- Wolters Kluwer (Sacramento, CA)
- …within small and mid-sized (SMB) customers across the financial services and specialty lending industries. In this role, you will partner directly with customers to ... REMOTE ROLE.** + **Have 3 - 5 years of direct B2B sales** experience with a proven track record...**industry, as well as Feild Sales experience.** + Possess ** lending compliance industry experience** and have managed customer contacts;… more
- Citigroup (Beverly Hills, CA)
- …in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the ... range of products and solutions, including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help… more
- Zions Bancorporation (San Diego, CA)
- …loans, and performing client services issues. + Resolve client concerns through direct personal action or by referring clients to an alternative bank department ... for making appropriate referrals for other bank products and services, including commercial lending products. + Follows up with clients as needed. + May be… more
- PNC (Calabasas, CA)
- …Finance industry through PNC's Fannie Mae DUS, Freddie Mac Optigo, and FHA lending platforms. In addition to agency lending , we offer construction, bridge, ... functions have on the deal-making process. The Summer Internship Program is a direct pipeline for talent to C&IB PNC Real Estate Development Program, providing… more
- Columbia Bank (Marysville, CA)
- …Bank when needed. Also responsible for uncovering and originating consumer lending opportunities. + Provide excellent client service by providing immediate ... Make recommendations and follow through on commitments to clients. + Maintains direct contact with external and internal clients and consistently provides proactive… more
- Columbia Bank (Santa Rosa, CA)
- …Bank when needed. Also responsible for uncovering and originating consumer lending opportunities. + Provide excellent client service by providing immediate ... needs. + Makerecommendations andfollowthrough on commitments to clients. + Maintains direct contact with external and internal clients and consistently provides… more
- City National Bank (San Diego, CA)
- …maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank ... Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity...Bachelor's Degree or equivalent * Minimum 5 years of direct sales experience required. * Minimum 5 years of… more
- City National Bank (Newport Beach, CA)
- …the branch. As a leader & coach, the Branch Manager will enable their direct reports to be successful in their respective roles, providing regular coaching and ... Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY CAPABILITIES...branch environment * Minimum 5 years of experience performing lending and business development activities * Must be in… more
- Comerica (Los Angeles, CA)
- …leadership. Collaborative and supportive team environment. Gain in-depth knowledge of lending and non- lending products and services, including Treasury ... months. Associates will demonstrate their credit and sales skills, with direct involvement in the prospecting and loan approval process. Specific responsibilities… more
- Hendrick Automotive Company (Murrieta, CA)
- …to dealership customers. Supervisory Responsibilities: This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the ... Maintains AFIP Certification. + Acts as liaison between the customer and the lending institution. + Ensures adherence to F&I reporting requirements of company. +… more