMBSI, CB Business Management and CB as a whole
Communications skills – Must possess strong verbal and written communications skills, including the ability to synthesize “the story” for executive-level audiences and adjust messages and style based on different audiences and agendas
Problem solving skills – Strong analytical capabilities coupled with the ability to identify issues, gather and manipulate data, obtain consensus and implement change
Technical and analytical skills – Able to produce accurate, error-free analysis. Understand business drivers and ensure that the team’s analyses are sound
8+ years of relevant experience in banking, finance, strategy development, program management and/or business management or other similar role, preferably with knowledge of wholesale banking
A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership

194

Commercial Bank Middle Market Executive Director Resume Examples & Samples

Takes ownership of escalated segment client issues and leverages the appropriate resources to champion results
Lead West regional team of Treasury Sales Officers in assigned region to deliver on business growth objectives
Implement strategies and tactics to improve performance, efficiency and partner service
Plan and direct market TMO daily activities
5+ years of management experience
Strong understanding of West region C&I Treasury Market

195

Commercial Bank Product Manager Resume Examples & Samples

Leveraging expert knowledge of payment technologies and solutions to drive an integrated payables approach within the Core Cash product set and in partnership with the Integrated Payables product manger
Developing content that supports the Core Cash value proposition for delivery through training, marketing, communications, process & procedures and standardized proposal content
Assisting in managing the Core Cash payables product strategy that supports unique requirements for Government, Healthcare, Real Estate, Retail, Technology and Insurance markets
Creating business case ROI tools that quantifies the value we can deliver through operational process and working capital improvement
Segmenting the portfolio and analyzing product usage and trends across the CB client base to identify areas of opportunity and vulnerability
Coordinating and prioritizing Payables product input on CB investment process via input from Clients, Payables PSS's, TMOs, and Bankers
Developing close relationships and alignment with Product Management counterparts in CIB and Consumer and Community Banking
Partnering with the Change Readiness team to manage the impact and readiness to CB clients, TS Sales, Bankers, Service and Implementation related to new product/enhancement launches, product defects/ migrations/ exits, policy changes, etc
Collaborating with Risk, Legal, Compliance, Marketing, KYC, and Finance as needed while supporting all compliance and risk initiatives
Leveraging an external network to ensure CB is ahead of its competitors in the Payments product space
BA/BS business degree or a related discipline; MBA preferred
Minimum 5-7 years of relevant banking experience with demonstrated experience with ACH, Disbursements, and Wire Transfers
Strategic thinker that combines strong analytical skills and creative problem solving - turning analysis into actionable insights and plans
Ability to translate product vision into phased design requirements followed by execution of a go to market product launch
Demonstrated leadership experience with multiple cross-functional teams including Product, Operations, Service, Sales, Marketing and across management levels on simultaneous projects
Proficiency with data modeling and analysis including experience in building business cases and ROI models that demonstrate client financial value propositions
Segmenting, tracking and analyzing client product usage, profitability, risk profiles and pipeline development
Advanced Excel and Access skill required; basic SQL skills preferred
Excellent time management, is entrepreneurial and a self starter, with ability to deliver results within condensed timeframes
Strong project management skills; well-organized, structured approach, ability to achieve tight timelines on complex deliverables
Demonstrated communication and diplomacy skills to work cross-organizationally to influence others, drive results/change and implement projects/processes on simultaneous projects
Demonstrated strong verbal, written and interpersonal skills combined with strong analytical and problem solving skills
Thrives in a dynamic and fast paced environment, and able to manage multiple concurrent initiatives with different delivery dates

196

Commercial Bank Product Specialist Resume Examples & Samples

5+ years of Treasury/Cash Management or product management/development experience with some direct Sales experience preferred
Strong technical expertise including creation and execution of client solutions
Solid understanding of integrated payables solutions, payments industry and strong product and client management experience
Work well with cross-functional partners and in a matrix environment
Strong organizational skills with the ability to handle multiple initiatives/projects/work streams simultaneously
Laser focus in understanding and articulating customer needs and turning needs into actionable solutions
Light travel required Senior Product Manager, Commercial Bank Receivables Solutions Manager

197

Commercial Bank Product Manager Resume Examples & Samples

Leveraging expert knowledge of payment technologies and solutions to drive an integrated payables approach that marries Core Cash with the firm’s Card, SCF and FX products
Developing content that supports an integrated Payables value proposition for delivery through training, marketing, communications, process & procedures and standardized proposal content
Assisting in managing an integrated payables product strategy that supports unique requirements for Government, Healthcare, Real Estate, Retail, Technology and Insurance markets
Minimum 5-7 years of relevant banking experience with demonstrated experience with Card, SCF and FX products

198

Commercial Bank Product Specialist Resume Examples & Samples

5+ years of Treasury/Cash Management sales or product management/development experience, with a focus on the payables product set
Strong technical expertise, payments industry knowledge, and consultative background around complex solutions
Strong executive management presentation skills, including ability to sell at the CFO level
Laser focus in understanding and articulating customer needs and turning needs into actionable solutions, Senior Product Manager, Commercial Bank Receivables Solutions Manager and sales
Strong working relationships with clients, colleagues and cross-functional partners

199

Commercial Bank-program Manager Resume Examples & Samples

Lead the development, organization, and execution of strategic and tactical initiatives
Leverage strong understanding of the CCBSI business, process, systems, products, and functional teams in order to identify areas for continued process improvement, enhance efficiencies, and drive business strategy
Collaborate with senior management, bankers and key product/functional partners to develop business requirements
Prepare presentation materials for senior management, including Business Reviews
Represent CCBSI in various Commercial Banking and cross-LOB projects and partner effectively with other teams within Commercial Banking and in other Lines of Business
Serve as a subject matter expert for CCBSI technology
Strong professional presence with the ability to communicate with senior management
Capable of synthesizing large amounts of data in Excel and from internal systems to develop strategic conclusions
6-10 years of work experience; knowledge of Commercial or Investment Banking is a plus
Business management and/or project management experience required
Proficiency in Excel and PowerPoint (PitchPro)
BA/BS degree is required; MBA or graduate degree is a plus
Location: New York preferred

