- Comerica (Sherman Oaks, CA)
- Job Description Portfolio Manager III- Private BankingThe Portfolio Manager is responsible for managing a portfolio of existing relationship for customers within ... and reviews. Provides qualitative input for RECAP creation. Works in conjunction with manager to prepare for and present at loan committees and credit quality… more
- Banc of California (San Diego County, CA)
- …software programs + Intermediate knowledge of related state and federal banking compliance regulations governing lending including but not limited to fair ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...+ Experience in commercial and other related forms of lending and portfolio products preferred. + Advanced skills in… more
- Intuit (San Francisco, CA)
- …Partnerships for QuickBooks Capital. **What you'll bring** + 10+ years experience in lending capital markets, preferably from a bank , specialty finance lender or ... engage investors or amend agreements. + Manage contract negotiations with originating bank partners for all lending products. + Drive leadership alignment… more
- Navy Federal Credit Union (San Diego, CA)
- Overview To assist the Branch Manager of a small/medium/large branch office by overseeing the efficient operation of the branch to ensure operational functions are ... of Navy Federal Credit Union products and services including lending products and depository accounts such as checking, savings,...to week or month to month). + Assist the Manager in monitoring cash operations and branch self-auditing efforts… more
- EverBank (Corona Del Mar, CA)
- **Assistant Financial Center Manager ** The Assistant Financial Center Manager supports a retail financial center in operations, risk management, new accounts, ... development, and supporting the financial center in the absence of the Manager . **Key Responsibilities and Duties** + Ensures every client interaction reflects the… more
- BMO Financial Group (Santa Monica, CA)
- …the portfolio to protect the Bank 's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and ... and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal...and regulatory requirements for the jurisdiction. + Protects the Bank 's assets in compliance with all regulatory,… more
- JPMorgan Chase (Ukiah, CA)
- …this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. ... tailored to suit their financial needs. As a Branch Manager in Branch Banking, you will ensure the branch...partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.… more
- Banc of California (San Luis Obispo, CA)
- …title policies and related loan regulations such as RESPA, HMDA and other Bank lending policies. + Intermediate knowledge of commercial insurance terminology, ... due diligence items and legal documents required to ensure accurate closings and compliance with bank and regulatory requirements and procedures. + Senior Loan… more
- Comerica (Costa Mesa, CA)
- Job Description Portfolio Manager II Under minimal supervision, manages portfolio of existing, complex customer relationships to ensure ongoing profitability and ... and reviews. Provide qualitative input for RECAP creation. Works in conjunction with manager to prepare for and present at loan committees and credit quality reviews… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Senior Relationship Manager ( Senior Lead Credit Product Portfolio Specialist) in Wells Fargo Capital Finance's Lender ... companies, including other asset-based lenders, factors, equipment leasing, and other non- bank lenders. The primary responsibility for this role includes credit… more