- Umpqua Bank (Walnut Creek, CA)
- …risk-rated; (3) accurate identification and mitigation of all exceptions to Bank tracked policies exceptions (TPE), tracked guidelines exceptions (TGE), procedures ... and/or ensures required financial statements are spread in accordance with Bank Guidelines and resulting covenant calculations are accurate, complete and adhere… more
- City National Bank (San Francisco, CA)
- …management expertise to a team of Relationship Managers ("RM's") across the Bank , with focus on the Investor CRE portfolio consisting of stabilized/mini-perm loans ... the portfolio to ensure the credit quality standards of the Bank are maintained. Prepares credit write-ups, property/borrower/guarantor assessments and related due… more
- City National Bank (City Of Industry, CA)
- …OFFICER* WHAT IS THE OPPORTUNITY? Sources and develops new business for the bank in assigned sales territory. Analyzes needs of prospects and provides information ... about Bank products and services that can enhance prospect's financial...internal sales partners to accomplish cross sale expectations in Cash Management, Wealth Management and International products and services… more
- Bank of America (Los Angeles, CA)
- …Los-Angeles-\_25032121) **Job Description:** At Bank of America, we are ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...enhancing existing relationships + Understands and interprets financial and cash flow statements to assess and analyze financial conditions… more
- US Bank (Walnut Creek, CA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...commercial banking products and services, including credit, treasury, and cash management + Proficient in CRM platforms and prospecting… more
- Umpqua Bank (San Jose, CA)
- …client relationships. Wealth management services to these clients include: deposit, cash management, credit, investment management, and trust services. + Business ... development of client relationships. + Engage with bank partners for wealth management and implementation strategies to...and external referral partners. + Demonstrates compliance with all bank regulations for assigned job function and applies to… more
- City National Bank (Los Angeles, CA)
- …account transfers (acats), DTC delivery of securities, money movements including cash disbursements and deposits, wires, IRA distributions, and contributions, and ... all regulatory correspondence. Review daily reporting (ie, overdrafts, unvested cash , fee maintenance, etc.) and ensure reporting and coding updates when policy and… more
- City National Bank (Los Angeles, CA)
- …contact for Fund Management Clients and interact effectively with all levels of Bank personnel and other Community Development relationships in the Bank 's ... preparation and presenting CRA LIHTC investment opportunities to the Bank 's CRA LIHTC investment committee. Position networks with many...experience with a focus on private equity investments and cash flow analysis. * Minimum 3 years of experience… more
- City National Bank (San Francisco, CA)
- …the requests with the goal of achieving the optimal quality asset for the bank while satisfying the needs of borrower. The Underwriter III is also responsible for ... ability to repay: * Performs credit analysis, financial statement analysis, cash flow analysis, liquidity qualification and payment calculation spreads * Reviews… more
- City National Bank (Los Angeles, CA)
- …decisions and optimal credit strategy. * Maintains up-to-date knowledge on all Bank lending policies and regulations. Confers with the Manager and appropriate ... Bank personnel regarding new/existing lending requirements and regulations. *...loans, which includes analyzing, interpreting, and evaluating financial statements, cash flow analysis, financial projections, familiarity with various industries,… more