- BRIDGE Housing Corporation (San Francisco, CA)
- …Reporting to an Assistant Controller, this position will be responsible for a portfolio of projects in various phases of predevelopment and construction. This will ... sources and uses/cash analysis prior to and post perm loan conversion + Works through deadlines involved in construction... conversion + Works through deadlines involved in construction loan closing + Prepare a catch all costs closing… more
- KeyBank (CA)
- …the financial performance of the team through profitable revenue growth, active portfolio management and a strong risk management discipline by selectively targeting ... the client or prospect's business through analysis of their management practices, portfolio dynamics, and business strategy, in the context of the current… more
- BMO Financial Group (San Francisco, CA)
- …insights that inform corporate strategy. + Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored ... of wallet opportunities. + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.… more
- City National Bank (Westlake Village, CA)
- …Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the ... portfolio assigned. This may be accomplished through active calling...or structure transactions. * Negotiates transactions; documents and closes loan transactions, ensures conformance with Bank policy and regulatory… more
- City National Bank (Santa Monica, CA)
- …Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the ... portfolio assigned. This may be accomplished through active calling...or structure transactions. * Negotiates transactions; documents and closes loan transactions, ensures conformance with Bank policy and regulatory… more
- Otsuka America Pharmaceutical Inc. (Sacramento, CA)
- …leader in the CNS therapeutic area (TA), which is comprised of a strong portfolio of individual development and marketed assets. As we continue to develop innovative ... Global Medical Affairs, responsible for certain assets within the broader CNS TA portfolio Medical Affairs (both US and Global), with a specialization in Psychiatry… more
- Bank of America (Yuba City, 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
- City National Bank (Beverly Hills, CA)
- …Resolves client inquiries/complaints and identifies cross-selling opportunities by assessing deposit portfolio and client needs. Works directly with clients in all ... (eg, wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive… more
- Wells Fargo (Los Angeles, CA)
- …+ Manage and service a routine and low complexity Affluent client relationship portfolio , in lending, credit and deposit products and services + Assist in providing ... investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations… more
- CalSTRS (Sacramento, CA)
- …public school educators and their families. The Investments Branch manages a portfolio that is broadly diversified into seven asset categories with assets totaling ... establishing collaborative relationships across a vast network of investment managers, portfolio companies and industry associations in order to maximize returns and… more