200

Commercial Bank-middle Market Banking Resume Examples & Samples

Gain level of visibility into MMBSI and CB Business Management
Advance to other roles in the MMBSI, CB, Global Finance or elsewhere in the organization
Support the RM and IM with key business management functions including project management, analysis of sales/management reporting and ad-hoc requests
Provide client and prospect portfolio verification and oversight including the initiation of data quality, client and prospect transfers and banker reassignment requests
Proactively provide support to the sales team as it pertains to CKC and Scorecard questions including researching issues
Problem solving skills – Strong problem solving and analytical capabilities coupled with the ability to identify issues, gather and manipulate data, obtain consensus and implement change. Able to outline work process in a thoughtful and detailed manner. Intellectually curious with a genuine interest in knowledge gathering and problem solving
Investment/Commercial banking or management consulting experience is ideal
Location: Columbus, Cleveland

201

Commercial Bank-sales & Credit Development Resume Examples & Samples

Has meticulous attention to detail and excellent organizational skills
Flexibility in work hours when required by training programs
Experience in education and/or learning and development a strong plus
Familiarity with financial services industry a plus

202

Commercial Bank-treasury Sales Team Leader South Southeast Resume Examples & Samples

Providing leadership, coaching, and development on all aspects needed to achieve successful performance including partner management and customer retention
Work with the Regional Manager to clearly communicate the vision, goals and expectations for the team
Fill in for TMO’s on vacation or out for personal reasons
Build collaborative internal relationships--with Coverage Leadership, Bankers and other internal partners
Establishing solid partnerships with other JPMorgan Chase businesses in your region to identify and close cross-sell corporate card opportunities
Recruit, train, lead, coach, and motivate sales associates and sales officers
Bachelor’s Degree, MBA or Masters in Finance or related field
7+ years’ experience in Treasury Services, Financial Services or related business experience
Strong record of accomplishment leading a Treasury Sales team focused on the HHN space within a tire I Banking environment
3 – 5 years of management experience over sales teams with more 5 people
Experience in the Not for Profit, Higher Education, and Healthcare industry segments
Deep consultative sales acumen
Sales management in an outside business to business sales environment with a documented track record of success / top performance
Executive Presence showing success building and influencing internal and external strategic selling networks

203

Commercial Bank Middle Market Team Leader Resume Examples & Samples

Manage the Intern team providing leadership, coaching and development on all aspects needed to achieve successful performance including partner management and customer retention
Work with Middle Market leadership to formulate and execute market strategy for Treasury Services,
Oversees West Services budget, sales goals and P&L for Middle Market segment
Oversee the development of actionable relationship plans for select clients
Manage, guide and coach development of client proposals/presentations
Build collaborative internal relationships--with Coverage Leadership, Bankers, other internal partners
Participates in partner meetings and communicates key Treasury Management messages in a timely and accurate manner
Engages in a disciplined marketing process and quality call activities. Manages customer expectations by communicating upfront timelines and deliverables. As needed, partners with the client to ensure a successful implementation of TS products
Monitor and analyze performance metrics to evaluate regional effectiveness relative to key metric performance and goals
Strong understanding of Chicago C&I Treasury Market

204

Commercial Bank Risk-ctl Credit Risk Senior Analyst Resume Examples & Samples

Fundamental understanding of commercial real estate property valuation and debt financing
Understand and interpret property operating statements and personal financial statements of individual sponsors
Identify and elevate issues in a timely manner, formulate and propose effective solutions
Become familiar with the policies, standards, procedures, and regulations applicable to the assigned work unit in a timely manner
Understanding of risk impact and consequence of errors in formulating decisions
Minimum requirements of 1-3 years experience in commercial real estate or debt financing
Any combination of education/and or experience consistent with the above that would demonstrate the capability to perform the duties of the position

205

Commercial Bank Risk-ctl-credit Risk Analyst Resume Examples & Samples

A minimum of 2 years of commercial / multifamily real estate experience/knowledge
Knowledge of basic financial reporting documentation (Operating Statement, Personal Financial Statements, Rent Roll, Lease Summary, etc)
Proficiency in Microsoft desktop tools including Word, Excel, Power Point and able to quickly acclimate to proprietary systems
Set priorities, establish, and meet strict deadlines with flexibility to adapt quickly to changing priorities

206

Commercial Bank Finance Operations Program Manager Resume Examples & Samples

Leads change through the execution of multiple projects that involve complex business functions
Demonstrate project management rigor, leadership, organization and communication with the ability to accommodate business needs
Directs cross-organizational program teams through project lifecycle from ideation to project execution, including executive approval and multiple demand management processes
Manages and directs overall project team activities and monitors progress, including project health, capacity planning, developing and mentoring staff, and internal process improvement activity
Communicates effectively with senior management via multiple channels
Resolves conflict through expert collaboration and broad decision-making
Builds cohesive, winning teams through strong communication and involvement of all team members
Recognized as subject matter expert, trusted partner or role model
Integrate and implement CB business transformational initiatives for MMBSI
Identify opportunities for process design, re-engineering, simplification and automation
5-7 years of relevant experience (program management, finance, data analysis, strategy development, change management and project management)
Ability to work in a fast paced, deadline drive environment
Ability to work collaboratively and build consensus
PMP/Six Sigma certification a plus
Strong proficiency in Microsoft Office Suite

207

Commercial Bank Risk-transaction Risk Management Associate Resume Examples & Samples

Preference for a candidate with 1-3 years’ experience in Customer Service, Product Management, Operations, or related areas
Knowledge of payment systems highly preferred
Premier customer contact and communication skills
Self-starter attitude and capable of working independently in a time sensitive environment
Proficiency in Excel (Pivot Tables,VLOOKUPs)
Knowledgeable on payment flows, customer patterns, treasury products, relevant current events and significant transactions
Helpful if familiar with OFAC, Reg W and 23A/B related issues

