- Columbia Bank (San Jose, CA)
- …relationships. Wealth management services to these clients include: deposit, cash management , credit , investment management , and trust services. + ... Healthcare Relationship Manager Wealth Management San Jose, California **Description** **About Us:** At...and lending, required. + Proactive. + Working knowledge of credit structures. + Focused on client satisfaction. + Ability… more
- BMO Financial Group (City Of Industry, CA)
- …structure, etc. + Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts. + Monitors covenants of ... year-end and interim statements and personal financial statements) for credit worthiness. Identifies recurring and non-recurring income/expenses. Comprehend all… more
- Banc of California (Santa Ana, CA)
- …each opportunity. + Develop strong internal working relationships with peers in the credit , asset management , documentation, portfolio management , legal, and ... relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of… more
- JPMorgan Chase (Irvine, CA)
- …centric mindset + Utilize knowledge of business, finance, payment solutions, banking, credit , and risk management to identify, recommend, and promote solutions ... **Preferred Qualifications, Capabilities and Skills** + Bachelor's degree and formal credit training + Sales management , business development skills, proficiency… more
- Bank of America (San Francisco, CA)
- …accessing rate, credit and loan status information . Solid time management skills and the ability to organize, prioritize and perform multiple tasks ... Client Focus . Loan Structuring . Oral Communications . Referral Management . Credit Documentation Requirements . Learning Delivery . Presentation Skills .… more
- Comerica (Costa Mesa, CA)
- …deposit and noncredit services + 7 years in combined lending portfolio, underwriting and credit experience + 3 years management experience + 5 years Credit ... and product management experience + Successful completion of an extensive credit training program Salary Range For candidates hired in the state of California,… more
- Ferrotec USA (Livermore, CA)
- …setting. + Strong knowledge of manufacturing billing cycles, order-to-cash processes, and credit risk management . + Excellent leadership and team management ... the policies of Shared Services including issuing invoices and credit memos, sending invoices and account statements, posting cash...list of duties. Duties may change without notice at management 's sole discretion WHAT YOU NEED TO BE SUCCESSFUL… more
- JPMorgan Chase (Redwood City, CA)
- …- $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately ... of their businesses + Use knowledge of business, finance, banking, credit , and risk management to identify, recommend, and promote solutions that best serve the… more
- JPMorgan Chase (San Francisco, CA)
- …complex real estate based financial analysis, identifying and interpreting data for management 's use in rendering sound credit decisions. Analysis is based ... your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of...quo and striving to be best-in-class. As a Lead Credit Officer - Vice President in the Key Relationship… more
- Citigroup (San Francisco, CA)
- …skills + Experience with large corporate clients, capital markets products, derivatives, credit , cash management , trade, finance and securities products + Series ... for drafting situation analyses, pitch materials, information memoranda, investor and management presentations and oversee work being performed by analysts &… more