- JPMorgan Chase (Los Angeles, CA)
- …+ Bachelor's degree + Minimum 7 years of commercial/investment banking lending experience including extensive credit, structuring and marketing + Advanced knowledge ... of financial statements and accounting; solid understanding of financial products, corporate finance, financial modeling and market dynamics + Experience with documentation related to credit agreements + Knowledge/experience of derivative products and… more
- Umpqua Bank (Sacramento, CA)
- …Customer-focused service and sales skills. + Understand consumer and small business lending . + Overall knowledge of bank operations. + Previous client service ... specialist experience. + Bachelor's degree, preferred. + Bilingual, preferred. **Workstyle:** Fully onsite. **Our** **Benefits:** We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is $20.00 to… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …loan requests as well as makes rational recommendations to the Consumer Lending team. Quality Assurance and Regulatory Compliance Pays fanatical attention to detail ... and accuracy, commits to excellence, establishes and fosters a culture for continuous improvement, takes ownership of quality assurance opportunities and seeks to enhance experiences by providing constructive and positive feedback to staff. Always complies… more
- PNC (Jackson, CA)
- …Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending , Selling., Understanding Customer Needs **Work Experience** Roles at ... this level typically do not require a university / college degree, high school diploma or GED, but do require related experience or product knowledge to accomplish primary duties. Typically requires 1+ years of related experience. In lieu of a degree, a… more
- MUFG (Los Angeles, CA)
- …of Japanese Corporate loan portfolio clients. As focusing on subsidiary lending , designated customers will be complex relationships focusing on non-investment grade ... clients, customers with a large credit exposure, structured finance transactions, and customers with complex corporate structures. **Major Responsibilities:** Portfolio Management & Underwriting + Perform due diligence and regularly scheduled credit reviews. +… more
- Tomo Credit (San Francisco, CA)
- …team of talented professionals from companies like Square, American Express, and Lending Club. We value passionate, grounded, and "can-do" individuals who are ... detail-oriented while keeping the big picture in focus. We're looking for someone who thrives on getting things done-someone who sees obstacles as opportunities and tackles them with grit and creativity. This role requires a self-starter with strong… more
- JPMorgan Chase (Los Angeles, CA)
- …responsible for advising Private Equity & Venture Capital Firms on Banking and Lending solutions as well as Cash Management in partnership with local coverage ... markets. You will use your knowledge of Investments, Credit and Banking to both advise current clients on all aspects of their balance sheet and re-introduce the capabilities of the Private Bank. National Client Fund Bankers are responsible for a large book of… more
- JPMorgan Chase (San Diego County, CA)
- …process. + Generate new assets under management through the bank's existing lending relationships and through self-sourcing new relationships. + Keep abreast of ... trends and strategies in wealth management. + Engage with JP Morgan Wealth Management (primarily Case Wealth Management) advisors on client engagement efforts. + Partner with Chase Wealth Management advisors to understand their existing clients who have… more
- Intuit (Mountain View, CA)
- …customers with the QuickBooks line of products including accounting, payments, payroll, capital lending and banking. The US SBSEG Finance team is critical in driving ... business growth and profitability through strategic, financial and operational leadership. Come join Intuit as part of the Ecosystem Services Finance team as a Finance Leader (internal title will be Staff Financial Analyst) partnering with the Workforce… more
- Zions Bancorporation (Walnut Creek, CA)
- …6+ years 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