US Corporate Underwriter - Senior Vice President
New York, NY Jobs
Top European Bank with a strong and growing U.S. presence is seeking a highly skilled Corporate Credit Analyst with minimum of 12 years of experience working with in corporate/investment banking environment. As an Corporate Credit Analyst/Underwriter, you will play a crucial role in assessing the creditworthiness of corporate clients seeking financing in a number of transactions spanning from loan to structured finance to derivatives. This role requires a deep understanding of financial analysis and risk assessment within a corporate lending context, spanning various sectors, but primarily focused on energy, capital goods, commodities sectors.
The objective of this position is to drive material and visible improvement in Credit Risk Management's (CRM) ability to effectively risk underwrite transactions and manage an existing client portfolio, consistent with industry best practices. SVP is expected to contribute to leading the internal execution and risk management process within CRM group.
The Bank is one of the leading proponents of Sustainable investing, helping clients in the transition to a sustainable future by promoting environmental protection, economic growth and social development (“ESG”). The Bank contributes to various Sustainable Development Goals through the development of its business by generating a positive impact through the multiplier effect of banking, the direct impact of its activity, as well as through its investment in the community. Knowledge in risk management with a focus on climate and sustainability (i.e. GARP SCR or CFA ESG Investing certified) is highly preferable, but not a requirement for the opportunity.
Responsibilities:
• Conduct thorough financial analysis (analyzing financial statements, cash flow projections, and other financial data) to evaluate credit risk for corporate loans, trade finance deals, structured finance, and sponsored and leveraged finance transactions.
• Review and interpret loan documents, trade finance documents, and ISDA agreements.
• Conduct thorough due diligence on sponsored finance and leveraged finance transactions, evaluating financial structures and credit terms.
• Collaborate with internal stakeholders and external counterparties to analyze and interpret complex credit and other transactions documents.
• Monitor and report on the performance of corporate loan portfolios, ensuring risk is adequately mitigated.
• Prepare risk assessments and recommendations for credit committees and senior management.
• Identify early warning signs and potential credit issues; recommend appropriate actions.
• Assist in the periodic review and renewal of existing credit facilities.
Qualifications:
• 12 to 15 years of credit risk management, with focus on corporate and structured finance within a corporate or commercial banking environment.
• Strong knowledge of loan documentation, trade finance, and ISDA agreements.
• Proven experience in leveraged finance and sponsored finance transactions.
• Analytical orientation, critical thinking skills, and autonomous decision-making ability.
• Strong communication and business writing skills.
• Solid level of credit risk skills, including the ability to work across complex structures and products.
• Ability to create a strong network of relationships among peers, internal partners, external constituencies and decision makers to deliver end products.
• Strong understanding of policies, procedures, compliance and approval process at a Corporate Bank, including comprehension of US lending regulations.
• Undergraduate degree in Finance or Accounting; MBA is a positive but is not required.
• Certified with GARP SCR or CFA ESG Investing highly preferable, but not required.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
With respect to this position in our New York Office, the expected base salary ranges from $180,000 to $225,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
Commercial Real Estate Underwriter - Senior Vice President
New York, NY Jobs
Overview: Top European Bank with significant New York operations is looking for a Commercial Real Estate (“CRE”) credit risk VP to SVP. The primary objective of this position is to drive material and visible improvement in Credit Risk Management's (CRM) ability to effectively risk underwrite CRE transactions and manage an existing portfolio, consistent with industry best practices. We are seeking an experienced Senior Credit Risk for a VP/SVP role with a robust background in the commercial real estate industry. The ideal candidate will have a minimum of 10-15 years of experience in credit risk management, with a proven track record of assessing, mitigating, and managing risks associated with commercial real estate portfolios.
Responsibilities:
• Conduct thorough credit risk assessments of commercial real estate transactions, including the evaluation of borrower creditworthiness, property value, cash flow projections, and market conditions.
• Oversee and manage a portfolio of commercial real estate loans, ensuring that risk exposure is within the company's risk appetite.
• Lead the underwriting process for complex commercial real estate deals, providing expert judgment on credit risk factors and structuring recommendations.
• Enforce credit risk policies and procedures specific to commercial real estate, ensuring alignment with regulatory requirements and best practices.
• Monitor market trends, economic indicators, and property performance to identify potential risks and opportunities within the portfolio.
• Work closely with origination teams, legal, and senior management to ensure that credit risk considerations are fully integrated into business decisions.
• Prepare and present detailed credit risk reports to senior management and stakeholders, highlighting key risks, mitigants, and recommendations.
• Ensure compliance with all relevant regulations and internal policies, staying informed of changes in the regulatory environment that could impact the commercial real estate portfolio.
Qualifications:
• Minimum of 10-15 years in credit risk management, with a significant portion of that time focused on commercial real estate.
• Strong understanding of commercial real estate underwriting, credit analysis, and market evaluation.
• Proficiency in financial modeling and risk management tools.
• Exceptional analytical and problem-solving skills, with the ability to make sound judgments based on complex data.
• Excellent written and verbal communication skills, with the ability to articulate complex risk concepts to non-specialists.
• Proven ability to lead projects, manage teams, and collaborate effectively across departments.
• In-depth knowledge of relevant regulations and regulatory frameworks affecting commercial real estate lending.
• Bachelor's degree in Finance, Real Estate, Economics, or a related field; MBA or CFA designation preferred, but not required.
The Bank is one of the leading proponents of Sustainable investing, helping clients in the transition to a sustainable future by promoting environmental protection, economic growth and social development (“ESG”). The Bank contributes to various Sustainable Development Goals through the development of its business by generating a positive impact through
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
With respect to this position in our New York Office, the expected base salary ranges from $180,000 to $225,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
Export and Agency Finance Senior Vice President
New York, NY Jobs
Responsibilities
As part of the Structured Trade Finance team, the successful candidate will be responsible for arranging, structuring and executing complex large-scale Export & Agency finance mandates (transactions covered by ECAs, Multilaterals and private insurers) with corporates, public sector entities and project finance structures. The candidate will have principal responsibilities comprising the following:
Actively contributing to the origination and execution of Export & Agency finance mandates for US & Latam companies and/or public counterparties
Analysis of projects (feasibility, risks); identification of key issues and proposal of improvements to achieve successful financing.
