- City National Bank (San Francisco, CA)
- …San Francisco, CA. * WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing loan underwriting, and portfolio management expertise to ... write-ups, property/borrower/guarantor assessments and related due diligence during on-going management of the portfolio. Assists senior credit officers and… more
- Bank of America (Rancho Santa Margarita, CA)
- …business knowledge and network by partnering with experts in small business, lending , and investments * Manages financial center traffic, appointments, and outbound ... Bachelor's Degree or business-relevant Associate's Degree such as business management , business administration or finance + Mandarin Language Preferred **Skills:**… more
- Bank of America (San Francisco, CA)
- …Officers on a daily basis in the underwriting, monitoring, and management of their portfolios. Key responsibilities include managing end-to-end processes involving ... credit underwriting, ongoing monitoring, and portfolio management of financing, treasury management , and traded...3+ years' of Institutional banking experience and knowledge of lending products + PC literate and systems oriented with… more
- LTD Global (Livermore, CA)
- …standards, best practices, and regulatory compliance requirements. Utilize and follow the change management process for network changes. + Provide Level 3 ... range of financial products including personal and business banking, mortgage lending , and wealth management . It distinguishes itself through relationship-based… more
- LTD Global (Livermore, CA)
- …range of financial products including personal and business banking, mortgage lending , and wealth management . It distinguishes itself through relationship-based ... accounts and recommend appropriate deposit account types + Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing… more
- Amalgamated Bank (San Francisco, CA)
- …implement middle markets sales strategy for commercial banking products and cash management services that will result in the attainment of assigned goals including ... to prospect and effectively on-board new clients. + Work closely with the portfolio management team within the Bank to ensure that existing loans within the assigned… more
- City National Bank (Los Angeles, CA)
- …will leverage business objectives and system data to support the business and drive change . The PIM will support, and often lead building of models and queries. The ... pricing strategies for various banking products, such as deposit: lending , credit, payment and card products as well as...products as well as general banking products * Portfolio Management : Create and manage data packages to support product… more
- Cushman & Wakefield (Los Angeles, CA)
- …("CMFA") Hub Manager is a CMFA subject matter expert responsible for the day-to-day management of the CMFA Hub's delivery of financial analysis on behalf of Cushman ... requests by providing direction, conducting quality control reviews, and lending subject matter expertise. The CMFA Hub Manager provides...(broker license is not required for role) + Prior management oversight with direct reports is a plus +… more
- Bank of America (Ventura, CA)
- …business knowledge and network by partnering with experts in small business, lending , and investments + Manages financial center traffic, appointments, and outbound ... Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management...associated with your role. These expectations are subject to change at any time and at the sole discretion… more
- Banc of California (Los Angeles, CA)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... tasks such as system specification changes or the addition, change , or deletion of employees on the company's various...and deploying hardware and software updates and other patch management directives. + Performs hardware asset audit tasks as… more
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