- LTD Global (Livermore, CA)
- …a full range of financial products including personal and business banking, mortgage lending , and wealth management. It distinguishes itself through ... in coordination with legal counsel and the Special Assets Manager . + Advise lending staff on early intervention strategies for deteriorating credits not… more
- PNC (Los Angeles, CA)
- …to the following: * A minimum of 1+ years of Asset Based Lending (ABL) Field Exam experience * Familiarity with corporate accounting through coursework and/or ... escalates significant exam findings, concerns, delays, or borrower limitations to lending and credit personnel.Makes recommendations as it relates to the collateral… more
- Wells Fargo (Capitola, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand ... secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is… more
- Wells Fargo (San Clemente, CA)
- …partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross sales ... secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is… more
- Wells Fargo (Ontario, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs * Partner with financial advisors to understand ... secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is… more
- Wells Fargo (Seal Beach, CA)
- …to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial advisors to understand ... secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is… more
- BMO Financial Group (Sacramento, CA)
- …referrals for personal and commercial banking products (eg personal banking, lending , and investments). + Implements a relationship management plan in collaboration ... with the lead relationship manager . + Determines client needs and provides solutions though...advice. + In-depth understanding of deposit and loan (including mortgage ) products and banking services. + Technical proficiency gained… more
- LTD Global (Livermore, CA)
- …a full range of financial products including personal and business banking, mortgage lending , and wealth management. It distinguishes itself through ... used Network Monitoring Technology + SolarWinds Orion + Network Performance Manager (NPM) - Monitoring and alerting/reporting + Network Configuration Manager… more
- Truist (Beverly Hills, CA)
- …source for investment communication. + The IA assists the Investment Manager in acquiring prospective clients through comprehensive analysis of complex outside ... at Truist include the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act, Regulation Z of the Truth...Licensing (SAFE) Act, Regulation Z of the Truth in Lending Act, Rule 17a-3(a)(12) of the Securities and Exchange… 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 ... position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home… more