• Senior Premier Relationship Manager

    BMO Financial Group (Stockton, CA)
    …checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the customers' relationship manager ... understanding and planning for what comes next._ A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass… more
    BMO Financial Group (06/12/25)
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  • COI and Consumer Engagement Manager

    US Bank (San Francisco, CA)
    …Preferred qualifications** + 5 + years of Community Reinvestment Act (CRA) mortgage lending experience OR related relationship/outreach experience + Strategic, ... Reporting to the Lead National COI and Consumer Engagement Manager and part of the National Diverse Markets &...mortgage sales teams + 25%-50% Travel within designated market **Basic Requirements** + Bachelor's degree, or equivalent work… more
    US Bank (05/31/25)
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  • Manager , Branch Office (Full-Time)

    Navy Federal Credit Union (Inglewood, CA)
    …environments + Advanced knowledge of applicable federal regulations governing consumer lending and/or credit cards, mortgage and equity loans, savings ... full range of Navy Federal Credit Union products and services including lending products and depository accounts such as checking, savings, certificate, IRA,… more
    Navy Federal Credit Union (06/11/25)
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  • Portfolio Manager (AVP/VP/SVP)

    Banc of California (Fresno, CA)
    …banks focused on providing banking and treasury management services to small, middle- market , and venture-backed businesses. Banc of California offers a broad range ... of the Banks credit products and services to middle market and other business clients and prospects. Monitors assigned...complexity credit requests, including, but not limited to asset-based lending , term loans, and commercial real estate loans. *… more
    Banc of California (05/16/25)
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  • Relationship Manager Business Banking II

    City National Bank (Oxnard, CA)
    *RELATIONSHIP MANAGER BUSINESS BANKING II* *Oxnard Branch or Westlake Village Branch* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be...awareness of competitive products, practices, rates and changes in market conditions. * Analyzes problem credits and meets with… more
    City National Bank (05/22/25)
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  • Relationship Manager Business Banking Sr

    City National Bank (Santa Monica, CA)
    *RELATIONSHIP MANAGER BUSINESS BANKING SR* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned business segment ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be...awareness of competitive products, practices, rates and changes in market conditions. * Analyzes problem credits and meets with… more
    City National Bank (04/19/25)
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  • Relationship Banker

    Umpqua Bank (Rocklin, CA)
    …and prospective consumer and small business customers. May partner with branch Manager to do outbound business development meetings in the community. + Develops ... cash handling experience required. + 2 years in a lending function with loan origination and processing functions required....+ Ability to understand cash flow, financial statements, and market risk. + Demonstrates desire and ability to build… more
    Umpqua Bank (06/11/25)
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  • Retail Relationship Banker

    BMO Financial Group (Lockeford, CA)
    …by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will require a Federal registration ... with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct...sales and service needs (eg everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small… more
    BMO Financial Group (06/12/25)
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  • Merrill Financial Solutions Advisor (Partially…

    Bank of America (San Mateo, CA)
    Merrill Financial Solutions Advisor (Partially Licensed)- Palo Alto Market Palo Alto, California;San Mateo, California **Job Description:** Merrill Wealth Management ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
    Bank of America (04/12/25)
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  • Merrill Financial Solutions Advisor - San Diego…

    Bank of America (Carlsbad, CA)
    Merrill Financial Solutions Advisor - San Diego Market Carlsbad, California;San Diego, California; Rancho Santa Fe, California; Indian Wells, California; Temecula, ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
    Bank of America (04/01/25)
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