- BMO Financial Group (CA)
- Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a ... both internal and external. + Performs client sales & service support activities as required to meet...detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures. +… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …release of funded loans. * Maintain indirect lending SLA turnaround times and support high service levels with merchant partners and auto dealers. * Maintain ... lending workflows, queues, and servicing inboxes to maintain service level agreements (SLAs) and production timelines. * Utilizes...strong relationships with Home Lending Solutions merchants and … more
- BMO Financial Group (Tahoe City, CA)
- …banking channels while recommending tailored solutions addressing both sales and service needs (eg everyday banking, retail investments, lending solutions, ... Delivers exceptional service to BMO customers and prospects. Identifies customer...and solutions. + Working knowledge of retail investments and lending products. + Experience in financial services … more
- Zions Bancorporation (Irvine, CA)
- …including ESOP consultants, trustees, and valuation firms to ensure smooth execution. + Support strategic initiatives to grow the ESOP lending portfolio and ... trustees, and valuation firms to ensure smooth execution. + Support strategic initiatives to grow the ESOP lending..., credit, underwriting. 5+ years must be progressive commercial lending experience within banking or financial services … more
- Banc of California (Los Angeles, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... loan regulations such as RESPA, HMDA and other Bank lending policies. + Intermediate knowledge of commercial insurance...Lending , Asset Based Lending , and Syndicated Lending loans **HOW WE'LL SUPPORT YOU** +… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …to enhance member satisfaction. * Partner with cross-functional teams, including Marketing, Lending , and Member Services -to support campaigns and initiatives ... membership growth, loan origination, and product cross-sell through coaching and handson support . * Monitor performance metrics to identify service gaps,… more
- Banc of California (Santa Ana, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... aligning with the company's overall goals and objectives. + Support and enhance the comprehensive flood and/or insurance...and procedural changes. + Work directly with the banks' lending units to resolve any flood and insurance… more
- JPMorgan Chase (Los Angeles, CA)
- …qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral ... bachelor's degree + Experience cultivating relationships through delivering Home or Business lending needs **FEDERAL DEPOSIT INSURANCE ACT:** This position is… more
- Wells Fargo (San Francisco, CA)
- …ultra-high-net-worth individuals and families based on needs related to banking, custom lending , and trust services . These bank specialists leverage resources, ... with outstanding talent. It all begins with you. **Banking, Lending , & Trust (BL&T)** unlocks access to Wells Fargo...and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM… more
- Columbia Bank (Irvine, CA)
- …Will be asked to train on multiple functions to back-up and assistthroughoutLoan Support Services + Actively participate in specialized project teams within ... + Advanced knowledge with consumer, SBA and commercial/business loans, advanced banking, lending products, and services and lending documentation. +… more