- Columbia Bank (CA)
- …second, primarytouch-pointbetween Bank and Client. Responsible for identifying additional loan , deposit, and core fee income opportunities (products; services; ... would satisfy client needs and establish/deepen complete relationships. Makes recommendations on loan structure & terms and refers these issues to next appropriate… more
- Bank of America (Orange, CA)
- …policies and guidelines and gather any additional required information. + Has effective customer service skills with ability to manage the full client end-to-end ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain… more
- Columbia Bank (San Luis Obispo, CA)
- …+ 1 year of consumer and small business lending origination experience preferred. + Customer service background in retail or banking. + Demonstrated ability to ... day-to-day operational excellence in the branch, supervising, and leading the Client Service Specialists, and by providing Breakthrough Client Service . The ABM… more
- Columbia Bank (Paso Robles, CA)
- …+ 1 year of consumer and small business lending origination experience preferred. + Customer service background in retail or banking. + Demonstrated ability to ... day-to-day operational excellence in the branch, supervising, and leading the Client Service Specialists, and by providing Breakthrough Client Service . The ABM… more
- Regions Bank (Irvine, CA)
- …in Excel, Word and PowerPoint + Excellent attention to detail + Excellent customer service skills + Excellent verbal and written communication skills + ... financial analysis and borrower due diligence and helps coordinate underwriting and loan closings. The RECMPF Group is housed within the Capital Markets Group… more
- Intuit (Mountain View, CA)
- …software, and operational capabilities that enable the business to launch, scale, service , and collect on new and existing lending products across Intuit. In ... complex issues at scale, and a proven track record of working with loan management systems, telephonic/SMS services, and other CRM tools (such as Salesforce or… more
- PNC (Walnut Creek, CA)
- …(CPS), Regional Managers, and clients by maintaining highly effective relationships with service partners throughout the Bank. CSSs assists the deal team with ... providing superior client servicing, loan fulfillment and data integrity. They communicate directly with clients, service partners, external vendors, and legal.… more
- Banc of California (Santa Monica, CA)
- … service branch office, including operations, audit & compliance, product sales, customer service , cash control, security, and safety in accordance with the ... businesses. Banc of California offers a broad range of loan and deposit products and services, with full- service...loan payments, cashing savings bonds and any other customer transaction as needed. + Responsible for creating new… more
- Banc of California (Menlo Park, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full- service branches throughout ... and products to deepen relationships through expertise in financing options and service offerings, and delivering an outstanding client experience. The VP, Client… more
- Navient (San Francisco, CA)
- …and effective resolution. **About You:** + At least 1 year of experience in customer service , sales, or collections; strong verbal and written communication with ... including: + **Private student loans** - low rates, people-first service , and flexible payments. + **Student loan ...people-first service , and flexible payments. + **Student loan refinancing** - break free from high-interest rates or… more