- 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... credit , lending , investment strategy, trust administration and… more
- BMO Financial Group (Castro Valley, CA)
- …ensure sound credit granting principles; recommends remedies to maintain acceptable asset and credit quality. + Executes quality customer review meetings for ... deliver the desired customer experience. + Enjoy a tremendous, values- based culture that focuses on providing you with all...mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies… more
- BMO Financial Group (Sherman Oaks, CA)
- …and deliver timely solutions. + Oversees documentation and ongoing monitoring of asset and client performance. + Obtains credit concurrence and coordinates ... lending environment with solid achievements in developing business. + Formal credit training and prior lending authority. + Seasoned expert with extensive… more
- PNC (Calabasas, CA)
- …Assets Manager within PNC's Multifamily Capital organization, you will be based in Pittsburgh, Portland, Kansas City, Dallas, Louisville, Cincinnati or Calabasas. ... Manager 1. Multifamily or commercial real estate experience, preferably in Asset Management, Loan Servicing or Underwriting. 2. Prior experience conducting detailed… more
- Umpqua Bank (Irvine, CA)
- …new and renewal Middle Market credit requests comprised of working capital lines of credit , asset - based lines of credit , commercial real estate loans ... may impact the repayment prospects by the borrower; derives conclusions supporting the credit recommendation based on documented facts and/or sound judgement. +… more
- City National Bank (San Diego County, CA)
- …to the loan center. Coordinates with Real Estate Documentation, Income Property Group and Asset Based Lending departments, as applicable, to ensure loan ... Provides SBA 7A loan documentation supports Relationship Managers and Credit Officers in facilitating loan preparation and documentation activities. Serves… more
- Cherry Bekaert (Sacramento, CA)
- …of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending , structured finance or related field + ... team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding… more
- Wells Fargo (Irvine, CA)
- …+ Lead or participate in the structuring and executing of cash flow underwritten credit facilities, asset - based loans, real estate loans, and certain other ... commercial lending and treasury management + Completion of formal credit training program + Demonstrated experience working collaboratively to deliver the… more
- JPMorgan Chase (San Francisco, CA)
- …new technologies **Required Qualifications, Capabilities and Skills:** + Five plus years of lending or credit support related experience with a focus on business ... **Preferred Qualifications, Capabilities and Skills:** + Bachelor's degree and formal credit training + Sales management, business development skills, proficiency in… more
- Cherry Bekaert (Sacramento, CA)
- …NMTC allocation applications, tax credit placement and deployment, and tax credit compliance and asset management services. The Application Writer will ... years of professional/industry experience in grant writing, community development finance, tax credit finance or CDE/CDFI Lending + Strong written communication… more
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