Origination / Credit Investments Manager Job at Arrow Global Group (London)

Principal Associate, Strategic Investments Group - Co-Lending and Credit Insurance Partnerships

The Strategic Investments Group (SIG) creates and runs partnerships that connect...

Location

United States , Richmond, Virginia; McLean, Virginia; Chicago, Illinois

Salary:

119400.00 - 149800.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

Bachelor's Degree or Military Experience
At least 2 years experience in Corporate Banking or Insurance
Foundational understanding of the commercial lending debt markets or credit insurance markets
Experience managing or supporting capital markets, securitization, syndication or insurance market executions involving coordination across multiple lenders, investors, insurers
Experience in risk analysis or portfolio management at banks, insurers or export agencies
Proficiency in data and reporting infrastructure, including using SQL or Python for queries and scripting
Familiarity with Snowflake or similar BI tools like Amazon Quicksuite for automated reporting and dashboards

Job Responsibility

Drive post-close incremental commitment requests for our corporate lending partnerships from internal originations, risk and capital markets teams, directly coordinating with external partners, insurers and insurance brokers to determine partner eligibility and potential hold sizes
Monitor an established portfolio of loans with credit insurance for performance deterioration, amendment activity, or potential claims, coordinating notices and votes between our deal teams and external insurance underwriters and brokers
Lead team’s coordination efforts for internal deal team referrals to our external real estate and equipment finance partners
Support Senior Desk associates and provide surge capacity for new deal activity in our corporate lending partnerships, with opportunity to increase scope with experience
Ensure diligence materials and amendment requests are shared with partners where necessary
Review and ensure accurate portfolio and pipeline data infrastructure
Assist in coordinating partner closing processes with Senior Manager peers, Head of Co-Lending and Credit Insurance Desk, external legal counsel and operations, ensuring strong supporting documentation with each transaction
Drive infrastructure projects to enable continued scale for established and new partnership programs in addition to supporting ad hoc internal and external partner requests
Coordinate insurance claims processes
Work with Team Leader to prepare presentations for internal and external stakeholders for strategy updates, business updates and other ad hoc presentations

What we offer

performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
health, financial and other benefits
Learn more at the Capital One Careers website

Fulltime

Commercial Real Estate Relationship Manager III - Senior Housing

The Senior Housing Relationship Manager is responsible for originating, structur...

Location

United States , Boston; Los Angeles; Chicago; Philadelphia; Atlanta; Charlotte

Salary:

240000.00 - 300000.00 USD / Year

Citizens Bank

Expiration Date

July 31, 2026

Requirements

10+ years of experience in Commercial Real Estate or Commercial Banking, with meaningful exposure to senior housing, healthcare real estate, or operating businesses
Proven track record of originating, structuring, and executing commercial credit transactions
Experience managing large, complex client portfolios ($500MM+ relationships preferred)
Strong credit underwriting and risk assessment capabilities, including cash flow modeling and sensitivity analysis
Deep understanding of commercial loan structures (secured lending, syndications, lines of credit, and capital markets execution)
Ability to evaluate operator-driven business models alongside real estate fundamentals
Demonstrated ability to build and deepen client relationships, acting as a trusted advisor
Strong sales and origination discipline, with a focus on pipeline development and execution
Excellent communication and presentation skills, particularly in senior credit forums
Ability to think strategically about portfolio construction, risk-adjusted returns, and client growth opportunities

Job Responsibility

Originate and expand relationships with senior housing owners, operators, sponsors, and institutional investors
Develop and execute client coverage strategies across independent living, assisted living, memory care, and continuing care retirement communities (CCRCs)
Build referral networks across private equity sponsors, REITs, developers, and healthcare operators
Structure and execute bilateral and syndicated credit facilities, including construction, bridge, and permanent financing
Analyze cash flow durability, operator performance, occupancy trends, and reimbursement exposure specific to senior housing
Lead preparation and presentation of credit approvals to senior management, demonstrating strong risk judgment and sector expertise
Coordinate execution of complex transactions, including multi-property portfolios and programmatic joint ventures
Manage a portfolio of senior housing relationships, ensuring proactive monitoring of credit quality, market trends, and sponsor performance
Identify emerging risks (e.g., labor costs, occupancy volatility, regulatory pressures) and develop mitigation strategies
Partner closely with Portfolio Management and Credit teams to ensure strong underwriting discipline and ongoing covenant compliance

What we offer

Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy
Annual discretionary bonus

Fulltime

New

Senior Premier Banker

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal r...

