- City National Bank (Los Angeles, CA)
- …practices and procedures of commercial and retail loan processing. * Basic principles of banking and finance. * Financial markets and products. * Compliance with ... loan applications. * Orders credit verifications and third party services . * Tracks receipt of and reviews legal documents....legal documents. * Sets up and monitors loan and financial ticklers to ensure accuracy and timeliness of receipt… more
- Thrivent Financial (San Francisco, CA)
- …write recommendations, and service existing clients/contracts + Position products, services , and strategies to help clients gain financial clarity + ... Organization/Business Overview: San Francisco Peninsula Group, an established financial services practice for Thrivent located in both San Francisco, CA and… more
- Raymond James Financial, Inc. (Dana Point, CA)
- **Job Description** **Raymond James Overview** **One of the largest independent financial services firms in the country could be the** **place** **you build a ... holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its… more
- Comerica (Los Angeles, CA)
- …Qualifications + Bachelor's degree from an accredited university OR 6 years of financial services experience + 6 years of experience selling financial ... Treasury Management products in either a sales or customer service environment + 3 years of experience utilizing Microsoft...the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas,… more
- BMO Financial Group (Newport Beach, CA)
- …and structuring financial transactions. + Minimum of 15 years in financial services industry experience in a corporate lending environment with solid ... and leads the execution of strategic initiatives to deliver on business and financial goals. + Helps determine business priorities and best sequence for execution of… more
- BMO Financial Group (San Francisco, CA)
- …and structuring financial transactions. + Minimum of 15 years in financial services industry experience in a corporate lending environment with experience ... corporate/commercial lending, syndications. + Independently, easily able to analyze financial , business and industry information to determine appropriate capital… more
- BMO Financial Group (Palo Alto, CA)
- …develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support partners within ... the client's/prospect's business and needs. + Assists with sales and service administration and processing ensuring client experience is seamless and opportunities… more
- BMO Financial Group (San Ramon, CA)
- …Retains and expands existing relationships to achieve portfolio retention, sales, service , and profitability objectives. + Establishes and enhances the Bank's brand ... to keep apprised of all industry trends, competitive insights, products and services . + Provides subject matter expertise on market conditions and trends to… more
- Comerica (Costa Mesa, CA)
- …and complete conformity with credit terms. Ensures the sale of additional financial services . Maintains a moderate understanding of commercial, economic and ... FBI's Record of Arrest and Prosecution Background ("RAP Back") service , which provides ongoing notification to the Company of...the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas,… more
- BMO Financial Group (Sacramento, CA)
- …lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role ... matter expert for internal/external stakeholders. + Participates in the development of financial models and other analytical tools to assist clients in evaluating… more