- Intuit (Woodland Hills, CA)
- **Overview** Intuit's Global Business Solutions Group (GBSG) is dedicated to delivering a portfolio of solutions that improve a businesses' success by addressing ... their top needs, ranging from invoicing to payroll, accounting, payments and lending . As part of the US Marketing team for QuickBooks, the QuickBooks Online… more
- Coinbase (Sacramento, CA)
- …with an initial emphasis on enabling trading, subcustody, and secured lending across retail, wealth, and institutional client segments. Coinbase's product platform ... Ideal candidates have experience selling into large financial institutions and banks. Direct experience in crypto is positive but not required. An understanding of… more
- Banc of California (Brea, CA)
- …"bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, ... by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more. At Banc of California, our… more
- Citigroup (Los Angeles, CA)
- …Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to monthly advance servicing, project ... and responsible for operational oversight of servicing transactions of the business division being supported to ensure all internal and external requirements… more
- Columbia Bank (Rocklin, CA)
- …and Business products and services. + Demonstrated proficiency in consumer and business lending . + Exhibits deep desire to assist clients in achieving their ... phone calls to current and prospective consumer and small business customers. May partner with branch Manager ...financial goals. + Demonstrated proficiency in consumer lending and basic business lending … more
- Hendrick Automotive Company (Murrieta, CA)
- …to dealership customers. Supervisory Responsibilities: This job has no direct supervisory responsibilities. Essential Duties and Responsibilities include the ... + Acts as liaison between the customer and the lending institution. + Ensures adherence to F&I reporting requirements...to F&I reporting requirements of company. + Attends weekly manager meetings. + Maintains CSI at or above Company… more
- UMB Bank (Sacramento, CA)
- …all of or portions of the credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new business and renewals) ... recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls… more
- City National Bank (Beverly Hills, CA)
- …WHAT IS THE OPPORTUNITY? This position is responsible for the development and direct sale of treasury management products and services to new clients and the ... of existing treasury management customer relationships. The incumbent will support business development activities of CNB line units and develop sales strategies… more
- MUFG (Los Angeles, CA)
- …leverage finance, and sponsor-based clients across the Power & Utilities vertical lending business . The position involves the critical functions of assessing ... and facility closing due diligence, including documentation + Attend Relationship Manager customer meetings, when appropriate + Special projects, as assigned… more
- JPMorgan Chase (San Francisco, CA)
- …individual who can work closely with Advisors without daily contact with a direct manager . + Strong presentation skills in one-on-one and group meetings ... clients, which involves familiarizing yourself with the various investment, banking, and lending products and platforms available to our advisors across JP Morgan… more