- LTD Global (Livermore, CA)
- …of financial products including personal and business banking, mortgage lending , and wealth management. It distinguishes itself through relationship-based service, ... local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and the financial institution, ensuring… more
- Bank of America (Belmont, 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
- City National Bank (San Jose, CA)
- …years of banking experience required. * Minimum 5 years in a Commercial Lending Experience required. * Minimum 5 years of management experience required *Additional ... Qualifications* * Demonstrated sales and relationship management ability. * Excellent understanding of all bank products and services applicable to target client segment. * Excellent knowledge of commercial credit policies/procedures and risk management… more
- City National Bank (Los Angeles, CA)
- …requirements (eg, Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED? ... *Required Qualifications** * Minimum 2 years experience developing and customizing databases/systems for reporting purposes required. * Minimum 2 years experience designing and generating weekly, monthly and ad hoc reports using reporting/query tools such as… more
- PennyMac (Westlake Village, CA)
- …management, with a strong preference for experience within the wholesale mortgage lending , including a proven track record of successful social media prospecting and ... lead generation + Demonstrated experience managing both corporate and individual social media accounts to enhance engagement and drive results + Proven ability to connect social media metrics to business objectives, such as lead generation and partner growth +… more
- SolomonEdwards (Sacramento, CA)
- …mortgage clients to play a vital role in the final stages of the mortgage lending process. You will ensure a smooth and efficient closing experience for all parties ... involved. Position Locations: Moorpark, CA Pasadena, CA Essential Duties: - Review and analyze loan data, ensuring accuracy and completeness. - Prepare and assemble closing documents, including the final closing disclosure and settlement statements. -… more
- EverBank (Irvine, CA)
- …+ Physical Requirements: Sedentary Work **Career Level** 8IC Preferred Experience: + SBA Lending + Commercial Loans Hybrid work is a minimum of four days a ... week, one flexible day for remote work. Posting end date: 8/22/25 **Job Seeker Notice** EverBank, NA and Sterling Bank and Trust, a division of EverBank, NA (together, the "Company") is a nationwide specialty bank providing high-value products and services to… more
- SolomonEdwards (Sacramento, CA)
- …its mortgage clients to operate in a call center environment supporting consumer direct lending . You will act as the primary consumer contact to guide a consumer ... through the loan origination process after the licensed discussion with a loan officer. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Operate in a call center environment as a customer success advocate. - Answer… more
- American Express (Sacramento, CA)
- …experiences in the US, including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel & Lifestyle Services, the Centurion ... Lounge network, our Global Dining and Resy businesses, US Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping… more
- Robert Half Office Team (Albany, CA)
- …Strong organizational skills and attention to detail + Recent experience in mortgage lending operations + Familiarity with DU/ LP/ Point + Proficient in Word/ Excel ... a plus + College degree preferred 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 placement… more