- City and County of San Francisco (San Francisco, CA)
- …Officer ("IO") for its Public Fixed Income portfolio, which includes Treasuries, Public Credit and Investment Cash. Reporting to the Senior Portfolio Manager ... for the Public Fixed Income portfolio including performance, exposures, and other risk metrics. + Responsible for the organization and maintenance of investment … more
- Bank of America (Downey, CA)
- …Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements ... goals. Job expectations include effectively balancing sales performance, operational risk , and client relationship care by leveraging specialized expertise.… more
- Bank of America (Los Angeles, CA)
- …Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements ... goals. Job expectations include effectively balancing sales performance, operational risk , and client relationship care by leveraging specialized expertise.… more
- Carrington (Anaheim, CA)
- …is acceptable. + Applies and interprets company underwriting guidelines and makes sound credit decision. + Completes credit , analysis of income, analysis of ... audits are completed and verifies consistency of loan file information. + Identifies risk factors within each loan and utilizes resources, tools and documentation to… more
- PNC (Irvine, CA)
- …this position. **Preferred Skills** Account Management, Asset Allocation, Capital Management, Credit Risk Analysis, Equity Valuations, Investment Banking, Sales ... regular basis. Some responsibilities may be performed remotely, at manager 's discretion. In this position, you will consult with...to train, coach and/or mentor other team members in market if applicable. PNC Employees take pride in our… more
- PNC (Los Angeles, CA)
- …development on-the-job and formal classroom learning including an intensive 8-week credit training program designed to establish PNC's core competencies. Analysts ... Markets analysts master PNC's product set to excel in analytics, credit , relationship management, sales and financial modeling. Geographic flexibility is important… more
- CIBC (Newport Beach, CA)
- …advisor, while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and marketing. ... and comply with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes relationship risk issues and seeks… more
- Fannie Mae (San Francisco, CA)
- …and develop reporting to monitor acquisition data trends to determine to determine credit risk appetite. *THE IMPACT YOU WILL MAKE* The *Multifamily Underwriting ... skills including advising, designing business models, interpreting customer and market insights, forecasting, and benchmarking * Skilled in presenting information… more
- BMO Financial Group (San Dimas, CA)
- …conversation to identify potential opportunities and address everyday banking plans and credit card needs. + Contributes to meeting branch business results and the ... key member of a collaborative and versatile branch and market team. + Probes to understand customer personal banking...team. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs… more
- Brunswick (Fresno, CA)
- …management intervention. - Maintain internal supportive working relationship with credit , technical service manager , customer service representative, sales ... and distributor sales activity to achieve maximum sales and market share in assigned territory. Maintain up to date...coordinators, sales directors and marketing manager . - Travel for sales calls to territory customers… more
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