• Senior Underwriter - Bridge

    CBRE (Los Angeles, CA)
    …countries. CBRE serves clients through four business segments: Advisory (leasing, sales , debt origination, mortgage serving, valuations); Building Operations & ... to perform all due diligence vital to make informed recommendations to CBRE's loan committee regarding the risks and mitigates for securing multifamily bridge loans… more
    CBRE (10/03/25)
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  • AVP/VP, Portfolio Manager

    Banc of California (San Luis Obispo, CA)
    …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... or clients. Acts in an independent fashion from the sales teams to structure and evaluate credit requests. Is...* In conjunction with Relationship Manager, involved in drafting loan documents prepared by outside law firm or in-house… more
    Banc of California (10/10/25)
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  • AVP, Portfolio Manager

    Banc of California (Fresno, CA)
    …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... or clients. Acts in an independent fashion from the sales teams to structure and evaluate credit requests. Is...+ In conjunction with Relationship Manager, involved in drafting loan documents prepared by outside law firm or in-house… more
    Banc of California (10/07/25)
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  • Senior Premier Relationship Manager

    BMO Financial Group (San Jose, CA)
    …within six months of role start date). + Advanced understanding of deposit, loan (including mortgage ) and banking products and practices, cash flow analysis, ... deliver the desired customer experience. + Uses a consultative sales process to develop strong customer relationships; acts as...Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the SAFE Act). This position will… more
    BMO Financial Group (10/08/25)
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  • VP, Treasury Relationship Manager

    Banc of California (San Diego, CA)
    …and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** Responsible for treasury, deposit, and non- loan product sales on behalf of assigned business unit partner(s) ... and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California… more
    Banc of California (08/09/25)
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  • Analyst, Investment Accounting Operations

    Lincoln Financial (Sacramento, CA)
    …Management and Tax basis. They will be responsible to perform more complex mortgage loan and limited partnership research, analysis, and proper accounting ... and compliance with accepted accounting policies and principles. + Builds mortgage loans and limited partnership accounting knowledge and expertise and navigates… more
    Lincoln Financial (10/03/25)
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  • Senior Wealth Advisor

    Citigroup (Chino Hills, CA)
    …Group 1 Insurance License . This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and ... serving in a financial advisory capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong analytical and… more
    Citigroup (10/02/25)
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  • Senior Wealth Advisor

    Citigroup (San Francisco, CA)
    …Group 1 Insurance License + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and ... serving in a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and… more
    Citigroup (08/24/25)
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  • Relationship Banker - North Orange County District

    Wells Fargo (La Habra, CA)
    …secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is ... Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in...to make client calls and actively participate in the sales development process * Knowledge and understanding of retail… more
    Wells Fargo (10/11/25)
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  • Relationship Banker - South San Diego District

    Wells Fargo (San Ysidro, CA)
    …secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is ... Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in...to make client calls and actively participate in the sales development process + Knowledge and understanding of retail… more
    Wells Fargo (10/11/25)
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