- Citigroup (Beverly Hills, CA)
- …cross-sell opportunities and working collaboratively with partners across banking, lending , and wealth management .** **Qualifications** **:** **Minimum of ... with internal and external product, operations, compliance, and relationship management teams to deliver seamless end-to-end execution of transactions.** **Maintain… more
- Citigroup (San Francisco, CA)
- …and prioritization + Cultivate relationships with partners, including Small Business, Home Lending and Personal Wealth Management , enabling you to fulfill or ... + Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products +… more
- US Bank (Torrance, CA)
- …experience in the financial services industry **Preferred Skills/Experience** + Strong relationship management and lending skills + Strong sales and new business ... timeliness throughout the credit workflow. + Monitoring and working on all Portfolio Management items. + Serving as a liaison between Bankers, clients, and the loan… more
- Wells Fargo (Beverly Hills, CA)
- …& Consumer Lending , Banking and Credit Solutions, Private Wealth Portfolio Management , and Trust Services. **About this role:** Wells Fargo Banking and Credit ... Banking, Corporate Banking or Commercial Banking experience + Custom and Commercial lending experience + Excellent sales and relationship management skills +… more
- City National Bank (San Francisco, CA)
- …Qualifications* * Preferred CRM certification * Knowledge in Financial Services, Project Management * Familiarity with lending regulations and terminology is a ... controls required for compliance with applicable regulations (such as UDAAP, Fair Lending , Reg W, etc.), identification of relevant issues, solution design, design… more
- Banc of California (Goleta, CA)
- …related experience and/or training. Work related experience should consist of branch management , operations and/or lending experience within the financial serves ... relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of… more
- City National Bank (Los Angeles, CA)
- … processes of the Bank. CRR also serves as an internal advisor to lending units and credit administration / risk management to identify, recommend and ... as such is independent of all credit granting, adjudication, operations, and risk management practices performed by the 1st and 2nd lines of defense. CRR's mandate… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …and understanding of accounting principles. + Thorough knowledge of Commercial, Treasury Management , and alternative lending and financing options. + Ability to ... analysis, in order to offer beneficial banking solutions (eg loans, treasury management , capital markets) based on clients and prospects needs. This role is… more
- SMBC (Sacramento, CA)
- …risk management concepts, metrics and regulatory requirements + Knowledge of lending industry practices and risk management frameworks + Familiarity with ... insightful reports and dashboards, while also supporting critical risk management initiatives that drive strategic decision-making. **PRINCIPAL DUTIES AND… more
- Intuit (Mountain View, CA)
- …be a key contributor to our credit strategy, focusing on underwriting and account management policies for our lending products. Your work will directly influence ... growing startup within Intuit. We are reinventing small business lending and are looking for top talent to join...craft and propose credit policies for underwriting and account management . You will also be responsible for **optimizing** existing… more