- 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
- Wells Fargo (San Clemente, CA)
- …internal partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross ... investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations… more
- Bank of America (Laguna Hills, 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
- 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 ... the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Sacramento, CA)
- …of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common ... 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 Francisco, CA)
- …through our relationship with one in every two households. + Managing a portfolio of clients by providing exceptional client care with industry leading products, ... the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- SMBC (Los Angeles, CA)
- …incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** Provides administrative and ... Managers and customers, maintains customer information, conducts KYC processes, coordinates loan and deposit processes for JDAD customers and collaborates with other… 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 ... with higher limits and at times, can approve/verify on behalf of the manager and stays within Operational Transactional Signing Authority. Can be cross trained and… more
- Bank of America (San Francisco, CA)
- …of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common ... 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 Francisco, CA)
- …will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate GIG clients. He or she will partner with Corporate ... accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery. * The… more