- LTD Global (Livermore, CA)
- …full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based ... and community engagement. Position Overview Reporting to the Special Assets Manager , the Senior Special Assets C&I Underwriter is responsible for underwriting… more
- BMO Financial Group (Santa Monica, CA)
- …+ Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning. + Implements business ... + Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of… more
- PNC (Los Angeles, CA)
- …recommendations for credit structuring. Serves as a subject matter expert for certain asset classes, and may lead the department on special projects or assignments. ... Coaches and/or reviews the work of other underwriters and fills in for manager as required. + Contacts internal/external customers and other parties as appropriate… more
- Bank of America (Monterey, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... to appropriate internal service providers based on client needs and asset thresholds **The Advisor Development Program (ADP) Journey:** During this stage… more
- Bank of America (Chico, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... with internal service providers based on client needs and asset thresholds + Manages risk proactively in every aspect...deepen your skills and optimize your practice as the industry evolves. + Potential Opportunities for professional growth. +… more
- PNC (Los Angeles, CA)
- …are not limited to the following: * A minimum of 1+ years of Asset Based Lending (ABL) Field Exam experience * Familiarity with corporate accounting through ... Field Exam due diligence process.Participates in meetings with the Relationship Manager and/or existing Borrower's representatives (typically the CFO, CEO and/or… more