- CIBC (Newport Beach, CA)
- …the relationship , serving as a trusted advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + ... We're building a relationship -oriented bank for the modern world. We need...Managers, Wealth Specialists, and other CIBC lines of business ( commercial , capital markets) to orchestrate a cohesive value proposition… more
- 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 ... less experienced peers + Strong proficiency in Word, Excel, PowerPoint and commercial lending software **Compensation Range:** $69,230.00 - $149,000.00 _The… more
- BMO Financial Group (Newport Beach, CA)
- …+ Liaises with external advisors of clients on behalf of the banker / relationship manager . + Identifies and recommends workflow process alternatives that can ... and operational effectiveness. + Identifies opportunities for expanding the client relationship . + Assists in preparing new business proposals or presentations to… 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. ... (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to… 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...place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.… more
- BMO Financial Group (Newport Beach, CA)
- …banking needs. + Coordinates client relationship management with the lead relationship manager for the assigned portfolio. + Applies relationship ... processes, and relevant legal, regulatory and technology requirements. + Ensures lending and non- lending decisions, prospecting activities are adequately… more
- City National Bank (Los Angeles, CA)
- …* WHAT IS THE OPPORTUNITY? Provides SBA 7A loan documentation supports Relationship Managers and Credit Officers in facilitating loan preparation and documentation ... activities. Serves as a liaison with lending team, loan center, and legal to ensure all...to fully protect the Bank's interests in the credit relationship . WHAT WILL YOU DO? * Loan Processing, Closing… 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 the lead relationship manager . + Determines client needs and provides solutions though...relationship management plan in collaboration with the lead relationship manager . + Implements business development strategies… more
- MUFG (Los Angeles, CA)
- …Maintain direct communication with assigned customers, if needed by RM ( relationship manager ). + Coordinate and communicate critical account information ... of Japanese Corporate loan portfolio clients. As focusing on subsidiary lending , designated customers will be complex relationships focusing on non-investment grade… more
- Bank of America (San Francisco, CA)
- …analysis of company and industry risks, terms and conditions, and relationship profitability to provide high quality credit approval to Corporate Banking, ... and expertise to make approval decisions for the business including new lending limits, structuring and negotiating deal terms, credit worthiness, annual reviews and… more
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