• GCIB - Portfolio Management, Power & Utilities-…

    MUFG (Los Angeles, CA)
    …on underwriting and portfolio management in the Power & Utilities vertical lending business for investment grade & non-investment grade, leverage finance, and ... sponsor- based clients . As a Vice President, you will...divisions + Maintain direct communication with assigned customers **Deal Support :** + Work with business lines/product groups to identify… more
    MUFG (03/12/25)
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  • Wealth Strategist / Certified Financial Planner

    BMO Financial Group (San Francisco, CA)
    …awareness of key products and services with the objective of generating increased asset levels from HNW investors. Supports the growth and retention of client assets ... a disciplined approach to all sales and wealth management strategies to support national business growth while focusing on the client experience. +… more
    BMO Financial Group (05/09/25)
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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 ... or assist in problem resolution. * Maintain up-to-date knowledge on all Bank lending policies and regulations. Confer with the Credit Manager and appropriate Bank… more
    City National Bank (03/26/25)
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  • Managing Director, Group Manager - Emerging Middle…

    BMO Financial Group (City Of Industry, CA)
    …on track with timelines. + Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. + Compiles pre-call and ... Services Teams, as well as other key product and support partners within the Commercial Bank across the various...timely solutions. + Oversees documentation and ongoing monitoring of asset and client performance. + Obtains credit concurrence and… more
    BMO Financial Group (04/24/25)
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  • Senior Premier Relationship Manager Licensed

    BMO Financial Group (San Francisco, CA)
    …product experts and process all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager** at BMO, you ... deliver the desired customer experience. + Enjoy a tremendous, values- based culture that focuses on providing you with all...focuses on providing you with all the tools and support necessary for your success. + Work with your… more
    BMO Financial Group (05/13/25)
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  • Managing Director, Commercial Banking (Specialty…

    BMO Financial Group (CA)
    …on track with timelines. + Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. + Compiles pre-call and ... 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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  • 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 ... Finance ("NBSF"), a leading strategy that lends within the asset - based finance markets. Both NBSF and the...mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats… more
    Neuberger Berman (03/04/25)
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  • 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 ... *LOAN ADMINISTRATOR SENIOR* WHAT IS THE OPPORTUNITY? Provides loan documentation support to Personal & Business Banking Relationship Managers and Credit Officers in… more
    City National Bank (05/15/25)
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  • VP, ABL Account Executive

    Banc of California (Campbell, CA)
    …actions by preparing the Credit Approval Memorandum ("CAM") which is reviewed by the Asset Based Lending Leader and submitted to credit administration for ... (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 (04/10/25)
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  • Director - Strategic Financing Services…

    Cherry Bekaert (Sacramento, CA)
    …and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services. The Director will oversee the Application and Strategic ... + Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to… more
    Cherry Bekaert (04/29/25)
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