Directs and manages department staff goals, and strategies; evaluates and reviews administrative activities to identify workflow efficiencies and provide appropriate training to allow leverage of tools made available to administrative staff. Evaluates and implements new technology which supports the delivery of Wealth products and services. Core business understanding of

Position Specific Responsibilities Manages Loan Officer Pipeline to confirm all regulatory requirements are met. Prioritizes workload to manage timely submission of loan files to underwriting; track files and clear underwriting conditions to meet all expected closing dates. Ensures timely receipt and proper completion of all loan documents in accordance with established p

Position Specific Responsibilities Pre Close and Post Close review of all Attorney Prepared Loans. Ensures that all Commercial Loans (extensions, modifications, and renewals) are documented according to the approved credit presentation in accordance with the Bank's loan policy and are in compliance with applicable banking regulations as well as any other requirements desi

Core business understanding of Wealth RPS business and services to proactively support the Wealth RPS Relationship Managers, Wealth RPS Account Managers, clients, and their participants throughout the processes of client conversion, maintenance, and communication. Working as the JFG Coordinator for New Business Conversions. Actively engaged in the client on boarding conve

Position Specific Responsibilities Oversees the Bank's real estate appraisal/evaluation ordering and billing process. Assists the Special Asset Team with the processing of loan charge offs, other real estate owned by the Bank and book value transactions on an ongoing basis. Works together with the Chief Credit Officer to ensure appropriate approvals are received and docum

Position Specific Responsibilities As the Manager of product management, responsible for product life cycle management including the strategy, design, project development plan, financial pricing/performance, and marketing plan for Card Based Products and Merchant Services. Responsibilities related to product management include Identify the need for new products and existi

Provide support for sales and service team as assigned by Manager. Duties will include, but may not be limited to items below. Mail/Scanning Facilitate process to get all paperwork into our systems including carrier website policy retrieval, scanning incoming mail, downloading from carrier emails. Bind and distribute paperwork to insureds/staff – per written workflo

Position Specific Responsibilities Provides an exceptional support experience to all Wealth Users and Wealth clients. Develops strong relationships with our Wealth Users, BNYM Pershing's Client Service Team and JFG operational areas to provide timely and accurate responses to Wealth User questions, issues and problems. Develops and maintains a strong knowledge of investme

Position Specific Responsibilities Assists with projects related to finance, accounting, and bookkeeping. Should be able to spot trends, and generally be able to interpret daily reporting. Assists with tasks that may include invoice payment, travel vouchers, fixed asset accounting, cash settlement, routine regulatory reporting and account reconciliation through resolution

Prepare daily, monthly, quarterly and annual reports accurately within established timelines. Accurately process daily transactions and monitor accounts. Reconcile and balance cash on a daily basis. Reconcile account information across multiple applications and sources. Support front end office users. Calculate, collect and reconcile fees. Plan and implement application u