- Umpqua Bank (San Jose, CA)
- Healthcare Relationship Manager Wealth Management San Jose, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique ... business. Together for better. **About the Role:** A Healthcare Relationship Manager develops, advises, manages, and retains Healthcare and Professional Banking… more
- Citigroup (Fresno, CA)
- …to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager ... , etc.) + Organize client events to enhance client bonding. + Acquire new clients through converting referral leads + Manage client follow-up and adhere to all Regulatory and Compliance operating procedures. + Ensure that KYC/AML and other compliance norms are… more
- US Bank (Newport Beach, CA)
- …may manage their own client relationships or co-manage with a Relationship Manager . **Basic Qualifications** - Typically a Bachelor's degree, or equivalent work ... communication skills - Credit skills/experience preferred (financial accounting, commercial lending , industry awareness, loan structuring) - Organized and diligent… more
- City and County of San Francisco (San Francisco, CA)
- …at large. The Senior Community Development Specialist I / Multifamily Project Manager performs multifamily housing finance work, which may include: + preserving the ... assessments; + preparing and negotiating loan documents specific to multifamily lending , including loan, note and ground lease documents and amendments,… more
- JPMorgan Chase (San Francisco, CA)
- …allow us to customize solutions tailored to clients' specific needs. As a Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial ... Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile… more
- JPMorgan Chase (Palo Alto, CA)
- …as part of a team at the forefront of innovation. As a Product Delivery Manager in Commercial Real Estate Product Team, you work to enhance and optimize the way ... qualifications, capabilities, and skills** + Commercial Real Estate and/or General Lending background + Proficient knowledge of the product development life cycle,… more
- Experian (Costa Mesa, CA)
- …for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and ... in Dublin, Ireland. Learn more at experianplc.com. We are looking for a hands-on Finance Manager to be an important member of the Employer Services Finance team as a… more
- Zions Bancorporation (Mountain View, CA)
- …& Middle Market Excellence Awards. We are looking for a seasoned **Customer Relations Manager in Menlo Park, CA** . This role focuses on managing the customer ... banking industry, processes, procedures, regulations and products. + Knowledge of lending process and procedures. + Strong customer service, relationships building,… more
- Experian (Costa Mesa, CA)
- …for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and ... headquarters are in Dublin, Ireland. Learn more at experianplc.com. The Product Manager Lead for Experian Mortgage will guide innovation and legacy solutions for… more
- BMO Financial Group (San Ramon, CA)
- …owners to discover and select data from internal and external sources eg lending system, payment system, external credit rating system. + Applies scripting / ... help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience,… more