Elaborate risk proposals detailing the underlying transaction structure.
Actively engage with ECAs, Multilaterals and private insures in the approval process.
Development of financing documentation (contracts) and management of insurance policies in collaboration with Legal services and/or external law firms
Negotiation with borrowers, exporters and financing institutions related to the terms & conditions applicable to the transaction and financial document clauses.
Collaboration with internal departments to originate and sign project.
Preparation of Information Memos and Lender Presentations for lead role opportunities and coordination of bank meetings
Position Requirements
Minimum 7 years of relevant experience in Export & Agency finance deals or a comparable background in investment banking or other industry.
Proven experience in winning and executing large scale mandates and/or lead arranging positions with main ECAs and Multilateral Agencies
Preferable knowledge and experience in ECA project finance structures
Business School/University degree in economics or business administration, law, or engineering
Preferably international working experience
Fluency in English and Spanish
Personal:
Structured and organized, strong analytical skills.
Well balanced team player
International mindset
Goal oriented individual with initiative and leadership
Client focus
Lateral thinker who likes to come up with outside-the-box-solutions.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
With respect to this position in our New York Office, the expected base salary ranges from $170,000 to $220,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
Senior Credit Vice President
New York, NY Jobs
Top-Tier Bank in Midtown, Manhattan is seeking a Senior Credit Vice President for a permanent position!
Responsibilities:
Responsible for underwriting a financial institution and public finance loan portfolio, with a particular focus on Funds
Recommend credit/rating requests and review quarterly covenants in our global credit management system.
Write credit assessments for new requests and annual reviews in a timely fashion
Present credit requests to credit committee and prepare credit minutes
Effectively interact with front office on new credit requests, annual reviews, and
amendments
Prepare and contribute to quarterly watchlist and leverage lending reports as needed
Recommend credit/rating requests and review quarterly covenants in our global credit management system.
Engages in lending to corporates, commercial real estate and project finance
Qualifications:
Bachelor's Degree
5+ years working experience in Financial Institutions in either a risk and credit role
Strong credit risk and analytical skills
Solid understanding of credit lending and financial products
Effective interpersonal, communication and writing skills
Self-motivated with the ability to take on more responsibility and new initiatives
Proficient in Excel, Word, and PowerPoint
MBA, CPA, or CFA is a plus
Global Transaction Banking Distribution Desk - SVP - Senior Vice President
New York, NY Jobs
BBVA SA NY Branch
Job Title
GTB Distribution - Senior Vice President
is based)
Two Manhattan West - 375 9th Ave - 9th Floor New York, NY 10001
Description (Team description, main tasks and responsibilities of the role, etc.)
GTB Distribution & Portfolio Solutions forms part of the Global Transactional Banking (GTB) division and is an integral part of GTB's growth strategy and balance sheet management. The GTB Distribution team manages all activities related to the distribution, syndication, sell-down and insurance of risk related to the full suite of trade and working capital products that BBVA offers, and the process of transferring/selling these risks, in order to achieve credit, cross-border, or balance sheet relief.
The candidate will report into the Head of GTB Distribution & Portfolio Solutions, and in coordination with the global GTB Distribution team in London, will be responsible for distributing assets originated in Global Transaction Banking in New York, as well as supporting the wider Americas region. Distribution will include, but not be limited to, bank sell down, insurance, multilaterals and institutional investors. In addition to this, receiving inbound enquiries from banks and assisting in their proper execution. A key element of this role is structuring to ensure that assets are structured appropriately for distribution.
Summary of Responsibilities:
Distribution and risk mitigation of all trade and working capital asset classes: responsible for identification of the different avenues to mitigate or sell-down risk and execute the most optimal solution based on business needs
Understanding of the different avenues of risk mitigation and sell-down available including distribution, insurance, multilateral programs etc.
Risk mitigation and sell-down feedback / assessment: Provide up to date and timely feedback to the origination team on market pricing and appetite for trade and working capital assets. Conduct market reads for specific deals where necessary and coordinate reverse inquiries with investors
Liaising with deal teams to gather information ready for distribution to the market (banks / insurers / multilaterals) and assisting in the production of Information Memorandums, Teasers and managing data sites
Liaising with and advising deal teams and legal on structuring considerations for club and syndicated facilities ready for sale / distribution
Negotiating best terms with market participants (pricing, legal terms)
Executing sales and participations and ensuring they're properly managed internally - Risk, Legal, Compliance, Operations
Education - educating internal stakeholders on the merit of distribution, regulatory and legal matters, documenting frameworks, negotiating internal agreements
Marketing - roadshows and meetings with external market participants to ensure BBVA's strategy is well understood and understanding market appetite
Digitalization - exploring what technological tools are available to streamline distribution activities from front to back office operations
Qualifications (Academic background, previous experience, languages, technical knowledge, soft skills, etc. )
An ideal candidate has at least 5 years of experience in Trade Finance
(letters of credit, trade loans, receivables, supply chain finance, commodity finance, silent, payment guarantees, prepays, inventory finance etc)
and/or 3 years of Trade Asset Distribution experience
(bank sales, syndications, comprehensive non-payment insurance, multilaterals, surety and funds)
Bachelor's degree in finance, economics or related field. MBA preferred
Fluent in English (both oral and written) and Spanish (Preferred)
Strong knowledge and understanding of Global Trade Finance and Working Capital products, CRR banking regulation, proficiency legal documentation (Master Risk Participation Agreements, Insurance Policies, Multilateral guarantees)
Previous distribution/syndication experience (Preferred)
Advanced credit training and solid analytical financial background in order to understand and determine the risk and profitability of Trade and Working Capital solutions
Excellent communication and presentation skills
Experience identifying and leveraging internal resources, building and working with cross-bank teams to deliver solutions to clients
Proven track record of managing multiple projects and transactions and executing the transactions in a bank that has a complex multi-country organization
Strong interpersonal and teamwork skills
Proficient in Microsoft Office Tools, particularly Excel and PowerPoint in order to deliver high-quality presentations to clients
Familiarity with distribution platforms
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
With respect to this position in our New York Office, the expected base salary ranges from $180,000 to $215,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
SVP/Sr. Relationship Manager
San Jose, CA Jobs
This is a community-focused Commercial Bank dedicated to delivering personalized financial solutions to businesses and entrepreneurs. With a strong foundation and a focus on growth, the bank is seeking three experienced and results-driven Relationship Managers to join its Commercial Lending team.
