- Banc of California (Santa Ana, CA)
- …due diligence items and legal documents required to ensure accurate closings and compliance with bank and regulatory requirements and procedures. + Identify any open ... and reviewed. + Coordinate insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected in a timely… more
- Anywhere Real Estate (Los Angeles, CA)
- …Remote **Department:** Procurement / Finance **Reports To:** Finance Data Governance Manager or Director **Job Type:** Full-Time **Experience Level:** Early to ... part in maintaining accurate supplier and financial data, supporting compliance , and improving operational efficiency. **Key Responsibilities** **Procurement &… 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 ... and community engagement. Position Overview Reporting to the Special Assets Manager , the Senior Special Assets C&I Underwriter is responsible for underwriting… 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 ... manage, and optimize Palo Alto and Cisco firewalls to ensure comprehensive security and compliance . This includes knowledge of the following: + IPSec VPN + DMVPN +… more
- Wolters Kluwer (Sacramento, CA)
- …Lien Solutions is the global leader of lien management, filing & search compliance , and due diligence solutions. Banks and corporations trust Wolters Kluwer Lien ... at Financial Institutions, Equipment Leasing & Finance, Agricultural Lending Companies, Mortgage Lenders & Services, Factoring, Corporations, Solar & Title Companies… more
- Citigroup (Long Beach, CA)
- …experience. + Champion risk and control by monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager + Exhibits strong ... excellent service behaviors and mentoring on sales, service, and compliance routines. + Guide both clients and team members...partners as necessary (eg leverage video conference for FA, mortgage specialist, etc.) + Take full ownership of clients'… more
- PNC (Irvine, CA)
- …the field on a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. As a Portfolio Associate at PNC, you will play a key role ... PNC serves as trustee, guardian or agent. Assists with compliance of all legal and fiduciary regulations, policies and...any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- BMO Financial Group (Sacramento, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of ... a relationship management plan in collaboration with the lead relationship manager . + Implements business development strategies to acquire new business (eg… more
- JPMorgan Chase (San Francisco, CA)
- …Management to ensure dynamic and consistent performance at both the Relationship Manager and market levels. **Job responsibilities** + Recruit, lead, mentor, and ... position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In… more
- Truist (Beverly Hills, CA)
- …primary source for investment communication. The IA assists the Investment Manager in acquiring prospective clients through comprehensive analysis of complex outside ... portfolios and is responsible for adhering to and documenting compliance with Truist, and relevant regulatory policies and procedures....at Truist include the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act, Regulation Z of the Truth… more