- City National Bank (Los Angeles, CA)
- …venue support. * Ensure timely and accurate implementation and communication to lending personnel of policy and guidelines by publishing and communicating policy ... updates through various channels, including training sessions WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 5 years of experience in a banking environment required * 7 years of experience in credit, risk… 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.). * Completes all required training. * ... Develops a general knowledge of the business, regulatory and accounting and control environment in which City National Bank operates. * Keeps informed of new services, products and events that have a significant technology and business impact. * Keeps abreast… more
- Intuit (Mountain View, CA)
- …by addressing their top needs, ranging from invoicing to payroll, accounting, payments and lending . As a Team Lead on the Growth Lifecycle Marketing team, you will ... lead marketers who are responsible for driving: the end to end campaign strategy (defining the audience, creative, content), through to execution of the campaign (in collaboration with operations and analytics teams) against our highest priority initiatives.… more
- CommonSpirit Health (San Francisco, CA)
- …Nonprofit financial accounting and familiarity with community development finance and/or lending a plus. + Demonstrated experience with or commitment to the ... program's mission, objectives and desired outcomes a plus. + Exceptional verbal and written communication skills. + Highly self-motivated, organized, and able to manage multiple workstreams. Strong attention to detail. + Proficiency with Google docs, Google… more
- US Bank (Pleasanton, CA)
- …strategy and roadmap for value-added products such as fraud tools, tokenization, lending , surcharging, data services, and embedded payouts and bring to new ... value-added services. . **AI-First leadership** - Lead with an AI-first mindset to create the necessary tools required to migrate customers from legacy platforms and refine and accelerate the evolution of value-added services. . **Elavon Data Platform** -… more
- SMBC (Sacramento, CA)
- …of risk management concepts, metrics and regulatory requirements + Knowledge of lending industry practices and risk management frameworks + Familiarity with CCAR, ... Basel III, CECL or other regulatory capital requirements is a plus + Core Competencies + Strong analytical and problem-solving abilities + Excellent attention to detail and data accuracy + Effective communication skills for presenting complex data insights +… more
- PNC (Los Angeles, CA)
- …are responsible for developing client solutions and strategies, including lending , investment management, estate/retirement planning and trust administration. PNC ... Private Bank takes a team approach to servicing clients. The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. + **Institutional Asset Management (IAM** **):** PNC Institutional… more
- UL, LLC (Brea, CA)
- …account management teams. + Supports primary sellers in relationship building, lending technical credibility with customer buyers. + Works hands-on with customers ... pre-sale to gather solution requirements and demonstrate and communicate implementation best practices. + Works independently on product demonstrations and provide reassurance that the software product will work effectively and deliver ROI in the customers… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services. Interested in learning more? ... Reach out to Jennifer Fukumae on LinkedIn for a conversation and apply directly. About the Firm: + Headquartered in San Francisco with easy BART access + Serves a sophisticated UHNW client base with personalized, high-touch service + Known for long-standing… 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 realize their financial goals and help them save time and money. We operate across a range of markets, from… more