208

Commercial Bank-innovation & Process Improvement Lead Resume Examples & Samples

Minimum 10 years of relevant experience (banking, finance, strategy development, program management, change management, project management)
Minimum 5 years of management experience
Critical thinking ability; can understand all the information available, tie it all together and speak to it clearly and concisely
Strong analytical, problem solving, critical thinking and decision making skills
Must demonstrate a strong attention to detail with excellent organization skills

209

Commercial Bank Risk-transaction Risk Management Resume Examples & Samples

1-3 years experience in Customer Service, Product Management, Operations, or related areas
Knowledge of payment systems
Excellent customer contact and communication skills
Self-starter capable of working in a time sensitive environment
PC literate with proficiency in MS Outlook, MS Word and MS Excel
Knowledge of Customer Assist, Strategic Banking System, Global Funds Processor and/or Global Funds Control preferred

210

Commercial Bank-business Management Resume Examples & Samples

Responsible for design, delivery and adoption of applicable standards and processes corresponding to CB Sales Data
Responsible for working in partnership with Chief Data Architect and CRM Business Initiative Lead to provide subject matter advise in support of solution design for optimal integration with CRM roadmap
Responsible for Sales Data Quality Assurance Team, including providing inputs (e.g. data impact analysis) to Head of CB CDM for data quality issue prioritization and operational changes (improvements)
Responsible for Sales & Client Data Book
Possesses knowledge of data lifecycle activities such as data definitions, data lineage and data quality
Experience with data analysis and data quality assessment techniques
Capable of examining data trends to determine the root cause of variations
Bachelors Degree, 7 + years experience in process improvement, business analysis or data management a plus

211

Commercial Bank Product Manager Resume Examples & Samples

Identify, evaluate and prioritize white space and tactical product investment opportunities through extensive analysis of value chain and external forces
Partner with product and banker leadership teams to prioritize investments
Influence solution architecture with product partners to ensure that solutions squarely address opportunities
Business Analysis and Product Management- ability to define business requirements and user journeys. Comfortable with agile software development and demonstrated experience in product management
Strategic thinker - comfortable transforming abstract ideas into a plan of action
Change agent – makes a passionate case for change through facts, strong communication style and deep understanding of audience
Driven to execute – tears down walls to deliver on the promise, leverages strong organizational skills and deep drive to execute flawlessly
Client advocate – delights clients across all touch points through deep

212

Commercial Bank-financial Analysis Resume Examples & Samples

Ability to handle multiple projects simultaneously
Ability to analyze and interpret financial results
Results oriented and deadline focused
Detail oriented with strong organization and multi-tasking skills
Effectively deliver quality results in potentially stressed scenarios
Extremely proficient in computer navigation. Strong Excel skills required. Knowledge of Essbase , PowerPoint, Access, and Word preferred. Knowledge of internal finance systems preferred (e.g., GLW/ SAP/ CMR)

213

Commercial Bank Business Management Treasury Services Associate Resume Examples & Samples

Support CB TS business managers on various initiatives related to data quality and control
Outstanding project management skills including project planning, time management, organization, influencing, and follow-up skills
Intellectually curious with a genuine interest in knowledge gathering and problem solving
Minimum of 1 year work experience in Finance, Treasury Services or Business Management
Expertise in Excel and PowerPoint / PitchPro; knowledge of Access is preferred
Familiarity with key reporting tools (e.g. Business Objects, Qlikview, etc)
Familiarity with internal J.P. Morgan systems (e.g. CKC, Client Central, Deal Manager, WCBI, etc)
BA/BS degree is preferred

214

Commercial Bank, Senior Banker Resume Examples & Samples

Minimum of 8 years of relationship management or industry banking experience. Minimum overall banking experience of 10 years
Bachelor’s degree required; Master’s degree preferred
Work in an entrepreneurial environment that facilitates build out of a world class Corporate banking platform

215

Commercial Bank Risk-middle Market Resume Examples & Samples

Performs necessary credit analysis, due diligence, and review of documents for new transactions and monitors/manages ongoing performance/risk of accounts within his/her assigned portfolio of GHHN clients
A contributing member of the deal team, managing transactions to completion with little or no guidance from immediate manager
Has developed knowledge of the specifics of the business unit and/or products being supported and may serve as support to underwriters and credit analysts on topics related to operating risk, treasury services product, and other specific structures in GHHN
Focus on TS structures and operating risk combined with sound underwriting of revolving and term facilities (below $5.0 million)
Possesses accounting and finance knowledge, and commercial banking experience. Excellent verbal and written communication skills are required. Ability to work independently with minimal supervision
Client facing, as needed

216

Commercial Bank Resume Examples & Samples

Provide a high touch, high value experience to the client base. Including responding to all inquiries with a two hour time frame and updating clients on the status of open items daily until resolution
Meet with every assigned client quarterly to build relationships including meeting with contacts in the areas outside of treasury (accounts payable and accounts receivables as necessary)
Maintain client profiles identifying account structures and products utilized
Proactively notify clients of operational issues that could impact their treasury operations, including but not limited to any migration or remediation projects or system outages
Actively participate in deal team meetings as new products and services are added to your client relationships in coordination with the assigned TMO or Sales Associate
Proactively review account analysis statements on a monthly basis to identify pricing inconsistencies, billing errors, opportunities to convert paper based solutions to electronic, and protect the client’s from fraud. Partner with assigned TMO and Sales Associate prior to taking action
Research, follow up and resolve client inquiries/problems through interaction with clients, bankers, product partners, branch operations and other staff in a timely and professional manner with a high degree of urgency
Understand product enhancements/changes that are introduced through quarter enterprise releases, and the impact to client base and educate clients as needed in coordination with the TMO and Sales Associate
Demonstrate thorough understanding of each client’s authorization structure, documentation and adhere to client and bank requirements
Bachelor’s degree strongly preferred and minimum 15 years equivalent work experience. Candidates who possess a CTP certification with less than 15 years of experience will be considered
A minimum of seven years or equivalent customer service, operations, sales or management experience, preferably in the financial service industry
Strong organizational and time management skills with ability to manage competing priorities
Extensive knowledge of deposit and treasury products, payment systems, and associated regulatory environments including KYC and account documentation
Ability to understand complex customer structures

