- Citigroup (San Rafael, CA)
- …and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment ... to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager… more
- Intuit (Mountain View, CA)
- …small businesses and consumers worldwide. We are looking for a dynamic and visionary ** Manager of Fraud & Risk Strategy** to lead a talented team and architect the ... in the fintech space (Small Business Payments, Payroll, or Lending ) and a deep understanding of the unique fraud...Impact:** Act as a key strategic partner to our Product , Technology, and Operations teams. You will be the… more
- Intuit (Mountain View, CA)
- …customers with the QuickBooks line of products including accounting, payments, payroll, capital lending and banking. The US GBSG Finance team is critical in driving ... the GBSG Mid-Market Finance team as a Sr. Finance Manager . **What you'll bring** You are a seasoned finance...Be a trusted advisor to the US Marketing + Product leadership team to develop and refine our 1-… more
- Citigroup (Riverside, CA)
- …and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment ... to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager… 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 ... investment solutions in accordance with High-Net-Worth client's investment objectives. Attends product rollouts, ideas calls and research meetings to stay current on… more
- Bank of America (Chino Hills, CA)
- …the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker, Business ... for 1 year + Knowledge of credit and home lending requirements + Actively listens to the client to...analyze financial and credit data to advise clients of product /pricing policies and guidelines and gather any additional required… more
- Intuit (Mountain View, CA)
- …years of experience in servicing or operations, ideally within fintech, credit cards, lending , or financial services + Proven track record of managing teams through ... platform, collections and vendor management + Partner cross-functionally with Product , Compliance, Analytics, Operations and other teams to ensure operational… more
- Intuit (Mountain View, CA)
- …that is looking to reinvent small business borrowing. We are the fastest growing SMB lending business in the market. We are looking for top talents and team members ... teams to implement and monitor strategy changes across the card product lifecycle. They will consistently seek opportunities to improve the profitability… more
- Intuit (Mountain View, CA)
- …business challenges as the next Marketing Strategy and Planning Leader for our Money product portfolio. You will be a key thought partner and accountable leader who ... significant organizational impact, preferably in a SAAS-based technology company. Payments, Lending or other Fintech experience a plus. + Proven success in… more
- Banc of California (San Luis Obispo, CA)
- …and correspondence, as well as, transactions involving Syndications/Participations and Specialized Lending . + Perform the pre-funding validation of the internal "SOX ... + Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected in a timely… more