- BMO Financial Group (CA)
- …possible collections opportunities. Understands customer needs and provides collections-related sales and service to BMO customers or prospects. Advises customers ... on payment strategies and products that meet their objectives. Fulfills sales and service activities for the customer in accordance with approved procedures. Support… more
- Bank of America (Tarzana, CA)
- …them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging ... : + Has demonstrated experience and proven success with business-to-business sales , or small business banking. + Has strong communication skills with… more
- TEKsystems (San Diego, CA)
- …borrower hardship applications and determine eligibility for loss mitigation options (eg, loan modifications, forbearance, repayment plans, short sales , deeds in ... lieu). + Communicate with borrowers, attorneys, and third-party vendors to gather documentation and provide updates. + Ensure compliance with federal, state, and… more
- CBRE (Sacramento, CA)
- …for creating and managing all business analytic processes such as: documentation , project planning, development, testing, implementation, and reporting and working ... at the management level. Previous Project Management, Business Analytics and/or Loan Servicing and/or commercial real estate industry and/or related experience… more
- Financial Partners Credit Union (Brea, CA)
- …of this unique opportunity are as follows: DUTIES: + Process mortgage and consumer loan applications, prepare documentation as appropriate and fund loans. + Grow ... Personal Banker, you will be assisting members with various loan options, explaining features of all our products and...Degree preferred. + Minimum 6 months of related platform sales experience or financial experience. + Good verbal and… more
- BMO Financial Group (San Francisco, CA)
- …relationships and deliver the desired customer experience. + Uses a consultative sales process to develop strong customer relationships; acts as client's trusted ... customer portfolio to uncover needs, provide solutions, and identify additional sales opportunities. + Makes key recommendations on products, pricing, and services;… more
- Turner & Townsend (San Diego, CA)
- …construction and disbursement schedules. + Review of lien waiver and other documentation submitted by the Developer. + Prepare project status reports and recommend ... performing parameter estimates, spot quantity take-offs and review of supporting documentation submitted by the Developer, contractor and subcontractors. + Review… 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 California ... + Contact PFs/ISOs as necessary to verify information and documentation presented in underwriting package. + Maintain records of...communicating with internal and external entities, members of the sales team and other risk units. + Responsible for… more
- BRIDGE Housing Corporation (San Francisco, CA)
- …acquisition opportunities including financial modeling, analysis of market data/comparable sales , preparation of market summaries and negotiations of LOIs and ... the budgeting process for rehabilitation and/or development projects. + Document loan and partnership terms and obligations + Completion of applications and… more
- Turner & Townsend (Los Angeles, CA)
- …construction and disbursement schedules. + Review of lien waiver and other documentation submitted by the Developer. + Prepare project status reports and recommend ... performing parameter estimates, spot quantity take-offs and review of supporting documentation submitted by the Developer, contractor and subcontractors. + Review… more