- PennyMac (Moorpark, CA)
- …Accounts Manager is responsible for operational management of loans within an assigned client segment and is the external contact for all loan level and strategic ... on loan quality and operational efficiency as well as client consulting and advocacy. The Pipeline Accounts Manager will...clients to solve open loan level items and document system of record with actions taken + Review pipeline… more
- Cushman & Wakefield (Los Angeles, CA)
- …templates. **CRM & Contact Management:** Update and maintain broker contacts, activity logs, and client notes in the CRM system , as advised by brokers. Ensure ... maintaining smooth day-to-day operations and enhancing broker productivity and client service **Job Description** **Key Responsibilities:** Calendar & Meeting… more
- US Bank (San Diego County, CA)
- …significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a ... information, conduct the needed discovery, assess investment needs, and evaluate each client 's unique needs + Determine which financial products are suitable for the… more
- Burns & McDonnell (Walnut Creek, CA)
- …cost control, contracts, risk, suppliers, proposals, estimates, documentation turnover, client relations/management, field staff and other duties required to execute ... primary point of contact for clients regarding efforts such as client coordination, strategic planning, master scope management, budget finances, subcontracting,… more
- Palo Alto Networks (Santa Clara, CA)
- …engagements where applicable + Engage in a pre-sales capacity with client prospects, uncovering cybersecurity pain points across SOC operations, cloud ... infrastructure, and AI system implementations + Identify alignment between Unit 42 solutions...Strengthen the team's ability to tie recommendations to each client 's unique business processes, strategic initiatives, and risk mitigation… more
- CBRE (San Francisco, CA)
- …you'll do** + Implement real estate plans with an understanding of the client 's strategic real estate goals. Assist with project initiation and scope definition, ... prioritization of assignments, and adherence to client priorities and commitments. + Concurrently act as landlord/seller agent and tenant/buyer agent and… more
- Public Consulting Group (Sacramento, CA)
- …program design and documentation, writing a range of documents (eg, client reports, PowerPoint presentations, project plans, policies and procedures, and proposals), ... limited supervision while meeting and exceeding performance expectations. + Facilitates client discussions. + Delegates tasks and responsibilities to team members. +… more
- Burns & McDonnell (San Diego, CA)
- …cost control, contracts, risk, suppliers, proposals, estimates, documentation turnover, client relations/management, field staff and other duties required to execute ... primary point of contact for clients regarding efforts such as client coordination, strategic planning, master scope management, budget finances, subcontracting,… more
- US Bank (Los Angeles, CA)
- …loan origination, providing ABL product support to the bank's Institutional Client Group and peer product partners. **Responsibilities** * Developing prospective ... approval to issue proposals. * Proposal preparation and presentation to prospective client . * Develop and maintain center of influence referral sources such as… more
- CBRE (San Francisco, CA)
- …+ Produce complex drawings and presentations for internal partners and client -facing steering committee meetings for review and feedback. Involve project management ... occupancy metrics. + Responsible for reviewing and maintaining occupancy data within the system of record. + Prepare forecasts and evaluate space planning trends in… more