- SitusAMC (Los Angeles, CA)
- …for multiple borrowers and different asset types * Participate in initial loan sizing, collaborating with origination and capital markets teams * Conduct financial ... - be able to identify potential risks, recommend mitigants, and structure loan terms accordingly to ensure compliance with credit guidelines and overall… more
- JPMorgan Chase (San Diego, CA)
- …of current environment underwriting standards (eg Fannie and Freddie) and loan fulfillment processes + Strong PC skills **Preferred qualifications, capabilities, and ... such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.… more
- MetLife (Fresno, CA)
- …portfolio reporting; * Support internal and external valuation and appraisal review oversight processes; * Construction of underwriting tools and benchmarks; * ... Conduct property underwriting, valuation, and market analysis to evaluate new mortgage loan opportunities across a range of property types and geographies; *… more
- Umpqua Bank (Benicia, CA)
- …The ABM also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other ... team members to deepen customer relationships using Client and Business Financial Review . + Develops and maintains strong, long-term relationships with consumers and… more
- Robert Half Finance & Accounting (Mission Viejo, CA)
- …Payable: * Monitor Accounts Payable for accuracy, mentor AP accountants * Review utility services tracking and processing of online payments * Oversee weekly ... for approval by senior management * Manage cashflow * Loan / Equity reconciliations Capital Calls: * Prepare capital...* Estimates due by 10th of each month, final draw/ loan requests due 15th-20th * Prepare AIA billings -… more
- Umpqua Bank (Redding, CA)
- …basic knowledge of core products and Columbia's Business/Consumer Financial Review process. + Develops and maintains strong, long-term relationships with ... consumer lending, prior exposure to business lending + Manage deposit and loan portfolios including less complex consumer and business relationships. + Membership in… more
- Umpqua Bank (Rocklin, CA)
- …their banking needs. + Engage clients and prospects in client financial review (s) and business financial reviews to provide solutions and uncover additional ... business loans and is actively building and maintaining a loan and deposit portfolio. + Educates customers about the...required. + 2 years in a lending function with loan origination and processing functions required. + In-depth knowledge… more
- PennyMac (Westlake Village, CA)
- …secure, and high-performance systems for origination, underwriting, eClosing, and loan delivery pipelines. + Oversee architecture reviews, design decisions, and ... + Drive adoption of AI copilots and automation to streamline development, code review , test writing, and documentation. + Integrate and govern the use of AI… more
- KeyBank (San Francisco, CA)
- …will also partner closely with critical enterprise stakeholders including Loan Servicing, Commerical Mortgage, Compliance, and Finance. The Underwriting Manager ... equity Affordable Housing and Community Development transactions and sponsors. + Review underwriting packages and real estate/LIHTC financial modeling to facilitate… more
- Umpqua Bank (Walnut Creek, CA)
- …guidelines exceptions (TGE), procedures and compliance regulations; and (4) accurate loan coding consistent with nature of the borrowing relationship and terms ... borrower financial performance in line with commercial and/or real estate loan documents; spreads financial statement and/or ensures required financial statements… more