- Charles Schwab (San Francisco, CA)
- …retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as ... a leader within wealth management, this may be the role for you. **What you have** **What you have** **Required Qualifications:** + Bachelor's degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active… more
- PennyMac (Moorpark, CA)
- …origination systems + Proficiency with automated underwriting systems + Knowledge of mortgage lending laws and regulations + Must be highly proficient in Excel and ... Word Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac… more
- M&T Bank (Irvine, CA)
- …and inform management. Develop credit analyses for use by lenders in making lending decisions on new credit approvals and renewals. Understand and adhere to the ... Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports belonging and reflects the M&T Bank brand.… more
- Robert Half Office Team (Long Beach, CA)
- …interpersonal skills. * Experience with call center metrics and consumer lending processes. * Familiarity with warehousing and distribution practices. 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 solutions for finance and accounting,… more
- EverBank (San Francisco, CA)
- …Effectively partners with all lines of business including commercial, and multifamily lending groups. + Represents the bank in local community-based activities and ... boards. + Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team. **Required Qualifications** + 10+ years of… more
- City National Bank (San Francisco, CA)
- …(eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc). *Must-Have** * Bachelor's Degree or equivalent ... * Minimum 5 years of commercial real estate credit underwriting experience required. * Minimum 5 years of experience in a banking or financial services environment required. *Skills and Knowledge* * College degree in Business Administration or a related field… more
- PennyMac (Pasadena, CA)
- …service role, operating in a call center environment and supporting Consumer Direct Lending . The individual acts as the primary consumer contact to guide a consumer ... through the loan origination process after the licensed discussion with a loan officer. The individual is a key contributor to facilitating efficient and effective processes that support business and customer service objectives. Responsibilities may be limited… more
- City National Bank (Westlake Village, CA)
- …7 years of banking experience required. * Minimum 5 years of commercial lending experience within the segment required. * Minimum 3 years of credit experience ... required. * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the… more
- City National Bank (Los Angeles, CA)
- …(eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Completes all required training. WHAT ... DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 3 years' experience in a business support function or process / project management role * Minimum 5 years' experience in a bank or financial services *Additional… more
- City National Bank (Los Angeles, CA)
- …(eg, Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct). * Complete all required training and create ... and maintain application system overviews and technical documentation. * All other appropriate duties as required. *WHAT DO YOU NEED TO SUCCEED?* * * *Required Qualifications** * Bachelor's Degree or equivalent OES Level IV (Fully Competent) - BS + 5 or MS + 4… more