- Banc of California (Temecula, CA)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... + Review and verify daily reports assigned by Branch Management . + New Accounts back-up. + Adhere to bank...not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair… more
- Intuit (Mountain View, CA)
- …strategies, improve customer outcomes, and ensure Intuit's payments, payroll, and lending products deliver on their promises to small businesses. The Senior ... Product, and Finance), using analytics to drive strategic decisions and improve risk management processes. As the leader of this team, you will set the vision,… more
- Citigroup (San Francisco, CA)
- …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior ... such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** + Build relationships with new clients… more
- Banc of California (San Diego, CA)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... closely with Underwriting and Closing on establishing the proper structure and lending parameters of transactions + Treat people with respect; keep commitments;… more
- JPMorgan Chase (Los Angeles, CA)
- …technologies **Required Qualifications, Capabilities and Skills:** + Five plus years of lending or credit support related experience with a focus on business ... and Skills:** + Bachelor's degree and formal credit training + Sales management , business development skills, proficiency in building and maintaining positive client… more
- City National Bank (Los Angeles, CA)
- …in facilitating loan preparation and documentation activities. Serves as a liaison with lending team, loan center, and legal to ensure all loans are documented to ... WHAT WILL YOU DO? * Loan Processing, Closing and Documentation Management * Initiates and prepares loan documentation request packages including completion… more
- City National Bank (San Francisco, CA)
- …regarding accounts to be further developed or eliminated. Prepares reports for management * Monitors portfolio for quality, risk and adherence to policy. Works ... requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED?… more
- City National Bank (Beverly Hills, CA)
- …regarding accounts to be further developed or eliminated. * Prepare reports for management . * Monitor portfolio for quality, risk, and adherence to policy. * ... requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED?… more
- City National Bank (Los Angeles, CA)
- …LEAD CORPORATE BANKING* WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan underwriting expertise. Is client facing ... of past dues, portfolio reviews, etc. * 30%-50% Portfolio Management * Evaluates and examines credit requests in order...credit strategy. * Maintains up-to-date knowledge on all Bank lending policies and regulations. Confers with the Manager and… more
- Citizens (Los Angeles, CA)
- …early identification of potential problem credits, communicating with executive risk management and working with loan workout specialists as necessary to restructure ... losses. + Provide leadership related to credit decisions and ongoing portfolio management with an eye toward portfolio strategic objectives, credit policies and all… more