- CDM Smith (Truckee, CA)
- …employee-owned firm) is seeking a strategic, hands-on, and results-driven Chief Financial Officer (CFO) to lead our global financial operations. The CFO will be ... and relevant advice. * Advises the CEO and Board on financial planning, risk management, and capital structure. * Develops and evaluates short- and long-term… more
- Financial Partners Credit Union (Brea, CA)
- …+ Use good judgment when establishing new accounts and accepting items for deposit to minimize risk of loss to the credit union. + Prioritize and follow up on ... $28.36 Position Type Full Time Job Description Financial Partner Credit Union, recognized as the Top Place to Work...success to join our team as a Member Service Officer at our Brea Branch. PURPOSE OF JOB To… more
- Citigroup (San Francisco, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... range of financial products and services, including consumer banking and credit , corporate and investment banking, securities brokerage, and wealth management. Citi… more
- Zions Bancorporation (Irvine, CA)
- …Assets it to help the Bank achieve its goal of proactive problem credit management. The Bank strives to rehabilitate problem credits wherever possible. The work ... Loans, C and I business loans, Revolving Line of Credit , Asset Based Loans, etc. This group does not...(Excel, Word and Power Point) + Expert knowledge of Risk Grading + Applies advanced principles, theories, and concepts.… more
- Bank of America (San Francisco, CA)
- …Skills . Prospecting . Written Communications . Active Listening . Business Development . Credit and Risk Assessment . Data Collection and Entry . Pipeline ... Community Lending Officer - Geneva-Mission San Francisco, California **To proceed...laptop technology for client communication purposes including accessing rate, credit and loan status information . Solid time management… more
- JPMorgan Chase (Woodland Hills, CA)
- …roundtables, industry conferences, webinars, and professional media platforms + Manage the non- credit risk for customer portfolio and monitor and enhance ... have found the right team. As a Treasury Management Officer in Commercial Banking, you will generate new treasury...skills + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline,… more
- Citigroup (Morgan Hill, CA)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow,… more
- PNC (Irvine, CA)
- …this position. **Preferred Skills** Account Management, Asset Allocation, Capital Management, Credit Risk Analysis, Equity Valuations, Investment Banking, Sales ... to contribute to the company's success. As a Senior Business Development Officer within PNC's Institutional Asset Management organization you will be based in… more
- JPMorgan Chase (Santa Ana, CA)
- …and circumstances of their businesses + Use knowledge of business, finance, banking, credit , and risk management to identify, recommend, and promote solutions ... and providing financial advice with a focus on client experience and risk management. **Job Responsibilities** + Acquire, manage, and retain a portfolio of… more
- US Bank (Los Angeles, CA)
- …Preliminary prospect analysis including structuring and pricing transactions opposite the perceived credit risk . * Prepare memorandum to obtain senior management ... communication, risk management, and organizational skills. * Strong asset-based credit skillset coupled with a solution orientated approach that mitigates the… more