- Intuit (Mountain View, CA)
- …small business lending portfolios. This is a high-impact, strategic role that influences credit , finance, and product decisions. You will partner closely with ... ensure alignment with strategic goals. + Translate macroeconomic indicators, internal credit performance, and product changes into refined forecast assumptions… more
- Bank of America (Woodland Hills, CA)
- …and over the phone. + Is a critical thinker and can analyze financial and credit data to advise clients of product /pricing policies and guidelines and gather any ... Credit Solutions Advisor Topanga Canyon Woodland Hills, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a… more
- US Bank (San Francisco, CA)
- …proposals to secure new client relationships. Market Expertise: + Understand bank product features and credit parameters to identify suitable products for ... + Building relationships with product partners (RMs, Treasury, Payments, Product , Credit , etc.) to provide advice, market, and make internal referrals for… more
- Banc of California (Santa Ana, CA)
- …documents drawn cover all necessary terms and conditions appropriate for the approved credit product . + Familiar with IBS (or similar) loan system preferred. ... Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage...Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in… more
- Intuit (San Francisco, CA)
- …+ Ability to work cross functionally across multiple teams including compliance, risk, product , credit , legal and engineering and manage projects from start to ... With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the… more
- Intuit (Mountain View, CA)
- …Intuit relationship. **Lead Cross- Product Integration:** Collaborate intensively with Product Leaders across TurboTax, QuickBooks, Credit Karma, and ... focused on ecosystem impact: user acquisition driven by lending, cross- product adoption/retention, platform utilization, total credit facilitated, customer… more
- Intuit (San Francisco, CA)
- …+ Ability to work cross functionally across multiple teams including compliance, risk, product , credit , legal and engineering and manage projects from start to ... With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …Teller video channel. You will provide excellent service to all members of the credit union by identifying product and service solutions to meet their financial ... loans, conducting information inquiries and account research + Effectively communicate with Credit Union members via video sessions -- always ensuring that the… more
- MUFG (Los Angeles, CA)
- …dominion, and other bank product details as it relates to overall ABL credit exposure. + High level legal and negotiation skills. + Excellent verbal and written ... skills. + Ability to work effectively and collaboratively with coverage teams, credit officers, sponsor coverage, product partners, legal, etc. + Financial… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …channels (phone, e-mail, chat, etc.). Provide excellent service to all members of the credit union by identifying product and service solutions to meet their ... all contact channels to promote a positive, professional image of Financial Partners Credit Union. Proven ability to provide solutions to member financial needs by:… more