- 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)
- …small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base ... you will hire and direct team members in their business development efforts to grow and retain profitable banking...in a Commercial Bank setting, specifically leading a commercial lending sales team with proficiency in building and maintaining… more
- JPMorgan Chase (Los Angeles, CA)
- …small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base ... of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your… more
- 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 ... strong and resilient. You help the firm grow its business responsibly by anticipating new and emerging risks, and...Minimum 7+ years of experience in commercial real estate lending , credit analysis, or loan workouts. + Thorough understanding… more
- SMBC (Brea, CA)
- …services of a smaller bank. Specialties: Commercial Loans and Lines of Credit, Asset - Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, ... lending , focused on monitoring and servicing commercial and business loan transactions, verifying, and reconciling various financial transactions in the… more
- Cherry Bekaert (Sacramento, CA)
- …applications, tax credit placement and deployment, and tax credit compliance and asset management services. The Application Writer will manage the process for ... supporting documents for strategic and technical opportunities + Writing compelling business strategy, community outcomes and other narratives to maximize scoring… more
- Manulife (CA)
- …expectation. Coordination with local farm operations team to assess underwriting assumptions based upon current and expected market conditions. + Ownership of the ... Ten years of progressive experience in agricultural property management, real estate lending or acquisitions and a proven track record of strategically identifying… more
- BlackRock (San Francisco, CA)
- …trillion in assets under management, BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk ... in assets under management, BTC offers active and indexing strategies, and securities lending and transition management services. As a member of the SF Legal &… more
- City National Bank (Los Angeles, CA)
- …of the CCO. * Interpret trend data on the portfolio regarding to asset quality trends and the correlation of policy exceptions to overall portfolio performance. ... * Ensure timely and accurate implementation and communication to lending personnel of policy and guidelines by publishing and...Strong verbal and written communication skills; ability to do business presentations to small groups. * Ability to work… more
- Cherry Bekaert (Sacramento, CA)
- …(NMTC) allocation applications, NMTC placement and deployment, and NMTC compliance and asset management services. The Consultant Manager will build a pipeline of ... viability. + Actively manage a pipeline of community development finance investing, lending , and growth initiatives + Collaborate with GPS and GovCon teams to… more