- BMO Financial Group (San Francisco, CA)
- …enhanced return initiatives for the Bank. Working with lines of business and product partners, develops options to de-risk or reduce loan exposures where desirable ... compliance policies are met. + Preferred experience in large corporate/commercial lending , syndications. + Independently, easily able to analyze financial, business… more
- City National Bank (San Diego County, CA)
- …needs and provide solutions. * Identifies and collaborates with other CNB product experts to achieve cross-sell goals and helps solidify the client relationship. ... and other professional activities as appropriate. * May serve as a product specialist to Relationship Managers in other business units. * Complies fully… more
- Intuit (Mountain View, CA)
- …to work. As part of our commitment to preventing fraud across all consumer lending products, we are expanding our Fraud Policy team, which utilizes cutting-edge AI ... lead, you will collaborate with Risk Operations, Data Science, Product , Engineering and Compliance teams to design and implement...Fintech and fraud risk in the areas of consumer lending + Working knowledge of the fundamentals of risk… more
- JPMorgan Chase (San Francisco, CA)
- …the Commercial Real Estate sector? If so, the Commercial Real Estate Commercial Term Lending team is the perfect place for you! This is a unique opportunity to ... Client Associate on our sales team. The Commercial Term Lending (CTL) Group is driven by a strong entrepreneurial...model various financial scenarios to select the best mortgage product for the client, and guide the loan package… more
- Banc of California (San Diego, CA)
- …TOGETHER WE WIN(R) **THE OPPORTUNITY** Responsible for treasury, deposit, and non-loan product sales on behalf of assigned business unit partner(s) (ie, Commercial ... Maintains up to date and superior expertise in treasury product suite and working knowledge of bank offering to...bank's appetite and at direction of Manager. Work with lending teams to ensure (i) new deposit relationships are… more
- JPMorgan Chase (Sunnyvale, CA)
- …phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. + Engage in clear, polite, consultative ... adhering to banking policies, procedures, and regulatory requirements. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in … more
- PennyMac (Pasadena, CA)
- …be provided leads to service in accordance with Pennymac policies, procedures and lending guidelines. The Purchase Loan Officer will : + Consult with clients about ... on mortgage solutions as well as provide guidance and product solutions that best fit the customer's needs +...goals, compliance requirements and company guidelines in adherence with lending regulations + Perform other related duties as required… more
- PennyMac (Roseville, CA)
- …inbound/outbound leads to service in accordance with Pennymac policies, procedures and lending guidelines. Compensation for the Loan Officer role is directly tied to ... as new customers + Identify current customer needs and provide guidance for product solutions + Advise and educate customers on home-buying or refinance processes +… more
- City National Bank (Los Angeles, CA)
- …to incorporate client service and operational integrity into all aspects of the lending unit delivery channel. Directs and manages the operational staff of a large ... and delivery. Works with the internal audit department to develop and coordinate lending unit audit processes. Serves as an escalation point as needed for… more
- Intuit (Mountain View, CA)
- …for products and manage annual renewals + **Fintech Partner Liaison:** Liaise with Product teams to determine / align on funding strategies and limits for QuickBooks ... Capital and other lending products + Understand treasury implications/needs for lending products + Monitor lending exposure across Intuit + Implement… more