Investment Banking Analyst (Tech M&A) Kaizen Equity PartnersInvestment Banking Analyst (Tech M&A)Scottsdale, ArizonaSupport Business Development: Assist with business development initiatives by conducting industry and company research, preparing pitch materials, and supporting the development of client presentations and marketing collateral. What You Will Do Support Transaction Execution: Assist Associates and Vice Presidents with the execution of M&A and capital-raising transactions, including financial analysis, valuation work, diligence support, and preparation of transaction materials.
Mortgage Banker Morgan StanleyMortgage BankerTempe, AZ$110,000–$190,000 / yearJob Description/Position Responsibilities: Serve as the primary point of contact and Subject Matter Expert for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers using a variety of communication types, including verbal (preferred) and written, in order to: Provide consultation and advise Morgan Stanley on the credit risk of high-net-worth clients (i.e., high loan amounts and complex income, asset, and vesting scenarios) and the appropriate/available products and pricing to meet the clients' needs. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Middle Office Investment Banking Analyst MUFG Americas Holdings CorpMiddle Office Investment Banking AnalystTempe, AZ$70,000–$85,000 / yearAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. Liaise and coordinate pre-closing requirements with internal and external stakeholders (Portfolio Management, Syndications, Credit, Loan and Agency Services, Finance, Legal, and Back Office).
U.S. Private Bank - Private Banker - Executive Director JPMorgan Chase & CoU.S. Private Bank - Private Banker - Executive DirectorPhoenix, AZOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Investment Analyst- Portfolio Management STORE Capital CorpInvestment Analyst- Portfolio ManagementScottsdale, AZHow you will contribute to STORE's mission: The Investment Analyst is an integral member of STORE Capital's Portfolio Management team, focused on maintaining and maximizing the health of our $16 billion net-lease portfolio. This role is responsible for analyzing tenant and property financials, reviewing industry and customer performing trends, and collaborating with Portfolio Managers to assess risks and opportunities across the portfolio.
PWM Investment Analyst U.S. BancorpPWM Investment AnalystScottsdale, AZ$75,820–$89,200 / yearWill be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
PWM Investment Analyst U.S. BankPWM Investment AnalystScottsdale, ArizonaWill be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Associate Banker- Multinational Corporations- Associate JPMorgan Chase & CoAssociate Banker- Multinational Corporations- AssociatePhoenix, AZExperience serving multinational corporations, Global Passport clients, early-stage high-growth companies, or innovation economy sectors (e.g., technology, life sciences, fintech, cleantech, consumer innovation); Interest in or knowledge of venture capital, private equity, and innovation ecosystems. Morgan''s Middle Market Banking & Specialized Industries group, you will focus on growing and retaining profitable relationships with innovative multinational companies, including Global Passport clients, early-stage high-growth businesses, and companies operating within the innovation economy.
Sr Commercial Banker Dickinson Financial CorporationSr Commercial BankerScottsdale, AZExcels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review—to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. + Must be goal-oriented, self-disciplined, self-motivated, and client-focused with excellent interpersonal, verbal, and written communication skills, including a demonstrated ability to communicate complex data and structural components to a variety of people and work in a team-building environment.
Senior Treasury Analyst - Investments Western Alliance BancorpSenior Treasury Analyst - InvestmentsPhoenix, AZThe Senior Treasury Analyst is responsible for handling day-to-day investment activities such as daily collateral monitoring, investment transaction entry, prepurchase analysis, and security settlements. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
Investment Specialist First Citizens BancShares IncInvestment SpecialistPhoenix, AZBenefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. Bachelors Degree and 1 year of experience in Registered Securities Representative OR High School Diploma or GED and 5 years of experience in Registered Securities Representative.
Analyst, Alt Investments Northern Trust CorpAnalyst, Alt InvestmentsTempe, AZAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Investment Portfolio Analyst Columbia Banking System IncInvestment Portfolio AnalystPhoenix, AZ$68,000–$100,000 / yearPerforms security- and portfolio-level analysis to support buy and sell decisions including yield book analysis, unrealized loss analysis, stress and scenario analysis (including interest rate environments), and relative value to ensure alignment to strategy, liquidity, earnings (NII), capital and risk objectives. Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment-grade corporates, and money market instruments.
SVP, Relationship Banker III First Western Trust BankSVP, Relationship Banker IIIScottsdale, AZ$123,000–$185,400 / yearYou''ll work closely with internal partners to offer a comprehensive suite of wealth management services, all while overseeing complex commercial loan portfolios. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.
Business Solutions Banker JPMorgan Chase & CoBusiness Solutions BankerTempe, AZUnderstand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client; understand and recommend ways to keep clients' funds and accounts protected. Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio.
Business Solutions Banker - Not For Profit JPMorgan Chase & CoBusiness Solutions Banker - Not For ProfitTempe, AZUnderstand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client; understand and recommend ways to keep clients' funds and accounts protected. Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio.
Investment Specialist First Citizens BankInvestment SpecialistPhoenix, ArizonaFull timeThey also facilitate ongoing training with branch partners and Premier bankers to help them uncover opportunities to refer clients and prospects for investment consultation. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise .
