- Columbia Bank (Los Angeles, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Los Angeles, California Newport Beach, California Phoenix, Arizona **Description** ... the client team in the planning, delivery and regular review with clients. Deliver a high degree of personal...which is defined as an individual authorized by the Bank to take mortgage loan applications, offer… more
- SMBC (Los Angeles, CA)
- …Leader will manage a team of Underwriters/Portfolio Managers and is expected to review , consult, and provide guidance on loan opportunities. Additionally, the ... loan portfolio, and manage risk consistent with the Bank 's underwriting standards. **PRINCIPAL DUTIES AND RESPONSIBILTIES:** * Overall...the loan portfolio management. * Oversee the loan closing process, including review of legal… more
- Banc of California (Los Angeles, CA)
- …to the region/business unit for execution. + Will review externally prepared loan documents to ensure adherence to bank policies, procedures and credit ... to ensure it adheres to the credit approval and bank policies and procedures. The AVP, Loan ...Loan Document Review Checklist to the Loan Documentation Manager for review … more
- Banc of California (Los Angeles, CA)
- …The Senior Loan Administrator is responsible for independent decision-making, the review and analysis of loan transactions, and the timely processing of ... operates. **HOW YOU'LL MAKE A DIFFERENCE** + Conduct thorough review of the loan file/ loan ...bank and regulatory requirements and procedures. + Senior Loan Administrator collaborates closely and effectively manages expectations with… more
- Columbia Bank (CA)
- …and existing commercial business relationships. CSM is a second, primarytouch-pointbetween Bank and Client. Responsible for identifying additional loan , deposit, ... with Banker to make formal recommendations and presentations to Commercial Relationship Manager and Credit Administration. + Ensure the loan portfolio is… more
- Columbia Bank (Benicia, CA)
- …business. Together for better. **About the Role:** This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day to day ... Assistant Branch Manager Retail Banking Group Benicia, California **Description** **About...also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and… more
- City National Bank (San Francisco, CA)
- *INDUSTRY CLOSING MANAGER * WHAT IS THE OPPORTUNITY? The Industry Closing Manager (ICM) is the leader in the closing of the deal and a key member of the client ... team. They will manage the due diligence activities within Loan Administration and will directly follow up with the...work with Relationship Managers and Credit Products staff to review legal documents to ensure they represent the deal… more
- Columbia Bank (San Rafael, CA)
- …as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a ... Branch Manager Retail Banking Group San Rafael, California **Description**...loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available… more
- City National Bank (Los Angeles, CA)
- …mortgage secondary marketing activities, including whole loan sales, bulk loan trades and securitization. Review and challenge credit policies, underwriting ... * MANAGER CREDIT PORTFOLIO RISK* WHAT IS THE OPPORTUNITY?...bank 's risk appetite. WHAT WILL YOU DO? * Review and challenge residential lending business strategies, underwriting standards,… more
- Columbia Bank (San Jose, CA)
- …Manage and review client relationships on an ongoing basis, including loan origination, portfolio management, and audit readiness. + Engage with and develop ... Healthcare Relationship Manager Wealth Management San Jose, California **Description** **About...+ Business development of client relationships. + Engage with bank partners for wealth management and implementation strategies to… more