- 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 (Culver City, 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
- JPMorgan Chase (Palo Alto, 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
- JPMorgan Chase (San Francisco, CA)
- …be capable of independent activity. However, our client delivery model is team based and a qualified relationship executive must be highly effective operating in a ... team based environment. Strong interpersonal skills should be complemented by...Qualifications, Capabilities and Skills** + Seven plus years direct lending or credit support related experience, with a focus… more
- JPMorgan Chase (Palo Alto, CA)
- …web applications; application development in commercial real estate products including lending and originations. This position requires any amount of experience with ... Spinnaker to automate and streamline the software release process in cloud- based environments; utilizing web technologies, including Webpack 5, Babel, Redux, CSS3,… more
- JPMorgan Chase (San Francisco, CA)
- …new technologies **Required qualifications, capabilities and skills:** + Five plus years lending or credit support related experience with a focus on business ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- JPMorgan Chase (San Francisco, CA)
- …Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining positive client ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- JPMorgan Chase (Los Angeles, CA)
- …**Required Qualifications, Capabilities and Skills** + Minimum of Five years direct lending or credit support related experience with a focus on business ... and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base… more
- Columbia Bank (San Luis Obispo, CA)
- …renewal Middle Market credit requests comprised of working capital lines of credit, asset - based lines of credit, commercial real estate loans (Owner Occupied and ... prospects by the borrower; derives conclusions supporting the credit recommendation based on documented facts and/or sound judgement. + Prepare timely, concise… more
- City National Bank (Los Angeles, CA)
- …preparation of quarterly and annual reports.). *Role:* Underwrite and manage cash-flow and asset - based loans ≥$25.0 million for the national Food & Beverage ... (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials… more