- Citigroup (San Francisco, CA)
- …which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- Citigroup (Downey, CA)
- …which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The ... Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance...This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage … more
- BRIDGE Housing Corporation (San Francisco, CA)
- Reporting to the Assistant Manager , A/P, this position will be responsible for the daily processing and coordination of A/P functions for our BPMC sites. The AP/AR ... invoice approval and payment. * Escalate issues to AP Manager when invoices are stuck in RM/PS queue. *...selected vendors to consolidate individual accounts into a master account . * Handle various Accounts Receivable issues: deposit checks,… more
- Banc of California (Santa Ana, CA)
- …and reviewed. + Coordinate insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected in a timely ... opened by the Business Unit and applicable holds are on the account (s). + Respond to inquiries from customers, relationship managers and/or interdepartmental… more
- PNC (Ontario, CA)
- …on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. **Job Description** + Provides sales, service and execution support for ... implementation and servicing issues. + Initiates, updates and verifies client, account , or transaction details in relevant systems/applications. Provides reports as… more
- PNC (Irvine, CA)
- …field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. In this position, you will consult with prospects to identify ... needed to be successful in this position. **Preferred Skills** Account Management, Asset Allocation, Capital Management, Credit Risk Analysis, Equity… more
- PNC (Los Angeles, CA)
- …establish or update client specific information for products/services. Acts a project manager and coordinates the implementation work done by others. + Analyzes, ... full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life… more
- PNC (Los Angeles, CA)
- …Field Exam due diligence process.Participates in meetings with the Relationship Manager and/or existing Borrower's representatives (typically the CFO, CEO and/or ... full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life… more
- Banc of California (Camarillo, CA)
- …diligence and BSA documentation. + Works in tandem with the Relationship Manager to review and participate in negotiation of potentially complex legal documentation ... Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit… more
- PNC (Los Angeles, CA)
- …Coaches and/or reviews the work of other underwriters and fills in for manager as required. + Contacts internal/external customers and other parties as appropriate ... full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life… more