- Citigroup (San Francisco, CA)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending Advisors partner with ... restructuring existing loans as part of clients overall capital management . We have Lending representation across 8...West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and… more
- Citigroup (San Francisco, CA)
- …and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services via our ... partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +...Demonstrated customer service skills + Strong relationship development and management skills + Expertise of general lending … more
- Citigroup (Morgan Hill, CA)
- …clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends ... + Self-motivated and able to work independently + Strong relationship development and management skills + Expertise of general lending products and overall… more
- Bank of America (Los Angeles, CA)
- …compliance, regulatory and audit partners, and other functions that support the Global Wealth & Investment Management lending business **Skills:** + Advisory ... + Works closely with various internal clients and partners including product management , underwriters, document preparation groups, client facing personnel,… more
- BMO Financial Group (Los Angeles, CA)
- …generate referrals for personal and commercial banking products (eg personal banking, lending , and investments). + Implements a relationship management plan in ... results. (eg sales process, financial planning, presentation skills, estate planning, wealth transfer, client management , etc.) + Leads/participates in the… more
- Wells Fargo (Beverly Hills, CA)
- …include Deposits & Consumer Lending , Banking and Credit Solutions, Private Wealth Portfolio Management , and Trust Services. **About this role:** Wells Fargo ... of financial and investment services. We offer a full range of personalized wealth management , investment, planning, and retirement products and services to help… more
- Wells Fargo (Long Beach, CA)
- …services. Through WIM's businesses, we deliver a full range of personalized wealth management , investment, planning, and retirement products and services to ... operational risk, improve efficiency, increase consistency/coordination, and bring focus on product management / development to deliver innovative growth and… more
- Enterprise Bank & Trust (Cerritos, CA)
- …+ Identify deposit driven commercial relationships and present solutions using treasury management , wealth products and other services. + Manages and services ... as a mentor to other relationship managers within the organization and could evolve into a management or team leader role. **Essential Duties and Responsibilities:**… more
- Carrington (Aliso Viejo, CA)
- …projects for the company and in support of key business decisions and executive management for our Lending division. Perform all duties in accordance with the ... + Collects and analyzes financial information for assigned accounts, products or product lines, or business units in order to track the organization's progress… more
- Citigroup (Beverly Hills, CA)
- …identifying cross-sell opportunities and working collaboratively with partners across banking, lending , and wealth management .** **Qualifications** **:** ... escrow and paying agent needs.** **Collaborate closely with internal and external product , operations, compliance, and relationship management teams to deliver… more