- BMO Financial Group (Newport Beach, CA)
- …needs. + Coordinates client relationship management with the lead relationship manager for the assigned portfolio. + Applies relationship management principles and ... processes, and relevant legal, regulatory and technology requirements. + Ensures lending and non- lending decisions, prospecting activities are adequately… more
- Columbia Bank (Irvine, CA)
- …Finance, Accounting, or equivalent work experience + 7-10 years of commercial underwriting/credit analysis experience or relevant lending experience required. ... Senior Middle Market Underwriter Commercial Banking Irvine, California **Description** **About Us:** At...CSM as part of training and development, with Underwriting Manager and Market Director mutual approval. + May oversee… more
- City National Bank (Los Angeles, CA)
- …in facilitating loan preparation and documentation activities. Serves as a liaison with lending team, loan center, and legal to ensure all loans are documented to ... Coordinates with Real Estate Documentation, Income Property Group and Asset Based Lending departments, as applicable, to ensure loan documentation request package is… more
- CIBC (Newport Beach, CA)
- …Asset Relationship Managers, Wealth Specialists, and other CIBC lines of business ( commercial , capital markets) to orchestrate a cohesive value proposition to a ... advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and marketing.… more
- BMO Financial Group (Sacramento, CA)
- …opportunities during customer conversations to generate referrals for personal and commercial banking products (eg personal banking, lending , and investments). ... services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance , annuities, retirement savings plans, and other similar products). Provides other… more
- Experian (Costa Mesa, CA)
- …for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and ... across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance , and many more industry segments. We invest in people and new… more
- Zions Bancorporation (Mountain View, CA)
- …as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. ... Awards. We are looking for a seasoned **Customer Relations Manager in Menlo Park, CA** . This role focuses...Treasury Management product knowledge + Has experience in servicing Commercial Clients + Other duties as assigned. **Qualifications:** +… more
- US Bank (Newport Beach, CA)
- …a team setting with business development officers, relationship managers, portfolio manager and product partners and is responsible to develop, structure, analyze, ... memorandums so informed decisions can be made related to asset based lending opportunities. The Underwriter will work closely with ABF Senior Underwriters, ABF… more
- Experian (Costa Mesa, CA)
- …for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and ... of markets, from financial services to healthcare, automotive, agribusiness, insurance , and many more industry segments. We invest in...In this role, you will report to the Procurement Manager and lead strategic sourcing initiatives across a range… more