217

Commercial Bank-associate Resume Examples & Samples

2-4 years corporate or investment banking experience with strong corporate finance/credit background
Ability to identify and assess credit transaction risks and have some knowledge of credit policies and processes
Previous participation in a Commercial Banking or Investment Banking Analyst Training Program preferred
Knowledge of credit underwriting and structuring. Position will regularly collaborate with credit team on analysis, structuring and documentation of credit requests
Excellent problem solving, oral and written communication skills
Ability to work with Senior Bankers to help manage and execute on new transaction opportunities that come into the EAG from all over the country
Ability to be a highly motivated, productive team player. Partnership skills are essential as work will often overlap with relationship management team, credit partners and at times industry partners
Highly organized, detail-oriented and proactive
Strong computer proficiency with knowledge of Excel, PowerPoint and Word
Excellent reviews and referrals from your current manager and peers
Series 79 and 63 licensed (or must obtain)
Prior ESOP knowledge is beneficial but not required

218

Commercial Bank Risk-abl Credit Risk Manager VP Resume Examples & Samples

Lead closing process of approved new business opportunities including negotiation of documentation and coordination with syndications if necessary. For assigned portfolio
Retain and deepen client relationships. Look for opportunities to bring ideas to the client, especially cross-sell opportunities as reflected by referrals, presentations, meetings, between the clients and other product specialists within the bank
Work with operations to ensure appropriate level of collateral reporting is in place. Interpret results of collateral monitoring / field exams. Establish reserves for any deterioration in collateral. Identify and understand inventory collateral and eligibility
Communicate to manager and credit any material change in operating performance and collateral position. Recommend appropriate course of action to address operating or collateral issues
Ideally 5 years of Asset Based Lending industry experience including two years of audit or underwriting experience. Exposure to ABL lending, bankruptcy, or loan workout strongly preferred. Must have excellent organizational and communication skills (both written and verbal). Bachelor's degree in Accounting or Finance preferred

219

Commercial Bank Corporate Actions Treasury Services Integration Resume Examples & Samples

Support TS Corporate Actions Specialists, TMO’s and Bankers with TS integration activities related to a corporate action; allowing them to focus on business development across key facets of our business including: core cash management, card, merchant services and liquidity
Assist with the positioning and closing of identified opportunities for new business a result of a corporate action through preparation of case studies, white papers and presentations
Research and analyse client data for purposes of identifying best path to seamlessly integrate business related to a merger/acquisition
Support the creation of thought leadership, case studies and presentations
Attend select client meetings; take ownership of post activities, coordinating follow-up/debrief calls with internal product partners, preparation of client facing documents and presentation materials on key topics
Liaise with internal partners to provide feedback on opportunities to improve the client experience
Increase knowledge of the TS Core Cash product suite, and become knowledgeable on other strategic offerings like: Commercial Card, differentiating through industry knowledge and consultative selling methodologies as well as strategic issues like working capital and regulatory changes
Disciplined project management and organizational skills. Ability to organize and sequence interdependencies
Strong analytical skills – Not satisfied with just data, must transform to insight for use internally and in client facing material
Strong written and effective verbal communication and presentation skills required
Team player, self-starter, ability to work independently on multiple projects simultaneously

220

Commercial Bank-ts Client Solutions Liquidity Solutions Product Specialist Resume Examples & Samples

Leadership and influencing skills
Organizational and administrative skills
Proficiency in Microsoft Office Suite including Word, Excel and PowerPoint (PitchPro)

221

Commercial Bank Technology Resume Examples & Samples

Provide first and second level of Application Support for Middle Office, Operations and Front Office teams which are located around the globe
Provide coverage which will require shift/rotation and might include weekend work to cover primarily US hours of operation; Work day will vary depending on shift and could start at 8 AM EST if on early shift; or end at 10:00 PM EST for End of Day US Shift
Ownership of all issues that are raised to Operate team, through to closure regardless of which team or Vendor ultimately resolves the issue. Raise defect reports to AD/Vendor (where appropriate) for code amendment / fixes. Also be able to validate any reports issues/ad hoc requests to run business reports
Manage AD, Other technology teams or end-user client relationship on a day to day basis
Ability to maintain strong relationships with the local desktop support teams
Participate in and manage Incident Management and Problem Management processes to resolve Production issues and root cause analysis, resolution, and reporting
Learn and be proficient with advanced user configuration options
Perform Deployments, Post-release testing after application upgrades and/or releases. Perform desktop testing on disaster recovery environments
Be proficient in server side process management and configuration and be able to do Production deployments
5-7 years of total experience
Bachelors Degree in Computer Science, Engineering or Business
Knowledge of SQL, UNIX, Oracle, MS SQL DB, J2EE
Knowledge of MS Windows OS and MS SQL Server
Familiarity with Control M and AutoSys job scheduler
Knowledge of Web based applications / architecture (Certificates, IIS, Web Services)
Ability to communicate directly with AD, Business and Operations
Strong analysis, research, investigation and evaluation skills, with a structured approach to problem solving
Must possess the ability to quickly adapt to new systems

222

Commercial Bank-senior Administrative Assistant Resume Examples & Samples

Telephone coverage for multiple executive
Compliance – Manage sensitive data policy requirements and required reporting for team (including Passport & Sensitive Data Reviews)
Actively manage the calendars of team members and work effectively with other administrators and meeting participants to efficiently and effectively schedule meetings and conference calls. Adept at working around conflicts in a proactive and skilled manner and keeping manager aware of updates
Demonstrate high degree of professionalism in executive interactions
Strong interpersonal, written, and oral communication skills
Calendar management/document organization

223

VP-corporate Actions Treasury Services Integration Consultant Commercial Bank Resume Examples & Samples

