- Robert Half Finance & Accounting (San Francisco, CA)
- …a full suite of solutions including investment management, estate and tax planning, lending strategies, and family office services. About the Firm With a culture ... rooted in collaboration, innovation, and long-term client partnerships, these firm values professional excellence, continuous learning, and the use of technology to enhance the client experience. The team is composed of dedicated professionals who thrive in a… more
- US Bank (Newport Beach, CA)
- …ability to apply knowledge in those areas to understanding the overall lending and business environment - Effective analytical and technical report writing skills ... - Effective verbal and written communication skills - Ability to work independently performing financial analyses as a first line of defense and communicate potential issues The role offers a hybrid/flexible schedule, which means there's an in-office… more
- Robert Half Office Team (Berkeley, CA)
- …processes is a plus. * Knowledge of the credit card and consumer lending industries is highly desirable. * Demonstrated ability to work collaboratively across ... departments and manage multiple priorities. TalentMatch(R) Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent… more
- CIBC (San Francisco, CA)
- …you need to succeed** + **Experience:** 10+ years of structured lending experience, including underwriting and negotiating large, complex credit facilities backed ... by diverse collateral types such as real estate, private equity, hedge funds, fine art, and aircraft. + **Expertise:** Strong knowledge of risk management, credit structuring, and portfolio management. + **Leadership:** Proven ability to guide product… more
- Zions Bancorporation (Los Angeles, CA)
- …and 6+ yrs of banking, treasury/cash management, product sales, relationship management, lending or other directly related experience. A combination of education and ... experience may meet job requirements. + Employs advanced knowledge as a generalist or specialist of banking, treasury management, banking/treasury products and procedures. + Advanced working knowledge of applicable regulatory requirements. + Strong sales,… more
- Bank of America (Dublin, CA)
- …business knowledge and network by partnering with experts in small business, lending , and investments + Manages financial center traffic, appointments, and outbound ... calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client +… more
- Experian (Costa Mesa, CA)
- …for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create digital marketing ... solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realise their financial goals and help them to save time and money. We operate across a range… more
- Experian (Costa Mesa, CA)
- …for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and ... gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to work towards their financial goals and help them save time and money. We operate across a range of markets,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building ... lasting client relationships that span generations. You'll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers… more
- BMO Financial Group (San Ramon, CA)
- …owners to discover and select data from internal and external sources eg lending system, payment system, external credit rating system. + Applies scripting / ... programming skills to assemble source data into structured datasets with multiple levels of granularities eg, demographics, customers, products, transaction. + Applies suitable statistical techniques to perform analysis eg, A/B testing, mathematical models,… more