- Cherry Bekaert (Sacramento, CA)
- …demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending , structured finance or related field + Knowledge of ... and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services. The Director will oversee the Application and Strategic… more
- BMO Financial Group (Truckee, CA)
- …product experts and process all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you ... build relationships and deliver the desired customer experience. + Enjoy a tremendous, values- based culture that focuses on providing you with all the tools and… more
- BMO Financial Group (San Francisco, CA)
- …and deliver timely solutions. + Oversees documentation and ongoing monitoring of asset and client performance. + Obtains credit concurrence and coordinates pricing ... + Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. + Compiles pre-call and post call information… more
- CalSTRS (Sacramento, CA)
- …Income Unit is dedicated to maximizing risk-adjusted total return within a multi- asset class portfolio. They provide value through innovative/active asset ... Inflation Protected Securities, RMS Long Duration Treasuries, Cash Management, Securities Lending and Currency Management reside within the Fixed Income unit. Under… more
- HSBC (Fremont, CA)
- …or expression or any other trait protected by applicable law. **Job Field :** Asset and Wealth Management **Primary Location:** North America-United ... and maintain long-term relationships with community development groups, affordable lending nonprofits, realtors, builders, attorneys, financial advisors and other… more
- Citigroup (San Francisco, CA)
- …Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a ... range of products and solutions, including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help… more
- 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
- City National Bank (San Francisco, CA)
- …of stabilized/mini-perm loans and related products across various real estate asset classes. Analyzes loan transactions and credit worthiness of borrowers and ... of the Investor CRE portfolio, including risk assessments, real estate asset reviews, guarantor assessments, and loan modifications. Identifies risk proactively to… more
- City National Bank (Irvine, CA)
- …of stabilized/mini-perm loans and related products across various real estate asset classes. Analyzes loan transactions and credit worthiness of borrowers and ... Investor CRE portfolio, including on-going risk assessments, real estate asset reviews, guarantor assessments, and loan modifications. Identifies risk proactively… more
- Bank of America (San Mateo, CA)
- …to the next phase as an advisor + Builds relationships with internal service providers based on client needs and asset thresholds + Manages risk proactively in ... the largest businesses of its kind in the world specializing in goals- based wealth management, including planning for retirement, education, legacy, and other life… more