- BMO Financial Group (Walnut Creek, CA)
- …product experts and process all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you ... build relationships and deliver the desired customer experience. + Enjoy a tremendous, values- based culture that focuses on providing you with all the tools and… more
- US Bank (Los Angeles, CA)
- …annual loan volume and DPS goals. 3. Grows net revenue year-over-year through lending activities including loan fees and interest income, and non-credit business. 4. ... with the bank. This may involve working with the Project Management and Asset Management teams. 9. Manages overall customer and portfolio profitability in the… more
- JPMorgan Chase (San Francisco, CA)
- …technologies **Required Qualifications, Capabilities and Skills:** + Five plus years of lending or credit support related experience with a focus on business ... maintaining positive client relationships + Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions. + Strong creative solution, problem… more
- JPMorgan Chase (San Francisco, CA)
- …for new commercial real estate transactions with an emphasis on multifamily lending . You will operate in a dynamic, high-volume, and fast-paced environment, ... and skills** + Minimum 2+ years of experience in commercial real estate lending or 3+ years in other banking/finance experience. + Good understanding of multifamily… more
- Citigroup (Beverly Hills, CA)
- …range of products and solutions, including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help ... to optimize client service and cross-marketing opportunities. + Work across currencies, asset classes, markets and jurisdictions + Engage and advise clients on… more
- MetLife (Fresno, CA)
- Role Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management ("MIM") is one of the largest institutional investors and asset managers in ... has more than 850 dedicated professionals with experience and expertise in all asset classes, with a strength in public and private fixed income and private… more
- Columbia Bank (San Luis Obispo, CA)
- …Receivable, Inventory and other collateral information to determine adequate collateral coverage for Asset Based loans. + Analyzes financial data related to new ... and renewal commercial loan requests, including lines of credit, asset - based lines, equipment financing loans and/or commercial real estate loans. +… more
- City National Bank (Los Angeles, CA)
- …(including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials ... the preparation of quarterly and annual reports.) * Provide customized solutions for asset management clients in support of both their managed Funds and the capital… more
- JPMorgan Chase (San Francisco, CA)
- …to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary designations) and complex (eg, GRATs, split-interest trusts). We ... also useful but not required. Knowledge of issues relating to securities- based compensation (restricted stock, employee stock options, performance share units,… more
- BMO Financial Group (Sacramento, CA)
- …partners. + Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee- based sales, and financial planning. + ... referrals for personal and commercial banking products (eg personal banking, lending , and investments). + Implements a relationship management plan in collaboration… more
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