- CIBC (Newport Beach, CA)
- …and institutions. + You have a minimum 10 years of experience in high-net-worth wealth management or a related asset, lending or deposit growth field. + You have ... demonstrated knowledge of credit, lending , investment strategy, trust administration and wealth management solutions. + You put our clients first. You engage… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …families. This firm is known for delivering white-glove service across wealth management , financial planning, lending strategy, and family office services. ... relationships, cross-functional collaboration, and a modern approach to wealth management + Emphasizes professional development, mentorship, and continuous improvement… more
- Carrington (Anaheim, CA)
- …industry meetings from time to time. **What you'll need:** + Demonstrated sales management skills + Excellent knowledge of non-agency lending + Excellent ... **Come join our amazing team ** Responsible for the management of Account Executives and broker relationship building within a Sales area, focusing on wholesale and… more
- Intuit (Mountain View, CA)
- …to manage cash flow. At the heart of this mission, the QuickBooks Lending team is developing innovative solutions that empower customers to confidently access the ... right loan offerings with greater ease. The Lending Data Science team is seeking an experienced Data Scientist to lead data science and analytics for the Lending … more
- Intuit (Mountain View, CA)
- …product team as a **Staff Product Manage** r and be the architect of our lending future. You will play a pivotal role in realizing our bold vision: transforming ... Credit Karma)** and AI/GenAI capabilities to build a unified, compelling lending platform that deeply integrates across our products, making Intuit indispensable… more
- Comerica (Costa Mesa, CA)
- …supportive team environment. Gain in-depth knowledge of lending and non- lending products and services, including Treasury Management , Wealth Management ... communication skills Exceptional analytical, problem solving, and technical aptitude Time management skills and ability to handle multiple assignments Strong work… more
- MUFG (Los Angeles, CA)
- …services-based capabilities to MUFG's clients including origination, underwriting, and portfolio management , as well as syndicating and agenting ABL revolvers. The ... week and work remotely the remaining day. **Overall Purpose of Job:** The Portfolio Management function within MUFG's ABF group is responsible for the oversight of a… more
- MUFG (Los Angeles, CA)
- …an experienced corporate finance professional, you will be part of the Portfolio Management Group (PMG) team supporting the EF lending business. Critical ... established policies and guidelines. You will be responsible for active credit management of a designated portfolio utilizing solid credit and analytical skills,… more
- BMO Financial Group (Santa Clara, CA)
- …requirements and lending policies and processes. + Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the ... sales and service needs (eg everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business… more
- BMO Financial Group (San Francisco, CA)
- …forming a new dedicated centralized resource team focused on active portfolio exposure management . Team will work with LOBs and specialty partners to develop options ... and reduce exposures to better manage risks/returns. Facilitates profitable growth, risk management and enhanced return initiatives for the Bank. Working with lines… more