Position Summary
As a Relationship Manager, you will be responsible for sourcing, developing, and managing a portfolio of clients, with a primary focus on Commercial Real Estate (CRE) and Small Business Administration (SBA) loans. You will play a vital role in expanding the bank's market presence by cultivating long-term client relationships and originating quality loan opportunities.
Key Responsibilities
Proactively generate new business opportunities through networking, referrals, cold calling, and community engagement.
Originate and structure Commercial Real Estate and SBA loans, ensuring alignment with the bank's credit standards and risk appetite.
Manage a pipeline of loan applications from origination through closing, working closely with credit, underwriting, and operations teams.
Maintain a strong understanding of market trends, competition, and regulatory requirements in CRE and SBA lending.
Build and nurture relationships with commercial brokers, developers, CPAs, attorneys, and other industry professionals.
Conduct ongoing portfolio management and ensure client satisfaction through consistent communication and service.
Represent the bank at industry events, trade shows, and community functions to promote services and build brand awareness.
Qualifications
Bachelor's degree in Business, Finance, or related field (or equivalent experience).
Minimum of 3-5 years of experience in commercial lending, with a focus on CRE and/or SBA loans.
Proven track record of business development and successful loan production.
In-depth knowledge of SBA loan programs (7(a), 504) and commercial real estate financing structures.
Strong credit analysis and financial underwriting skills.
Excellent communication, negotiation, and relationship-building abilities.
Highly motivated, goal-oriented, and able to work independently as well as in a team environment.
SVP/Sr. Relationship Manager
Santa Rosa, CA Jobs
This is a community-focused Commercial Bank dedicated to delivering personalized financial solutions to businesses and entrepreneurs. With a strong foundation and a focus on growth, the bank is seeking three experienced and results-driven Relationship Managers to join its Commercial Lending team.
Position Summary
As a Relationship Manager, you will be responsible for sourcing, developing, and managing a portfolio of clients, with a primary focus on Commercial Real Estate (CRE) and Small Business Administration (SBA) loans. You will play a vital role in expanding the bank's market presence by cultivating long-term client relationships and originating quality loan opportunities.
Key Responsibilities
Proactively generate new business opportunities through networking, referrals, cold calling, and community engagement.
Originate and structure Commercial Real Estate and SBA loans, ensuring alignment with the bank's credit standards and risk appetite.
Manage a pipeline of loan applications from origination through closing, working closely with credit, underwriting, and operations teams.
Maintain a strong understanding of market trends, competition, and regulatory requirements in CRE and SBA lending.
Build and nurture relationships with commercial brokers, developers, CPAs, attorneys, and other industry professionals.
Conduct ongoing portfolio management and ensure client satisfaction through consistent communication and service.
Represent the bank at industry events, trade shows, and community functions to promote services and build brand awareness.
Qualifications
Bachelor's degree in Business, Finance, or related field (or equivalent experience).
Minimum of 3-5 years of experience in commercial lending, with a focus on CRE and/or SBA loans.
Proven track record of business development and successful loan production.
In-depth knowledge of SBA loan programs (7(a), 504) and commercial real estate financing structures.
Strong credit analysis and financial underwriting skills.
Excellent communication, negotiation, and relationship-building abilities.
Highly motivated, goal-oriented, and able to work independently as well as in a team environment.
SVP/Sr. Relationship Manager
San Francisco, CA Jobs
This is a community-focused Commercial Bank dedicated to delivering personalized financial solutions to businesses and entrepreneurs. With a strong foundation and a focus on growth, the bank is seeking three experienced and results-driven Relationship Managers to join its Commercial Lending team.
Position Summary
As a Relationship Manager, you will be responsible for sourcing, developing, and managing a portfolio of clients, with a primary focus on Commercial Real Estate (CRE) and Small Business Administration (SBA) loans. You will play a vital role in expanding the bank's market presence by cultivating long-term client relationships and originating quality loan opportunities.
Key Responsibilities
Proactively generate new business opportunities through networking, referrals, cold calling, and community engagement.
Originate and structure Commercial Real Estate and SBA loans, ensuring alignment with the bank's credit standards and risk appetite.
Manage a pipeline of loan applications from origination through closing, working closely with credit, underwriting, and operations teams.
Maintain a strong understanding of market trends, competition, and regulatory requirements in CRE and SBA lending.
Build and nurture relationships with commercial brokers, developers, CPAs, attorneys, and other industry professionals.
Conduct ongoing portfolio management and ensure client satisfaction through consistent communication and service.
Represent the bank at industry events, trade shows, and community functions to promote services and build brand awareness.
Qualifications
Bachelor's degree in Business, Finance, or related field (or equivalent experience).
Minimum of 3-5 years of experience in commercial lending, with a focus on CRE and/or SBA loans.
Proven track record of business development and successful loan production.
In-depth knowledge of SBA loan programs (7(a), 504) and commercial real estate financing structures.
Strong credit analysis and financial underwriting skills.
Excellent communication, negotiation, and relationship-building abilities.
Highly motivated, goal-oriented, and able to work independently as well as in a team environment.
Insurance Coverage Managing Director
New York, NY Jobs
Coverage of Insurance in the US. Leverage network and industry knowledge to onboard new clients and originate transactions in coordination with CIB product factories. Develop market intelligence and analysis to support risk management financial programs.
