- City National Bank (Beverly Hills, CA)
- …Works directly with customers in handling all areas of operations (eg, loan payments, wires, new accounts, checking and savings account activity, CD's, investments, ... transfers. Prepares debit and credit entries to checking/saving accounts for transfers, loan payments, etc. * Reviews large deposits and either approves or declines… more
- JPMorgan Chase (San Francisco, CA)
- …Manager team, provide exceptional service to our clients, and assist with servicing needs. **Job Responsibilities** + Manage a team of Client Experience Specialists ... is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on… more
- City National Bank (Irvine, CA)
- …Manager and Relationship Managers, the ASM works to address portfolio servicing needs, enhance relationship profitability while adhering to CNB's credit quality ... from the assigned portfolio, deposit and fee income growth, loan and line volume that includes but is not...with customers in handling all areas of operations (eg, loan payments, wires, new accounts, checking and savings account… more
- Zions Bancorporation (El Segundo, CA)
- …and emerging technologies. **Essential Functions:** + Responsible for managing and servicing a portfolio of existing credits, including monitoring borrower reporting ... modeling and analysis, identifying key risks, assisting senior bankers with loan structuring and pricing, preparing extensive written credit analysis, and assisting… more
- Columbia Bank (Irvine, CA)
- …required information for customer relationships to be boarded on the banks servicing system(s). Maintain files with all required documentation for third-party review ... and prepares files for timely audits. + Set up and ongoing monitoring of loan and financial ticklers to ensure accuracy and timeliness. Follow up with customer to… more
- Zions Bancorporation (Los Angeles, CA)
- …Middle Market Excellence Awards. **Job Responsibilities:** + Responsible for generating and servicing a wide variety of commercial loans and developing strong, low ... recommendations as needed. Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. Responsible for… more
- Wells Fargo (El Monte, CA)
- …due diligence operations which may include proper initiation and accuracy of loan documentation process and implementation of treasury products, adhering to all ... 2+ years of experience leading a team responsible for implementing and/or servicing treasury management services + 3+ years of experience supporting complex treasury… more
- City National Bank (Solana Beach, CA)
- …clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, ... & regulatory * obligations across product offerings; strong understanding of servicing processes * Personal & Small Business Financials - reviewing financial… more
- HCA Healthcare (Campbell, CA)
- …and preferred banking partnerships + Education assistance (tuition, student loan , certification support, dependent scholarships) + Colleague recognition program + ... and recruitment + Assist with the development of strategic plans for servicing network physicians and members + Develop, recommend, and implement new policies… more
- Insight Global (San Diego, CA)
- …of Encompass Banker Edition across the complete enterprise from origination through servicing . We are a company committed to creating inclusive environments where ... . Skills and Requirements 2+ years of experience with Encompass Loan Origination System (LOS) Experience working in the mortgage or financial… more