- Bank of America (Newport Beach, CA)
- …the hiring of individuals with certain specified criminal history for the position:FDIC, Safe Act/ Loan Originators and FINRA. At Bank of America, we are guided by a ... practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you… more
- Bank of America (San Jose, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain ... deliver solutions **Skills:** + Business Development + Client Investments Management + Portfolio Analysis + Portfolio Management + Wealth Planning + Causation… more
- Robert Half Finance & Accounting (Santa Ana, CA)
- …Accountant to manage the financial operations of a commercial real estate portfolio in Santa Ana, California. This role focuses on overseeing accounting processes, ... and financial analysis. Responsibilities: * Oversee financial operations for a portfolio of commercial properties, including retail, office, and industrial spaces. *… more
- Bank of America (San Francisco, CA)
- …that supports the market. **Responsibilities:** + Manages the credit process for a portfolio of clients + Negotiates credit documentation + Leads the credit and risk ... structure solutions **Skills:** + Client Solutions Advisory + Financial Analysis + Loan Structuring + Risk Management + Underwriting + Account Management + Credit… more
- PNC (Century City, CA)
- …little or no oversight. Exercises some exception and elevated approval authority. Prepares loan offerings for all types of transactions at any level of complexity or ... in management of a portfolio as assigned. Interacts with internal/external customers. Provides recommendations for credit structuring. Serves as subject matter… more
- Nelnet (Sacramento, CA)
- …scenario evaluation,a ssessing resiliency under varying assumptions. . Participate in investment portfolio management and help stay on top of ongoing activities. . ... vision, HSA and FSA, generous earned time off, 401K/student loan repayment, life insurance & AD&D insurance, employee assistance...You may know Nelnet as the nation's largest student loan servicer - but we do more than that.… more
- BMO Financial Group (San Ramon, CA)
- …to ensure client expectations are met or exceeded. + Advises clients on loan products, options, rates, terms and collateral requirements. + May advise business ... proper documentations for loans and cash management services. + Reviews loan applications and cash management service agreements for completeness and accuracy… more
- Bank of America (Los Angeles, CA)
- …with internal policies and procedures + Monitors assigned portfolios of client loan maturities and collaborates with Analysts to continuously recognize and address ... best practices and results **Skills:** + Collaboration + Decision Making + Loan Structuring + Underwriting + Written Communications + Analytical Thinking + Attention… more
- JPMorgan Chase (Pasadena, CA)
- …have over 1,000 employees nationwide. CTL delivers fast, efficient and streamlined loan transactions to our clients, helping them build their commercial real estate ... portfolio for long term success. We pride ourselves on...ourselves on reliably providing our clients straightforward, competitively priced loan programs, which include fixed and adjustable rates, early… more
- CBRE (San Francisco, CA)
- …unit portfolio , including negotiation of leases, administration of project loan issues pertaining to property operations, directing property managers and leasing ... and reviewing investment summaries, redlining agreements (term sheet, JV documents, loan agreements), and participate in presentations to capital as well as… more