Key Responsibilities
Senior relationship manager for Insurance
Lead commercial plans and top management relations with clients under coverage
Introduction to client accounts and facilitate new deal origination
Coordination with product units: Global Markets, GTB and IB & Finance
Analysis and support of Financial Programs with Risk
Onboarding new clients and monitoring of legal contracts necessary for deal execution
Lead a team of junior bankers
Full alignment with the insurance global sector head and lead the implementation of the CIB Institutions Plan in USA
Qualifications
University Graduate, Master in finance or MBA preferred
Minimum 20yrs' experience covering Insurance / Financial Institutions in the US
Experience with similar entrepreneurial projects with other leading banks in the US
Knowledge & Skills
Broad experience in Financial Institutions Coverage with leading franchise(s) in the US
A high degree of competence with 20 years of experience in the region
An understanding of debt capital markets, global markets products and investment banking
Proficiency in additional languages (e.g. Spanish) would be considered a plus
Other Skills
Ability to work efficiently
Demonstrable commercial awareness when engaging with clients
Responsible and dedicated to the job, committed to compliance with internal procedures
Strong interpersonal and communication skills
Able to work in a matrix reporting structure, in a multi-functional role with close collaboration with teams out of the region.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
With respect to this position in our New York Office, the expected base salary ranges from $300,000 to $350,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
North American Hedge Fund Banker Managing Director
New York, NY Jobs
Corporate & Investment Banking (CIB) handles BBVA's investment banking, global markets, global lending and transactional businesses for international and domestic corporate clients and institutional investors. BBVA CIB is a full-service provider of high value-added products and thanks to its proven business model it can deliver solutions for the most complex needs of its clients anywhere in the world.
The Global Institutional Business (GIB) within the CIB Division, is composed of members distributed across BBVA's main hubs in Europe, Americas and Asia. The Wealth & Asset Managers sector is in charge of developing and building relationships with Asset Managers, Pension Funds, Hedge Funds and Wealth industry.
Our Mission is to promote BBVA CIB tailor-made financial solutions and services:
Global Markets, DCM, Global Transaction Banking, Lending and Advisory
The role reports to the Global Sector Head of Wealth & Asset Managers.
Main responsibilities:
The person will manage the relationship with Hedge Funds based in the USA. providing the best added-value solutions that match the clients' needs. Responsible for managing the client relationship across CIB products and geographies (global perimeter)
Elaborate the sales strategy and business plan for this client segment in partnership with other CIB units (products, risk, legal...)
Submit and present high-quality proposals to the relevant Risk and commercial committees. Closely monitor the Risk profile of assigned clients. Build and maintain a frequent communication with Risk units
Maximize (risk-adjusted) profitability of current clients by managing exposure, pricing strategy and cross-selling other BBVA products
Expand the business by increasing capillarity with existing clients and onboarding new clients in the region in line with BBVA's strong ambition to increase its market share with financial institutions
Engage clients at a senior level to elevate BBVA's strategic dialogue
Stay abreast of national and international regulation and trends
Mobilize the company to tailor our value proposition to the Hedge Funds needs by leveraging business market intelligence
What are we looking for?
Degree holder or above with major in Business Administration, Finance and Accounting or a related discipline
At least 15 years of relevant front office experience
Strong understanding of the financial industry main trends and drivers
Good knowledge of corporate and investment banking products particularly of Global Markets including Debt Capital Markets
Very solid network/connections with main players in the region. (Other geographies could be valued)
Strong leadership, sales and customer orientation
Proactive to drive business and adapt to dynamic environment - Entrepreneurial mindset
Fluent in English. Spanish will be valued
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
With respect to this position in our New York Office, the expected base salary ranges from $300,000 to $350,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
SVP/Sr. Relationship Manager
Fremont, CA Jobs
This is a community-focused Commercial Bank dedicated to delivering personalized financial solutions to businesses and entrepreneurs. With a strong foundation and a focus on growth, the bank is seeking three experienced and results-driven Relationship Managers to join its Commercial Lending team.
Position Summary
As a Relationship Manager, you will be responsible for sourcing, developing, and managing a portfolio of clients, with a primary focus on Commercial Real Estate (CRE) and Small Business Administration (SBA) loans. You will play a vital role in expanding the bank's market presence by cultivating long-term client relationships and originating quality loan opportunities.
Key Responsibilities
Proactively generate new business opportunities through networking, referrals, cold calling, and community engagement.
Originate and structure Commercial Real Estate and SBA loans, ensuring alignment with the bank's credit standards and risk appetite.
Manage a pipeline of loan applications from origination through closing, working closely with credit, underwriting, and operations teams.
Maintain a strong understanding of market trends, competition, and regulatory requirements in CRE and SBA lending.
Build and nurture relationships with commercial brokers, developers, CPAs, attorneys, and other industry professionals.
Conduct ongoing portfolio management and ensure client satisfaction through consistent communication and service.
Represent the bank at industry events, trade shows, and community functions to promote services and build brand awareness.
Qualifications
Bachelor's degree in Business, Finance, or related field (or equivalent experience).
Minimum of 3-5 years of experience in commercial lending, with a focus on CRE and/or SBA loans.
Proven track record of business development and successful loan production.
In-depth knowledge of SBA loan programs (7(a), 504) and commercial real estate financing structures.
Strong credit analysis and financial underwriting skills.
Excellent communication, negotiation, and relationship-building abilities.
Highly motivated, goal-oriented, and able to work independently as well as in a team environment.
Human Resources Operations VP
New York, NY Jobs
Top-Tier Bank in NYC is seeking a Human Resources Operations VP for a full-time position!
Responsibilities:
Maintain in-depth knowledge of legal standards and reduce risks related to daily management of employees and payroll
Set standards for ethics, values and culture of company
Responsible for HR operations, including payroll, onboarding, offboarding, time and attendance, work authorization, and benefits.
Annual insurance renewal and open enrollment; FMLA; 401K program, etc.
HR policies, practices, and procedures
Employee relations, diversity and inclusion efforts, training and development, and organizational development, employment-related policy and programs, and employee counseling.
