- Banc of California (Santa Ana, CA)
- …should be properly and timely communicated to the loan team and exam manager . Any recommendations should be communicated prior to submission of exam report. + ... should take place with the Loan Officer and exam manager for each recurring exam to discuss any concerns/issue...YOU'LL BRING** + 5+ years of experience in Asset-Based Lending required + Highschool diploma or equivalent required +… more
- BMO Financial Group (Santa Monica, CA)
- …referrals for personal and commercial banking products (eg personal banking, lending , and investments). + Implements a relationship management plan in collaboration ... with the lead relationship manager . + Determines client needs and provides solutions though...relationship management plan in collaboration with the lead relationship manager . + Implements business development strategies to acquire new… more
- Amalgamated Bank (San Francisco, CA)
- …developing and managing a portfolio of relationships as the principal relationship manager to our mission driven deposit and commercial clients. Your expertise in ... profit, philanthropic, and social advocacy clients. + Acts as the principal relationship manager for new and existing clients. + Develop and implement middle markets… more
- CommonSpirit Health (San Francisco, CA)
- …The Community Investment Program Analyst works with the Community Investment Program Manager to champion and orchestrate all facets of an exceptional, nationally ... and evaluation, and disbursements. This position reports directly to the Manager , Community Investments and collaborates with the Director, Investments as well… more
- BMO Financial Group (Los Angeles, CA)
- …referrals for personal and commercial banking products (eg personal banking, lending , and investments). + Implements a relationship management plan in collaboration ... with the lead relationship manager . + Determines client needs and provides solutions though...relationship management plan in collaboration with the lead relationship manager . + Implements business development strategies to acquire new… more
- Robert Half Management Resources (Los Angeles, CA)
- …with regulatory requirements and internal policies. * Assist the Compliance Manager in implementing and maintaining the Compliance Management Program. * Conduct ... * Escalate risks, issues, or concerns to the Compliance Manager in line with established escalation procedures. * Ensure...and state laws, including the Gramm-Leach-Bliley Act, Truth in Lending Act, Truth in Savings Act, Equal Credit Opportunity… more
- JPMorgan Chase (San Francisco, CA)
- …for the client and may serve as an ongoing resource to clients * a Wealth Manager that acts as the day-to-day manager of the client's investment assets * a ... process. + Generate new assets under management through the bank's existing lending relationships and through self-sourcing new relationships. + Keep abreast of… more
- City National Bank (San Francisco, CA)
- …Takes a proactive approach toward resolution. Escalates potential credit issues to RM, Regional Manager and/ or Credit Manager . * Works directly with the RM to ... (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc). *Must-Have** * Bachelor's Degree or equivalent… more
- Publicis Groupe (El Segundo, CA)
- …to include work orders, contractor monitoring, inspections, resolving facility related issues, lending support as required to other business groups. + Interacts with ... work order completions for invoice payment approvals by the Facility Manager . + Monitors contractors performance, addresses quality/workmanship issues and reports… more
- City National Bank (Irvine, CA)
- …Takes a proactive approach toward resolution. Escalates potential credit issues to RM, Regional Manager and/ or Credit Manager . * Works directly with the RM ... 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