- Banc of California (Santa Ana, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... centers of influence, etc. + Structures and underwrites credits jointly with Loan Portfolio Managers. + Operates computer terminal or personal computer to process… more
- Comerica (Costa Mesa, CA)
- …base. Position Responsibilities: Portfolio and Risk Management Retain and manage existing loan portfolio, taking ownership of all reviews and renewals for existing ... an opinion of whether such relationships continue to be an acceptable risk. Decides loan terms and conditions if within own credit limits or makes recommendations to… more
- PennyMac (Moorpark, CA)
- …point of contact for clients for all fulfillment issues, status questions, and loan level problem solving. Provide prompt and efficient service to customer as ... closely with Operations to request and validate documentation to properly satisfy loan requirements. Provides feedback to both internal and external customers on … more
- MUFG (San Francisco, CA)
- …portfolio management of designated clients: + Responsible for the management of a loan portfolio. + Perform due diligence and regularly scheduled reviews of assigned ... loan portfolio, including covenants compliance. + Analyze credit risk...current events utilizing internal and external sources. + Maintain direct communication with assigned customers. + Evaluate proposed contents… more
- PennyMac (Pasadena, CA)
- …customer service role, operating in a call center environment and supporting Consumer Direct Lending . The individual acts as the primary consumer contact to ... guide a consumer through the loan origination process after the licensed...of mortgage experience preferably in a processing role with direct customer contact in a call center environment is… more
- Zions Bancorporation (Santa Monica, 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
- JPMorgan Chase (Los Angeles, CA)
- …experience in a Business Banking Relationship Management role or related business lending experience; direct in-person contact required + Expert knowledge of ... client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions… 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 ... fee income growth from both new and existing portfolios, loan and line volume that includes but is not...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY CAPABILITIES… more
- City National Bank (Palo Alto, CA)
- …clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, ... of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with...Bachelor's Degree or equivalent * Minimum 5 years of direct sales experience required. * Minimum 5 years of… more
- City National Bank (Woodland Hills, CA)
- …clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, ... of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with...Bachelor's Degree or equivalent * Minimum 5 years of direct sales experience required. * Minimum 5 years of… more