• Managing Director, Strategic Capital Management…

    BMO Financial Group (Newport Beach, CA)
    …compliance policies are met. + Preferred experience in large corporate/commercial lending , syndications. + Independently, easily able to analyze financial, business ... that align with enterprise objectives. Viewed as a knowledge resource in this field of practice. + Takes a proactive approach to developing the bank's capabilities… more
    BMO Financial Group (04/03/25)
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  • Private Banking Advisor

    CIBC (Newport Beach, CA)
    …have a minimum 10 years of experience in high-net-worth wealth management or a related asset , lending or deposit growth field . + You have demonstrated ... closely building a team around the clients that includes Private Bankers, Asset Relationship Managers, Wealth Specialists, and other CIBC lines of business… more
    CIBC (04/04/25)
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  • Managing Director, Commercial Banking (Specialty…

    BMO Financial Group (CA)
    Searching for a results-driven originator with experience in the non-bank lending sector-someone who understands how lenders operate, whether they serve consumers or ... and deliver timely solutions. + Oversees documentation and ongoing monitoring of asset and client performance. + Obtains credit concurrence and coordinates pricing… more
    BMO Financial Group (05/08/25)
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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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  • Commercial Banking Market Manager

    Umpqua Bank (Irvine, CA)
    …Senior Credit Officers on credit terms and structures. + Experience with syndications, asset - based lending , capital structure finance, leveraged lending , ... **You:** + Bachelor's degree in business administration, finance, a related field , orequivalent (Required) + 7-10years of relevant commercial banking experience… more
    Umpqua Bank (05/20/25)
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  • Portfolio Manager (AVP/VP/SVP)

    Banc of California (Fresno, CA)
    …evaluates and structures lower complexity credit requests, including, but not limited to asset - based lending , term loans, and commercial real estate loans. ... (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… more
    Banc of California (05/16/25)
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  • Credit Officer Lead Corporate Banking

    City National Bank (San Francisco, CA)
    …delayed draw terms loans, and CAPEX lines across multiple product lines including asset - based , asset -backed, unitranche, cash flow, and unsecured. * Manage ... inquiries from internal and external constituents (eg clients, auditors, field examiners, appraisers, counsel, etc.) concerning credit policies, procedures,… more
    City National Bank (03/26/25)
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  • Senior Manager, Structural Market Risk

    BMO Financial Group (San Francisco, CA)
    …alignment of assumptions and practices among core elements of Corporate Treasury Asset Liability Management: structural market risk, FTP and hedging strategies + ... recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. +...and select data from internal and external sources eg lending system, payment system, external credit rating system. +… more
    BMO Financial Group (05/02/25)
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  • Associate, Structuring - Real Estate Structured…

    Bank of America (Newport Beach, CA)
    …range of financial institutions, public companies, and financial sponsors; providing secured asset - based financing; advising financial institutions on asset ... US and Canada. RESF also focuses on commercial mortgage balance sheet lending , commercial real estate backed CLOs and securities underwriting for institutional… more
    Bank of America (05/01/25)
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  • Manager, Structural Market Risk

    BMO Financial Group (San Francisco, CA)
    …alignment of assumptions and practices among core elements of Corporate Treasury Asset Liability Management: structural market risk, FTP and hedging strategies + ... discover and select data from internal and external sources eg lending system, deposit system. + Builds effective relationships with internal/external stakeholders… more
    BMO Financial Group (04/25/25)
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