- Financial Partners Credit Union (Costa Mesa, CA)
- …or equivalent combination of education and experience. Associate's degree preferred. Customer Service and/or call center experience, previous experience as ... the business Move routine calls to eQuest and other self- service channels Process secured and unsecured loan ...preferred. Proven ability to assist in team motivation. Strong customer service skills, strong ability to cross… more
- Wells Fargo (Oakland, CA)
- …+ Produce high quality jumbo loans which are compliant and provide excellent customer service + Build relationships focused on affluent borrowers with realtors, ... analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk + Inform prospective and… more
- Bank of America (San Francisco, CA)
- …source of referrals for new mortgage lending opportunities . Provides exceptional customer service including maintaining thorough knowledge of lending programs, ... and effective interpersonal skills **Skills:** . Client Management . Customer and Client Focus . Loan Structuring...Management . Customer and Client Focus . Loan Structuring . Oral Communications . Referral Management .… more
- SF Fire Credit Union (San Francisco, CA)
- …innovation of products and services, competitive rates, and excellent member service . These qualities foster a true sense of member-ownership and strengthen ... also value real work/life balance. Is This the Career for You? Financial Service Consultants are accountable for handling all in-person requests from our members… more
- Banc of California (Camarillo, CA)
- …and environmental reports as well as preliminary title reports. + Provides effective customer service and assists in resolving problems within given authority. + ... businesses. Banc of California offers a broad range of loan and deposit products and services, with full- service...Escalates customer calls and/or problems accounts as appropriate. + If… more
- Columbia Bank (San Jose, CA)
- …collaborations with the Lending Unit and Credit Administrators on loan structuring, underwriting, documentation, and closing of prospect/existing borrower accounts. ... lending units in prospect pre-screening, existing credit renewal, client visits, loan structuring, documentation review, pre-funding requirements, and loan … more
- 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
- BMO Financial Group (San Francisco, CA)
- …level of proficiency: + Problem Solving + Collaboration + Detail-Oriented + Customer Service + Analytical Thinking Intermediate level of proficiency: + ... with bank policies and procedures while maintaining an exceptional client service environment. + Performs financial analysis and calculations, assesses client… more
- Columbia Bank (Benicia, CA)
- …+ 1 year of consumer and small business lending origination experience preferred. + Customer service background in retail or banking. + Demonstrated ability to ... to day operational excellence in the branch, supervising and leading the Client Service Specialists, and by providing Breakthrough Client Service . The ABM also… more
- Enterprise Bank & Trust (San Diego, CA)
- …Knowledge and understanding of Generally Accepted Accounting Principles (GAAP). + Strong customer service skills with ability to communicate effectively with ... Title:** AVP, SBA Underwriter **Job Description:** **SUMMARY** The SBA Underwriter evaluates loan applications and other financial data and transforms it into a… more