- City National Bank (San Francisco, CA)
- …of stabilized/mini-perm loans and related products across various real estate asset classes. Analyzes loan transactions and credit worthiness of borrowers and ... of the Investor CRE portfolio, including risk assessments, real estate asset reviews, guarantor assessments, and loan modifications. Identifies risk proactively to… more
- Banc of California (Los Angeles, CA)
- …(the "bank"). Banc of California is one of the nation's premier relationship- based business banks focused on providing banking and treasury management services to ... updates and other patch management directives. + Performs hardware asset audit tasks as directed by IT Support Manager...not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair… more
- Bank of America (Monterey, CA)
- …Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds **The Advisor ... the largest businesses of its kind in the world specializing in goals- based wealth management, including planning for retirement, education, legacy, and other life… more
- BMO Financial Group (Los Angeles, CA)
- …strategies. + 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 (Encino, CA)
- …and manage business credit opportunities up to $15 million; provide support to branch- based business bankers on sizeable business credit deals as needed + Deliver an ... + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities… more
- JPMorgan Chase (Irvine, CA)
- …requirements **Required Qualifications, Capabilities and Skills** + Seven plus 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
- 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
- Umpqua Bank (Walnut Creek, 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
- Bank of America (Sacramento, CA)
- …to the next phase as an advisor + Builds relationships with internal service providers based on client needs and asset thresholds + Manages risk proactively in ... communities around the world by connecting them to the lending , investing and giving they need to remain vibrant...committed to an in-office culture with specific requirements for office- based attendance and which allows for an appropriate level… more