- BMO Financial Group (Beverly Hills, CA)
- …partners. + Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee- based sales, and financial planning. + ... providing fee- based advice. + In-depth understanding of deposit and loan (including mortgage) products and banking services. + Technical proficiency gained… more
- Citigroup (Los Angeles, CA)
- …Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to monthly advance servicing, project ... disbursement and approval process. * Coordinate various actions internally with Asset Managers, Construction Management, Risk, and Operations. * Review disbursement… more