- Banc of California (San Luis Obispo, CA)
- …+ Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected in a timely ... to identify any potential issues, discuss with the Title Officer and Underwriter as to the best course of...order additional reports as dictated by findings/conclusions. + Open escrow and title as needed, coordinate to schedule closings… more
- Citizens (San Francisco, CA)
- …received meet Private Bank guidelines and lead the conversation with the Relationship Manager , Client Relations Team, or Credit Risk Officer to determine next ... circumstances. The Private Bank Sr Lending Specialist supports the Relationship Manager with their client's loan portfolio with extraordinary care and service.… more
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