- Umpqua Bank (Sacramento, CA)
- …Training and mentoring skills. + Customer-focused service and sales skills. + Understand consumer and small business lending . + Overall knowledge of bank ... operations. + Previous client service specialist experience. + Bachelor's degree, preferred. + Bilingual, preferred. **Workstyle:** Fully onsite. **Our** **Benefits:** We offer a competitive total rewards package including basewagesand comprehensive benefits.… more
- Cherry Bekaert (Los Angeles, CA)
- …practice, we have an excellent opportunity for a **Senior Associate ( Consumer Compliance)** to join our team providing internal audit, regulatory compliance ... performing risk reviews and assessments for an array of consumer and regulatory compliance areas, while actively monitoring assignments...or Abusive Acts or Practices (UDAAP) + Truth in Lending Act (TILA) + Home Mortgage Disclosure Act (HMDA)… more
- City National Bank (Los Angeles, CA)
- *SMALL BUSINESS CONSUMER PROCESSOR II* WHAT IS THE OPPORTUNITY? The Small Business Consumer Processor II is responsible for processing all small business ... consumer credit, line and loan requests including real estate...escrow companies, insurance agencies, government agencies, and other outside lending institutions to obtain information and/or request documents. *… more
- Coinbase (Sacramento, CA)
- …Have designed for crypto, DeFi, or financial services - especially around borrowing, lending , wallets, or onchain activity. * Understand and can advocate for both ... Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of… more
- BMO Financial Group (Santa Clara, CA)
- …sales and service needs (eg everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business ... within the community. + Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and… more
- SMBC (Los Angeles, CA)
- …maintenance responsibilities. * Makes decisions on loans and terms within established lending limits. Analyzes credit to determine the ability of customers and ... * More than 10+ years of relevant Middle Market lending experience * 5+ years' experience in Asset Based...Collection Notice: This notice contains information under the California Consumer Privacy Act (CCPA) about the categories of personal… more
- JPMorgan Chase (Los Angeles, CA)
- …passionate about building and maintaining high-net-worth client relationships across banking, lending , and investments? This is a unique opportunity to manage and ... solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full… more
- Umpqua Bank (Irvine, CA)
- …relationships that serve as recurring sources of referrals for new mortgage lending opportunities and growth for the bank that are primarily self-generated. + ... Ensure exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements, demonstrating a… more
- JPMorgan Chase (Irvine, CA)
- …delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a ... presentations and knowing and verifying the identity of clients. + Manage the lending process by completing with loan application with clients, quoting rates, or… more
- University of Southern California (Los Angeles, CA)
- …of customer service, sales, or retail banking experience. Minimum Skills: Demonstrated lending experience and knowledge of consumer loan products and services. ... manner. Includes deposits and withdrawals, loan payments, new account application, lending applications, and all related documentation + Using credit scoring, sound… more