- BMO Financial Group (CA)
- …and related account administration as per guidelines. + Verifies and processes loan drawdowns, ensuring they are within the terms of the credit authorization ... of education and experience. + In-depth knowledge of personal (primarily) and commercial credit and non-credit products and services. + In-depth knowledge of lending… more
- Travelers Insurance Company (Diamond Bar, CA)
- …or industry will be considered. **Business Knowledge:** + Understanding of Commercial Lines insurance products, services, and risk selection practices preferred. + ... subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it...Program. When you make a payment toward your student loan , Travelers will make an annual contribution into your… more
- City National Bank (Los Angeles, CA)
- …person is responsible for the day-to-day interaction with clients of the Commercial , Specialty or Corporate Banking Divisions. They are the primary contact person ... with clients in handling all areas of operations (eg, loan payments, wires, new accounts, checking and savings account...debit and credit entries to checking/saving accounts for transfers, loan payments, etc. * Reviews large deposits and either… more
- Wells Fargo (Irvine, CA)
- …investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations ... below **Required Qualifications:** 6+ months of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or… more
- City National Bank (Los Angeles, CA)
- …compliance, and the preparation of quarterly and annual reports.) * The Commercial Real Estate Credit Solutions team provides underwriting and proactive portfolio ... external resources. * CRE portfolio includes a variety of loan products secured or supported by varying asset types....team responsible for building and maintaining the Affordable Housing loan portfolio, and will be a key contributor to… more
- Enterprise Bank & Trust (Anaheim, CA)
- …Duties and Responsibilities:** + Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to ... on customer needs. Contact new clients for onboarding activities. Process consumer loan applications and closings and NMLS license for consumer real estate loans,… more
- Banc of California (Anaheim, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... centers of influence, etc. + Structures and underwrites credits jointly with Loan Portfolio Managers. + Operates computer terminal or personal computer to process… more
- PNC (Century City, CA)
- …to contribute to the company's success. As an Underwrite III within PNC's Commercial Real Estate organization, you will be based in San Diego, Los Angeles, ... little or no oversight. Exercises some exception and elevated approval authority. Prepares loan offerings for all types of transactions at any level of complexity or… more
- Travelers Insurance Company (Irvine, CA)
- …such as Workers' Compensation, General and Product Liability, as well as Commercial Automobile Liability. The Account Executive Officer (AEO), National Accounts will ... subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it...Program. When you make a payment toward your student loan , Travelers will make an annual contribution into your… more
- City National Bank (Beverly Hills, CA)
- …to help problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan ... and services applicable to target client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. *… more