- Banc of California (San Diego, CA)
- …to asset-based lending, term loans, and commercial real estate loans. + Performs independent credit analysis and risk assessment of new and existing credit ... to obtain due diligence information needed to underwrite the credit request, perform risk rating reviews, and/or...Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act… more
- City National Bank (San Diego, CA)
- …discovery activities with existing clients to grow current book eg, deposits, investments, credit . * Business & Risk Management - maintain awareness of updates ... *RELATIONSHIP MANAGER II* WHAT IS THE OPPORTUNITY? Responsible for...includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales,… more
- BMO Financial Group (Berkeley, CA)
- …banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal ... for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned...target profile and create a calling plan. + Review credit applications to ensure sound credit granting… more
- Banc of California (Los Angeles, CA)
- …B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit ... Drives deposit growth consistent with bank's appetite and at direction of Manager . Recommend deposit pricing that ensures retention and promotes growth as market… more
- City National Bank (Los Angeles, CA)
- …market testing for prospect transactions prior to launch to accurately assess syndication risk for credit . * Prepare and present syndications materials such as ... *SYNDICATIONS MANAGER * WHAT IS THE OPPORTUNITY? This opportunity is...for developing a syndication strategy in support of the credit approval process. Additionally, the group is responsible for… more
- Citigroup (Sunnyvale, CA)
- …of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. ... limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance client bonding. +… more
- Banc of California (San Diego, CA)
- …B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit ... resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP, Client Manager is responsible for owning all aspects of client retention for an assigned… more
- JPMorgan Chase (Los Angeles, CA)
- …thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore ... a holistic goals-based planning approach + Strictly adhere to all risk and control policies, regulatory guidelines and security measures **Required qualifications,… more
- Citigroup (Fremont, CA)
- The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client ... achieve personal/branch goals + Develop and execute integrated sales, relationship, and credit strategies that are aligned with the Retail Bank's priorities, execute… more
- Banc of California (Brea, CA)
- …B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit ... training & guidance. At times may act as Team Manager during his/her absence. + Manages a team focused...reconciles and/or approves routine and complex transactions of varying risk and financial value in accordance with established policies… more