9 senior trust officer jobs found

Location: 4224 Ridge Lea Road, Amherst New York Job Summary The Mortgage Senior Loan Processor is responsible for ensuring loans are processed accurately and in a timely manner, while maintaining compliance with federal, state, local, and investor guidelines. This role requires proactive communication with clients, Loan Officers, Underwriters, and other stakeholders. A strong understanding of residential lending regulations and documentation is essential. The position also involves identifying incomplete or inaccurate information and influencing others with diplomacy and trust. Essential Functions Review all loan applications for accuracy, completeness, and compliance Monitor and maintain an application pipeline Receive and review client documentation related to income, assets, and credit Submit completed files via the loan origination system to underwriting Communicate with Loan Officers, clients, service providers, and partners to gather and clear underwriting...

About the Role: Grade Level (for internal use): 12 The Team: The S&P Global Ratings Commercial Team is responsible for optimizing relationships and commercial outcomes with a broad set of clients in the U.S. We are a collaborative team that develops solutions to help clients navigate complex business challenges. We focus on relationship management and business development, and we value intellectual curiosity, strategic thinking, and strong partnership. We leverage our proprietary methodologies and cutting-edge technologies to provide unparalleled client engagement and solutions.   What You Stand to Gain: Direct client access to capital markets executives at many of the world's largest and most sophisticated debt issuers. Sector and client immersion, build familiarity with assigned sectors, issuer business models, and financing strategies to elevate day-to-day coverage and executive-level discussions. Ratings and enterprise knowledge—develop a strong...

About the Role: Grade Level (for internal use): 13 About the Role/The Team:  The Esoteric ABS team within the Structured Finance practice provides credit ratings and opinions for securitizations backed by a wide variety of nontraditional assets. In this role, the Director will be responsible for leading and owning the end-to-end rating process, demonstrating strategic perspective and leadership in research, cash flow, credit, and structural analytics, as well as client-facing activities for new issue ratings and surveillance of Esoteric ABS transactions. The Director is expected to set a high standard for collaboration, adaptability, and innovation within the team. What’s in it for you: This is a great opportunity to build a career in finance markets with one of the leading providers of financial market intelligence. We are looking for an individual with a dynamic and proactive personality who has an analytical mindset and is always thinking outside the box. The...

Location: 726 Exchange Street, Buffalo New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

About the Role: Grade Level (for internal use): 11 The Team:  The S&P Global Ratings Commercial Team is responsible for optimizing relationships and commercial outcomes with a broad set of clients in the U.S. We are a collaborative team who develop solutions that help our clients overcome their complex business challenges. The team is focused on relationship management and business development, and values intellectual curiosity and strategic thinking. We uniquely leverage our proprietary methodologies and cutting-edge technologies to provide unparalleled client engagement and solutions.    What you stand to Gain:  Work directly with CFOs, Treasurers, Heads of Investor Relations, and other capital markets executives from some of the largest companies in the world.   Build familiarity with assigned sectors and client business models to support effective day-to-day coverage and informed client discussions.   Develop a deep understanding of the ratings...

Location: 1301 Avenue of the Americas, New York New York Job Summary KeyBanc Capital Markets is a leading middle-market investment bank providing strategic advisory and capital markets solutions to clients across a range of industries. The Vice President will be responsible for leading the execution of M&A and capital raising transactions, managing client relationships, and supporting business development efforts. This role requires strong leadership, technical expertise, and a commitment to developing junior talent while delivering high-quality advisory services to middle-market clients. Essential Functions Responsible for revenue generation through the origination, execution, and closing of M&A and capital markets transactions. Serve as a trusted advisor to corporate and private equity clients, delivering strategic insights and tailored financial solutions. Lead transaction execution across a variety of deal types including sell-side and buy-side M&A,...

About the Role: Grade Level (for internal use): 15 The Team: The Markets Business Segment within Enterprise Solutions powers the capital formation and investment lifecycle process for public and private markets.  Join the dynamic team responsible for the iLEVEL Portfolio Monitoring, Valuations, Reporting, and Analytics Solution for the Private Markets.  Our private markets offerings provide dynamic and scalable portfolio monitoring solutions and services that enable investors to increase visibility and transparency, generate insights, perform valuations, optimize deal management, and achieve operational efficiencies. Our solutions are the premier industry choice to address growing pressures for transparency and regulatory compliance for Limited Partners, Investment Advisors, and Asset Managers.   Position:   S&P Global is seeking a leader who is highly experienced in private markets software and services to join our senior leadership team leading iLEVEL. As an ideal...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...