- Lincoln Financial (Sacramento, CA)
- …#:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more complex investment data and investment ... and Tax basis. They will be responsible to perform more complex mortgage loan and limited partnership research, analysis, and proper accounting treatment of Lincoln… more
- Banc of California (Escondido, CA)
- …+ Preferred: + 2+ years of supervisory and leadership experience within relevant loan operations management + Preferred: + Proficient with Word, Excel, Outlook. ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches… more
- Banc of California (San Diego, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches… more
- Banc of California (Camarillo, CA)
- …negotiation of potentially complex legal documentation with outside counsel and specialists within the Bank . + Works with loan coordinator and loan closing ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches… more
- Citigroup (San Ramon, CA)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... This highly interactive role engages internally with retail branch partners, operations , community business development officers. This role drives mortgage sales and… more
- Citigroup (Chula Vista, CA)
- …other than lending solutions to the appropriate Citi professionals. + Partner with Operations teams to ensure the seamless transfer of the loan application ... customers to ensure the timely closing of the customer's loan . + Go outside to key referral relationships (Realtors,...CPA's, Builders, etc). to drive mortgage business into the bank . + Appropriately assess risk when business decisions are… more
- Banc of California (Santa Ana, CA)
- …bank is adhering to flood and non-flood insurance requirements of the bank . Communicates with lenders, loan administration, legal, and compliance departments ... managing and overseeing aspects of our flood and/or insurance operations . This position requires extensive knowledge of flood and/or...regulatory requirements. + Act as a liaison between the bank , insurance providers, loan servicing teams, and… more
- Zions Bancorporation (Oakland, CA)
- …successful processing, underwriting, and approving of loans within assigned limits. + Negotiates loan terms and conditions in accordance with bank policy. + ... Associates at California Bank & Trust work in a relationship-centered culture...**Ideal candidates bring proven experience in commercial credit-identifying quality loan opportunities, assembling loan packages, and guiding… more
- BMO Financial Group (Newport Beach, CA)
- …of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures while maintaining an exceptional client service environment. ... making recommendations to manager + Supports the negotiation of loan terms and conditions and the structuring of loans...renewal and extension loans aligned with client needs and bank & risk policies + Conducts financial analysis and… more
- SMBC (Brea, CA)
- …supervisory and customer service skills. Familiarity with all legal aspects of Bank Operations and Human Resources. Excellent written and verbal communication ... will be considered. **Experience:** 5-7 years of progressive previous branch operations experience in a commercial bank environment. **Skills/ Qualifications:… more