• Wealth Planner (FP)

    Bank of America (San Jose, CA)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... Trading and Investment Analysis + Investment Management + Referral Identification + Preferred CRPC designation **Required Qualifications:** + Series 7, 63/65 or 66… more
    Bank of America (08/21/25)
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  • Underwriter IV - Commercial Real Estate Banking

    PNC (Los Angeles, CA)
    …ratings, by analyzing credit, collateral strength, and financial worthiness of loan /transaction parties. If relevant, performs ongoing credit risk management for ... ratings, by analyzing credit, collateral strength and financial worthiness of loan /transaction parties. If relevant, performs ongoing credit risk management for… more
    PNC (08/19/25)
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  • Corporate & Institutional Banking Undergraduate…

    PNC (Calabasas, CA)
    …to underwriting (portfolio administration, periodic reviews, due diligence reviews, loan documentation and fulfillment) and sales functions (pre-call planning, ... client research, pre-screen, relationship reviews, and loan structuring). Upon completion, interns will recognize the importance each of these functions have on the… more
    PNC (08/09/25)
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  • Branch Manager - San Jose Markets

    JPMorgan Chase (San Jose, CA)
    …You have the ability to work branch hours including weekends and evenings. ** Preferred qualifications, capabilities, and skills** + You have a college degree or ... is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on… more
    JPMorgan Chase (08/30/25)
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  • PWM Banking Analyst

    US Bank (Torrance, CA)
    …and renewals. Key responsibilities include: + Managing the end-to-end loan process: submission, approval tracking, documentation ordering and review, booking, ... items. + Serving as a liaison between Bankers, clients, and the loan support department to facilitate smooth communication and issue resolution. + Supporting… more
    US Bank (08/27/25)
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  • JPMorgan Private Client Relationship Manager

    JPMorgan Chase (Irvine, CA)
    …within 150 days of hire, with study materials and support provided. ** Preferred qualifications, capabilities, and skills** + Hold a college degree or military ... is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on… more
    JPMorgan Chase (08/25/25)
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  • Branch Manager - Temecula Valley Market…

    JPMorgan Chase (Murrieta, CA)
    …weekends and evenings + High school degree, GED, or foreign equivalent ** Preferred qualifications, capabilities, and skills** + College degree or military equivalent ... is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on… more
    JPMorgan Chase (08/21/25)
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  • JPMorgan Private Client Relationship Manager

    JPMorgan Chase (Los Angeles, CA)
    …but required to obtain licenses within 150 days of start date ** Preferred qualifications, capabilities, and skills** + A bachelor's degree + Experience cultivating ... is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on… more
    JPMorgan Chase (08/15/25)
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  • Merrill Financial Solutions Advisor - Silicon…

    Bank of America (Monterey, CA)
    …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. **Responsibilities:** + Provides tailored and personalized advice… more
    Bank of America (08/01/25)
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  • Personal Banking Officer

    Financial Partners Credit Union (Brea, CA)
    …Primary duties of this unique opportunity are as follows: DUTIES: + Process mortgage and consumer loan applications, prepare documentation as appropriate and ... Branch. As a Personal Banker, you will be assisting members with various loan options, explaining features of all our products and services, opening accounts and… more
    Financial Partners Credit Union (07/22/25)
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