Personal Banker Associate I - Scottsdale-McDowell Fifth Third BancorpPersonal Banker Associate I - Scottsdale-McDowellScottsdale, AZThe Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
NewInvestment Portfolio Analyst Columbia BankInvestment Portfolio AnalystPhoenix, AZ$68,000–$100,000 / yearPerforms security- and portfolio-level analysis to support buy and sell decisions including yield book analysis, unrealized loss analysis, stress and scenario analysis (including interest rate environments), and relative value to ensure alignment to strategy, liquidity, earnings (NII), capital and risk objectives. + Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment-grade corporates, and money market instruments.
Relationship Banker Bank of America CorpRelationship BankerPhoenix, AZOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. All designated at 5% travel Job Description:This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
NewRelationship Banker - Scottsdale Market Bank of America CorpRelationship Banker - Scottsdale MarketScottsdale, AZOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. All designated at 5% travel Job Description:This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Relationship Banker - Phoenix North Area Bank of America CorpRelationship Banker - Phoenix North AreaPhoenix, AZOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. All designated at 5% travel Job Description:This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Relationship Banker - bilingual Spanish required Bank of America CorpRelationship Banker - bilingual Spanish requiredPhoenix, AZOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. All designated at 5% travel Job Description:This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
NewRelationship Banker - Chandler Area Bank of America CorpRelationship Banker - Chandler AreaChandler, AZOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. All designated at 5% travel Job Description:This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
NewRelationship Banker - Fiesta Financial Center Bank of America CorpRelationship Banker - Fiesta Financial CenterMaricopa, AZOn screen copy: Trained by the award-winning Academy at Bank of America The onboarding and training I received through Bank of America's award-winning Academy offered personalized support, dedicated training time, and coaching that helped me prepare for the job. All designated at 5% travel Job Description:This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Personal Banker Associate II - Mesa-Val Vista Fifth Third BancorpPersonal Banker Associate II - Mesa-Val VistaMesa, AZPrimarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Vice President, Technology Investment Banking (M&A) Kaizen Equity PartnersVice President, Technology Investment Banking (M&A)Scottsdale, ArizonaAs a Vice President, you will be a key driver of client engagements—leading deal execution, managing teams, and working directly with founders, investors, and senior executives. Lead Transactions: Partner with senior leaders to take ownership of M&A and capital-raising processes, managing all aspects of execution including diligence, modeling, valuation, and negotiations.
Senior Premier Banker North Phoenix Scottsdale Wells Fargo & CoSenior Premier Banker North Phoenix ScottsdaleFountain Hills, AZThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Senior Branch Premier Banker Cave Creek & Tatum Wells Fargo & CoSenior Branch Premier Banker Cave Creek & TatumAZThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Senior Premier Banker Park Central Wells Fargo & CoSenior Premier Banker Park CentralPhoenix, AZThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.
Business Solutions Banker JPMorgan Chase Bank, N.A.Business Solutions BankerTempe, AZFull timeUse knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio. Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client.
NewAssociate Banker Bank of MontrealAssociate BankerAZ$41,714–$50,000 / yearProbes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Retail Relationship Banker Bank of MontrealRetail Relationship BankerGilbert, AZ$41,714–$65,000 / yearEngages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
NewCredit Support Analyst JPMorgan Chase & CoCredit Support AnalystTempe, AZAs a Credit Support Analyst Credit Coordinator in Commercial Solutions Credit, you serve as a liaison across internal and external partners to coordinate tasks required to document and close complex commercial loans. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
NewDirector - Corporate Development State FarmDirector - Corporate DevelopmentTempe, AZ$173,000–$228,500 / yearWith the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you! Lead diligence processes for acquisitions, joint ventures, and strategic alliances, coordinating cross-functional teams across finance, legal, technology, operations, risk and business units.
Finance Manager TRC Talent SolutionsFinance ManagerPhoenix, AZTemporarySummary: The Finance Manager – M&A and Integrations plays a critical role in driving the company’s growth strategy through financial leadership across mergers, acquisitions, and post-acquisition integrations. The ideal candidate brings strong analytical capabilities, cross-functional leadership skills, and hands-on experience managing complex transactions and integrations in a fast-paced environment.
2027 Operations Analyst Program - Summer Analyst (AZ, DE, FL, OH, TX) JPMorgan Chase & Co2027 Operations Analyst Program - Summer Analyst (AZ, DE, FL, OH, TX)Tempe, AZAfter training, you will join the Operations function within one of our lines of business (Asset & Wealth Management, Commercial & Investment Bank, Consumer & Community Bank or Corporate Functions) to be fully ingrained within your team's day-to-day activities and make a clear impact for the organization and our clients. Support data analytics and reporting for your team and the lines of business you support, alongside other projects such as recertifications of heightened risk sector clients and creating processes that will minimize breaches in data input from the various lines of business.
