- City National Bank (Irvine, CA)
- …to help problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan ... minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and...years of credit experience required *Additional Qualifications* * Good sales management and business development skills * Good creative… more
- Bank of America (San Francisco, CA)
- …managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service ... existing client relationships. He or she provides specialized support as a Specialist /Manager in any one of the teams specialized roles of Business Development,… more
- Bank of America (Irvine, CA)
- …+ **Required Qualifications:** + Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment + In ... lieu of one year of sales experience, has previously held the role of Relationship...Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum… more
- Bank of America (Santa Barbara, CA)
- …requirements Required Qualifications: * Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of ... Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum...where goals were met or exceeded. * Retail and/or sales experience in a salary plus incentive environment. *… more
- BMO Financial Group (Los Angeles, CA)
- …and customers. + May act as lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues and best practices. + Ensures ... and concerns, both internal and external. + Performs client sales & service support activities as required to meet...of execution. + Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms… more
- Bank of America (Beverly 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 ... without direct authority + Minimum of 5 years' experience performing specialist /analyst level responsibilities or equivalent industry experience **Skills** : +… more
- City National Bank (Santa Monica, CA)
- …in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and ... solve or structure transactions. * Negotiates transactions; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements.… more