- CIBC (San Francisco, CA)
- … loan documentation, and educate bankers, underwriters, and General Portfolio Managers (GPMs) in partnership with Learning & Development. + **Collaborate ... key partners across the organization to grow the business while maintaining healthy portfolio risk metrics. _At CIBC we enable the work environment most optimal for… more
- City National Bank (Los Angeles, CA)
- …opportunities from both existing clients and prospects. Sets individual objectives including loan , deposit, and fee income growth, and portfolio contribution, ... and analyzes region's business banking results and account activities. Reviews portfolio and client profitability. Makes recommendations regarding accounts to be… more
- BMO Financial Group (San Francisco, CA)
- …will be forming a new dedicated centralized resource team focused on active portfolio exposure management. Team will work with LOBs and specialty partners to develop ... lines of business and product partners, develops options to de-risk or reduce loan exposures where desirable and accelerate balance sheet velocity to better manage… more
- BXP (San Francisco, CA)
- …of Position: Manage, audit and analyze all financial matters related to assigned portfolio . Serve as the financial expert and primary facilitator of all financial ... accuracy of various databases, such as Lease Tracking, BP Loan Summary, Rent Roll, and Lease Abstract, for assigned... Summary, Rent Roll, and Lease Abstract, for assigned portfolio . + Communicate with property management to assist with… more
- Bank of America (Burbank, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain ... specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. **Role Specifics:** As an Advisor...learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As… more
- Citizens (Los Angeles, CA)
- …on specific customer requirements + Prepare necessary documentation to support the loan transaction process to include loan origination, structuring and ... due diligence efforts, and may be responsible for marketing + Support Portfolio Management team with various ongoing credit management + Establish and cultivate… more
- Bank of America (Sacramento, 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
- Wells Fargo (Pacific Palisades, CA)
- …stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and ... investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations… more
- Wells Fargo (Beverly Hills, CA)
- …include Deposits & Consumer Lending, Banking and Credit Solutions, Private Wealth Portfolio Management, and Trust Services. **About this role:** Wells Fargo Banking ... for the origination and execution of the entire custom loan product suite, which may include key focus areas...and strong knowledge of products and solutions. Accountable for loan growth and profitability. In conjunction with the Customer… more
- Columbia Bank (Los Angeles, CA)
- …which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or ... can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit… more