Assist with development and execution of complex project plans related to the integration of treasury service products
Manage the reporting and resolution of issues, risks and dependencies, proactively identify potential planning gaps, suggest mitigations to risks, actions to close issues or complete open items
Requires a BA/BS degree
Requires 7+ years of cash management, sales and relationship management experience with strong working relationships w/clients & colleagues
Possess strong project management skills and ability to lead and manage large projects from start to finish
Demonstrate ability to be an influential business partner who can lead through influence, mobilize internal networks and garner support from cross-functional partners
Demonstrate strong presentation skills and ability to present to large groups and to executive management
Ability to work independently and with all levels of the organization to facilitate the negotiation of critical matters on behalf of the client relationship team
Demonstrates excellent/strong negotiation skills

224

Commercial Bank Commercial Bank Analyst Resume Examples & Samples

Track transaction pipeline and financial reporting
Profile companies through financial and business analysis to identify opportunities relevant to our international capabilities
Generate pitch books and other marketing materials
Assist in projects for development and tracking of expanded overseas geographic or product capabilities
Coordinate with U.S. bankers and credit underwriters to assist with execution and ongoing management of credit facilities
Prepare and manage client lists according to priority, business opportunity and geographic coverage
Prepare presentations for senior management client meetings and internal business reviews
Interfacing with clients on day-to-day service issues/product enquiries; and
Assist colleagues in maintaining the integrity of relationship management systems such as Customer Knowledge Centre and Client Central
International background or experience, including the ability to speak one or more foreign languages, a plus
Degree level qualification
Commercial banking product knowledge and/or experience preferred – loans, L/Cs, FX & derivatives, cash management etc
Knowledge of the bank’s exposure systems would be an advantage
Excellent organizational, planning, problem solving, time management and analytical skills are required. Business development experience would be of benefit and knowledge of the bank’s research & profitability databases (WCP/CKC/ One Source etc) is an advantage
Proficient in Word, Excel, PitchPro, Power Point and database software

225

Commercial Bank Commercial Bank Associate Resume Examples & Samples

Interfacing with clients on day-to-day service issues/product enquiries
Leverage internal/external contacts to support clients and ICEs
Accompany ICEs on targeted client calls
Onsite relationship & business development support such as collecting and reviewing data for pipeline and market reports, tracking closed deals for revenue reporting purposes and ensuring accuracy of management information
As this is essentially a "preparation for ICE" role, the key objective is ultimately to acquire the skill set and contact network required to assume responsibility for a portfolio of clients in due course
Responsibilities include the support of ICE officers through the preparation of proposals and presentations for existing and prospective customers, acting as back-up in the relationship management of existing clients and supporting the implementation of new client solutions
Given the evolving nature of the team, the Associate will be responsible for supporting new business development initiatives in new markets and client segments
Supporting Team Financial reporting efforts; and
Manage extensive internal (bank) and external (client) contact at all levels
Degree level qualification with experience in client service, sales, or portfolio management support with proven problem solving experience is required
Client-facing experience and/or Treasury Services product knowledge (in particular Trade, Liquidity and Core Cash Management) preferred
Excellent organizational, planning, problem solving, time management and analytical skills are required. Business development experience would be of benefit as would knowledge of the broader aspects of the bank’s systems
Proficient in Word, Excel, Power Point and database software
Outstanding interpersonal/communication skills including the ability to negotiate with external clients and internal banking partners

226

Commercial Bank-incident Management Analyst Resume Examples & Samples

5+ years of experience within a technology environment
Extensive customer service and client interaction skills
Excellent documentation skills
Advanced PC skills including Microsoft Excel, Word, Access, and PowerPoint
Bachelor’s degree in business, mathematics, engineering, information systems, computer science or related field preferred

227

Commercial Bank-business Management Resume Examples & Samples

Assist project manager in creating, implementing, and executing on key reporting strategy
Address ad hoc data requests and perform data analysis to support the business on key initiatives
Liaise with offshore reporting team to execute on standard reporting, enhancements, and ad hoc requests
Partner with CCBSI Business Management Officers to monitor data quality and consistency
Prepare presentation materials to be utilized in senior management meetings, including Business Reviews, Talent Reviews, and Town Halls
Leverage broad understanding of the business to identify areas for continued process improvement and enhanced efficiencies
Able to quickly and effectively respond to rapidly changing business needs and urgent requests
Strong problem-solving and analytical skills; able to think-through and outline work processes in a thoughtful and detailed manner
Proactively seeks guidance, clarification, and feedback from others
Minimum of 1 years work experience in Finance or Business Management
Familiarity with key reporting tools (e.g. Business Objects, SQL, FactSet)
Familiarity with internal J.P. Morgan systems (e.g. iBanker, ExposureNow, Client Central, CKC, WCP)
Location: New York

228

Commercial Bank-senior Administrative Assistant Resume Examples & Samples

Skills include accurate typing and proofreading, working familiarity with widely used software packages e.g. Word, Excel, and Power Point
General clerical skills - (taking clear and concise phone messages, organize manager's agenda, etc.)
Basic clerical experience such as maintaining files and records, typing, proofreading, answering telephone, coordinating conference room assignments, confirming appointments and/or maintaining calendars

229

Commercial Bank Middle Market & Specialized Industries Resume Examples & Samples

Create a strategy for the Technology and Life Sciences industry vertical in partnership with banking coverage management and drive execution including go to market planning, sales & product solution strategies
Hire and manage a team of TMO’s/SA’s; provide leadership, coaching, and development needed to achieve goals and establish a visible practice within the defined market
Establish disciplined marketing process and calling activities. Support sales team & manage customer expectations. Partner with key clients to ensure success
Oversee the development of actionable account plans for target clients. Align daily activities to drive strategic business objectives
Establish, manage, and guide the development of high-quality client proposals, presentations and sales tools
Build collaborative internal relationships with Commercial Bank leadership and other internal partners while working to communicate critical Technology and Life Science goals and priorities
Protect the firm by applying sound risk management protocols and adhering to regulatory requirements while escalating issues to the appropriate resources for resolution
Develop, monitor and analyze performance metrics, evaluate effectiveness against key performance goals
Demonstrate exceptional leadership, follow-up and project management skills - execute special projects as required
Manage expense budget to plan, in adherence with policies and procedures
10+ years of Treasury Sales background within a top tier bank
3+ years of Treasury Sales Team Leadership experience
Experience establishing a national practice of similar scale and scope – value added
Direct experience selling Treasury Solutions into the Technology and Life Sciences industries
Experience in managing geographically distributed team
Strong coaching, motivation and leadership skills; ability to network, recruit, train, develop and promote sales personnel

