Loan Advisor Job at Robert Half (Denver)

New

Business Banker (LO)

Location

United States , Atlanta

Salary:

Not provided

Wells Fargo

Expiration Date

June 28, 2026

Requirements

2+ years of financial services, sales, or customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
2+ years of in-branch business banking experience
1+ year of experience managing a dedicated book of small business customers across assigned territory
Bilingual speaking and listening proficiency in Spanish/English
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Experience using strong business acumen to provide financial services consultation to business customers
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
High motivation with ability to successfully meet team objectives while maintaining individual performance
Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners
Customer service focus with experience handling complex transactions across multiple systems

Job Responsibility

Manage and grow a portfolio of low to moderately complex business clients
typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner
Understand and offer a suite of financial solutions and digital services available through Wells Fargo to meet the needs of our business clients, leveraging available tools and positioning yourself as a product expert to deliver tailored, impactful recommendations
Develop strong understanding of each client’s goals, and financial needs by analyzing their operations and priorities
provide tailored financial recommendations that align with their objectives while staying compliant with policies and procedures
Act as a trusted advisor by offering a full range of products and services including business accounts, credit, treasury services, and digital tools
Actively prospect and network to build strong relationships with both external and internal partners to drive high-quality referrals and grow the small business customer base
collaborate with all internal banking channels to support business owners to gain entire relationship
Partner with Relationship Managers and Lending Officers for complex structures and ensure alignment with underwriting policies and risk guidelines
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Fulltime

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Originator

Crédit Agricole CIB (CA-CIB) Canada is the home of Crédit Agricole CIB Canada Br...

Location

Canada , Toronto

Salary:

Not provided

Crédit Agricole

Expiration Date

Until further notice

Requirements

Minimum Bachelor's degree in Finance or a relevant field
+7 years of relevant experience with knowledge of Export Finance, Trade Finance and Receivables/Supply Chain Finance
Good interpersonal and commercial skills
Team work
Have strong work ethics
Expertise in the above mentioned products
Initiatives, dynamism, effectiveness and commercial / technical skills in supporting its activities
Rigour and sense of organization
Strong communication skills in English

Job Responsibility

Lead origination of transactions across CACIB's corporate client base, covering investment-grade and select sub-investment-grade clients for Canadian corporates and foreign clients with Canadian operations
Develop and execute commercial plans, targeted pitches, and RFI/RFP responses designed to create C-suite level engagement
analyze clients' financial strategies, trade flows, working capital cycles, and supply chain structures to identify and present bespoke ITB solutions
Proactively prospect new clients in liaison with the Coverage team and deepen existing relationships to grow the team's pipeline of mandates and overall NBI contribution
Maintain and expand a strong market network
represent CACIB ITB at client meetings, industry forums (GTR, ICC, BAFT), and trade finance conferences to build the bank's origination franchise in North America
Coordinate with CACIB's global ITB hubs in Paris, London, Hong Kong, Singapore etc. to ensure coherent multi-geography client coverage and to leverage the bank's full international footprint in cross-border mandates
Act as advisor and primary point of contact for clients throughout their trade finance lifecycle — from initial structuring dialogue through implementation, monitoring, and renewal
Structure and execute a wide range of ITB products, including: ECA-backed export finance loans letters of credit, standby LCs, performance bonds
supply chain finance programs, receivables finance, inventory finance

Lending Advisor - Director

The Lending Advisor Generalist is a strategic professional who closely follows l...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Extensive experience working in a similar role
Strong and proven analytical, financial structuring and execution skills
Strong marketing and sales skills
Strong knowledge of Citibank’s Credit Policies, Product Programs and Citi Policies
Good knowledge of financial markets, investments, banking and loan products
Financial and cash flow modelling
Excellent communication (written and verbal) and interpersonal skills
Ability to work under pressure to tight deadlines
Good negotiation skills
Strong initiative and interactive approach to problem solving

