- Zions Bancorporation (Fresno, CA)
- …recommendations as needed. + Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. + Responsible ... meet requirements. + Advanced knowledge of commercial loans, credit analysis, lending, loan processing and closing processes. + Ability to expand commercial loans,… more
- Enterprise Bank & Trust (Cerritos, CA)
- …relationship manager that develops and manages new commercial deposit and loan accounts and client relationships while enhancing existing relationships. To achieve ... credits outside lending authority to the next level or presents to Loan Committee in accordance with established procedures. + Ongoing monitoring of existing… more
- Bank of America (Modesto, CA)
- …to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain… more
- Zions Bancorporation (Los Angeles, CA)
- …recommendations as needed. Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. Responsible for ... meet requirements. + Expert knowledge of commercial loans, credit analysis, lending, loan processing and closing processes. + Ability to expand commercial loans,… more
- City National Bank (Burlingame, CA)
- …as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service ... fee income growth from both new and existing portfolios, loan and line volume that includes but is not...become our client's main bank option. * Manage a portfolio of existing clients and actively deepens client relationships… more
- Bank of America (San Francisco, CA)
- …market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain… more
- UNUM (Sacramento, CA)
- …contribution + Mental health support + Career advancement opportunities + Student loan repayment options + Tuition reimbursement + Flexible work environments **_*All ... development initiatives. + Demonstrate a mastery of the Company's product portfolio , the sales, implementation, and enrollment processes, and market place influences… more
- Ensono (Los Angeles, CA)
- …+ Expand key technical and business relationships, maximizing the current service portfolio and driving whitespace growth across Ensono products and services. + ... Drive profitable revenue growth within the client account, including expanding the portfolio of services beyond the initial new logo acquisition (typically, new… more
- Banc of California (Los Angeles, 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 ... of new and existing clients on products, systems, and services. + Manage a portfolio of clients; prepare a Relationship Plan and calling schedule for each client. +… more
- SF Fire Credit Union (San Francisco, CA)
- …for the institution. The person will also assist in managing the investment portfolio . Furthermore, this role interacts with all the various business lines to ... + Assists in the management of the fixed income investment portfolio , including due diligence, analysis, documentation, safekeeping, and pledging + Performs… more