Ensuring HR Compliance
Assist with budgeting, headcount forecasting and data reporting
Assist with the onboarding of new employees and manage immigration documents, taxes and benefits packages
Qualifications:
Bachelor's degree
Master's Degree is a plus
7+ years of relevant experience in HR with a bank, specifically within HR operations.
5+ years of in-depth payroll experience is a must
Strong organization, communication and conflict resolution skills
Demonstrated ability to onboard new employees and manage HR tasks
Proficient in Microsoft Office suite
GHS Federal Credit Union - Chief Executive Officer (CEO)
Binghamton, NY Jobs
Chartered in 1940, GHS Federal Credit Union serves over 16,100 members through its two branch locations in Binghamton and Norwich, New York. GHS Federal Credit Union is dedicated to embodying the fundamental philosophy of credit unions: not for profit, not for charity, but for service. For over 80 years, the credit union has provided financial services and products to help guide their members through important events in their lives, while also providing competitive earnings on savings and low rates on loans. As a member-owned federal credit union, GHS succeeds when their members succeed and thrives when the community thrives. In 2024, GHS FCU donated to the Community Hunger Outreach Warehouse (CHOW) to support their mission of ending food insecurity in Broome County.
With approximately $228 million in assets, located in Binghamton, New York, GHS Federal Credit Union is currently in search of a seasoned executive to serve as their President/CEO. Working in conjunction with the board of directors, the governing body will look to this individual to develop a proactive strategic plan to develop new business development channels, strengthen the credit union's presence in the community, and promote new membership growth. Additionally, the board will rely on this individual to expand into new lending channels, cultivate business relationships in the region, and formulate sound value propositions and differentiators for the organization. A successful candidate will have five plus years of senior management experience within a financial institution and possess experience in developing strategy and promoting change.
Chief Operating Officer
Seattle, WA Jobs
If you value loyalty and integrity, are a results-oriented leader with a passion for excellence, a commitment to fostering a collaborative culture, and a desire to shape the future of a thriving organization, we invite you to explore this exciting opportunity!
We are seeking a talented, dynamic leader to join our executive team in the role of Chief Operating Officer (COO). The successful candidate must align with our company's values and culture and demonstrate the leadership qualities to empower and inspire their teams. This individual will be critical in driving the company forward and enhancing operational efficiency.
Key Qualifications:
Cultural Fit: The most crucial aspect of this role is the ability to blend seamlessly into our company culture, which values collaboration, innovation, and integrity. The ideal candidate should be open to aligning with our established business model (i.e., learn and understand why we do things the way we do them before suggesting improvements).
Intellectual Curiosity: You must genuinely desire to understand the finer details of the business. You should demonstrate an ability to dig deep into processes, strategies, and data, consistently seeking out opportunities for efficiency. Intellectual curiosity drives your approach to problem-solving and strategic execution.
Client-Facing Expertise: We are seeking executive team members with outstanding client-facing skills to represent our company in external engagements. In this role, you will interact with clients at a strategic level, communicate with clarity and confidence, and cultivate lasting relationships founded on trust and mutual respect. Exceptional interpersonal and presentation abilities are key to success in this position.
People and Management Skills: Leadership excellence is paramount. The COO role is critical for bringing high-level strategy with ground-level execution, ensuring that organizational processes align with overarching goals. You should demonstrate empathy, adaptability, and the ability to inspire and influence at all levels of the organization. A strong track record in managing diverse teams, navigating complex interpersonal dynamics, and driving results is required.
Key Responsibilities:
Overseeing Daily Operations:
Working out of our Seattle office, the COO is responsible for ensuring operational excellence and continuous improvement including:
Managing day-to-day activities across departments (e.g., production, HR, IT) to ensure efficiency and alignment with company goals.
Translating the CEO's vision into actionable strategies, setting timelines, and monitoring progress.
Allocating financial, human, and technological resources effectively to optimize productivity and reduce costs.
Identifying operational risks, ensuring regulatory compliance, and developing mitigation strategies.
Tracking KPIs and using data-driven insights to drive improvements in productivity, and cost reduction.
Delegating tasks, resolving operational challenges, and making critical decisions in alignment with company objectives.
Assuming leadership responsibilities during the CEO's absence and representing the company externally when needed.
Building partnerships with clients, suppliers, and internal teams to foster trust and support organizational goals.
Who you are:
Ethical & Credible: You exemplify high ethical standards, trustworthiness, and honesty in your personal and professional life.
Loyal & Committed: Your work history demonstrates stability, dedication, and reliability.
Experienced: A minimum of 10 years' experience in leadership. While industry specific experience is not required, day-to-day operations or employee benefits administration experience is a plus.
Educated: BA degree or equivalent skills and a minimum of 10 years' senior leadership experience required. MBA preferred.
Successful: Proven history of leading operational efficiency.
Strategic Leader: Ability to think both strategically and tactically, with a long-term vision for company's continued success.
Why join our leadership team:
We offer a rare opportunity for an accomplished executive to join a highly respected third-party benefits administrator with a 66-year legacy of delivering exceptional service. As we embark on the next phase and plan for our future, we are seeking dynamic leaders who are energized by strategic challenges and continuing our highly respected legacy of exceptional service.
What We Offer:
Competitive Salary & Benefits: Salary range $200,000 - $350,000. A comprehensive benefits package, including health, dental, vision, 401(k), and more.
Professional Growth: Opportunities to lead transformative initiatives and work with a dedicated team of professionals.
How to Apply:
To apply for the Chief Operating Officer position, please submit your resume, cover letter, and any relevant portfolio work to Kelly Johnson at ********************* . We look forward to learning how your expertise can shape the future of NWA.
NWA is proud to be an Equal Employment Opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, physical or mental disability, marital status, amnesty, veteran status, citizenship, family medical history or genetic information or any other characteristic protected by local, state, or federal laws. NWA prohibits any discrimination or harassment based on any of these characteristics.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
Chief Executive Officer
Santa Maria, CA Jobs
CoastHills Credit Union is a $1.8 billion financial institution located on the Central Coast of California. CoastHills operates 10 branches within San Luis Obispo and Santa Barbara Counties and is headquartered in Santa Maria, California.
