About the job We are a financial advisory firm seeking a highly organized and detail-oriented Investment Operations... Specialist to support our firm's operations. This role plays a vital part in ensuring a smooth client experience by managing...
of a team that values precision and impact! Job Summary: As a Collateral Perfection Specialist in the Real Estate Team... & Investment Banking, and the Commercial Term Lending portfolio by reviewing collateral files, preparing legal documentation...
Perfection Specialist in the Real Estate Team, you will ensure the lien on collateral is accurately managed and documented.... You will support Business Banking, Commercial & Investment Banking, and the Commercial Term Lending portfolio by reviewing collateral...
as a broker-dealer, investment adviser, insurance agent and bank; its product offerings; client relationship management systems... escalated client experience issues upon referral from senior and executive leadership, Advisor Operations, the Client Experience...