- PNC (Walnut Creek, CA)
- …an opportunity to contribute to the company's success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be based in Irvine, CA. ... Client Solution Specialist (CSS) provides support to Underwriters (UW), Credit Products...assists the deal team with providing superior client servicing, loan fulfillment and data integrity. They communicate directly with… more
- Wells Fargo (Irvine, CA)
- …questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection ... with you. **About this role:** Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust. Learn more areas and lines of… more
- JPMorgan Chase (Pasadena, CA)
- …Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client ... 1,000 employees nationwide. CTL delivers fast, efficient and streamlined loan transactions to our clients, helping them build their...why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver… more
- Sacramento Credit Union (Sacramento, CA)
- …service quality as assigned by the Branch Manager. + *Submit, process and fund consumer loan applications including VISA, home equity, auto, and other loan ... TITLE: FINANCIAL SERVICE SPECIALIST III (PERSONAL BANKER) STATUS: NON-EXEMPT DEPARTMENT: H-STREET...*Obtain and evaluate credit reports. Calculate debt-to-income ratios on consumer loan applicants and calculate how much… more
- Columbia Bank (San Luis Obispo, CA)
- …that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who ... The ABM also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other… more
- Columbia Bank (Paso Robles, CA)
- …that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who ... The ABM also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other… more
- JPMorgan Chase (Los Angeles, CA)
- …you with the opportunity to take your career to the next level. As a Lending Specialist in the US Private Bank, you will work with our team to advise clients on ... ongoing dialogue with existing borrowing clients + Advise, negotiate and execute loan structures + Structure solutions to client financing needs within acceptable… more
- Bank of America (Walnut, CA)
- …+ Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking ... requirements **Required Qualifications:** + Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment + In… more
- Bank of America (Santa Barbara, CA)
- …* Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking ... requirements Required Qualifications: * Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of… more
- BMO Financial Group (Los Angeles, CA)
- …and customers. + May act as lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues and best practices. + Ensures ... and concerns, both internal and external. + Performs client sales & service support activities as required to meet...of execution. + Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms… more