230

Commercial Bank-mmbsi Resume Examples & Samples

Support and partner with the Industry Manager (IM) via tactical and strategic assistance to help drive their business and ensure that the sales team is well-informed, prepared and motivated
Support business management team to develop, implement and execute key reporting to be leveraged by all levels within MMBSI, as well as senior management in CB and senior partners across the firm
Proactively provide support to the sales team as it pertains to CKC/Bulldog and Scorecard questions including researching issues

231

Big Data Lead, Commercial Bank Technology Resume Examples & Samples

Bachelor's degree in a technical or quantitative field with preferred focus on Information Systems
5-10+ years of full development life cycle experience in large scale Data environments
Experience mentoring and coaching more junior developers
Experience driving data initiatives in complex environments
Experience with Big Data technologies (Hadoop, HDFS, Hive, Hbase, Impala etc.)
Experience ingesting data into Hadoop ecosystems using standard tools (Sqoop, Nifi, Talend, etc.)
Experience performing data analytics on Hadoop-based platforms
Proficiency across the full range of database and business intelligence tools; publishing and presenting information in an engaging way
Experience utilizing and extending ETL solutions (e.g., Informatica, Talend, Pentaho, Ab Initio) in a complex, high-volume data environment
Experience in data quality testing; adept at writing test cases and scripts, presenting and resolving data issues
Familiarity with relational database environment (Oracle, SQL Server, etc.) leveraging databases, tables/views, stored procedures, agent jobs, etc
Familiarity with NoSQL database platforms
Strong Experience with UNIX shell scripting to automate file preparation and database loads
Understanding and experience with Agile projects
Experience with multiple reporting tools (QlikView/QlikSense, Tableau, SSRS, SSAS, Cognos)
Demonstrated ability to understand and work effectively within complex IT environments containing follow-the-sun resource model, multiple development and testing environments, sharing of environment with multiple teams, load balancing and disaster recovery setup
Strong development discipline and adherence to best practices and standards
Ability to manage multiple priorities and projects coupled with the flexibility to quickly adapt to ever-evolving business needs
Demonstrated independent problem solving skills and ability to develop solutions to complex analytical/data-driven problems
Must be able to communicate complex issues in a crisp and concise fashion to multiple levels of management
Excellent interpersonal skills necessary to work effectively with colleagues at various levels of the organization and across multiple locations
Financial Services and Commercial banking experience is a plus

232

Commercial Bank Corporate Actions Treasury Services Integration Team Leader Resume Examples & Samples

Lead and develop National Corporate Actions Practiced
Lead team of 4+ Consultants
Provide thought leadership and rigor to identify operational integration issues pre and post- acquisition, develop solutions, and drive decision making and escalation across multiple stakeholders, including but not limited to; cross line of business (LOB) partners and across product groups
Drive development and execution of complex project plans related to the integration of treasury service products
Facilitate cross-functional coordination and communication between J.P. Morgan lines of business (LOB), product and operational units
Liaise with acquired entity leadership where necessary to facilitate effective coordination
Identify improvements in acquisition integration processes/techniques and implementing best practice methodologies
Must possess strong leadership skills and be very proactive in approach
Demonstrate success managing a virtual team where success is achieved through influence vs. direct reporting relationship
Possesses strategic thinking skills

233

Client Executive Commercial Bank Syndicated Finance Group Resume Examples & Samples

Originating, structuring, pricing, negotiating, and distributing senior debt transactions
Driving the preparation of customized proposals, pitches, and presentations to clients
Overseeing financial modeling, cash flow analysis, term sheet development, and credit/capital market presentations
Driving the preparation of offering and marketing materials for investors
Work with credit professionals on negotiation of transaction documentation
Significant interaction with clients and investors at a senior level
Minimum of seven years experience in Investment Banking or Capital Markets in a Financial Institution. A background in Syndications and Leverage Finance is a plus
Knowledge of debt capital markets including High Yield, Subordinated Debt, and Private Placements products is a plus
Excellent quantitative and analytical skills with the ability to synthesize large amounts of information and help develop innovative client solutions
Ability to work as a team player interacting with a variety of deal members with in a financial firm
Outstanding written and verbal communication skills; comfortable in presenting to senior client management, investors, and senior members of the firm
Ability to work well under pressure, multi-task, and meet time sensitive deadlines
Strong presentation, negotiation, and marketing skills necessary
Security licenses 79, and 63

234

Commercial Bank Financial Analysis Resume Examples & Samples

Learning how to generate, understand, and explain the various liquidity reports distributed by Commercial Bank Treasury in order to back up current process and contribute with testing on new releases
Special projects requested from Commercial Bank Senior Management
2+ years of experience
Bachelors degree in finance or economics
Ability to multi-task in fast paced environment
Ability to work with others

235

Commercial Bank-mmbsi Resume Examples & Samples

Participate in strategic project management for the Midwest Middle Market by generating creative ideas and solutions across various disciplines including sales, controls, and compliance
Conduct Analysis and prepare status report updates for senior management
Utilize data to analyze sales efforts and results and offer actions/solutions for improvement
Involvement in a constant stream of special projects of varied complexity – both nationally and within the segment
Represent the segment on various sales, compliance, real estate and other project initiatives
Assist with internal communications and presentations ; Prepare presentations and materials to be used in various initiatives, including Quarterly Business Reviews, Senior Management presentations, Sales Meetings, and Town Halls
Work with both product and client groups to ensure communication and coordination of initiatives
Manage relationships with product partners, to ensure business unit needs are represented and strategy is communicated
Utilize CB Market Research team to drive market research and data quality efforts
Minimum of 4 years of previous project management or Commercial Banking experience preferred
Proficiency with MS Office including Excel, PowerPoint/PitchPro, Outlook, and SharePoint
Strong project planning and management abilities in combination with proven teamwork and consensus building skills
An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently, and work well in cross-functional teams
Comfort interpreting and presenting complex data
Disciplined project management skills
Mature, independent, highly-organized, and self-motivated
Knowledge of JPMorgan Chase's businesses, goals and systems is a plus

