- Comerica (Costa Mesa, CA)
- …on complex transactions in conjunction with Credit Support Center teams for assigned relationships . Follow-up with Relationship Manager or Portfolio Manager ... Business. They are responsible for monitoring credit exposure for assigned relationships , including renewals, reaffirmations and annual risk ratings. Team Structure… more
- BMO Financial Group (Berkeley, CA)
- …grow BMO's business by reaching out, generating appointments, and building new relationships within the community. + Addresses questions and resolves issues raised ... 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… more
- City National Bank (Los Angeles, CA)
- …Provides reporting and analytical support for senior analysts and Reporting manager . Responsibilities include developing and tracking of key statistical information ... *Must-Have** * Bachelor's Degree or equivalent * Minimum 3 years' experience in Mortgage , Consumer, or Commercial Operations or as a Business Analyst * Minimum 2… more
- Bank of America (Encinitas, CA)
- …needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice ... will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor… more
- Bank of America (San Francisco, CA)
- …needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice ... will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor… more
- Anywhere Real Estate (Newport Beach, CA)
- We're seeking a proactive **Office Administrator** to support the Branch Manager at Coldwell Banker's Newport Beach, CA office. This full-time, onsite role at our ... arrangements. This role also serves as a central liaison between the Branch Manager , sales team, internal departments, and senior leadership. Success in this role… more
- Bank of America (Chico, CA)
- …of $100k-$5mm. Key responsibilities include identifying needs, developing relationships , reviewing investment goals, and preparing investment recommendations that ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...to the next phase as an advisor + Builds relationships with internal service providers based on client needs… more
- PNC (Corona, CA)
- …have an opportunity to contribute to the company's success. As a Relationship Manager within PNC's Healthcare Business Banking organization, you will be based in ... of supervision. + Acquires and/or expands and retains client relationships to generate revenue and deepen share of wallet....any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the… more
- Bank of America (Monterey, CA)
- …clients with annual revenues of $100k-$5mm, identifying needs, developing relationships , reviewing investment goals, and preparing investment recommendations that ... 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
- BMO Financial Group (Santa Monica, CA)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of ... a relationship management plan in collaboration with the lead relationship manager . + Implements business development strategies to acquire new business (eg… more