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1,951 jobs found
09.07.2025
WF
Wells Fargo Senior Trust Officer - Fiduciary Specialist United States, Pennsylvania, Philadelphia
Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound...
Maintain complex and detailed calendars. Manage the coordination, logistics (including catering and transportation) of both internal and external meetings. Arrange and coordinate domestic and occasional international travel. Process invoices and...
Develops relationships with key internal customers to identify and proactively address emerging needs. Creates the structure and conditions to allow information to flow within a team. Influences customers and/or organizational...
Sr. Credit Products Officer (SCPO) serves as a key member of the Commercial Client Team in handling the clients financial needs, ensuring that the overall client experience is favorable, and...
Lead a variety of pre-close activities for moderately complex to complex commercial loans, including coordinating all aspects of loan closings. Accurately evaluate and upload data into the systems of record...
Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and...
Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management...
Administer a book of fiduciary relationships within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound...
Are you looking for an opportunity to join a dynamic team and take your career to the next level? As loan officer assistant on Expoint, you'll be responsible for ensuring the efficient processing of loan requests. You will be required to accurately determine creditworthiness and affordability, as well as entering customer data, verifying and submitting loan applications, and collecting all relevant documents from clients.
Exciting and challenging, this role requires excellent attention to detail, the ability to work autonomously and as part of a team, as well as strong interpersonal and customer service skills. You must also be organized and able to prioritize effectively in a fast-moving environment.
In this role, you will be widely exposed to the lending process, providing you with the opportunity to broaden and enhance your understanding of the industry. You will be required to carry out thorough checks on all applicant documents and use systems to capture and record information accurately. You will also be responsible for dealing with customer queries, responding to customer inquiries in a polite and professional manner.
You will become part of a nationally-recognized team and have the opportunity to work with a diverse range of customers. You will have the backing and support of an organization that puts the customer at the heart of everything we do. If you’re looking for a new challenge and want to grow and develop within a rewarding and successful team, then this could be the perfect role for you.