- Rock Family of Companies (CA)
- …next level. **About the Role** + Build and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family ... the Rocket brand and help homebuyers or homeowners obtain real estate financing that meets their personal...analyze their financial situations to determine the appropriate loan product to achieve their goals. + Advise and educate… more
- Umpqua Bank (Irvine, CA)
- …originate residential mortgage loans through solicitation and developing relationships with real estate professionals, builders, and other business referral ... + Conduct interviews with prospective borrowers to analyze financial and credit data, determines customer financing objectives, advises customer on product… more
- Sacramento Credit Union (Sacramento, CA)
- … and services (new accounts, consumer loans, business accounts, business loans, real estate referrals, and investment referrals). + *Opens Business Accounts. ... source of information on new deposit accounts, financial services, and loan products . + *Engages in consultative dialogue to identify current and future financial… more
- Wells Fargo (San Francisco, CA)
- …as an expert advisor to lead highly complex and substantial cash flow and real estate loans and certain other industry specific solutions with Mid-Corporate ... understanding of commercial or food or agribusiness specialty group: lending, loan servicing, products , and credit practices relevant to the mid corporate sized… more
- Banc of California (Temecula, CA)
- …Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank ... interpretation of bar graphs. + Excellent knowledge of bank deposits, lending products , credit products , and services to open accounts. + Relationship… more
- City National Bank (San Francisco, CA)
- …techniques, product offerings, legal and regulatory requirements and industry and real estate trends. * Acquire and maintain proficiency in the use ... for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients....in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's… more
- Robert Half Finance & Accounting (Los Angeles, CA)
- …We are offering an exciting opportunity for a Sr. Accountant in the commercial real estate development and management industry. This role is based in Los ... financial statements * Conduct audits and reconcile bank and credit card accounts * Oversee building construction draws and...the General Ledger is essential. * Experience in Commercial Real Estate is required. * Bachelor's degree… more
- Banc of California (Santa Ana, CA)
- …that requires strong collaboration with Accounting leadership, FP&A, Treasury, Corporate Real Estate , and Enterprise Project Management. Performs all duties ... processes. + Partner cross-functionally with Treasury, FP&A, Enterprise Risk, Corporate Real Estate and Business Operations to support business knowledge… more
- SMBC (Brea, CA)
- …of Credit , Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services **SUMMARY** ... General Ledger Reconciliation, preferably with knowledge of C&I including Commercial Real Estate , Construction Loan and Syndication Loans. Skills/… more
- SMBC (Los Angeles, CA)
- …of Credit , Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services **JOB SUMMARY:** ... companies by establishing long term customer relationships and loyalty, providing superior products and services through a core of highly skilled and seasoned… more