Under the direction of the Board of Directors, the President/CEO leads CoastHills to achieve its mission of being a financial institution leader of the Central Coast. The CEO provides strategic direction and leadership and ensures excellence across all functional levels of the Credit Union, in alignment with established plans, policies, governance guidelines and Board directives. The CEO ensures financial stability and balances the best interests of members, employees and the Credit Union utilizing leadership skills for planning, organizing, controlling and directing the Credit Union and its employees toward its strategic objectives.
Minimum Requirements
Bachelor's degree in business administration or related field. Master's degree or Juris Doctor preferred
Minimum fifteen years' advanced knowledge and understanding of the Credit Union industry and its operating practices, including financial, operational, and lending activities, with at least seven years' experience in a C-suite leadership role
Ability to balance risk and reward, with clearly defined strategic objectives
Ability to develop long-term plans and evaluate results
Ability to present facts and communicate effectively in both written and oral communication
For consideration, please submit resumes directly to Board Chair Homero Contreras at
***********************
Director/Managing Director, Institutional Sales
New York, NY Jobs
Freedom Capital Markets (FCM) is the investment banking and equity capital markets arm of Prime Executions, Inc., a wholly owned subsidiary of Freedom Holding Corp. (NASDAQ: FRHC), and internationally diversified financial services company. FCM is seeking an experienced Institutional Equity Research Sales representative to complement its US growth efforts.
Business Overview
Through our rapidly expanding US Capital Markets business, we are committed to providing clients with a full suite of investor services including Research, Sales and Trading, Corporate Services, and Advisory. We are positioning ourselves as a bespoke solutions hub for small-cap public and private companies.
Primary Responsibilities
Cultivate, develop, and maintain relationships with institutional investors with a focus on small and mid-cap managers, understanding the goals and risk tolerance for each client.
Provide differentiated advice regarding Macro trends, sector allocations, and relative value across asset classes. Possess a working knowledge of equity derivative solutions.
Drive penetration of Freedom's Research product into existing and developing account base, increasing commission revenue, analyst votes, and wallet share.
Enhance and develop corporate access with company C-Suite executives and industry experts to aid investors in the investment process.
Identify and pursue new business opportunities to expand our client footprint and develop differentiated sales strategies.
Responsible for developing appropriate client revenue targets, including the utilization of internal resources to broaden the sales effort and drive client growth.
Cross-sells our capabilities into Freedom's advisory and family office verticals. Collaborate with senior management in the development of US market expansion.
Qualifications
Bachelor's degree in Finance, Economics, Business Administration, or similar.
Licenses, Registrations: Series 7, 63.
Strong knowledge of financial markets, trading strategies, and Investment products.
Ability to analyze complex financial data and present it clearly and concisely.
10+ years of experience in Institutional Equity Sales with an existing demonstrated client base.
Exceptional level of work ethic and a collaborative approach that reflects our Values.
Reporting Relationships
The Director/Managing Director of Institutional Sales reports directly to the Chief Executive Officer.
Other Duties
Please note that this job description describes the general nature and level of work performed by people assigned to this classification. It is not construed as an exhaustive list of all required responsibilities, duties, and skills. In addition, all personnel may be required to perform duties outside of their typical responsibilities from time to time, as needed.
Travel
The successful candidate must be able to travel to internal and client meetings, corporate preparation sessions, and industry events and conferences.
Location
New York - Hybrid
The successful candidate is preferred to be geographically accessible to our New York office. However, there is the flexibility that this individual could work some of the time from a home office situation.
Headquarters: 40 Wall St, 58th Fl., New York, NY 10005
Compensation
An expected salary range of $175,000-$250,000 plus bonuses annually. Actual compensation may vary depending on a number of factors.
About Freedom Capital Markets
Freedom Capital Markets (FCM) is the investment banking and equity capital markets arm of Prime Executions, Inc., a wholly owned subsidiary of Freedom Holding Corp. (NASDAQ: FRHC). In addition to advising clients on the go-public process - from application to bell ringing - FCM provides corporate and institutional clients with a full array of investment banking, finance, and capital markets advisory services. The company's capabilities include initial and follow-on offerings, PIPEs, SPACs, private placements, convertible issues, debt capital, mergers and acquisitions, corporate access, and corporate restructuring.
Founded in 1986, Prime Executions has acted as an agency-only broker-dealer, operating on the floor of the NYSE and execute trades of over 750 million shares per month for a wide variety of buy-side and sell-side clients. Prime is one of the top independent Blue Line NYSE firms, which enables it to access liquidity in multiple marketplaces to meet its best execution obligation to its clientele. Prime is a member of the NYSE, NASDAQ, the Financial Industry Regulatory Authority (FINRA), and the Securities Investor Protection Corp (SIPC).
Freedom Capital Markets is an equal opportunity employer and is committed to cultivating and preserving a diverse, inclusive, and accessible environment for all employees. We welcome applicants from diverse backgrounds to apply their unique perspectives, skills, and talents toward advancing our mission to foster an open, cooperative, and dynamic environment where employees and Freedom Capital Markets alike can thrive.
All employment decisions are made solely on the basis of qualifications, merit, and business needs. In furtherance of our commitment to diversity and inclusion, Freedom Capital Markets does not discriminate against any applicant or employee on the basis of race, color, sex/gender (including gender identity, presentation, nonconformity or expression, and cisgender/transgender status), sexual orientation, religion, national origin, age, disability or any other characteristic protected by applicable federal, state, and local laws. Freedom Capital Markets also prohibits harassment of applicants and employees based on any of these protected categories.
If you require an accommodation to apply for or interview for this position, please advise Freedom Capital Markets by contacting **************************.
Please note that in accordance with federal law, applicants who are hired must provide Freedom Capital Markets with documentation evidencing their authorization to work in the United States within three (3) days of their hire date.
