- BMO Financial Group (Fresno, CA)
- …requirements for the lending process and established yield, quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending ... requirements and lending policies and processes. + Applies the risk management framework to the portfolio to protect the...needed to comply with this requirement. A criminal background review and credit history evaluation will be… more
- City National Bank (Los Angeles, CA)
- …tailored investment and relationships reviews occur between client team and client. * Risk Management, Credit Quality, and Compliance * Keep current on client's ... leading the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal...timely and proactive manner with clients and with all risk areas, especially the Credit Team where… more
- Citigroup (Los Angeles, CA)
- …clients to identify avenues for new business opportunities; + Administrate the credit relationship of the client, coordinating and supervising the entire process, ... and Citi's policies / guidelines at all time + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's… more
- KQED (San Francisco, CA)
- … status based on Aging, update billing contacts and preferred billing methods. + Review D&B credit reports for new customers, approve WO finance credit ... electronically. 5 - Manage Accounts Receivable email in-box + Review e-mail at least twice a day, and immediately...for an Account Statement, invoices, or a single use credit card hyperlink, etc. + Maintain and create e-mail… more
- Wells Fargo (Roseville, CA)
- …customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), ... the Market Leadership Management Team as well as Operations, Risk , Compliance, and Sales Teams to ensure firm and...or more Markets and any findings are reported for review , escalation, if necessary, and final resolution + Act… more
- Banc of California (Pasadena, CA)
- …solutions. Maintains and applies a thorough understanding of the bank's credit policy, client eligibility and all necessary business practices. Performs all ... + Engages the marketplace and is responsible for originating new business credit and deposit relationships for businesses with annual revenue between $25MM to… more
- Zions Bancorporation (Fresno, CA)
- …a wide variety of commercial loans and developing strong, low risk commercial relationships. **Essential Functions:** + Responsible for generating and servicing ... a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service. + Acts as the principal… more
- The County of Los Angeles (Los Angeles, CA)
- …their families who have congenital anomalies or genetic disorders, or who may be at risk for a variety of inherited conditions to help them understand and adapt to ... Obtains detailed patient, family, and pregnancy histories to identify potential risk factors and inheritance patterns; analyzes all pertinent medical records;… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …executing the credit union's information security, data privacy and cyber risk strategy. Reporting to the Chief Operation Officer and working closely with the ... business activities (eg investments, assets, processes) to assess compliance risk to NIST CSF and Credit Union...and monitor adherence to them + Proactively document and review processes, practices and documents to identify weaknesses and… more
- Wells Fargo (El Monte, CA)
- …customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), ... of accounts + Identify opportunity for process improvements within the portfolio + Review and analyze the decision process for customer accounts and evaluate the… more