- Robert Half Accountemps (San Mateo, CA)
- …credit data and financial statements to determine the risk in extending credit or lending money. The Credit Analyst will play a key role in managing customer credit ... risk, setting credit limits, and supporting the overall credit and collections strategy to maintain healthy cash flow and minimize bad debt. Key Responsibilities + Analyze customer creditworthiness using financial statements, credit reports, payment history,… more
- Navy Federal Credit Union (Long Beach, CA)
- …as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking ... functions under supervision. Provide assistance/training to lower level team members. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent… more
- Banc of California (Escondido, CA)
- …effective problem solving skills + Heavy emphasis on small business lending process + Ability to interface effectively and professionally with customers ... and co-workers + Excellent attention to detail and accuracy + Excellent organizational and time management skills + Knowledge of applicable Bank policies, compliance laws, rules and regulations + Ability to use Microsoft Office (Outlook, Excel, MS Word) +… more
- City National Bank (Los Angeles, CA)
- …for providing support to various production teams within the Residential Lending Department. WHAT WILL YOU DO? * Receives and uploads conditions/documents ... pertaining to loans. * Initiates third party orders such as but not limited to appraisal, title, flood, insurance, credit, verifications of employment, etc. * Send various letters to clients to ensure City National Bank remains in compliance with all federal,… more
- BMO Financial Group (Santa Monica, CA)
- …referrals for personal and commercial banking products (eg personal banking, lending , and investments). + Implements a relationship management plan in collaboration ... with the lead relationship manager. + Determines client needs and provides solutions though the sales of managed products and services. + Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. +… more
- JPMorgan Chase (Woodland Hills, CA)
- …and calling **Required Qualifications, Capabilities and Skills** + Seven plus years lending or credit support related experience with a focus on business ... relationships + Understanding of Commercial Banking products and services + Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs + Ability to collaborate with internal… more
- Zions Bancorporation (San Diego, CA)
- …banking industry, processes, procedures, regulations and products. + Knowledge of lending process and procedures. + Strong customer service, relationships building, ... sales and management skills. + Able to handle various client concerns and problems. + Must have good communication skills, both verbal and written. + Knowledge of computer programs, ie word processing, spreadsheets etc. + Ability to set and maintain high… more
- Tomo Credit (San Francisco, CA)
- …of credit. Be mentored by some of the most seasoned FinTech executives from Square, Lending Club, and American Express, or build your own path. We want people to ... build their career here because they love the people they work with. Help contribute and build a strong culture because that's what we care about. That's why we have generous benefits: Salary, Equity, Insurance, Flexible Vacation Policy and Company-sponsored… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …suite of services including investment management, financial and retirement planning, lending strategy, and bespoke family office solutions. The organization fosters ... a collaborative and innovative culture, emphasizing long-term client relationships, professional excellence, and continuous learning. Technology plays a key role in enhancing the client experience and operational efficiency. Position Overview The Client… more
- PennyMac (Moorpark, CA)
- …practices + Functional understanding of applicable Federal, state, and local lending regulations + Demonstrates expertise in a variety of Industry concepts, ... practices, & procedures + Demonstrate ability to plan and execute stated goals + Basic software proficiency including Microsoft Office Suite + Communication - Excellent communication skills with the ability to interact with all levels of external clients and… more