- JPMorgan Chase (Palo Alto, CA)
- …Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile ... suite + Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and… more
- Bank of America (Los Angeles, CA)
- …Skills** + Must have a minimum of 10 years' experience in Commercial Lending or Investment Banking. + Demonstrates ability to successfully manage an extensive ... portfolio of clients. + Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions. + Professional proven sales skills and experience, including planning, execution and follow up of client meetings. +… more
- Umpqua Bank (Los Molinos, CA)
- …supervisory experience preferred. + 1 year of consumer and small business lending origination experience preferred. + Customer service background in retail or ... banking. + Demonstrated ability to grow sales by developing long-lasting, knowledge-based relationships with clients and offering customized solutions. + Demonstrated leadership skills such as handling difficult customer and associate conversations in a… more
- Bank of America (Rancho Santa Margarita, 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
- Banc of California (Santa Ana, CA)
- …position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home ... Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to… more
- Airport Marina Honda (Los Angeles, CA)
- …of sales department * Maintains good working relationship with manufacturer and lending institutions * Facilitate regular sales training for continue team growth ... QUALIFICATIONS * Dealership management experience, Honda experience a bonus * V-auto knowledge, bought in to velocity sales in the used cars dept. * Must have internet sales experience and understand the importance in todays market * Ability to desk a deal and… more
- Intuit (Mountain View, CA)
- …significant organizational impact, preferably in a SAAS-based technology company. Payments, Lending or other Fintech experience a plus. + Proven success in ... partnering, influencing and collaborating cross functionally within a global, matrixed organization.Strong business acumen with a proven ability to influence stakeholders, lead data-driven analyses, and drive measurable results. + Operational Expertise: A… more
- Robert Half Finance & Accounting (Los Angeles, CA)
- Description **Small Company Controller for Lending Co." We are looking for a dedicated Controller to join this direct lender of businesses in Los Angeles, ... California, and oversee the company's financial operations. In this role, you will manage accounting processes, ensure compliance with financial regulations, and provide strategic insights to support business growth. This ongoing, in-person position requires a… more
- Regions Bank (Irvine, CA)
- …your sales expertise on your way to a rewarding career in small business lending ._ _With our continuous growth_ _and success in the fast-paced industry, you can take ... your financial goals to the next level. The pay structure for this role includes an annual base salary and a commission incentive plan with_ our _top Senior Sales Associates_ _currently earn $300k plus. Earn your way into Club Ascentium: an annual all-expenses… more
- MUFG (San Francisco, CA)
- …**Investment Banking:** Aviation Finance, Capital Markets, Sponsored Finance & Direct Lending **Global Markets:** Sales & Trading **View information about our ... placements groups here (https://careers.mufgamericas.com/assets/pdf/CIBM\_2020\_Placement\_Groups.pdf)** **Application Timeline** + Application Opens: 7/28/25 + Application Closes: 9/12/25 unless otherwise noted by your school's Handshake/Career Services… more