- TopMark Funding LLC (CA)
- …of strong performance. We are also interested in discussing opportunities with small broker shop owners with two or more years of successful equipment financing ... sales experience who are experienced in the broker business model and looking to expand their opportunity...the equipment finance department of a specialty lender or bank . + Be prepared to provide details regarding your… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …range of accounting functions, including Accounts Payable (AP), Cash applications, Bank Reconciliations, and General Ledger maintenance. Responsibilities * Carry out ... transaction booking related to checking accounts, including cash withdrawals, broker account activities, and non-cash transactions such as loan-associated purchases.… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …Inc., a subsidiary of Dunham, is an independently owned, registered Broker /Dealer and Investment Adviser helping Financial Advisors and individual investors reach ... participates in various other audits; + Primary liaison with bank (s) for accounts, account analysis, cash management, etc.; +...Ten plus years of experience in similar role at broker dealer, investment advisory firm, trust company or similar… more
- JPMorgan Chase (San Jose, CA)
- …responsibilities** + Champion and support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build a book of business and ... Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and… more
- SitusAMC (Los Angeles, CA)
- …Underwriter for our client, a multi-$billion-dollar financial services institution (the " Bank "). In this role, you would support the origination, underwriting, ... and execution of commercial real estate loans for the Bank 's CMBS and balance sheet programs. The loans are...+ Complete site inspections and detailed market analysis, including broker interviews and discussions with property management + Ability… more
- Sedgwick (Sacramento, CA)
- …accounting functions including the performance of accounts payable, accounts receivable, bank and investment reconciliation, and other accounting duties according to ... and maintains accurate and complete accounting records and files. + Prepares bank reconciliations and related journal entries. + Accounts payable for risk pool… more
- SitusAMC (Los Angeles, CA)
- …underwriting, closing and execution of commercial real estate loans for the Bank 's CMBS and balance sheet programs. ESSENTIAL JOB FUNCTIONS: * Underwrite and ... specific projects * Complete site inspections and detailed market analysis, including broker interviews and discussions with property management * Ability to review… more
- JPMorgan Chase (La Canada Flintridge, CA)
- …AGENCY * NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK , NA OR ANY OF ITS AFFILIATES * SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE ... offered through JP Morgan Securities LLC (JPMS), a registered broker -dealer and investment advisor, member of FINRA and SIPC....Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank , NA are affiliated companies under the common control… more
- Highmark Health (Sacramento, CA)
- …including but not limited to: Reviewing imaged deposit reports, Verifying bank receipts, checks, invoices, amounts, group numbers, etc., using the Billing ... system, Maintenance of bank lockbox accounts, Developmentand analysis of aging reports, Telephone...representatives concerning overdue payments, Resolution of inquiries related to broker commissions or TPA's, Creation of monthly reports detailing… more
- JPMorgan Chase (Los Angeles, CA)
- …limited to, financial planning, goals-based investing, financial advisory at a broker -dealer, RIA and/or a private bank , affluent/high-net-worth solutions, and ... of being a JP Morgan Private Client, marking the initial engagement of bank -only clients with Wealth Management. As a Vice President, Private Wealth Planner within… more