- Umpqua Bank (Walnut Creek, CA)
- …A Senior Wealth Advisor may manage clients linked to a group of branches, business/ commercial clients, or function as a "hub" or "second floor" advisor for an ... within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a… more
- City National Bank (Los Angeles, CA)
- …* Experience building integration with third party solution providers for software-as-a- service , managed service , and commercial -off-the-shelf solutions. * ... with architectural standards, established methodologies, and practices, as well as all Bank Operational and Credit policies and regulatory requirements (eg, Bank … more
- City National Bank (Los Angeles, CA)
- …risk classification, loan structure, collateral analysis, pricing and adherence to Bank policies. * Attends client meetings at Relationship Manager, Team Manager ... loans and/or lines of credit as required. Assumes accountability for minimizing Bank losses. * Manages team delinquencies both matured loans and past due… more
- City National Bank (Los Angeles, CA)
- …contact for Fund Management Clients and interact effectively with all levels of Bank personnel and other Community Development relationships in the Bank 's ... analyzing, preparation and presenting CRA LIHTC investment opportunities to the Bank 's CRA LIHTC investment committee. Position networks with many investment… more
- City National Bank (Los Angeles, CA)
- …center, and legal to ensure all loans are documented to fully protect the Bank 's interests in the credit relationship. WHAT WILL YOU DO? * Loan Processing, Closing ... Prepares lease subordinations, non-disturbance, and estoppel agreements in accordance with Bank requirements and lease agreements. * Responsible for verifying all… more
- City National Bank (Los Angeles, CA)
- …WHAT IS THE OPPORTUNITY? Conduct Enhanced Due Diligence background investigations for commercial loan borrowers in adherence with credit policy and compliance with ... Review (Specialist - Senior) will perform Enhance Due Diligence (EDD) reviews for commercial loan borrowers and prospect reviews utilizing a variety of internal … more
- City National Bank (Los Angeles, CA)
- …WILL YOU DO? * Support the credit risk framework that balances the Bank 's current situation, desired credit culture, industry "best practices", risk tolerance, and ... Seek input from various areas and levels of the bank to assess current and necessary policy updates including...to build Tableau is a plus * Knowledge of commercial portfolio management, credit risk, commercial credit… more
- City National Bank (Los Angeles, CA)
- …function is responsible for the management of major programs across the bank . This position is responsible for the planning, implementation and successful delivery ... Guidelines and delivery methodologies when applicable. * Complies fully with all Bank Operational policies and procedures and completes all required training. WHAT… more
- City National Bank (Los Angeles, CA)
- …and syndication terms. The ideal candidate brings deep experience in commercial loan documentation, excellent organizational skills, and a strong understanding of ... Degree or equivalent * Minimum 5 years experience in Commercial Banking required. * Minimum 3 years experience with...credit experience or understanding of experience * Understanding of bank policies and procedures relating to the satisfaction of… more
- City National Bank (Los Angeles, CA)
- …or SSG. Such portfolio consists primarily of criticized and classified C&I, Investor Commercial Real Estate, and Consumer loans managed in SSG. This individual will ... sense of urgency and ability to meet deadlines. * Thorough knowledge of Bank business practices and ethics. * Good negotiation, presentation, and critical thinking… more