- Lincoln Financial (Sacramento, CA)
- …and Tax basis. They will be responsible to perform more complex mortgage loan and limited partnership research, analysis, and proper accounting treatment of ... and compliance with accepted accounting policies and principles. + Builds mortgage loans and limited partnership accounting knowledge and expertise and navigates… more
- Banc of California (Santa Ana, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...communicating with internal and external entities, members of the sales team and other risk units. + Responsible for… more
- PNC (San Diego, CA)
- …of our existing retail branch network. During the internship you will learn about sales and relationship management and acquire a deep knowledge of PNC's Retail ... Bank . You will gain on-the-job experience by having the...challenging development opportunities helping to build your knowledge and skills . **PNC's Organizational Financial Wellness:** + The Organizational Financial… more
- PNC (Los Angeles, CA)
- …Management Group (AMG) is comprised of Institutional Asset Management, PNC Private Bank , and our Investment Office. We work with individual and corporate clients ... interact directly with clients, strong written and verbal communication skills , detail oriented, self-motivated, eager to learn and ability...to thrive in a lively environment. + **PNC Private Bank ** : PNC Private Bank offers a… more
- LTD Global (Livermore, CA)
- …full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based ... responsible for underwriting and managing adversely graded loans within the Bank 's classified loan portfolio. This includes secured and unsecured commercial loans,… more
- BMO Financial Group (Santa Monica, CA)
- …interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap ... referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales...and ensures an effectively run function. + Protects the Bank 's assets and complies with all regulatory, legal and… more
- PNC (CA)
- …to help close deals. Leads direct interaction with clients as part of the sales process and represents PNC in bank -sponsored industry events, as needed. + ... **Job Description** + Represents one or multiple products as part of the sales process with the objective of closing new business opportunities. Defines solution… more
- PNC (Merced, CA)
- …activities with new and/or existing clients in a book of business to grow sales , revenue and market share with relevant sales goals. Typically works with ... and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range...range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert … more
- PNC (Corona, CA)
- …activities with new and/or existing clients in a book of business to grow sales , revenue and market share with relevant sales goals. Typically works with ... and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range...range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert … more
- SitusAMC (San Francisco, CA)
- …international banks, private equity investors, pension funds, secondary market guarantors, non- bank mortgage originators and servicers, among others. Preferred ... insights from the field to influence product roadmap and positioning. + ** Sales Planning & Forecasting** : Maintain pipeline hygiene and accurate forecasting across… more