Associate, Restructuring Alvarez & Marsal Holdings LLCAssociate, RestructuringScottsdale, AZ$125,000–$145,000 / yearAs a Restructuring & Turnaround Associate, you will have the opportunity to work alongside professionals recognized as authorities across a diverse set of industries, and with the guidance of the most talented restructuring practitioners, you will drive changes that preserve and create value, impacting the worlds most recognized organizations, and their people. iHeart and Gibson Brands) have earned us multiple industry awards such as: Turnaround Management Associations (TMAs) 2019 Turnaround of the Year: International Company - Seadrill Limited; TMAs 2019 Transaction of the Year: Mid-Size Company - Gibson Brands, Inc. and 2018 Transaction of the Year: Large Company - Performance Sports Group Ltd.
UHNW Mortgage Underwriter Morgan StanleyUHNW Mortgage UnderwriterTempe, AZOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. By combining our lending financial services business with private banking products built specifically to service the needs of Financial Advisors and their clients, we can tailor banking and lending solutions to client needs.
Sr. Reporter Shale/A&D Crain Communications IncSr. Reporter Shale/A&DPhoenix, AZ$80,000–$100,000 / yearThe successful candidate will become a trusted authority on U.S. shale and upstream dealmaking, consistently delivering exclusive reporting, insightful analysis, and indispensable intelligence that helps Hart Energy readers understand where capital is moving, which operators are gaining momentum, and how strategic decisions are reshaping the North American energy landscape. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ) JPMorgan Chase & Co2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)Tempe, AZThe FADP full-time program features a 21-month experience in a phone-based role in the Client Service Center, allowing Analysts to deepen their knowledge of customer service and the wealth management industry while receiving intentional professional development experiences to ensure an impactful transition to an advisor role post program. Morgan Wealth Management, we're committed to delivering talented and dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals.
NewAcquisitions Analyst/Associate - Real Estate Macdonald & CompanyAcquisitions Analyst/Associate - Real EstatePhoenix, AZ$100,000–$125,000 / yearKey Responsibilities Support senior investment professionals with sourcing, assessing, and tracking investment opportunities across diverse real estate asset typesBuild and maintain financial models and cash‑flow projectionsDraft investment summaries, offering packages, marketing collateral, and other materials required for transactionsWork closely with internal groups such as asset management and accounting to support deal executionConduct market research and keep internal databases updated with relevant economic and real estate metricsQualifications Investment Banking background as an analyst or associateFamiliar with financial modeling concepts (IRR, DCF, NPV) and capable of advanced quantitative analysisStrong proficiency in Excel, Word, and PowerPointExceptional written and verbal communication skills for interaction with internal teams and external partnersHighly organized, able to manage multiple priorities, and equipped with strong analytical capabilities and meticulous attention to detailSelf‑starter with solid problem‑solving abilitiesSeniority level: AssociateEmployment type: Full‑timeJob function: AnalystLocation: Phoenix, AZ | Salary: $100,000.00-$125,000.00Referrals increase your chances of interviewing at Macdonald & Company by 2x#J-18808-Ljbffr. The Role The Analyst/Associate will play an integral role in shaping investment decisions, diving into complex real estate opportunities and translating data into actionable insights.
Financial Analyst II Advisor GroupFinancial Analyst IIScottsdale, AZBasic Requirements: Minimum of 3-5 years’ experience in FP&A, finance, or business analysis role Advanced financial modeling and analysis skills preferred Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment Advanced proficiency in the use of business applications, particularly Excel and PowerPoint Experience with financial reporting and general ledger applications tools is required, experience with Workday Financials a plus. Must have acute attention to detail Strong written and verbal communication skills Preferred Requirements: Prior financial services industry experience required (wealth management, investment management, broker-dealer, insurance, banking, specialty finance) Current Employees and Contractors Apply Here Don't see a job that works for you?
Financial Planning and Analysis Senior Analyst Western Alliance BancorpFinancial Planning and Analysis Senior AnalystPhoenix, AZAnalyze business performance, key drivers, and financial trends to provide actionable insights to senior leaders, perform ad hoc financial analysis, evaluation investment opportunities, assist in capital planning / risk assessments, and support special projects as needed. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
Financial Analyst II OsaicFinancial Analyst IIScottsdale, AZ$63,750–$90,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Prior financial services industry experience required (wealth management, investment management, broker-dealer, insurance, banking, specialty finance).
NewAnalyst, Strategic Operations AZUS Arizona Urology Specialists CAnalyst, Strategic OperationsPhoenix, ArizonaThe Analyst, Strategic Operations will be an integral member of the Arizona Operations leadership team, supporting the execution of strategic initiatives, operational improvement efforts, service line growth, and practice integrations across the Arizona market. The Senior Analyst will partner closely with executive leadership, physicians, and cross-functional teams to evaluate growth opportunities, solve complex business challenges, and drive key operational initiatives.
Business Banking Portfolio Monitoring Analyst U.S. BancorpBusiness Banking Portfolio Monitoring AnalystTempe, AZ$22.50–$30 / hourIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Responsible for reviewing financial statements, tax returns, personal financial statements and company compliance certificates to support lending activities associated with large credit transactions.