- City National Bank (Los Angeles, CA)
- …loan closings and clear for disbursement of proceeds. * Prepares compliance and accounting records and reports, as required by management and regulatory agencies. * ... for third-party review and prepares files for timely audits. * May prepare client communications on loan terms. * Maintains currency in loan processing policies and… more
- Ross Stores, Inc. (Dublin, CA)
- …Microsoft Office knowledge \(Outlook/Excel/Word\) * High School diploma/GED, Accounting related certificate preferred **PHYSICAL REQUIREMENTS/ADA:** Job requires ... including to engage in in\-person team interaction, meetings and collaboration, client support, mentoring, coaching, and/or feedback\. However, this role can perform… more
- WTW (Los Angeles, CA)
- …and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is ... + Solid organization skills + Ability to mentor a Client Specialist colleague As an ACA you...second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus… more
- M&T Bank (Costa Mesa, CA)
- … and a minimum of 1 year relevant work experience with direct client contact CCTS (Certified Corporate Trust Specialist ) certification if corporate trust ... business) and/or highly complex clients. Serves as point of contact for client regarding daily administration. Maintains daily contact with clients to address… more
- Aston Carter (Irvine, CA)
- Job Title: EVM Specialist Job Description The EVM Specialist will independently manage client billing, monitor collections, and oversee project budgets. This ... payable tasks, such as coding, processing timesheets, and expense reports. The specialist will maintain accurate contract records, collaborate with project teams to… more
- Robert Half Accountemps (Martinez, CA)
- …Productivity Specialist and become an integral part of their accounting operations. This position is perfect for individuals with strong organizational, ... Description Job Posting: Billing and Productivity Specialist Employment Type: Contract Pay Rate: $25 -...labor rate development to ensure seamless processes and accurate client billing. You'll collaborate closely with multiple teams to… more
- TD Bank (San Francisco, CA)
- …and keeping senior coverage officers informed as required) + Liaises and maintains client relationships + Acts as an experienced specialist for an assigned ... industry and company-specific due diligence + Executing on pitch work and client follow-up requests + Creating presentation materials and actively participating in … more
- BMO Financial Group (San Francisco, CA)
- …by being able to conduct quality analysis, address issues appropriately, balance client needs and risk appetite, collaborate expertly to arrive at optimal solutions ... developing deep knowledge of the bank's exposure management tools and programs, including target client profile for each option in order to advise client teams… more
- BMO Financial Group (Los Angeles, CA)
- …Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant ... of productivity against benchmarks + Collaborates to generate ideas, identify client solutions, pursue sector marketing efforts, cover clients, and deliver timely… more
- City National Bank (Los Angeles, CA)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more