• Senior Wealth Advisor

    Citigroup (Downey, CA)
    …such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** . Build relationships with new clients ... where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) . Acquire new clients through converting referral leads .… more
    Citigroup (07/16/25)
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  • CA-WA Mortgage Retail Sales Consultant

    Wells Fargo (Thousand Oaks, CA)
    …role:** Wells Fargo is seeking an CA-WA Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending . Learn more about our career areas ... and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Solicit residential mortgages from various sources and produce high quality loans which are compliant and provide excellent customer… more
    Wells Fargo (07/11/25)
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  • VP, Investment Counselor - Citi Private Bank

    Citigroup (San Francisco, CA)
    …range of products and solutions, including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help ... for cross sell opportunities in others areas of the bank, in particular lending , trust and institutional markets solutions, etc. + Partner with Bankers to prospect… more
    Citigroup (07/04/25)
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  • Bilingual Mortgage Lender-California

    Zions Bancorporation (Hacienda Heights, CA)
    …+ Requires a college degree and 4+ years of mortgage lending origination experience required, including residential construction experience or other directly ... education and experience may meet requirements. + Advanced knowledge of mortgage lending , processing, credit analysis, mortgage laws and regulations + Ability to… more
    Zions Bancorporation (07/04/25)
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  • Encompass Administrator

    Insight Global (San Diego, CA)
    …organization by performing a number of activities related to the companys Construction Lending Team and Assumption Lending Team functions. The role is primarily ... responsible, under general to intermittent supervision, for the overall administration and configuration functions for all features of Encompass Banker Edition across the complete enterprise from origination through servicing. We are a company committed to… more
    Insight Global (07/03/25)
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  • Head of Payment Operations & Financial Services

    Vagaro (Pleasanton, CA)
    …drive the growth, innovation, and profitability of Vagaro's payment processing solutions, lending programs, and financial products. You will play a pivotal role in ... in BNPL (Buy Now, Pay Later), subscription billing, and capital lending . + Leadership & Cross-Functional Collaboration + Lead a high-performing Payments… more
    Vagaro (06/19/25)
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  • Senior Power Finance Associate

    Zions Bancorporation (El Segundo, CA)
    …and marketing support during the origination and execution of new lending opportunities. + Responsible for reviewing loan documentation and due diligence ... a related field and 6+ years of experience in years commercial lending , investment banking, project finance advisory or relevant buy-side experience. An equivalent… more
    Zions Bancorporation (06/08/25)
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  • Relationship Manager - US Banking West

    Comerica (Costa Mesa, CA)
    …university Completion of a Commercial Credit Training Program + 5 years of commercial lending experience + 3 years of experience managing a portfolio of clients + 3 ... university Completion of a Commercial Credit Training Program + 7 years of commercial lending experience + 5 years of experience managing a portfolio of clients + 3… more
    Comerica (06/01/25)
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  • Senior Wealth Advisor

    Citigroup (San Francisco, CA)
    …such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** + Build relationships with new clients ... where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) + Acquire new clients through converting referral leads +… more
    Citigroup (05/25/25)
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  • Cisco Capital Partner Relationship Manager

    Cisco (San Jose, CA)
    …or consulting. + Confirmed knowledge of payment platforms, leasing, lending , project financing, consumption models, and financial services program management. ... + Experience working with financial services ecosystem partners and Cisco Commerce Workspace. **Preferred Qualifications** + Strong executive presence and communication skills; shown ability to influence and build positive relationships with CXOs. + Strategic… more
    Cisco (08/21/25)
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