236

Commercial Bank Finance Resume Examples & Samples

Partner with Wholesale Lending Services and Credit Risk to improve the wholesale lending operating model and control environment
Coordinate and drive the remediation of data quality issues
Build regulatory exam and QA operating model
Drive strategic wholesale lending requirements as part of firmwide finance and risk programs
Preparation of other ad hoc support materials/ presentations for senior management
Prior experience in a Finance, Credit Risk, and/or Wholesale Lending Operations role
Excellent analytical, problem-solving, and technical skills including advanced Excel knowledge
Strong written and verbal communication skills, including ability to develop executive management presentations
Knowledge of JPMorgan wholesale lending operations and systems would be a plus
Ability to develop strong relationships across businesses and regions gaining consensus on key decisions
Strong organizational skills and ability to manage multiple streams of work concurrently

237

Commercial Bank Resume Examples & Samples

Help drive people practices for client group(s) in MMBSI including talent management (succession planning, mobility, high potential & leadership development), performance management, recruiting, organizational strategy and structure, compensation, diversity, and employee engagement and retention
Conduct analysis & reporting of key metrics and help prepare executive management presentations
Contribute to the development of & support the execution of people strategy & goals for the broader organization
Data Management & Tracking including but not limited to: Performance management, Leavers & Joiners, Attrition and other key metrics
Partner with HR colleagues including Recruitment, Learning & Development and Compensation teams to help develop and implement specific HR programs including: talent & performance management, employee mobility and career development, diversity initiatives, compensation, training & development
Partner with HR Corporate Relocation Team, Expat Team, HR People Support Team and AccessHR among others
Interact with managers on staffing, compensation, development, and change management issues
Act as an employee advocate to ensure that employees and managers are able to express concerns in a manner that is respectful of all individuals
Previous HR experience, or equivalent e.g. HR Generalist, recruitment, L&D, compensation etc
Excellent communication skills: ability to synthesize information and present in written and verbal format
Ability to work collaboratively and develop strong partnerships with clients and colleagues
Demonstrated ability to make sound decisions and be creative in developing solutions in a fast paced environment
Ability to manage multiple tasks, prioritize deliverables, good time management, key attention to detail, while remaining proactive and flexible in style
Strong project management skills and the ability to work collaboratively with all levels of staff to develop strong working relationships is essential
Excellent PC skills with hands-on experience in Excel, Word, Outlook, and knowledge of PowerPoint & SharePoint
Bachelor’s Degree (or equiv) required

238

Commercial Bank Risk-business Management Resume Examples & Samples

Submit requests to Business Management in timely fashion to support deliverables for portfolio production queues and determine capacity and workload for the specialists and reviewers
Report delivery
Quality check for master spreadsheets
Create batch templates
Report notification
Pre-review production
Closing out files
Locating errors or missing files
Liaise and attend all necessary meetings with senior partners pertaining to Portfolio Production staff time will not be traditional hours due to the international support hours
Communicate with Business Support Management Team in timely manner regarding scheduling support coverage and to identify proper agreement and timely adherence to all service levels
Communicate with the line of business all deadlines and ensure they are completed accurately and timely
Collaborate with training resources in order to develop necessary training curriculum
Excellent presentation skills
Ability to handle multiple priorities and meet deadlines
Demonstrated performance showcasing adaptability, flexibility and initiative
Proven ability to document and execute processes successfully

239

Commercial Bank Loan Trading Documentation Distressed Loan Closer Resume Examples & Samples

Coordinating with internal and external legal counsel to agree to proposed changes to trade documents
Reviewing and understanding syndicated credit agreements with specific focus on transfer mechanics
Identifying and escalating issues to the front office trading assistants / traders / sales people, internal legal counsel and operations management
Monitoring / tracking / reporting of all escalated issues using appropriate workflow tools
Performing trade-related calculations, including delayed compensation, cost of carry and benefit of commitment reductions
Working on non-BAU projects and initiatives designed to improve automation and strengthen the team’s control environment
Extensive knowledge of the LMA distressed market to include bankruptcy and restructurings
Minimum 2 years experience in distressed closings required
Subject matter expertise in relation to loan transfer documentation and loan settlements
Must be able to resolve complex issues on a frequent basis

240

Commercial Bank-loan Trading Documentation LMA Loan Closer Resume Examples & Samples

Reviewing, negotiating and drafting LMA standard documents and other trade-related documents including confirms, assignment agreements, claims, proceeds letters, participation agreements, cash collateral agreements and multilateral agreements
Managing a challenging trade portfolio across various lines of business while maintaining a healthy aging profile and driving reduced settlement times
Escalating LMA trade confirmation issues, focusing primarily on key economics, language and fee-related disputes
Working directly with counterparties, internal partners and external Agents to resolve issues
Coordinating timely and precise trade settlement with various settlement groups across WLSMO
Creating and understanding key metrics reporting for front office teams; daily / weekly / monthly reporting of open / closed / new trade population
Responsible for waiver and amendment monitoring for credits where necessary
Extensive knowledge of the LMA market to include the full suite of primary and secondary loan closing activities
Knowledge of Loan IQ and ClearPar
Self-motivation with tangible examples of demonstrating drive and initiative
Ability to multi-task efficiently under pressure and in a fast paced environment
Must have excellent client service skills
European language skills desirable

