- BMO Financial Group (City Of Industry, CA)
- …Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts. + Monitors covenants of clients within assigned ... address all material aspect of the request. + Supports management of the Relationship Manager portfolio by addressing covenant...conditions and compliance with loan agreement. + Provides accurate financial analysis and risk assessment of new… more
- Citigroup (Beverly Hills, CA)
- … of wealth. + Develop tailored solutions that address clients' investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly ... behalf. + Maintain full understanding of client goals and risk tolerance to ensure that financial strategies...relationships with the firm. + Help clients achieve broad financial /investment goals related to the creation and management… more
- Santander US (Sacramento, CA)
- …statements, processing early buy-out and loan options etc. Interfaces with Santander's risk management , accounting, operations and other areas for budgetary, ... Santander is a global leader and innovator in the financial services industry. We believe that our employees are...market conditions and trends. Ability to effectively interact with risk management groups and systems within the… more
- Bank of America (San Francisco, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue ... years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/Private-Wealth-Client-Relationship-Manager\_25024178) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth … more
- First National Bank of Omaha (CA)
- …knowledge and discipline** - You maintain and apply a broad understanding of financial management principles to ensure decisions are fiscally sound and ... that align with the enterprise's vision and tolerance for risk (business risk , reputation risk ,...cost effective approaches and demonstrate a broad understanding of financial management principles. You develop appropriate contracts… more
- LTD Global (Livermore, CA)
- …compliance with bank policies and regulatory requirements. Key responsibilities include financial and cash flow analysis, collateral evaluation, risk mitigation ... About the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and… more
- Parker Hannifin Corporation (Irvine, CA)
- …+ Proficient in contract management concepts, tools, techniques, and risk management . Strong negotiation skills. Comprehensive knowledge of legal principles ... : IRVINE, CA, United States Job Family : Program Management Job Type : Regular Posted : Sep 4,...solutions and formal recommendations. + Evaluates the company's contractual risk in terms of cost exposure (eg compensation of… more
- City National Bank (Los Angeles, CA)
- …OFFICER I CORPORATE BANKING* WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan underwriting expertise to the cash ... all due diligence and background evaluation is complete and thorough before Credit Risk Recommendation ("CRR") is submitted. WHAT WILL YOU DO? * Reviews loan… more
- SMBC (Sacramento, CA)
- …activities. + Proven cross-functional project management experience across financial crimes compliance, risk , technology, and operations. **Preferred ... risk teams. + Partners on the enhancement of financial crimes compliance key performance metrics and reporting criteria...to financial crimes compliance. + Provide ongoing financial crimes compliance program management support across… more
- Intuit (San Diego, CA)
- …processes, and technology in service to accurate revenue recognition and financial statements while supporting Intuit's overall growth. The ideal candidate will ... desirable. + 5+ years of relevant experience in technical accounting and financial reporting for large accelerated SEC filers in high-growth industries. Software or… more