Website: ************************************
Structured Solution Sales VP or SVP
New York, NY Jobs
Provide and distribute structured solutions to Institutional Investors clients in the US. Develop the distribution of tailor-made solutions mainly on secured financing trades or non-vanilla derivative trades.
Help develop and maintain client relationships, providing them with market information and solutions adapted to their hedging/investment needs.
About the job
Align strategically with the Trading, Structuring and Syndication desks in order to reinforce BBVA GM product trading and structured product development capabilities.
Promote the bank's positioning as a key player in distributing structured solutions under his/ her responsibility.
Interact with clients on an ongoing basis by sending ideas, organizing periodic visits together with different Global Markets units (as Research, Structuring, Trading, etc). Reinforce BBVA´s relationship with the clients and identify new business opportunities
Originate proactively GM products' and commercial opportunities with institutional clients under his/ her responsibility, being directly responsible for managing a specific client's portfolio. Coordinate the pricing and deal closing with the Trading and Structuring desks, as required. Monitor the settlement and post-trade process, helping in solving key incidents and problems if needed.
Interact with the Risk unit for negotiating the operations and/ or credit lines approval. Support his/ her team in the dialogue with Risk, as needed.
Coordinate with Legal and Compliance CIB the clients' onboarding process. Assist in the communication with the client to get the required documentation, as needed.
Start and coordinate the negotiation of the relevant umbrella contracts (ISDA, CSA, GMRA, GMSLA, etc) with clients under his/her responsibility.
Track the activity under his/ her responsibility, monitoring main activity indicators, such as P&L and hit/ miss ratio. Follow up the operations' pipeline and the budget compliance.
Take part in specific working groups and projects related to the business (new IT tools and platforms, strategic and commercial plans, regulatory changes, etc.)
Comply with both internal and external operational policies, procedures and regulatory requirements.
Assist the in-line manager in introducing the unit activity (commercial procedures, systems, market position, etc.) both to internal and external clients - Advise clients about the new regulation and offer them the more suitable transactions.
Generate recurring income in order to meet the revenues targets that are set each year in the Global Sales unit and the Global Sales & Structuring overall budget. Focus on boosting revenues through GM product's origination with the client portfolio under his/ her responsibility.
Manage all staffing issues alongside the Sales Institutional Solutions Manager & CIB HR.
Report to in-line manager on a periodic and ad-hoc basis about main performance indicators.
What are we looking for?
We are looking for a senior profile (5 years experience as a minimum with a focus on the US institutional market with expertise covering insurance companies, banks, and pension funds).
Although the candidate will be helped by different by structuring and trading, he should have a proactive approach, strong analytical and communication skills.
Academic background and Technical knowledge
Bachelor Degree level in a related field (Economics, Finance, Business Administration, Engineering...) would be ideal.
Desirable higher degree such as a Master's in Finance.
Additional certificates like CFA or EFPA will be also valued.
A background in Global Markets, with previous experience in Fixed Income, Derivatives, Structured Products (including SPVs), Securities Financing Transactions (Repos, Reverse Repos, TRS, …)
Prior experience with management/information systems and programs: Bloomberg, Markit, Murex, Excel etc.
SIE, Series 7, Series 63, and the Series 79 licenses required or must be obtained within 6 months
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
With respect to this position in our New York Office, the expected base salary ranges from $170,000 to $250,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
President
Sanford, FL Jobs
Full-Time President of Construction
Job Type: Full-time
Work Environment: On-Site (5 Days In-Office)
The client is a leading player in the concrete construction industry with an impressive annual revenue of $160 million. They are poised for ambitious growth and seek a seasoned and strategic President to lead our trajectory towards $200 million and beyond. This role demands an individual with extensive industry expertise and strong executive leadership.
Position Summary:
The President will spearhead the company's growth while ensuring top-notch service delivery, financial performance, and safety standards. They are looking for an experienced leader with a proven track record in the construction field who is adept at hands-on operational management and executive decision-making.
Key Responsibilities:
Strategic Leadership: Drive growth initiatives to scale the company to $200M+, aligning with strategic goals and long-term vision.
Executive Oversight: Oversee all operational facets, including project execution, client relations, legal compliance, and financial performance.
Financial Acumen: Direct budgeting, forecasting, and P&L management; ensure compliance and provide insights for profitability enhancement.
Legal & Regulatory Compliance: Uphold strict adherence to industry regulations, manage legal requirements, contract negotiations, and claims handling.
Safety Leadership: Promote a comprehensive safety culture, implementing protocols to enhance safety and minimize incidents.
Claims & Disputes Management: Effectively handle legal disputes and construction claims, ensuring seamless operations amid challenges.
Team Development: Cultivate a high-performing leadership team and develop talent for long-term growth.
Qualifications:
Experience: 15+ years in the construction industry with a notable record in executive leadership roles, particularly in organizations with $100M+ annual revenue.
Field & Executive Insight: Proven experience ascending through construction ranks, with deep understanding of both field operations and executive management.
Financial Expertise: Strong finance and accounting background, capable of managing complex budgets while maximizing growth opportunities.
Safety & Compliance: Experienced in safety standard implementation and understanding of construction regulations and labor laws.
Negotiation & Claims Management: Proficient in contract negotiations, claims management, and resolving legal disputes.
Additional Information:
Relocation: Relocation assistance may be available for the right candidate.
Why Join Us?
Leadership Opportunity in a Growing Company: This role offers the chance to lead a well-established company with a significant annual revenue of $160 million and ambitious growth targets. As President, you will be pivotal in steering the company towards reaching $200 million and beyond, allowing you to directly impact the organization's future.
Innovative and Dynamic Work Environment: The construction industry constantly evolves, offering an exciting and dynamic work environment. As part of its leadership, you will shape strategic initiatives and implement innovative practices, fostering a culture of excellence and safety.
Attractive Compensation Package: This role comes with an attractive base salary that reflects your extensive experience and leadership skills in the industry, ensuring you are compensated fairly for your contributions.
