- Zions Bancorporation (Oakland, CA)
- …manage our Oakland branch, with a strong focus on business development, commercial lending and client engagement. You'll drive growth in loans, deposits, and fee ... regards to sales, operations, and corporate/regulatory compliance to meet assigned lending , deposit, and fee income goals. + Responsible for Business Development… more
- Umpqua Bank (Walnut Creek, CA)
- …Real Estate (CRE) investors. Serve as the relationship lead for all lending , deposit, and all other bank products, collaborating with internal partner experts. ... construction, bridge, and permanent loans across a range of product types. Lead underwriting and analyst team in managing...to meet all financial obligations. + May work on lending opportunities across the western US for clients within… more
- Umpqua Bank (Irvine, CA)
- …relationships that serve as recurring sources of referrals for new mortgage lending opportunities and growth for the bank that are primarily self-generated. + ... credit data, determines customer financing objectives, advises customer on product /pricing policies and guidelines, and gathers all additional required information… more
- LTD Global (Livermore, CA)
- …of financial products including personal and business banking, mortgage lending , and wealth management. It distinguishes itself through relationship-based service, ... coordination with legal counsel and the Special Assets Manager. + Advise lending staff on early intervention strategies for deteriorating credits not formally… more
- Enterprise Bank & Trust (Cerritos, CA)
- …whether a credit is an acceptable risk. + Approves loans within assigned lending authority, and company policies and procedures. + Recommends credits outside ... lending authority to the next level or presents to...and makes recommendations to maintain a competitive and profitable product line. + Develop and maintain comprehensive knowledge of… more
- Umpqua Bank (Roseville, CA)
- …and appropriate products or services including cross market solutions (ie lending , deposits, treasury management, wealth management, etc.). You will leverage the ... knowledge of cash management solutions and deposit solutions, including product , policies, procedures, practices, and documentation. + Demonstrate excellent written… more
- MUFG (Los Angeles, CA)
- …Cross-Selling Additional Bank Product (15%) Lead the deal and preparation of lending proposals and pitches as a key member to prospective clients with efforts to ... + Collaborate with members of Portfolio Management, Client Services, Product Offices, and RMs of Japanese Primary Offices and...and climates that could have an impact on commercial lending activities. + Perform special projects and duties relating… more
- PennyMac (Westlake Village, CA)
- …for defining and executing a cohesive technology strategy across all product lines within our mortgage-focused fintech platform. You'll bring deep engineering ... vision, but also hands-on leadership, a strong grasp of the mortgage and lending ecosystem, and an ability to bridge business strategy with engineering execution.… more
- MUFG (Los Angeles, CA)
- …part of the Portfolio Management Group (PMG) team supporting the EF lending business. Critical functions of this position include assessing risk factors associated ... of the Americas), relationship managers in GRM (Global Relationship Management), and various product partners + Train and guide the junior members of the team… more
- JPMorgan Chase (Long Beach, CA)
- …phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations + Makes personal connections, engages and educates ... with strong follow-up skills + Exude confidence with clients when sharing product knowledge and solutions + Experience adhering to policies, procedures, and… more
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