241

Commercial Bank-loan Agency Account Manager Resume Examples & Samples

Ensure accurate and timely GL and position management postings
Review and interpret all operational aspects of loan documentation during the life of the facility
Maintenance of Loan IQ
Liaison with external clients and internal teams including Credit, Treasury, Compliance and Legal
Investigate, analyse and remediate exceptions to ensure KRI/KPI targets are achieved
Support the team’s shared objectives and Control agenda by contributing to multiple work streams
Minimum 3 years experience of all types of loan facilities and related operational responsibilities including loan booking accounting
Ability to manage multiple demands in a fast-changing environment
Manages and prioritizes multiple tasks and uses sound judgement to escalate issues timely
Attention to detail; understanding of the risks and downstream impacts of inaccurate data capture
Personal motivation and drive to deliver excellence and make a difference every day

242

Commercial Bank Resume Examples & Samples

Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem
Follow all established policies, procedures and practices
Project a confident and professional presence to our clients, other bank departments and the community
Team building skills and interpersonal relationship skills
Desire to exceed client expectations
Expected to work independently with supervision and escalate complex issues as necessary to resolve customer requests in a timely manner
Highly organized with ability to manage competing priorities
College degree preferred, or equivalent work experience

243

Commercial Bank Risk-credit Risk Senior Analyst Resume Examples & Samples

Analyze property operating statements and personal financial statements
Use market research tools to project cash flows and property values
Identify strengths and weaknesses of multifamily real estate transactions
Interact with business partners within Commercial Term Lending (Sales, Processing, Portfolio Management, and Closing)
Collaborate with credit executives and underwriters on various projects

244

Commercial Bank-senior Administrative Assistant Resume Examples & Samples

Telephone coverage for multiple executives
Compliance – Manage sensitive data policy requirements and required reporting for team (including Patrol, Pre-Clearance for speaking engagements, Passport & Sensitive Data Reviews)
Participate in preparing for marketing events including managing RSVP’s, preparing name tags, CKC nominations, possible on-site assistance and post event attendance updates
Marketing: Coordination for Executive Welcome Packages & the Book Library
Provide back up support for a senior executive, working closely with executive’s assistant, as needed
Knowledge of the following systems: EURC, Concur, ePurchase, Ovations, CKC and CWT Travel is a plus

245

Commercial Bank Risk-middle Market Resume Examples & Samples

BA/BBA/MBA and completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience) and typically minimum of eight years in banking/lending experience which might include credit, structuring and marketing
Significant accounting and finance knowledge, and commercial banking experience
Demonstrated superior verbal and written skills, interpersonal skills, and analytical and problem solving skills

246

Commercial Bank Risk-field Exam Senior Associate Resume Examples & Samples

Fifteen credit hours in Accounting preferred
Incumbent typically has less than 2 years related expertise
Ability to work well as part of a team and to work independently on a limited basis
Strong computer skills necessary with working knowledge of MS Office and proficiency with Excel
Knowledge of data mining software (Monarch or Idea) is a plus

247

Commercial Bank Resume Examples & Samples

Provide a high touch, high value experience to the client base. Including responding to all inquiries within a two hour time frame and updating clients on the status of open items daily until resolution
Lead and own the resolution of all client inquiries/problems through interaction with clients, bankers, product partners, branch operations and other staff in a timely and professional manner with a high degree of urgency
Understand product enhancements/changes that are introduced through quarterly enterprise releases, and the impact to client base and educate clients as needed in coordination with the TMO and Sales Associate
Deliver the firm through the coordination of business partners and ensure the client has appropriate visibility within operations
Authorize financial refunds and adjustments within the approved guidelines
Facilitate the negotiation of product or account documentation including blocked account agreements in coordination with appropriate partners and legal
Bachelor’s degree and a minimum 15 years equivalent work experience strongly preferred. Candidates who possess a CTPor PMI certification with less than 15 years of experience will be considered
A minimum of seven years or equivalent customer service, project management, KYC, operations, sales or management experience, preferably in the financial service industry
Strong project management skills with proven ability to manage competing priorities

248

Commercial Bank Resume Examples & Samples

Accountable for satisfaction and retention of assigned portfolio through client ownership
Use comprehensive knowledge to handle all issues in a timely manner, identify underlying or hidden problems and patterns, and provide timely follow-up to the client and/or relationship team
Initiate on-site client visits to enhance the client's experience and identify future opportunities with the firm in coordination with the assigned Treasury Management Officer. Participation on client calls with the relationship team to further develop the ability to initiate independent calls
Become familiar with and take additional steps to fully understand the client's business and industry trends
Demonstrate solid knowledge of commercial treasury management products and services and assimilate new product knowledge by attending conferences, touring operations sites, and staying abreast of product updates
Serve as a resources for junior team members as needed including training new team members as requested by management
Identify and control risk to prevent fraudulent account behavior and potential fraud exposure by understanding the interrelationship between the fraud products offered by the firm
Demonstrate strong ability to prioritize daily workload to maximize productivity utilizing strong time management and organizational skills
Demonstrate strong team building and interpersonal relationship skills and developing leadership skills
Demonstrate a strong desire to exceed client expectations by going above and beyond and consistently demonstrating a proactive approach
Minimum of three years to five years of customer service, operations, sales or portfolio management experience, preferably with work experience primarily in banking or the financial service industry

249

Commercial Bank-financial Analysis Resume Examples & Samples

3+ years of relevant finance/accounting experience
Extremely proficient in computer navigation. Strong Microsoft Excel, Power Point/ PitchPro and Hyperion Essbase skills required. Knowledge of Access, VBA, internal finance systems preferred (e.g., FDW/ SAP/WCP)
Bachelor's degree in Accounting/Finance or related discipline

250

Commercial Bank Risk-VP Resume Examples & Samples

Hold a BA/BBA/MBA and will have completed a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience)
Have a minimum of seven years of banking experience including extensive credit, structuring and marketing experience
Possesses strong analytical skills supported by excellent written and verbal communication skills
Have significant accounting and finance knowledge and asset based lending experience
Have the ability to use a variety of analytical tools to model base case and downside forecasts, and evaluate risk that will be used to support credit approval and risk/return dynamics

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