- Comerica (Costa Mesa, CA)
- …training, Associates will perform the following underwriting responsibilities: Prepare loan approval packages, in partnership with Relationship Managers and ... Portfolio Managers, for credit decisioning. Provide complete analysis of loan approval packages for new credit requests, as well as annual reviews of existing… more
- Comerica (Costa Mesa, CA)
- …base.Position Responsibilities: Portfolio and Risk Management Retain and manage existing loan portfolio, taking ownership of all reviews and renewals for existing ... such relationships continue to be an acceptable risk. Decides loan terms and conditions if within own credit limits...FBI's Record of Arrest and Prosecution Background ("RAP Back") service , which provides ongoing notification to the Company of… more
- Wells Fargo (Encinitas, CA)
- …high quality jumbo loans which are compliant and provide excellent customer service + Build relationships focused on affluent borrowers with realtors, builders, ... and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs + Review and analyze low to… more
- Zions Bancorporation (Los Angeles, CA)
- …and large), CB&T has been active for 70 years and has more than 80 full- service branch offices across the state. This dedication has helped the bank earn recognition ... commercial loans and participates in the development of overall commercial loan objectives, policies and practices. **Essential Functions:** + Responsible for… more
- City National Bank (San Francisco, CA)
- …as procedures dictate, to ensure timely processing and best in industry customer service * Complete the loan application and related processes with applicants ... This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community … more
- Financial Partners Credit Union (Costa Mesa, CA)
- …Ask for the business Move routine calls to eQuest and other self- service channels Process secured and unsecured loan applications Effectively, accurately ... all contact channels (phone, e-mail, chat, etc.). Provide excellent service to all members of the credit union by...rate for all products Process check orders, wire requests, loan payments, stop payments, VODs, etc. Attend training offered… more
- SF Fire Credit Union (San Francisco, CA)
- …innovation of products and services, competitive rates, and excellent member service . These qualities foster a true sense of member-ownership and strengthen ... also value real work/life balance. Is This the Career for You? Financial Service Consultants are accountable for handling all in-person requests from our members… more
- Columbia Bank (San Jose, CA)
- …collaborations with the Lending Unit and Credit Administrators on loan structuring, underwriting, documentation, and closing of prospect/existing borrower accounts. ... lending units in prospect pre-screening, existing credit renewal, client visits, loan structuring, documentation review, pre-funding requirements, and loan … more
- Columbia Bank (CA)
- …second, primarytouch-pointbetween Bank and Client. Responsible for identifying additional loan , deposit, and core fee income opportunities (products; services; ... would satisfy client needs and establish/deepen complete relationships. Makes recommendations on loan structure & terms and refers these issues to next appropriate… more
- Columbia Bank (Walnut Creek, CA)
- HL Community Lending Officer Loan Operations Walnut Creek, California Irvine, California Los Angeles, California San Diego, California Los Angeles, California ... customer based on the information provided. + Ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures, and… more