- Intuit (Mountain View, CA)
- …& growth challenges, and are energized by the opportunity to grow our lending business with new offerings and through non-QuickBooks channels, including 3rd party ... from conception to launch. + Proven ability to build, manage and influence direct and indirect relationships, and to lead cross-functional teams. + Strong analytical… more
- JPMorgan Chase (Pasadena, CA)
- …providing investment advice to your multi-family property investors. A role as a Relationship Manager is for you. As an MFL Client Manager , Executive Director in ... multi-family properties. This role is ideal for an experienced multi-family relationship manager who is assertive, possesses a strong initiative, has proven success… more
- PennyMac (Westlake Village, CA)
- …A Typical Day The Transaction Management Analyst - Correspondent Lending performs day-to-day, loan-level and commitment-level transactions, demonstrating knowledge ... Execute all mandatory (bulk, flow, assignment of trade and direct trade) loan-level transactions (eg registration, allocation, kick and...and process gaps to be reviewed by the pricing manager + Perform other related duties as required and… more
- Regions Bank (Irvine, CA)
- …section of the system. **Job Description:** At Ascentium Capital, the Ascentium Direct Sales Account Manager develops business while retaining and servicing ... Fortune 500 companies with programs that benefit manufacturers, distributors and direct to businesses nationwide. Our finance specialization covers several segments,… more
- Carrington (Anaheim, CA)
- …relationship building within a Sales area, focusing on wholesale and correspondent lending . Responsible for achieving sales goals on a monthly, quarterly, and annual ... including Non-Agency/Non-QM, Government, Conventional, 2nd Mortgages, and other specialty lending products. Provide day-to-day mentoring, coaching, training, and broker… more
- BMO Financial Group (San Francisco, CA)
- …Python, Power BI a plus.** The **Data Scientist / Portfolio Risk Manager ** provides analysis, monitors the performance and develops portfolio credit recommendations ... portfolios to manage risk taking, improve profitability and ensure the bank's lending activities adhering to Retail Credit policies and Risk Appetite target. This… more
- JPMorgan Chase (Malibu, CA)
- …providing education and advice tailored to suit their financial needs. As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed ... a great customer experience in the branch. You will direct all aspects of branch operations, grow the deposits...partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.… more
- Comerica (San Francisco, CA)
- Job Description Group Manager II, Middle MarketThe Group Manager role will manage all aspects of the Middle Market Loan Group including overseeing and assisting ... Relationship Managers in their marketing of lending services and other products, credit quality, customer service,...growth, as well as managing support staff. The Group Manager will also manage a smaller portfolio of loans,… more
- Banc of California (Santa Ana, CA)
- …activity, determine balances and resolve problems within given authority. + Answers direct , telephonic or email questions from clients and staff and directs callers ... + Experience in commercial and other related forms of lending and portfolio products preferred + Advanced skills in...of related state and federal banking compliance regulations governing lending including but not limited to fair lending… more
- Comerica (Los Angeles, CA)
- Job Description Portfolio Manager III- Private BankingThe Portfolio Manager is responsible for managing a portfolio of existing relationship for customers within ... limits or makes recommendations to appropriate authority. Develops and maintains direct relationships with customers including an effort to call/contact; target a… more