- San Francisco Federal Credit Union (San Francisco, CA)
- …team, ensuring the achievement of monthly goals for membership applications, loan growth, and cross-selling products through digital channels-all while maintaining ... the Digital Sales and Service team to achieve goals in membership growth, loan origination, and product cross-sell. * Analyze performance data to optimize service… more
- Banc of California (San Diego, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... WE WIN(R) **THE OPPORTUNITY** Responsible for treasury, deposit, and non- loan product sales on behalf of assigned business unit...with the right set of treasury, card, and other non- loan products. Meets aggregate product revenue goals. In a… more
- Umpqua Bank (Los Molinos, CA)
- …The ABM also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other ... to personal banking team to open new accounts, receive loan requests and gather credit-related information. + Manage, lead,...an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist… more
- US Bank (Sacramento, CA)
- …management, this position is responsible for supervising the day-to-day activities related to loan origination functions for a small team of Mortgage Loan ... in a timely manner from appropriate sources. Meets specific loan volume origination goals which are established annually by...Establishes referral source relationships for a steady flow of loan volume from real estate brokers, builders and other… more
- Intuit (Mountain View, CA)
- …are energized by the opportunity to grow our lending business through our flagship Term Loan offering, this might be the role for you! **What you'll bring** + **5** ... lead** + Lead the growth strategy for QuickBooks Term Loan , helping businesses obtain the funding they need across...all QuickBooks channels + Own the full end-to-end Term Loan customer lifecycle from discovery through loan … more
- Robert Half Finance & Accounting (Westlake Village, CA)
- …involves managing cash flow, debt management, and ensuring compliance with loan agreements while providing strategic financial insights. The ideal candidate will ... liquidity and minimized interest expenses. * Manage the timely payment of loan interest, fees, and principal amounts, ensuring accuracy and compliance. * Supervise… more
- Intuit (San Francisco, CA)
- …where they'll be at the forefront of driving funding strategy and scaling our loan products to new heights. This is a high-impact role for an innovative trailblazer ... asset management firm. + Experience with asset backed credit facilities, whole loan sales and securitizations and other bespoke structures. + Advanced proficiency in… more
- Veterans Affairs, Veterans Health Administration (Long Beach, CA)
- …is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement program. You must meet specific eligibility requirements per VHA ... to five years) are determined by the VHA Education Loan Repayment Services program office after review of the...Authorized: This position is eligible for EDRP, a student loan payment reimbursement program. You must meet specific individual… more
- The Walt Disney Company (Rancho Mirage, CA)
- …CRM system (eg, Salesforce) to track buyer engagement and follow-ups. **Mortgage Loan Brokerage Support** + Assist brokers in fulfilling mortgage obligations but ... cannot negotiate terms. + Provide written, factual loan information from broker-prepared materials. + Notify borrowers about missing information in applications. +… more
- JPMorgan Chase (San Francisco, CA)
- …strategies, engaging with clients to understand their business needs, shepherding loan opportunities through the process and providing innovative solutions to help ... best mortgage product for the client, and guide the loan package through the process from pre-approval to funding....and timeline from pre-approval through the funding of the loan + Drive the loan package through… more