Job Responsibility

The candidate is an experienced lending product specialist and credit officer within the Lending Advisory business, with direct client coverage responsibility
The candidate is required to have strong structuring skills, origination/marketing capabilities and sound credit judgment and has the responsibility to work with Private Bankers for completing the due diligence, underwriting, obtaining approval and reviewing/closing documentation for new Facilities to clients
Marketing and sale of the full Product range, including client calling and account planning in partnership with Private Bankers
Understand and anticipate clients' needs, following up with effective products and financial solutions
Maximize revenue generation whilst achieving at least minimum return targets ensuring responsible lending growth
Responsible for appropriate transaction structuring and execution (within product programs) with appropriate risk and return characteristics, ensuring appropriate Credit Policy and Risk Acceptance standard compliance
Define, coordinate and oversee the analytical activities of the deal team
Define and negotiate the transaction and credit framework (including covenant definition)
Oversee preparation of credit and capital allocation memos
Oversee the Credit Approval write up, for both new deals and annual reviews

Fulltime

Brokerage Specialist - Virtual

The Representative role at Alight Financial Services requires knowledge of the s...

Location

United States of America , North Carolina

Salary:

48000.00 - 58000.00 USD / Year

Alight Solutions

Expiration Date

Until further notice

Requirements

5 years financial industry experience
Possess ability to utilize conceptual thinking to identify patterns, apply concepts and clarify complex information
Possess ability to educate callers on complex retirement and education funding concepts is necessary
Possess ability to listen to customers, to understand both articulated and unarticulated needs
Possess ability to obtain FINRA Series 6 and 63 within 6 months of employment
Possess rapport building and interpersonal skills
Possess teamwork skills needed to engage the energies of others on the team, within the Call Center and DC (Defined Contribution) Client Teams to help in achieving goals
Possess ability to use data to persuade and influence customers to objectively guide them
Possess ability to ask relevant probing questions to better assess customer needs

Job Responsibility

Working knowledge of types of After Tax Brokerage Accounts and objectively help customer select most appropriate provider
Working knowledge of general qualified plan requirements
Able to provide information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules
Understanding types of IRA accounts and being able to identify which IRA is appropriate and communicate effectively
Understanding of the college savings plan options available through the PFC
Must be able to effectively navigate internal PFC 529 web site to retrieve needed information
Being able to build a knowledge base and effectively communicate to employees what the advisor relationship is

What we offer

health
dental
vision coverages starting Day One
wellbeing programs
retirement plans with contribution matching
generous time off
parental leave
continuing education
career growth opportunities
flexible working arrangements

Fulltime

Loan Administration Officer

Administration of loan portfolios on behalf of clients; including processing of ...

Location

China , Nanjing

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor degree or higher in accounting or finance or economics or other similar disciplines
Experience in a financial services industry is preferable
Knowledge of the Funds Industry, specifically alternative Alternative Investment Funds, or debt products would be viewed highly favourably
Good business sense and commercial acumen
Strong technical capacity and embraces adoption new technological platforms
Strong financial and business analytical skills
Possess team spirit, capacity to build strong client relationships, and a proactive self starter
Excellent communication skills (written and spoken) in English
Detail oriented and able to manage multiple priorities and stakeholder

Job Responsibility

Administration of loan portfolios on behalf of clients
including processing of interest, drawdowns and repayments on loan facilities
Reporting of loan positions to the client, borrowers and lenders
Maintaining unit registries
Calculating and issuance of capital calls and distributions notices
Monitoring of clients' bank accounts and identification of transactions
Onboarding of new client mandates and solutions, including adoption of new technologies
Work closely with your immediate team, both locally and remote
Build and maintain strong relationships with clients and intermediaries, including auditors, tax advisors, custodians and other parties
Contribute to the ongoing growth and development of AD's Melbourne office as the business continues to grow in scale and complexity

What we offer

Support for professional accreditations
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan

Fulltime

Revenue Accounting Manager

Our team is working with a leading AI, technology, and strategy consulting firm ...

Location

United States , Boston

Salary:

130000.00 - 150000.00 USD / Year

Daley and Associates

Expiration Date

Until further notice

Requirements

CPA
5–7 years’ experience, including Big 4
Strong US GAAP expertise
Working knowledge of IFRS
Working knowledge of an ERP, NetSuite preferred

Job Responsibility

Own key components of the month-end, quarter-end, and year-end close
Prepare technically sound journal entries
Deliver reconciliations that fully tie out and withstand audit scrutiny
Investigate and resolve issues thoroughly
Apply US GAAP across revenue, leases, sub-leases, accruals, loan accounting, stock-based compensation, consolidation accounting, and purchase price accounting
Support IFRS and international accounting requirements
Evaluate accounting treatments and document positions
Perform detailed analytical reviews and explain movements
Partner with FP&A and own your numbers end-to-end
Support multi-entity, multi-currency environments

