• Private Banking Advisor

    CIBC (Newport Beach, CA)
    …a minimum 10 years of experience in high-net-worth wealth management or a related asset , lending or deposit growth field. + You have demonstrated knowledge of ... a team around the clients that includes Private Bankers, Asset Relationship Managers, Wealth Specialists, and other CIBC lines...value for all CIBC stakeholders is driven by a business culture based on common values: Trust,… more
    CIBC (07/30/25)
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  • Senior Fiduciary Coordinator - Estate Services

    Wells Fargo (San Francisco, CA)
    …Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending , and trust ... specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the WIM Diverse… more
    Wells Fargo (07/26/25)
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  • Principal Capital Markets Manager, Portfolio…

    Intuit (San Francisco, CA)
    …possible. The QuickBooks Capital (QBC) team is on a mission to transform small business ("SMB") lending . If you are passionate about innovating for small ... influence the strategic execution of large transactions for the business . This role will be based out...Capital. **What you'll bring** + 10+ years experience in lending capital markets, preferably from a bank, specialty finance… more
    Intuit (07/19/25)
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  • Managing Director, Strategic Capital Management…

    BMO Financial Group (San Francisco, CA)
    …management and enhanced return initiatives for the Bank. Working with lines of business and product partners, develops options to de-risk or reduce loan exposures ... compliance policies are met. + Preferred experience in large corporate/commercial lending , syndications. + Independently, easily able to analyze financial, … more
    BMO Financial Group (08/08/25)
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  • Commercial Real Estate Senior Client Associate

    JPMorgan Chase (San Francisco, CA)
    …small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base ... sector? If so, the Commercial Real Estate Commercial Term Lending team is the perfect place for you! This...team, you will have the opportunity to cultivate strong business relationships through proactive outreach to prospects and existing… more
    JPMorgan Chase (06/11/25)
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  • GRT Commercial Banking Originations Leader

    Wells Fargo (Los Angeles, CA)
    …Proven expertise in the leadership of originating, structuring, negotiating and closing commercial lending transactions, asset based or otherwise + Strong ... The ideal candidate will bring deep expertise in secured or specialized lending , a strong leadership background, and a proven ability to develop high-performing… more
    Wells Fargo (08/10/25)
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  • Counsel, Institutional Legal

    Coinbase (Sacramento, CA)
    …most relevant to their role. The Legal Counsel (Institutional Legal, Financing) role will be based in the US or UK working as part of the Institutional Legal team ... financing space with specific focus on our trade finance, portfolio margining, bilateral lending , agency lending , and collateral products. * Provide full product… more
    Coinbase (08/09/25)
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  • Senior Lead Fiduciary Advisory Specialist - Estate…

    Wells Fargo (San Francisco, CA)
    …Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending , and trust ... **Banking, Lending , & Trust (BL&T)** unlocks access to Wells...assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies. The section also provides support to the… more
    Wells Fargo (07/26/25)
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  • Portfolio Manager (AVP/VP/SVP)

    Banc of California (San Luis Obispo, CA)
    …evaluates and structures lower complexity credit requests, including, but not limited to asset - based lending , term loans, and commercial real estate loans. ... Banc of California is one of the nation's premier relationship- based business banks focused on providing banking...should consist of a good to strong understanding of lending , specifically, cash flow and collateral analysis and loan… more
    Banc of California (08/02/25)
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  • Credit Officer Lead Corporate Banking

    City National Bank (Irvine, CA)
    …delayed draw terms loans, and CAPEX lines across multiple product lines including asset - based , asset -backed, unitranche, cash flow, and unsecured. * Manage ... or assist in problem resolution. * Maintain up-to-date knowledge on all Bank lending policies and regulations. Confer with the Credit Manager and appropriate Bank… more
    City National Bank (08/07/25)
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