Performance-Based Bonuses: The opportunity for significant performance-based bonuses incentivizes you to drive growth and enhance profitability. This aligns your success with the company's achievements, benefiting you directly from the organization's performance.
Director of Salesforce CRM - Onsite
Los Angeles, CA Jobs
Job Title: DIRECTOR OF SALESFORCE CRM - Onsite
At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family!
Overview:
The Director of Salesforce CRM will lead the implementation, configuration, and integration of our Salesforce CRM platform. This leadership role will oversee the technology roadmap, ensure the platform aligns with business objectives, and drive efficiencies for all departments throughout Premier America that use Salesforce for member data/interactions. This role will work with stakeholders to design, build, and manage Salesforce and other related data structures to mine data, identify trends, mitigate risks, conceptualize and seize opportunities for new product development/enhancement to support the Credit Union's strategy for attaining loyal membership growth. As a valued thought partner, this role will work collaboratively with multiple teams across the credit union and bring an ownership mentality to the credit union's performance and growth.
What You Will Do:
Define and execute the Salesforce CRM technology strategy to support the sales goals and targets.
Partners with leadership across various departments, including retail, contact center, digital, consumer lending, real estate, marketing, Engineering, and IT to identify and prioritize business needs.
Develop a multi-year Salesforce roadmap, ensuring scalability, innovation, and alignment with organizational objectives.
Oversee the end-to-end implementation of Salesforce, including requirements gathering, solution design, configuration, customization, and integration with other enterprise systems.
Lead complex Salesforce integrations with internal systems such as ERP, marketing automation platforms, and other business tools.
Drive the migration of legacy systems to Salesforce, ensuring data integrity and minimal disruption.
Build and lead a high-performing team of Salesforce administrators, developers, and analysts.
Mentor and develop team members, ensuring they stay up to date with Salesforce technologies and best practices.
Conduct regular performance reviews, provide feedback, and establish development plans for team members.
Foster an environment of continuous learning, promoting certifications and professional growth.
Analyze current sales processes and workflows to identify opportunities for automation and efficiency improvements using Salesforce features and capabilities.
Partner with sales leadership to drive adoption and optimize usage of Salesforce.
Ensure accurate data collection, reporting, and dashboarding to enable data-driven decision-making.
Oversee the optimization of the Salesforce platform, including configuration, customization, and integration, to maximize functionality and usability.
Identify emerging Salesforce features, tools, and technologies, advocating for their adoption to improve business processes.
Ensure that new functionalities are integrated smoothly to enhance user adoption and system performance.
Champion the automation of manual processes through tools like Flow, Process Builder, and Apex to increase efficiency and reduce operational bottlenecks.
Establish and enforce governance policies for Salesforce, including security, data privacy, and access controls.
Ensure Salesforce is maintained in compliance with regulatory requirements and industry standards.
Manage vendor relationships and contracts related to Salesforce and third-party applications.
Develop custom reports and dashboards that provide actionable insights to senior management.
Provide stakeholders with data-driven recommendations that inform business decisions.
Define key performance indicators (KPIs) for Salesforce usage and performance, regularly monitoring them to ensure alignment with business objectives.
What We Are Looking For:
Bachelor's degree from an accredited college or university in Computer Science, Information Systems or related field required. Graduate degree (MBA or equivalent) preferred.
12+ years of experience related to CRM experience, with the last 5 years in Salesforce
Proven experience leading Salesforce implementations, configurations, and integrations in a complex organization.
5+ years leadership experience in the financial industry, banking/credit union preferred
In-depth knowledge of Salesforce Sales Cloud, Service Cloud, and relevant Salesforce technologies such as Apex, Visualforce, and Lightning.
Demonstrated robust project management experience is required.
Excellent proficiency with preferred data visualization tools (Tableau, Power BI, Salesforce, etc...).
Prior experience and proficiency with Salesforce CRM and Salesforce Marketing Cloud required.
Salesforce Marketing Cloud experience is strongly preferred.
Salesforce Financial Services Cloud experience is strongly preferred.
MuleSoft experience is strongly preferred.
Expertise in data flows and conceptual knowledge of ETL required.
Strong understanding of sales processes, pipeline management, and sales reporting.
Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.
Equal Opportunity Employer - Veterans / Disabled
Drug-free Workplace
Pay Grade Info:
To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below.
The base pay range for this position is: $121k - $150k.
Perks Important To You:
Competitive pay
Subsidized health care including medical, dental and vision
FSA and HSA
Company-Paid Life and A&D insurance
Discounts on loans (must be a member)
Paid Vacation, Holiday, and Sick time
401k Retirement Saving Plan with a 6% safe harbor employer match
Educational Assistance Program and more!
About Us:
Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas.
Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.
Stock Loan Operations Vice President
New York, NY Jobs
Bank in Midtown, Manhattan is seeking a Stock Loan Vice President for a full-time position!
Responsibilities:
Supports the Stock Loan trading desk by processing all aspects of Operations and trade support.
Balances all positions and cash daily and research and reconcile any breaks or discrepancies in a timely manner.
Reconcile and settle all monthly rebates and fees related to Securities Lending.
Maintain detailed records of all discrepancies, resolutions, and final payments for audit purposes.
Instructing trades, confirming settlements, agrees on details of the transactions with counter-parties, investigates failing trades, and covers market exposure with mark to markets.
Liaise with the trading desk on incoming returns or recalls deciding whether to re-lend or clean up positions to maximize the rebate basis point spread between borrows and loans.
Liaise with contra brokers to confirm/compare trade details.
Assist the trading desk by monitoring email requests or phone calls and act promptly to reduce risk of exposure on recalls, buy-ins or failing
Qualifications:
10+ years experience working in a Stock Loan Operations position
Must have a high level of experience with Loanet and Smartloan.
Must have sufficient knowledge of the Depository Trust and Clearing Corporation Dashboard.
Must have sufficient knowledge of OCC Encore application.
Knowledge of Phase III and fully paid lending program a plus.
Must be proficient in Microsoft Excel, and Word.