- HSBC (Beverly Hills, CA)
- …from start to finish credit memos for some of the following credit products: Lending secured by marketable securities, single stock, unsecured, Commercial ... Senior Credit Advisor Brand: HSBC Area of Interest: Private...held stock), Life Insurance Premium Finance (LIPF), music rights lending , CAT B FX and derivatives lending ,… more
- City National Bank (Solana Beach, CA)
- …internal training resources, and required job family curriculum. * Complies fully with all Bank Operational and Credit policies and procedures as well as all ... and promoting solutions to client needs, and actively embracing the Bank 's segmentation strategy by referring new business to the appropriate segment/business… more
- City National Bank (Long Beach, CA)
- …City Loan Center ("CLC") and sales partners. * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory ... Partners with CNB colleagues in all divisions of the bank to support client retention objectives and proactively promotes...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU… more
- Intuit (Mountain View, CA)
- …5+ years working experience in an analytics related role leading credit strategy. Lending experience at a bank or Fintech strongly preferred + MS/PhD in ... small business borrowing. We are the fastest growing SMB lending business in the market. We are looking for...encourage you to apply. The role as QuickBooks Capital credit strategy lead will dive into three areas to… more
- MUFG (Los Angeles, CA)
- …account information independently and directly to various related parties throughout the bank , business line, product groups and credit divisions. + Monitor ... (securitization, leasing) is a plus + Sound knowledge of finance, accounting, loan documentation and credit /structural risks in various project finance sectors… more
- Huntington National Bank (Sacramento, CA)
- …experience with at least 3 years of Business Banking business development, credit and lending experience. Preferred Qualifications: + Understanding of Financial ... Description Healthcare Practice Finance Group COI BDO Huntington Bank is expanding its Business Banking segment! We...networking with affinity groups + Meet with potential Practice loan clients in the market + Underwriting decision review… more
- BMO Financial Group (CA)
- …for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or ... dates to meet compliance requirements. + Monitors and controls the integrity of lending documentation. + Collects fees applicable to credit terms and conditions… more
- Banc of California (Escondido, CA)
- …of lending , specifically, cash flow and collateral analysis and loan structuring. + Demonstrates knowledge of, adherence to, monitoring and responsibility for ... not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity...Community Reinvestment Act (CRA). + Working knowledge of the Bank 's Loan Policies and Standards. + Strong… more
- BMO Financial Group (San Ramon, CA)
- …responsible for preparing well-reasoned credit proposals in accordance with sound credit -granting principles and in compliance with Bank policy & procedures. ... member of the deal team to analyze and prepare lending proposals, provide loan structuring expertise and...Bank 's assets and maintain quality of portfolio, ensuring credit proposals and security valuations are in accordance with… more
- KeyBank (Newport Beach, CA)
- …such as: construction; acquisition; bridge-to-re-syndication and preservation loans; lines of credit ; various permanent loan executions including Fannie Mae, ... regarding Key's positive impact and influence on the communities served through CDLI's lending and tax credit investments. Seeks to identify team's PR… more