Lending jobs in Valley Stream, New York - Page 2Create job alerts

Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you're looking for! Join the nation's #1 multifamily lender as a Client Associate on our multif

As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

Update Residential Mortgage Lending Procedure as needed. Minimum 2 years of Residential lending experience required. Originate and underwrite residential mortgage loans and maintain relationship with customers.

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

Assess the risk of mortgage lending activity, and offset risk by ensuring the recovery of funds using collection letters, calls, and skip tracing to resolve delinquent mortgage accounts and mitigate losses in order to contribute to the financial soundness of UNFCU.This position is expected to be hyb

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

Wells Fargo is seeking a Branch Operations Coordinator for our National Branch Network as part of the Consumer Banking and Lending division. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. They are accountable for execution of all a

Associate Personal Banker (SAFE). Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. Refer customers' financial needs to other bankers and partners as needed.

As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lending

Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Chase is a leading financia

As a Mortgage Loan Officer within PNC's Mortgage organization, you will be based in greater Metro NYC and Bergen County area of NJ. Recommends loan solutions in accordance with lending guidelines and clients' requirements. Develops and prepares loan solutions and refers products and services; review

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description SimpleCITI Companies, Hiring for Graphic Designer Overview: SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, development, and specialty lending. With expertise in industrial, commercial, mixed-use, and residential real estate, SimpleCITI operates at the intersection of capital deployment, operational execution, and long-term value creation. Our real estate verticals include: • SimpleEQUITIES (Private Equity Real Estate), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Property Management), • SimpleBRICKS (Development), • SimpleREALTY ADVISORS (Brokerage & Leasing) Job Description: SimpleCITI is seeking a creative, detail-driven Graphic Designer to elevate our brand presence across all materials and communications. From pitch decks to investor brochures, this role is responsible for ensuring visual consistency and high-quality design throughout every client-facing and internal document. You’ll work closely with company leadership to design and produce materials that reflect the sophistication and clarity of our platform. Branding & Visual Identity • Create and refine logos, wordmarks, and visual identity systems for SimpleCITI and its subsidiaries, • Ensure brand guidelines are consistently applied across all materials and platforms, • Develop visual assets for use on websites, signage, social media, and email marketing Print & Digital Collateral Design • Design investor materials including offering memoranda (OMs), brochures, and one-pagers, • Create booklets, presentations, and pitch decks that support company growth initiatives, • Develop business cards, letterheads, and branded templates for internal teams, • Build clean, interactive PDF forms for lease applications, onboarding, and compliance, • Assist with the layout and design of employee handbooks and internal guides Execution & Production • Prepare and export final design files for print, digital, or web platforms, • Work with external printers, developers, and vendors to ensure quality results, • Organize design files and templates for internal access and re-use Collaboration & Innovation • Collaborate with leadership across departments to translate business needs into design deliverables, • Suggest creative improvements to existing materials and explore new design formats, • Stay up to date on industry design trends and real estate presentation standards Requirements • 2–5 years of experience in graphic design, branding, or marketing communications, • Proficiency in Adobe Creative Suite (Photoshop, InDesign, Illustrator) and Canva, • Experience designing professional materials in real estate, finance, or corporate sectors preferred, • Ability to manage multiple projects with speed, accuracy, and attention to detail, • Strong visual sense, layout skills, and an eye for typography and color, • Organized, communicative, and comfortable taking initiative Bonus: • Advanced Adobe Creative Suite skills and experience with motion graphics or animation, • Experience with PowerPoint, Figma, or basic HTML/CSS, • Experience with commercial real estate or private equity marketing materials, • Photography, video editing, or motion graphics skills

Job Description Job description Premium Merchant Funding (PMF) is a Wall Street-based fintech company that is revolutionizing the way small businesses access financial services. Our goal is simple: to provide businesses with the financial tools they need to thrive. We’re now looking for ambitious, hard-working interns to join us for a full-time, high- energy summer internship in our Queens office. Why Join PMF? This internship offers you the unique opportunity to work in an exciting, fast-paced environment with a Wall Street mentality, all while being part of a growing team in Queens. You’ll gain hands-on experience in fintech, develop critical skills, and receive top-tier training—all while contributing to the success of small businesses across the country. Plus, for high-performing interns, there’s the real opportunity to secure a full-time position at the end of the internship. Here’s why you should join us: ● Massive Growth Potential: This is not just an internship; it's a career-launching opportunity with the chance to turn your internship into a full-time role if you meet performance targets. ● Comprehensive Training: Receive world-class training in sales, fintech, and small business lending, with mentorship from seasoned professionals who are invested in your success. ● Collaborative & High-Energy Environment: Work alongside a dynamic, motivated team in a fast- paced, growth-oriented office. Every day is a chance to learn, grow, and contribute. What You’ll Do: As a Full-Time Sales Intern, you’ll be an integral part of our sales team, gaining hands-on experience in fintech and small business lending. Your responsibilities will include: ● Lead Generation: Assist with prospecting, outreach, and identifying potential clients who would benefit from our financial products. ● Client Support: Help manage client relationships and provide support in onboarding and follow-up, ensuring seamless transactions. ● Sales Assistance: Work closely with our sales team to develop your understanding of needs-based selling and refine your communication skills. ● Team Collaboration: Engage in daily team meetings, brainstorming sessions, and collaborative projects, contributing ideas and learning from experienced professionals. Our Commitment to Diversity: At PMF, we celebrate diversity and are committed to fostering an inclusive environment where everyone can thrive. We welcome applicants from all backgrounds, regardless of gender, race, religion, or orientation. If you have the drive and ambition to excel, you’ll be a great fit with our dynamic and innovative team. Ready to Jumpstart Your Career? Don’t miss this exciting opportunity to be part of a Wall Street-based company with massive growth potential, top-tier training, and an energetic work environment in Queens. Apply now and take the first step towards an exciting future in fintech and sales! Industry: Financial Services Employment Type: Full-Time Internship (June 8th - July 31st) Compensation: $2,000 - $7,000 On Target Earnings

