- SitusAMC (San Francisco, CA)
- …loan origination, underwriting, due diligence and closing; securitization transaction management and capital markets structuring; loan servicing and administration; ... and portfolio and asset management . Our guiding principles describe the work environment we...in Atlanta to originate loans for its conduit/large-loan commercial mortgage -backed securities (CMBS) business, as well as for the… more
- Bank of America (Beverly Hills, CA)
- …to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded ... 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
- Comerica (Costa Mesa, CA)
- …and manage the team. Provide coaching, training, development and performance management . Responsible for hiring, firing, and salary administration. Achieve sales ... and services to existing and prospective customers. Reporting, budgeting, compliance management and other administrative duties. Ensures compliance by applying all… more
- Citigroup (Los Angeles, CA)
- …over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work ... develop an assessment of client, competitor/ industry risks and trends for senior management and/or the Senior Credit Officer + Monitor an assigned credit portfolio… more
- PNC (Corona, CA)
- …you will be based in Riverside, CA. **Job Description** + Coordinates relationship management activities with new and/or existing clients in a book of business to ... collaborates with internal business partners. Effectively executes on contact management strategy through utilization of available tools and resources. Regularly… more
- Bank of America (Temecula, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client...Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management… more
- Bank of America (Sacramento, CA)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client...Customer and Client Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management… more
- Truist (Beverly Hills, CA)
- …and the Investment Advisory Group (IAG) to assist in the delivery of Investment Management Services to clients in Truist Wealth who generally have $5mm+ in AUM. The ... client base of approximately 100-150 relationships with assets under management averaging $1 - $2 billion and revenue responsibility...at Truist include the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act, Regulation Z of the Truth… more
- Charles Schwab (Torrance, CA)
- …with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically ... on behalf of our clients including: Retirement Planning, Education Planning, Investment Management , Banking & Lending Management , Insurance & Risk Management… more
- US Bank (Torrance, CA)
- …timeliness throughout the credit workflow. + Monitoring and working on all Portfolio Management items. + Serving as a liaison between Bankers, clients, and the loan ... to facilitate smooth communication and issue resolution. + Supporting Treasury Management activities and assisting with Pricing Exception requests. This position… more