- Comerica (Costa Mesa, CA)
- …customer relationships to ensure ongoing profitability and complete conformity with credit terms. Ensures the sale of additional financial services. Maintains a ... loan portfolio, taking ownership of all reviews and renewals for existing credit customers. Portfolio to include more complex accounts. Formulates an opinion of… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …a Personal Teller to promote a positive, professional image of Financial Partners Credit Union via our Interactive Teller video channel. You will provide excellent ... service to all members of the credit union by identifying product and service solutions to...by Department Management + Must meet or exceed established sales , referral, and service goals + Be present. Adhere… more
- UMB Bank (Sacramento, CA)
- …your time:** + Partner with REG relationship managers to perform credit underwriting duties for existing/prospective client relationships, which may include but ... are not limited to the following: + Perform detailed credit analysis to determine borrower/guarantor repayment capacity + Appropriate loan structuring… more
- SF Fire Credit Union (San Francisco, CA)
- Where it all began In 1951 SF Fire Credit Union first opened its doors from a modest 10′ x 15′ office space in 17 Engine. It was from those humble beginnings-where ... its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and...I without supervision + Meets established individual and team sales and service goals + Processes new membership applications… more
- Financial Partners Credit Union (Long Beach, CA)
- …Pay Range $18.90 - $28.36 Position Type Full Time Job Description Financial Partner Credit Union, recognized as the Top Place to Work by the Orange County Register, ... the Best Credit Unions to Work For by American Banker, and...investments and insurance products. Increase member relationships through proactive sales consultations with new and existing members. Take advantage… more
- Financial Partners Credit Union (Costa Mesa, CA)
- …PURPOSE OF JOB: To promote a positive, professional image of Financial Partners Credit Union via all contact channels (phone, e-mail, chat, etc.). Provide excellent ... service to all members of the credit union by identifying product and service solutions to...members on pre-approval status and process. Consistently meet assigned sales goals by minimum of 75% Take secured and… more
- City National Bank (San Francisco, CA)
- …WHAT WILL YOU DO? * Drive revenue growth by leading the delivery of credit and advisory solutions tailored to clients' unique needs, ensuring a seamless process from ... to deliver strategic guidance to clients. * Lead retail syndications for large credit relationships in conjunction with the Bank's syndications team. * Calls on… more
- Citigroup (San Francisco, CA)
- …with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed + Coordinates credit requests and approvals from ... correct client legal and marketing hierarchies + Partners with Credit Admin team to ensure credit documentation...assigned as required. **Job Family Group:** Commercial and Business Sales **Job Family:** Commercial Sales Support **Time… more
- US Bank (San Francisco, CA)
- …to serve our business clients today and into the future. This role is heavily sales focused and we're looking for sales professionals who aren't afraid to knock ... as Developer & Investor Commercial Real Estate. + Obtain credit approval on loans within assigned limits and manage...within assigned limits and manage both loan and portfolio credit quality. + Provide appropriate credit structure… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 ... Float Assistant Manager serves as the liaison between the member and the Credit Union. He or she provides Uncommonly Good Service and deepens relationships with… more