7 provider relations specialist jobs found in Hicksville

Position Title Customer Documentation Processing Specialist   Location Hicksville, NY 11801   Job Summary The Customer Documentation Processor is responsible for Process Restraining Notices, Information Subpoena, Levies, Writs, Executions, Garnishments, and all other legal process served on the Bank with reference to customer accounts. Process W-8BEN, W-8BEN-E and CIP for new foreign customers. Responsible for processing back up withholding and non-resident alien certification. Assists customers and branch personnel with questions regarding the process served on the Bank.   Job Responsibilities: Process Restraining Notices, Information Subpoenas, Levies, Writs, Executions, Garnishments, and all other legal process served on the Bank with reference to customer accounts.   Places holds on accounts with regards to process served. Collect legal processing fees. Send notification letters to customers. Prepare responses to Information Subpoenas. Remove holds when...

Position Title Portfolio Management Specialist - Equipment Finance   Location Hicksville, NY 11801   Job Summary The Portfolio Management Specialist - Equipment Finance is responsible for administration of specific portfolio activities including titling of motor vehicles, tracking of off-lease vehicles, general reporting and other Asset & Portfolio Management duties.   Job Responsibilities: JOB RESPONSIBILITIES     Generates a monthly   90 day   missing title report for distribution and follows-up with Lessors, ESOs and other Clients.   Indexes and   identifies   motor vehicle titles with account numbers upon receipt.   Enters   titles into the system and files in the   appropriate location .     Provides title releases within   48 hours   of receipt of payoff or as directed.   Follows   up with Lessors and   FF&L   ESOs for missing and/or unperfected   titles   both   vial email...

Position Title Credit Analyst II - Private Banking   Location Hicksville, NY 11801   Job Summary The Commercial Credit Analyst II - Private Banking builds upon foundational credit experience by taking on more complex underwriting and portfolio management responsibilities. This role plays a key part in supporting Credit Products Specialists in assessing credit risk, structuring commercial loans, and monitoring portfolio performance. Analysts are expected to independently conduct financial analysis, prepare risk ratings, and provide insights on credit decisions, while continuing to refine industry expertise and technical skills.   Job Responsibilities: JOB RESPONSIBILITIES Credit Monitoring & Analysis Spread financial statements and assess trends. Generate risk ratings and accompanying analyses. Track and review covenant compliance and borrowing base reports. Conduct annual and periodic portfolio reviews. Perform ongoing credit due diligence. Loan...

Position Title Retirement/HSA Services Specialist   Location Hicksville, NY 11801   Job Summary The Retirement and HSA Processor is responsible for the accurate and timely processing of retirement plan and Health Savings Account (HSA) transactions. This role ensures compliance with regulatory requirements and internal policies while delivering high-quality service to clients and participants. The ideal candidate is detail-oriented, organized, and capable of managing multiple tasks in a deadline-driven environment.   Job Responsibilities: Process retirement plan transactions including enrollments, contributions, distributions, rollovers, and maintenances. Handle HSA transactions such as account openings, contributions, disbursements, and corrections. Review and verify documentation for accuracy and completeness. Ensure all transactions comply with IRS, DOL, and ERISA regulations. Maintain accurate records and update participant account information in the system....

Position Title Documentation Specialist II - Equipment Finance - Capital Market   Location Hicksville, NY 11801   Job Summary The Documentation Specialist - Equipment Finance - Capital Market is responsible for independently reviewing and preparing of lease and loan documentation in accordance with internal policies and procedures to ensure accuracy, regulatory compliance, and timely closing. This mid-level role works directly with clients and internal partners to support the overall operational efficiency and quality of the department for excellence.   Job Responsibilities: JOB RESPONSIBILITIES Document Preparation & Compliance Review: Independently draft and review documentation in accordance with policies and applicable regulations. Client Coordination: Act as a secondary point of contact for clients during transaction closings, coordinating with legal and internal stakeholders. Data & System Accuracy: Ensure accurate data entry into...

Position Title CRE Relationship Manager Team Lead   Location Hicksville, NY 11801   Job Summary The Relationship Manager Team Lead-Commercial Real Estate manages commercial loan relationships of all levels of complexity. Manages and provides guidance to CRE Relationship Managers in the negotiation and structure of deals. Independently generates and assists team with new business and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrates a team approach to the relationship. Facilitates the team’s collaboration with product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists. Provides oversight and guidance in the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages the team’s monitoring of portfolio quality and ensures compliance with applicable laws,...

Position Title Relationship Manager II-CRE   Location Hicksville, NY 11801   Job Summary The Relationship Manager II-CRE manages commercial real estate loan relationships and generates new business development and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. The position is supported by product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists but remains accountable for all aspects of the relationship. Responsible for the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages a moderately complex commercial loan portfolio ensuring the highest loan quality for the organization with minimal risk. Manages the on-going monitoring of portfolio quality and ensures compliance with applicable laws, regulations...