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Charles Schwab
New York
**Your opportunity** Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales person like you! Our heritage of serving advisors by bringing them the “best of Schwab,” our specialized expertise and our continued investment in their business is unparallel
Job Source: Charles SchwabMomentumunlimited
, ID, United States
Relationship Manager January 2024 Location: US Based/Remote MOMENTUM BACKGROUND Momentum (previously known as the JWRP), a global non-profit organization based in Maryland, USA, was established in 2008 to empower women to change the world through Jewish values that transform themselves, their families, their communities, and the world. Momentum’
Job Source: MomentumunlimitedStatechemical
Union, NJ, United States
Posted Monday, April 15, 2024 at 4:00 AM Since 1911, State Industrial Products has helped customers "Care for Work Environments". Throughout the years, our main focus has been to help customers enhance building environments and improve equipment productivity. No matter where you go in the United States, Canada or Puerto Rico, you will find State pr
Job Source: StatechemicalPayMyTuition
, NY, United States
Relationship Manager (1) Use Website In a Screen-Reader Mode Skip to Content ↵ ENTER Careers Position title Relationship Manager Location Jersey City - NJ Unit Manager Role Function and Purpose: PayMyTuition’s sales team is composed of product experts and leaders who bring solutions to educational institution
Job Source: PayMyTuitionPrudential Financial
Newark, NJ, United States
Job Classification: Sales - Sales Job Description A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE Our Vision At PGIM, we care about our employees, and we are committed to seeing them succeed. We provide our employees with access to professional development and support to help drive their success and ability to innovate. What You Will Do PGI
Job Source: Prudential FinancialCognizant North America
Newark, NJ, United States
Client Relationship Manager - Media Overview Client Relationship Managers (CRM) are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, handling the day-to-day activities and P&L of these accounts. They proactively identify new and expansion
Job Source: Cognizant North AmericaCoverager, Inc.
, NY, United States
****Customer Relationship Manager**** **What we do** Ascend is a fintech company building a financing and payments infrastructure for insurance (which is not as boring as it seems). Its a $900bn market with 40% of premiums still paid via paper checks ????. Todays solutions were built 40 years ago for pen and paper insurance sales and as a result ar
Job Source: Coverager, Inc.Alma
New York, NY, United States
Payer Relationship Manager As a Payer Relationship Manager, you will lead Alma’s partnerships with health insurance companies. This role involves cultivating and nurturing strong relationships with our payer accounts, working cross-functionally with Product, Engineering, Data, and Operations to ensure payer needs are met, and acting as a bridge be
Job Source: Alma, NY, United States
** Warehouse Relationship Manager**
**Job Category****:** Warehouse Lending **Requisition Number****:** WAREH04622 Showing 1 location **Job Details**
**Description**
**Position Information**
Job Title: Warehouse Relationship Manager
Department: Warehouse Lending
FLSA Status: Exempt
Reports to: Head of Warehouse Lending
Full/Part Time Status: Fulltime
Work Location: Chicago, IL
Travel Requirement: 0-50%
**Education/Experience Requirements**
Minimum Education Level: Bachelors Degree
Minimum Years of Experience: 5-7 Years
Combination of Experience and Education can meet the job requirements: No
**Language Requirement**
English: Written: Advanced Verbal: Advanced
**Computer/Systems Knowledge Requirements**
Microsoft Outlook: Intermediate
Microsoft Word: Intermediate
Microsoft Excel: Intermediate
Microsoft PowerPoint: Basic
**Responsibilities & Duties**
Prospect new client opportunities for Warehouse Lines of Credit issued by Bank of Hope.
Prepare deal opportunity package including executive summary, term sheet, company financials for managements approval.
Assist Bank of Hope WH Credit and Operations personnel in obtaining needs list items from customer during loan underwriting, loan boarding and while warehouse line remains active with Bank of Hope.
Maintain relationship with existing client, through periodic phone / email communication and site visits.
Monitor customer performance to ensure they are performing at satisfactory level. Including line utilization, reporting requirements, financial performance and covenant requirements.
Assist warehouse credit in preparing and presenting CCM/CCR request to appropriate approval committees.
Assist warehouse operations department by preparing loan docs to mortgage customer ahead of loan boarding.
Assist warehouse operations department with new client training.
Meet departmental goals and targets as it relates to warehouse related loan and deposit balances.
**Job Qualifications/Requirements**
Good knowledge of warehouse banking procedures and regulations, credit fundamentals/business transactions
Good knowledge of banking procedures and regulations, credit fundamentals and business transactions
Self-starter with excellent time management skills
Ability to maintain the highest level of confidentiality
Excellent problem-solving skills
Excellent communication skills written, verbal with an ability to present ideas clearly and concisely
Ability to multi-task in a fast-paced environment
A professional work ethic and attitude
**Physical Demands**
Lifting/Carrying:
Under 10lbs: Occasional (1%-33% of the time)
Under 20 lbs: Occasional (1%-33% of time)
Pushing/Pulling:
Under 20 lbs: Occasional (1%-33% of time)
Twisting/Turning:
Reach over shoulder: Rarely (Less than 1 hour per week)
Reach over head: Rarely (Less than 1 hour per week)
Reach Outward: Rarely (Less than 1 hour per week)
Climb: Rarely (Less than 1 hour per week)
Crawl: Rarely (Less than 1 hour per week)
Kneel: Rarely (Less than 1 hour per week)
Squat: Rarely (Less than 1 hour per week)
Sit: Constant (Over 66% of time)
Walk-Normal Surfaces: Frequent (34%-66% of time)
Walk-Uneven Surfaces: Rarely (Less than 1 hour per week)
Stand: Frequent (34%-66% of time)
Bend: Frequent (34%-66% of time)
Other
Keyboard/Ten Key: Constant (Over 66% of time)
Fingering (fine dexterity): Constant (Over 66% of time)
Handling (grasping, holding): Constant (Over 66% of time)
Repetitive Motion Hands: Occasional (1%-33% of time)
Repetitive Motion Feet: Occasional (1%-33% of time)
**Qualifications**
**Skills**
**Behaviors**
**:**
**Motivations**
**:**
**Education**
**Experience**
**Licenses & Certifications**
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Warehouse Relationship Manager jobs in , NY, United States
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