3 title processor ii jobs found in Hicksville

Position Title Branch Banking Client Consultant II   Location Hicksville, NY 11801   Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client introductions to the right team...

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 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...