• Loan Administrator Senior

    City National Bank (Los Angeles, CA)
    …submit to the CLC. Coordinates with Real Estate Documentation, Income Property Group and Asset Based Lending departments, as applicable, to ensure loan ... documentation support to Personal & Business Banking Relationship Managers and Credit Officers in facilitating loan preparation and documentation activities. Serves… more
    City National Bank (05/15/25)
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  • Director - Strategic Financing Services…

    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
    Cherry Bekaert (04/29/25)
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  • Trust Officer - Special Needs (Trust…

    Wells Fargo (Pasadena, 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 ... of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
    Wells Fargo (05/16/25)
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  • Associate Trust Officer - Associate Fiduciary…

    Wells Fargo (Long Beach, 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 ... of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. *… more
    Wells Fargo (05/10/25)
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  • Senior Manager, Structural Market Risk

    BMO Financial Group (San Francisco, CA)
    …data owners to discover and select data from internal and external sources eg lending system, payment system, external credit rating system. + Builds effective ... alignment of assumptions and practices among core elements of Corporate Treasury Asset Liability Management: structural market risk, FTP and hedging strategies +… more
    BMO Financial Group (05/02/25)
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  • Specialty Finance Product Specialist - Senior…

    Neuberger Berman (Lenwood, CA)
    …as outlined below. **Key Responsibilities:** + Develop deep understanding of specialty finance and asset - based lending + Serve as a resource for broader ... business, is NB Specialty Finance ("NBSF"), a leading strategy that lends within the asset - based finance markets. Both NBSF and the overall business it sits… more
    Neuberger Berman (03/04/25)
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  • Application Writer & Community Engagement…

    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
    Cherry Bekaert (03/13/25)
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  • Business Relationship Manager Senior Acquisition…

    JPMorgan Chase (Irvine, CA)
    …manage business credit opportunities up to $15 million; provide support to branch- based business bankers on sizeable business credit deals as needed + ... + 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 (05/10/25)
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  • Community Mortgage Consultant

    HSBC (Fremont, CA)
    …high quality residential first lien mortgage loans that meet HSBC's credit , compliance, workflow and other rules and guidelines.Counsel customers on various ... and maintain long-term relationships with community development groups, affordable lending nonprofits, realtors, builders, attorneys, financial advisors and other… more
    HSBC (05/05/25)
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  • Impact Finance - Renewable Energy Tax Credits…

    US Bank (Los Angeles, CA)
    …goals. Collaborates closely with various internal functions including Project and Asset management, Syndications, Finance, Lending , Business Impact, Sustainable ... - Typically three or more years of management or direct tax credit business development experience **Preferred Skills/Experience** - Advanced knowledge of and… more
    US Bank (05/13/25)
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