- Banc of California (Menlo Park, CA)
- …"bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, ... and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California… more
- Bank of America (Woodland Hills, CA)
- …Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist , Senior Banker, Business Solutions Advisor or Financial Solutions ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain… more
- City National Bank (San Diego County, CA)
- …and other professional activities as appropriate. * May serve as a product specialist to Relationship Managers in other business units. * Complies fully ... OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio including selling related bank products and services. This may be… more
- Travelers Insurance Company (Walnut Creek, CA)
- …reports to AVP, Property. Leads a team of Property Specialists, supporting multiple business segments as well as the generalist Risk Control population. Owns the ... line of coverage. Manages the relationship with the National Property business unit, including sales and marketing, underwriting, underwriting reviews, service… more
- Bank of America (Yuba City, CA)
- …the hiring of individuals with certain specified criminal history for the position:FDIC, Safe Act/ Loan Originators and FINRA. At Bank of America, we are guided by a ... Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection,… more
- City National Bank (Los Angeles, CA)
- …Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions ... schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of… more
- City National Bank (Beverly Hills, CA)
- …THE OPPORTUNITY? Develops and manages relationships with clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to ... schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of… more
- BMO Financial Group (San Francisco, CA)
- …as appropriate. + Coordinates approvals and execution on de-risking transactions between specialist teams, finance, risk and line of business . + Actively ... return initiatives for the Bank. Working with lines of business and product partners, develops options to de-risk or...and product partners, develops options to de-risk or reduce loan exposures where desirable and accelerate balance sheet velocity… more
- Ensono (Los Angeles, CA)
- …clients to** **Do Great Things** **_!_** We enable our clients to achieve key business outcomes that reshape how our world runs. As an expert technology adviser and ... diverse talents and are woven into how we do business . These five traits are the key to achieving...Ensono whitespace services. + Leverage Advisory & Consulting and Specialist team to identify client needs and build services… more
- City National Bank (Los Angeles, CA)
- …IS THE OPPORTUNITY? Conduct Enhanced Due Diligence background investigations for commercial loan borrowers in adherence with credit policy and compliance with BSA ... units. WHAT WILL YOU DO? * The KYC Review ( Specialist - Senior) will perform Enhance Due Diligence (EDD)...will perform Enhance Due Diligence (EDD) reviews for commercial loan borrowers and prospect reviews utilizing a variety of… more