- BMO Financial Group (San Jose, CA)
- …regulatory requirements, and Bank policies. + Excellent understanding of brokerage and insurance products. + Excellent knowledge of business services , including ... 6, 63, Life and Health** **_The mission of Premier Services is to help mass affluent clientele make real...and process all banking solutions, including checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager**… more
- Columbia Bank (Irvine, CA)
- …the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities. + Provide excellent client service by providing immediate ... insurance , tuition assistance, mental health resources, identity theft protection, legal support , auto and home insurance , pet insurance , access to… more
- Columbia Bank (Santa Rosa, CA)
- …the Bank when needed. Also responsible for uncovering and originating consumer lending opportunities. + Provide excellent client service by providing immediate ... insurance , tuition assistance, mental health resources, identity theft protection, legal support , auto and home insurance , pet insurance , access to… more
- PennyMac (Westlake Village, CA)
- …+ Provide legal support to Corporate Treasury group + Provide legal support for mortgage loan correspondent lending activity + Perform other related duties ... PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and...The Senior Vice President, Senior Counsel wll provide legal support to Corporate Treasury and Secondary Marketing on a… more
- Wells Fargo (Pasadena, CA)
- …ultra-high-net-worth individuals and families based on needs related to banking, custom lending , and trust services . These bank specialists leverage resources, ... **Banking, Lending , & Trust (BL&T)** unlocks access to Wells...and strategy, and business strategies. The section also provides support to the WIM Diverse Segments group, including WIM… more
- TEKsystems (Pasadena, CA)
- …loan origination, Call center, Customer support , Inbound call, Financial services , Customer service call center, mortgage, mortgage loan, mortgage ... Description Overview: The Customer Experience Specialist I, is a customer service role supporting Consumer Direct Lending . The individual acts as the primary… more
- Banc of California (San Luis Obispo, 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 ... that provide financial literacy and job training, small business support , affordable housing, and more. At Banc of California,...of bar graphs. + Excellent knowledge of bank deposits, lending products, credit products, and services to… more
- Banc of California (Laguna Hills, 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 ... that provide financial literacy and job training, small business support , affordable housing, and more. At Banc of California,...Branch Manager will actively partner with various departments and service their customer base with the united goal of… more
- JPMorgan Chase (Santa Rosa, CA)
- …Morgan Wealth Management, offers US based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of ... advisors in a given location, making connections for the advisor across Product, Service or Technology. You will answer advisor questions directly as well as connect… more
- PNC (Los Angeles, CA)
- …you will originate community development loans and investments while inspiring service partners to get involved. PNC provides nontraditional capital for high-impact ... entities. Examples of community development include affordable housing, funding for services that meet community needs, economic development projects that create or… more