What we offer

bonus

Fulltime

Cre Portfolio Manager Team Lead - REIT's

Location

United States , Boston; Cleveland; Atlanta

Salary:

225000.00 - 250000.00 USD / Year

Citizens Bank

Expiration Date

July 31, 2026

Requirements

12+ years of commercial real estate loan underwriting experience with ability to manage and grow significant customer portfolio
Prior experience with REIT's - required
Exhibits strong level of knowledge of commercial sales, commercial products, credit, risk, and administration practices and processes
Skilled at maintaining good communication across business unit and broader organization
Skilled at developing and implementing both strategic and tactical solutions and systems in support of portfolio administration and business unit goals and objectives
BA degree, MA preferred with successful completion of a credit training/underwriting program
Proven credit management abilities with good computer skills for recording and tracking results
Comprehensive verbal and written communication skills, able to multi task and function under pressure to meet deadlines, strong organizational skills, customer service, developed influencing and negotiation skills, experience in managing the day to day and annual performance and developmental activities for direct and in-direct reports from entry to expert level PMs
Word, Excel, Power Point, spread sheet modeling, and presentation development and delivery skills
Advanced knowledge of different financial modeling systems and ability to coach others on use of internal systems that may include RARCR, ORA, FACT, and MFA

Job Responsibility

Manages a team of Commercial Real Estate Portfolio Managers and Credit Analysts, including those managing straightforward up to the most complex credits with the most complex corporate organization structures, documentation and/or collateral structures, including those with large exposures in complicated and/or specialized industries
Assures that all PMs are trained and kept up to date on Citizens Bank credit policy as well as credit issues affecting the general economy
Actively ensures compliance with federal regulations and Citizens Bank policies
Actively involved in assessing, developing and implementing credit and compliance policies
Designs and monitors internal systems to assure that all assigned work and ongoing monitoring is completed on a timely basis and in a manner that complies with all Citizens Bank internal policies
Prioritizes work that is assigned to the group, assure that work is appropriately distributed among the team members and is responsible for objective quality control of groups analytical and reporting work product to include accurate application of credit, risk, and other policies and practices required to effectively manage risk exposure and loss to the Bank
Manages the performance management and development process for all reports
Largely internally focused interacting with PMs, RMs, TLs, Division Executives, State Presidents, Credit Officers and Senior Management. Externally meets with customers/prospects to actively negotiate deals and solve customer/prospect requests and problems
Internally is viewed as a trusted advisor on credit and portfolio management issues/challenges to RMs
Proficient in recruiting and managing the recruiting process including a strong vision and understanding of talent selection and development

What we offer

competitive pay
comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

Accounting Manager

We are looking for an experienced Accounting Manager to lead fund accounting act...

Location

United States , Greenville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 7 years of progressive financial leadership experience, with at least 5 years in a senior role within real estate development, banking, or investment management
Bachelor’s degree in Finance, Accounting, or Business
Proven success managing fund cash flows
Deep understanding of real estate financial modeling, pro forma analysis, and fund accounting
Strong ability to translate financial insights into strategic, operational recommendations

Job Responsibility

Direct accounting operations for funds and investments, including oversight of reporting, controls, and compliance obligations
Produce and review monthly, quarterly, and annual financial packages for ownership groups, lenders, and other stakeholders with a strong focus on accuracy and timeliness
Coordinate with external tax advisors and banking partners to maintain smooth reporting processes and satisfy regulatory and financial requirements
Build and improve financial reporting workflows and processes that increase visibility, consistency, and efficiency across the organization
Review payment activity and wire transfers to confirm proper authorization, supporting documentation, and adherence to internal controls
Partner with executive leadership on strategic planning, long-range forecasting, and capital allocation decisions across active funds and investments
Develop pro formas, scenario analyses, and other financial models to support acquisitions, new investments, and related transaction planning
Prepare and refine cash flow forecasts, funding schedules, loan draw activity, and liquidity plans to ensure capital needs are met and covenant obligations are maintained
Monitor interest activity, capital contributions, management fee billing, annual filing requirements, and K-1 support processes to ensure accurate allocation and compliance
Participate in investor discussions, acquisition-related meetings, and occasional travel in support of capital markets and investment initiatives

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan
Free online training

Fulltime

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