- JPMorgan Chase (Irvine, CA)
- …skills (familiar with MS Office products or similar software) + Excellent customer service skills + Excellent written/oral communication + Excellent organization ... and dedication to provide exceptional support in facilitating the loan process to positively impact the customer ...the loan process to positively impact the customer experience for both internal and external customers. Your… more
- Banc of California (Los Angeles, CA)
- …resources, products, or services. + 3 + years of providing a strong level of customer service in a high-performance environment. + 3-5 years of experience in a ... businesses. Banc of California offers a broad range of loan and deposit products and services, with full- service...with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act… more
- BMO Financial Group (City Of Industry, CA)
- …in on-site client visits with other internal stakeholders. + Maintains and promotes a customer service environment which meets and exceeds customer needs and ... lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This… more
- Wells Fargo (Encinitas, CA)
- …+ Produce high quality jumbo loans which are compliant and provide excellent customer service + Build relationships focused on affluent borrowers with realtors, ... low to moderately complex financial and credit data; match customer needs with an appropriate loan program...and understanding of sales prospecting and generating referrals + Customer service experience + Experience working with… more
- Banc of California (Santa Ana, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full- service branches throughout ... analysis, due diligence, and underwriting of proposed commercial real estate loan requests. Review initial borrower submissions, perform analysis of information… more
- Comerica (Costa Mesa, CA)
- …credit risks, and mitigating factors associated with credit requests. Determine appropriate loan structures and banking solutions to meet customer needs. Monitor ... training, Associates will perform the following underwriting responsibilities: Prepare loan approval packages, in partnership with Relationship Managers and… more
- Comerica (Costa Mesa, CA)
- …Manager II Under minimal supervision, manages portfolio of existing, complex customer relationships to ensure ongoing profitability and complete conformity with ... Coordinates with key internal partners to support servicing of existing customer base.Position Responsibilities: Portfolio and Risk Management Retain and manage… more
- Financial Partners Credit Union (Brea, CA)
- …(A. A./AS) from two-year college or technical school is a plus. + Six months of customer service /sales experience. + Must be able to read and write English. Must ... of success to join our team as a Member Service Officer at our Brea Branch. PURPOSE OF JOB...credit union policies and procedures. + Identify and refer loan opportunities to PBO, Branch Manager or MLC. +… more
- Columbia Bank (Walnut Creek, CA)
- …the customer based on the information provided. + Ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, ... HL Community Lending Officer Loan Operations Walnut Creek, California Irvine, California Los...prospective borrowers to analyze financial and credit data, determine customer financing objectives, advise customer on product/pricingpoliciesand… more
- Carrington (Anaheim, CA)
- …+ Works with Post-Closing to resolve funding discrepancies. + Responsible for excellent customer service to internal and external customers. + Maintains highly ... written communication skills + Excellent analytical and problem-solving skills + Excellent customer service skills + Ability to understand complex problems and… more