- Ventura County (Ventura, CA)
- …provides analytical and operational support related to cash flow management, investment research, portfolio management, credit analysis, portfolio monitoring, ... Plans - Full time employees are given a flexible credit allowance of up to $25,558 annually to offset...investment management experience in a public agency, commercial bank , investment banking firm, or brokerage firm,… more
- BMO Financial Group (San Ramon, CA)
- …loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures ... BMO is the 8th largest bank in North America and the 4th largest...& Industrial (C&I) opportunities in partnership with Recommenders and Credit Officers. The Credit Portfolio Officer will… more
- JPMorgan Chase (Palo Alto, CA)
- …ensure efficient Letter of Credit execution. + Coordinate the Letter of Credit process across the Commercial Bank 's customer base during client onboarding, ... deliverables + Experience in reviewing, understanding, and/or working with credit partners + Knowledge of Foreign Bank ...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA ... and banking regulations (including those related to OFAC and Bank Secrecy Act / Anti-Money Laundering compliance) and Patelco...with a stable, 25-year track record of serving the investment needs of credit unions and their… more
- MUFG (Los Angeles, CA)
- …issues and unique credit product activity + Participate in client and bank meetings as necessary **Policy and Deal Advocacy:** + Supporting the Senior PM, ... & analytical background + Strong financial spreading/modeling skills + Completion of formal credit -training program at a money center bank is preferred + Strong… more
- Navy Federal Credit Union (San Diego, CA)
- …and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a ... registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume… more
- Scotiabank (San Francisco, CA)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... Associate Director, Technology Investment Banking - San Francisco, CA **Requisition ID:**...the fastest growing and most dynamic groups within the Bank , so the Associate Director can expect to have… more
- Scotiabank (San Francisco, CA)
- …Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the ... Associate, Technology Investment Banking - San Francisco, CA **Requisition ID:**...culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that… more
- Columbia Bank (Irvine, CA)
- …and dashboard maintenance and development. Attends as CRE representative on cross functional bank wide taskforces and projects with CQA, Credit Review, and ... CRE Underwriting Director Commercial Banking Irvine, California **Description** **About Us:** At Columbia Bank , we create a great place to work by offering a unique… more
- City National Bank (Los Angeles, CA)
- …areas is strongly preferred. * Successfully negotiate, structure, and arrange CNB-Agented, multi- bank , revolving credit and term loan facilities that reflect ... on sell-side in capital markets *Additional Qualifications* * MBA preferred * Credit training preferred * Prior commercial or investment banking experience… more