• Private Client Experience Specialist - South…

    JPMorgan Chase (Irvine, CA)
    …this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. ... presentations and knowing and verifying the identity of clients. + Manage the lending process by completing with loan application with clients, quoting rates, or… more
    JPMorgan Chase (08/30/25)
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  • Senior Special Assets C&I Underwriter

    LTD Global (Livermore, CA)
    …and foreclosure processes, in coordination with legal counsel and the Special Assets Manager . + Advise lending staff on early intervention strategies for ... of financial products including personal and business banking, mortgage lending , and wealth management. It distinguishes itself through relationship-based service,… more
    LTD Global (08/02/25)
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  • Credit Union Member Relationship Specialist II

    University of Southern California (Los Angeles, CA)
    …Using credit scoring, sound lending practices and solid judgment to make lending recommendations or decisions + Ensuring compliance with all applicable laws, ... Center. This position works on-site and reports directly to the Call Center Manager and is responsible for building and fostering relationships with USCCU's members… more
    University of Southern California (08/08/25)
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  • Vice President - Credit Underwriting and Portfolio…

    MUFG (Los Angeles, CA)
    …part of the Portfolio Management Group (PMG) team supporting the EF lending business. Critical functions of this position include assessing risk factors associated ... and reducing credit costs. You as a Credit Risk Manager in PMG will be responsible for the implementation...making a decision with little support from management **Policy Compliance :** + Ensure compliance with external regulatory/internal… more
    MUFG (07/01/25)
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  • Account Executive, TPO

    Carrington (Anaheim, CA)
    …processing, underwriting, and closing to ensure timely loan closings. + Ensures compliance deadlines are met with regards to pre-disclosures, approval letters and ... laws. + Acts as liaison with Sellers, and internal correspondent coordinator, relationship manager , underwriting, and funding to ensure timely purchase of a loan. +… more
    Carrington (07/19/25)
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  • Managing Director, Strategic Capital Management…

    BMO Financial Group (San Francisco, CA)
    …and internal control standards, including adherence to audit, regulatory and compliance policies are met. + Preferred experience in large corporate/commercial ... lending , syndications. + Independently, easily able to analyze financial,...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
    BMO Financial Group (08/08/25)
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  • Sr. Credit Products Officer- Business Banking

    Bank of America (Concord, CA)
    …include specific criteria and is made at the discretion of the Credit Products Manager (CPM). The role also serves as the Credit approver in conjunction with CPM ... Services Organizations (MSO/DSO). Involvement with monitoring activities/approvals including covenant compliance is also part of the Sr. CPO's responsibilities.… more
    Bank of America (07/31/25)
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  • Team Lead Energy Project Finance

    City National Bank (Los Angeles, CA)
    …the office's type of lending . Interfaces with Credit Administration and Credit Manager to ensure credit quality and compliance strategies are implemented and ... client support and unit profitability. * Credit Quality and Compliance * Involved with the development of credit policy...hand off to Credit Administration. * Works with Credit Manager and Relationship Manager to approve credit… more
    City National Bank (08/07/25)
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  • Senior Wealth Advisor

    Citigroup (San Francisco, CA)
    …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... Consultants and Home Lending Officers. **Job Responsibilities:** + Build relationships with new...Manage client follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure strict adherence to KYC/AML… more
    Citigroup (08/24/25)
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  • Senior Wealth Advisor

    Citigroup (Downey, CA)
    …of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio ... Consultants and Home Lending Officers. **Job Responsibilities:** . Build relationships with new...Manage client follow-up and adhere to all Regulatory and Compliance operating procedures . Ensure strict adherence to KYC/AML… more
    Citigroup (07/16/25)
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