- BMO Financial Group (CA)
- …risks and makes credit recommendations/decisions in accordance with sound credit -granting principles and compliance with the Bank 's philosophy and principles ... laundering or defalcation in accordance with Bank policy. + Protects the Bank 's assets by adhering to all banking, investment and lending regulations,… more
- MUFG (Los Angeles, CA)
- …or pitch to lead presentations. + Provide timely responses to requests for additional credit . + Ensure that the bank 's collateral is regularly appraised, field ... team will provide more details. **Asset Based Finance Group (ABF)** **MUFG Bank 's Asset-Based Financing (ABF)** is one of the essential go-to-market products for… more
- Navy Federal Credit Union (Vacaville, 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
- BMO Financial Group (San Ramon, CA)
- …clients, and by cross-selling Bank products and services that include credit , trust/ investment and cash management. + Participates and provides leadership in ... BMO is the 8th largest bank in North America and the 4th largest...documentation for Approved loans. + Negotiates terms under which credit /cash management services will be extended, including costs, repayment… more
- Banc of California (Pasadena, CA)
- …or equivalent combination of education, training and experience. + Successful completion of bank credit training. + Proven success in building relationships and ... solutions. Maintains and applies a thorough understanding of the bank 's credit policy, client eligibility and all...owners in the assigned segment and also with advisors, investment bankers, accountants and other highly reputable centers of… more
- Banc of California (Brea, CA)
- …of a borrower(s) and guarantor(s) balance sheets and cash flow to determine the bank 's interest in providing a credit facility for the designated purpose. + ... once the decision to proceed is made. + Prepare investment analysis and credit package for review...Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act… more
- BMO Financial Group (Los Angeles, CA)
- …risks and makes credit recommendations/decisions in accordance with sound credit -granting principles and compliance with the Bank 's philosophy and principles ... laundering or defalcation in accordance with Bank policy. + Protects the Bank 's assets by adhering to all banking, investment and lending regulations,… more
- BMO Financial Group (Sacramento, CA)
- …and clients, and by cross-selling Bank products and services that include credit , trust/ investment and cash management. + Reviews loan applications and cash ... BMO is the 8th largest bank in North America and the 4th largest...strong client relationships. + Structures complex deals and secures credit approvals, working with internal stakeholders and external partners… more
- PNC (San Francisco, CA)
- …portfolio management, client selection, advisory services, sales efforts, underwriting/ credit analysis, transaction vetting, marketing and more. Specialty Industry ... in pitch materials and analysis, and understanding the capital markets' and our bank competitors' approach to and views on the industry. This position can be… more
- BMO Financial Group (San Jose, CA)
- …**BMO IS ON AN EXCITING JOURNEY ** We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning ... target profile and create a calling plan. + Review credit applications to ensure sound credit granting...safeguarding procedures and applies due diligence in accordance with Bank 's policies and ethical standards for the prevention of… more