Job DescriptionOverview: SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, investment advisory, property management, development, and specialty lending. Backed by a multi-generation family office legacy, SimpleCITI offers differentiated real estate and private investment solutions to institutional and private wealth investors. Our operating companies include: • SimpleEQUITIES – Private Equity Real Estate, • SimpleADVISORY – SEC-Registered Investment Adviser, • SimpleMANAGE – Commercial Property Management, • SimpleBRICKS – Development, • SimpleSPACES – Industrial & Warehouse Platforms Job Description: SimpleCITI is seeking a results-driven Director of RIA & Family Office Distribution to support and expand distribution of SEC RIA-advised real estate and specialty finance investment products. This role is responsible for developing and managing relationships across the RIA, family office, and private wealth channels, driving product approvals, capital inflows, and long-term advisor partnerships. This is a hybrid role, combining in-office collaboration with client-facing travel, meetings, and industry events. Key Responsibilities: Advisor & Relationship Development: Develop and maintain strong relationships with Registered Investment Advisors (RIAs), family offices, and select institutional-adjacent investors. Product Distribution & AUM Growth: Execute distribution strategies to drive product adoption and asset growth across SimpleCITI’s investment offerings. Product Presentation & Education: Present investment products through in-person and virtual meetings, webinars, conferences, and industry events. Market Intelligence & Opportunity Identification: Monitor advisor demand, competitive offerings, and industry trends to identify new distribution opportunities. Primary External Point of Contact: Serve as the primary relationship manager for external advisors, providing ongoing support, follow-up, and communication. Internal Coordination & Alignment: Collaborate with internal investment, operations, marketing, and compliance teams to ensure alignment between distribution efforts and operational capabilities. Sales & Marketing Support: Assist in the development of sales materials, product decks, and advisor-facing communications tailored to specific client needs. Compliance Partnership: Coordinate closely with the compliance team to ensure all sales and marketing activities adhere to regulatory requirements. Field Feedback & Strategic Input: Provide structured feedback from advisor interactions to support product refinement and strategic planning. Requirements Qualifications: • Proven track record in wholesaling investment products, preferably within the RIA, real estate, or specialty finance sectors., • Established relationships with RIAs are required., • 3+ Years of Experience, • Deep understanding of real estate investment vehicles (e.g., REITs, private equity funds, 1031 exchanges) and specialty finance products., • Exceptional communication and presentation skills with the ability to convey complex concepts clearly and persuasively., • Strong organizational skills and the ability to balance external and internal responsibilities effectively., • Proficiency in CRM tools and data analysis to track client interactions and sales performance., • Bachelor’s degree in finance, business, or a related field. Advanced degrees or certifications (e.g., CFA, CAIA, Series 7, 63, 65/66) are preferred.

This Jobot Job is hosted by: Colleen Gormley Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $180,000 - $200,000 per year A bit about us: Our client is a full-service law firm that has been serving clients since 1850, offering competitive salary, e

Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Planet Home Lending, you will: Respond to borrower inbound calls concerning their account, ensuring high quality service and adhering to productivity and regulatory requirements; Research customer issues and work

A minimum of 5 years of experience as an attorney specializing in lending finance. Demonstrated ability to stay updated with the latest developments in lending finance law. Job Details Job Details: We are seeking a highly skilled and experienced Permanent Associate Attorney specializing in Lending F

Provide legal advice and guidance on a variety of commercial lending issues. Stay abreast of legal developments affecting the commercial lending industry, and advise clients accordingly. A minimum of 1-3 years of experience in commercial lending experience, preferably with a focus on institutional l

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

Treasury Management Officer In Commercial Banking.Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and mai

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports yo

Treasury Management Officer In Commercial Banking.Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and mai