Location

United States , San Jose

Salary:

37.00 - 65.50 USD / Hour

Wells Fargo

Expiration Date

July 27, 2026

Requirements

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Ability to work a schedule that will include most Saturdays
This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations.
Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted.
SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date.
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.
This position is not eligible for Visa sponsorship

Job Responsibility

Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

New

Relationship Banker Bloomingdale

Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch ...

Location

United States , Brandon

Salary:

Not provided

Wells Fargo

Expiration Date

July 19, 2026

Requirements

2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
1+ year of building and maintaining effective relationships with customers and partners
Ability to work a schedule that will include most Saturdays
This role requires FINRA Series 6, Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe
For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required
For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY
Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66
Obtaining and maintaining required FINRA licenses is necessary for continued employment
This role also requires meeting enhanced financial fitness and criminal background standards

Job Responsibility

Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

What we offer

Robust benefits
Competitive compensation
Programs designed to help you find work-life balance and well-being
Rewarded for investing in your community
Celebrated for being your authentic self
Empowered to grow
Ongoing coaching

Fulltime

!

Banker, Associate to VP

** This position will be under the Employee Referral Program in Hong Kong. Summa...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Crédit Agricole

Expiration Date

Until further notice

Requirements

Strong command of Power Point presentations and Excel spreadsheet skills
Excellent oral and written skills
self-motivated and result driven
Attention to details
Good interpersonal skills with effective communication style, a collaborative team player
Ability to work under pressure and tight time-frames
Good understanding of corporate finance products with good foundation of legal and accounting principles
Knowledge of risk/credit analysis methodology in the context of complex structured finance transactions

Job Responsibility

Support PCG Asia senior bankers in marketing and internal co-ordination activities
Potential coverage of selected PAM accounts
Assist and support the Head of Private Capital Group (“PCG”) Asia and other PCG Asia senior bankers to fulfil their duties in achieving the group / team target
Closely work with PCG global teams on transactions, problem solving, knowledge sharing and client coverage
Work with PCG Asia junior(s) on day to day tasks
Close coordination with APAC regional management, SCOs, local coverage bankers, sectors teams, product teams, support teams (RPC, Compliance etc.) and contributing to internal budgeting, KYC monitoring, coverage support memos, client meeting organization & tracking, ClientLive management and credit exposure monitoring
Where relevant, delegating this to more junior team members under close supervision
Selective account coverage could be envisaged or progressively accommodated
Assist and support PCG Asia coverage bankers in: The successful implementation of our overall objectives with financial sponsors, including contribution to planning of coverage activity
In regular dialogue with APAC country coverage teams and various product teams in planning, tracking transactions and portfolios in relevant countries

Fulltime

Assistant Vice President, Junior Banker, Inbound RM for Multi National Large Corporates, Corporate Banking

The Client Manager is an intermediate-level position responsible for assisting c...

Location

Japan , Chiyoda, Tokyo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years of relevant experience
Consistently client focused and results oriented
Demonstrated information resourcefulness and a high level of attention to detail
Consistently demonstrate follow-up and organizational skills
Consistently demonstrate clear and concise written and verbal communication
Proven planning, negotiation and analytical skills
Consistently demonstrate a professional attitude
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Build relationships with various internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services
Perform financial and operational investigations, including credit, foreign exchange, cash management and trade services, ensuring timely resolution and client satisfaction
Assist Senior Banker with the preparation of relationship reviews and client portfolios
Partner with Product Partners and Relationship Managers to perform various activities for Know Your Client (KYC) requirements, including timely origination, monitoring, renewals and completion across all product and marketing levels
Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, as well as credit allocation from Parent Account Management teams and Credit Risk Management
Identify revenue opportunities, position certain products with clients and monitor billing and service queries, as well as correct mapping/marketing hierarchies in Citi Investment Strategies (CIS) to ensure revenues earned from all products are appropriately reflected
Maintain and ensure that portfolios have correct marketing levels and legal structure reported in the appropriate systems
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Fulltime

