- UMB Bank (Sacramento, CA)
- …detailed credit analysis to determine borrower/guarantor repayment capacity + Appropriate loan structuring recommendations + Complete all of or portions of the ... rating models suitable for each credit request. + Present loan submissions to the UMB senior loan ...and satisfy any approval conditions. + Provide recurring customer service to existing and prospective clients, which includes direct… more
- LTD Global (Livermore, CA)
- …institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers a ... lending, and wealth management. It distinguishes itself through relationship-based service , local decision-making, and support for regional economic growth through… more
- Carrington (Anaheim, CA)
- …to achieve departmental goals and objectives. + Provide a high level of customer service to brokers/sellers during the loan process. **What you'll need:** + ... and maintaining broker/seller relationships to sell wholesale and correspondent mortgage loan products. Calls on potential or existing brokers/sellers as assigned to… more
- UKG (Ultimate Kronos Group) (Santa Ana, CA)
- …more than 200+ needs that best suit you and your family, from student loan repayment, to childcare, to pet insurance. Our inclusive culture, active and engaged ... united by purpose, inspired by you. **About the Role:** The UKG Payment Services Support team delivers comprehensive, high-quality payroll tax support for our high… more
- Citigroup (San Ramon, CA)
- …brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The ... impact on the business through the quality of the tasks/ services provided. Impact of the job holder is restricted...Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible… more
- CBRE (Sacramento, CA)
- …maintain CBRE DSF's mortgage warehouse lines of credit. + Support CBRE DSF's commercial loan servicing subsidiary, CBRE Loan Services , Inc., in all aspects ... Debt and Structured Finance Job ID 229853 Posted 04-Sep-2025 Service line Advisory Segment Role type Full-time Areas of...on client issues that arise in the course of loan origination services for private lenders; review… more
- Sutter Health (Crescent City, CA)
- …not-for-profit hospital, serving a population of approximately 43,000. Our services include a 24-hour emergency department, intensive care/critical care units, ... laboratory, rehabilitation, skilled nursing, psychiatric care, senior care, and home health services . About Crescent City: Moderate in climate and nestled along a… more
- Zions Bancorporation (Fresno, CA)
- …diploma and 2+ years' experience in retail banking, sales, new accounts, customer service , loan processes or other directly related experience. + A combination ... to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and...active for 70 years and has more than 80 full- service branch offices across the state. This dedication has… more
- Banc of California (Brea, CA)
- …California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well as ... relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services , L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA ... stages of life. Meeting them with the products and services to help them plan purposefully for their futures...As one team, we are all committed to delivering service , empowering financial literacy, creating products, and providing new… more