• Private Client Advisor II

    Bank of America (Newport Beach, CA)
    …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Newport-Beach/Private-Client-Advisor-II\_25016359-1) **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...the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry… more
    Bank of America (10/11/25)
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  • Senior Middle Market Underwriter

    Columbia Bank (San Luis Obispo, CA)
    …risk-rated; (3) accurate identification and mitigation of all exceptions to Bank tracked policies exceptions (TPE), tracked guidelines exceptions (TGE), procedures ... and compliance regulations; and (4) accurate loan coding consistent with nature of the borrowing relationship and terms of the credit(s). + Monitor borrower… more
    Columbia Bank (09/06/25)
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  • Credit Officer II-Global Corporate & Investment…

    Bank of America (San Francisco, CA)
    …Investment-Banking\_25036924-2) **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...mitigate losses while identifying opportunities to responsibly growing the loan portfolio + Leads new credit originations in coordination… more
    Bank of America (09/06/25)
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  • Ag Lending/Commercial Portfolio Manager Sr

    UMB Bank (Sacramento, CA)
    …Demonstrates strong knowledge of bank products, services, and bank operations Demonstrates ability to interpret policies/procedures, loan contracts, ... This role is responsible for assisting loan officers in the portfolio management activities (generally...of the role will include the following: Partner with loan officers to effectively administer the management of assigned… more
    UMB Bank (11/21/25)
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  • Commercial Portfolio Manager II-Food, Beverage…

    UMB Bank (Sacramento, CA)
    …and bank operations + Demonstrates ability to interpret policies/procedures, loan contracts, and understanding of credit reports, financial statements and ... **SUMMARY** This role is responsible for assisting Food, Beverage & Agribusiness loan officers in the portfolio management activities (generally large and moderately… more
    UMB Bank (10/10/25)
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  • Collateral Analyst Senior

    City National Bank (Los Angeles, CA)
    …YOU DO? * Identify and monitor potential risks and exposures related to the Bank 's collateral, financial impact to Borrower and loan covenants. * Comprehensive ... the legal terms, conditions and requirements pursuant to the loan agreement, credit approval and bank credit...to the loan agreement, credit approval and bank credit policy. * Prepares the Collateral Instruction Sheet… more
    City National Bank (10/03/25)
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  • Insurance Officer

    City National Bank (Los Angeles, CA)
    *INSURANCE OFFICER* WHAT IS THE OPPORTUNITY? Oversee that Bank policies and procedures are followed as it pertains to Insurance tracking and regulatory monitoring by ... on an as needed basis. This position calls for high level interaction with Bank management as well as vendors and insurance company agents. WHAT WILL YOU DO?… more
    City National Bank (10/09/25)
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  • Sr. Business Banking Relationship Manager

    UMB Bank (Fresno, CA)
    …Banking Relationship Officers are responsible for helping grow the Business Banking loan portfolio and selling other related revenue generating services to clients. ... the Business Banking Relationship Officer, you will be selling bank products and services to companies with revenues between...utilize your credit skills to qualify companies eligible for loan business while managing the overall credit quality of… more
    UMB Bank (11/27/25)
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  • Relationship Manager CB

    City National Bank (City Of Industry, CA)
    loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. ... relationships with prospects and customers consistent with the objectives of the bank . * Actively works with customers and develops prospects consistent with the… more
    City National Bank (11/27/25)
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  • Advisor Development Program - Financial Solutions…

    Bank of America (Redding, CA)
    …to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific ... to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you… more
    Bank of America (11/25/25)
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