Mortgage Relationship Manager

Location

Malaysia , Kuala Lumpur

Salary:

2500.00 RM / Month

Randstad

Expiration Date

August 01, 2026

Requirements

Minimum of 2–5 years of proven sales experience ideally within banking or financial services
Bachelor’s Degree in Finance, Business Administration, Economics, or a related discipline
Possession of professional industry licenses is highly advantageous (e.g., Pre-Contract Examination for Insurance Agents (PCE), Takaful Basic Examination (TBE), and Federation of Investment Managers Malaysia (FIMM) licenses)
Strong credit financial acumen with excellent knowledge of mortgage products, legal property documentation, and valuation practices
Exceptional interpersonal, negotiation, and persuasive communication skills
Self-driven and highly resilient under target-driven pressures
Fluency in English and Bahasa Malaysia is required
Professional proficiency in Mandarin or local dialects (such as Cantonese) is highly beneficial

Job Responsibility

Hunt for new-to-bank (NTB) mortgage customers to consistently meet and exceed monthly loan sales and disbursement targets
Manage the end-to-end mortgage financing lifecycle: from initial financial consultation and loan package structuring to formal application submission, credit approval ing, and final loan disbursement
Conduct thorough financial analysis, including calculating Debt Service Ratios (DSR) and evaluating borrower risk parameters, to structure applications for optimal approval chances
Build, nurture, and maintain strong, proactive partnerships with external stakeholders, including real estate developers, property agencies, lawyers, and valuers, to secure a steady pipeline of referral business
Actively participate in property roadshows, property launches, and end-financing projects to capture market share
Capitalize on mortgage origination conversations to increase the bank’s product-holding per customer
Cross-sell complementary retail banking and wealth products, including Current and Savings Accounts (CASA), Fixed Deposits, Credit Cards, and Personal Loans
Ensure comprehensive client protection by actively cross-selling mortgage insurance products, such as Mortgage Reducing Term Assurance (MRTA) / Mortgage Reducing Term Takaful (MRTT)
Ensure absolute compliance with all banking regulations, statutory requirements, and internal standard operating procedures (SOPs)
Strictly adhere to Credit Policy guidelines, Know Your Customer (KYC) protocols, and Anti-Money Laundering/Counter-Terrorism Financing (AML/CTF) regulations

What we offer

great commision
attractive package

Corporate Banking Analyst

The Corporate Banking Analyst plays a crucial role in supporting senior bankers ...

Location

Dominican Republic , Santo Domingo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years of relevant experience in corporate banking, investment banking, credit analysis, or a related financial services role
Proven proficiency in financial modeling, credit analysis, and advanced Excel skills
Strong quantitative, analytical, and problem-solving abilities with a keen attention to detail
Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely
Demonstrated strong planning, organizational, and time management skills, with the ability to manage multiple priorities effectively
Solid understanding of corporate finance principles, financial products (e.g., loans, debt capital markets, treasury services), and the regulatory landscape affecting corporate banking
Bachelor's degree in Finance, Economics, Accounting, or a related field
English fluency is required

Job Responsibility

Assist in preparing client-facing materials, including proposals, pitch books, and presentations, to support relationship management and business development efforts
Conduct in-depth financial statement analysis, credit assessments, and valuation modeling to evaluate client financial performance and support transaction structuring
Support the origination and execution of corporate banking products, including credit facilities, treasury solutions, and capital markets advisory, in coordination with relevant product teams
Perform economic, industry, and company-specific research to identify market trends, competitive landscapes, and potential opportunities or risks
Prepare detailed written recommendations, statistical exhibits, and internal reports to facilitate informed decision-making
Understand and adhere to the firm's risk assessment frameworks, internal policies, and regulatory requirements, ensuring sound judgment in all business practices
Partner effectively with bankers, product specialists, and other internal stakeholders to deliver seamless client service

Fulltime

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Origination / Credit Investments Manager

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