- UMB Bank (Sacramento, CA)
- …+ Complete all of or portions of the credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new business and ... role is responsible for assisting Real Estate Group (REG) relationship managers in the assessment and underwriting of new...with team members in loan operations, credit analysis, regional commercial banking , business banking , special… more
- City National Bank (Los Angeles, CA)
- …clients to appropriate area within the Bank or to a Relationship Manager . Maintains complete knowledge of all banking products and services including ... responsible for the day-to-day interaction with clients of the Commercial , Specialty or Corporate Banking Divisions. They...to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also… more
- Columbia Bank (Walnut Creek, CA)
- Middle Market Underwriter Sr. Commercial Banking Walnut Creek, California **Description** **About Us:** At Columbia, we create a great place to work by offering ... a unique brand of relationship banking and fostering a culture where...working capital lines of credit, asset-based lines of credit, commercial real estate loans (Owner Occupied and Investor) and… more
- Banc of California (Los Angeles, CA)
- …reviewed. + Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking ...be required to perform the due diligence requirements for commercial loan purchases. + Treat people with respect; keep… more
- BMO Financial Group (Sacramento, CA)
- …referrals for personal and commercial banking products (eg personal banking , lending, and investments). + Implements a relationship management plan in ... collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer....collaboration with the lead relationship manager . + Determines client needs and provides solutions though… more
- Huntington National Bank (Sacramento, CA)
- …Preferred Qualifications: + 10+ years' experience working directly as a Technology & Telecom Relationship Manager + Series 63 and 79 + Deep Subject Matter ... Private Banking , and Insurance. + Formal credit training and commercial banking underwriting experience. + Master of Business Administration Degree.… more
- City National Bank (Los Angeles, CA)
- …new client sales, referrals, cross sales and retention efforts of the Specialty Banking Relationship Managers. Develops business opportunities by being active in ... both new and existing clients. * Regularly accompanies Specialty Banking Relationship Managers on key client visits...hand off to Credit Administration. * Works with Credit Manager and Relationship Manager to… more
- BMO Financial Group (Los Angeles, CA)
- …referrals for personal and commercial banking products (eg personal banking , lending, and investments). + Implements a relationship management plan in ... collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer....collaboration with the lead relationship manager . + Determines client needs and provides solutions though… more
- Banc of California (Los Angeles, CA)
- …items within 24 hours of loan assignment and notify the Loan Administrator and Relationship Manager . Manage and update open items list as received and reviewed. ... Banc of California is one of the nation's premier relationship -based business banks focused on providing banking ...Lead will work closely with the VP, Loan Documentation Manager and ensure all processes and procedures are functioning… more
- SMBC (Los Angeles, CA)
- …of specialized experience in Financial Services. Experience as a Deposit Relationship Manager with Budget Management Responsibilities preferred. + Education: ... the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal… more