- Banc of California (Escondido, CA)
- …Administration for final decisioning. * Works with Loan Administration team to obtain due diligence information needed to underwrite the credit request, perform ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more
- Bank of America (Newport Beach, CA)
- …Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Huntington National Bank (Newport Beach, CA)
- …quality Project Finance portfolio. The Sr. Portfolio Manager manages all aspect of due diligence in credit underwriting, financial modeling, approval, ... and contractual activities and is responsible for safeguarding the operational and financial performance of the renewable energy projects financed by HNB. Detailed… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …may be required. + Securities rules and regulations in order to conduct proper due diligence analysis of independent practices may be required. **Skill in** + ... experience or certification to develop affiliations with advisor and/or financial planning professionals/organizations to recruit advisors and/or their practices to… more
- SMBC (Los Angeles, CA)
- …and documenting key meetings with stakeholders; and recordkeeping and reporting. + Performing due diligence reviews to ensure the quality of the documentation ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and… more
- Banc of California (Los Angeles, CA)
- …Focusing on Homeowners Association (HOA) lending the Underwriter will perform analysis, due diligence and underwriting of proposed new loan requests for ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more
- BMO Financial Group (CA)
- …conduct and ethical guidelines. + Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, ... **Pay Type:** Salaried & Commission The above represents BMO Financial Group's pay range and type. Salaries will vary...For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in… more
- Coinbase (Sacramento, CA)
- …integration strategy as a critical input to the deal assessment, supporting the due diligence process, executing on integration plans, and long-term measuring ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact… more
- Coinbase (Sacramento, CA)
- …Good understanding of, or work experience in, topics like transaction monitoring, Enhanced Due Diligence , KYC, AML etc. ID: GPPM05US *Pay Transparency Notice:* ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact… more
- City National Bank (Irvine, CA)
- …opinions and recommendations regarding proposed credit and potential risks. Ensures all due diligence and background evaluation is complete and thorough before ... ("CRR") is submitted. WHAT WILL YOU DO? * Reviews loan requests, historical financial information, cash flow projections and third party reporting (eg, Quality of… more