• Wealth Planner (FP)

    Bank of America (San Jose, CA)
    …+ Wealth Planning + Causation Analysis + Client Management + Data Visualization + Risk Modeling + Trading and Investment Analysis + Investment Management + ... SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system...effects and develop strategies to increase growth and mitigate risk + Ability to make sound decisions by having… more
    Bank of America (12/22/25)
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  • VP, Underwriter- HOA Lending

    Banc of California (Los Angeles, CA)
    …and cash flow reliant facilities. + Performs independent credit analysis and risk assessment including, but not limited to, preparing analysis of financial ... statements, HOA cost reserve studies, and projections. + Well versed in modeling income statements, balance sheets and cash flow calculations over multiple years, as… more
    Banc of California (11/12/25)
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  • Asset Manager (5x Onsite Anaheim, CA)

    Insight Global (Anaheim, CA)
    …markets/ risk (market; liquidity; leverage; operational) . Understanding of mortgage fundamentals . Effective communication (oral & written) with employees, ... vendors, senior executives . Familiarity with finance and NPV modeling . Proficiency with Microsoft Excel, comfortable working with large subsets of data . Subject… more
    Insight Global (12/18/25)
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  • Analyst, CRE Loan Originations

    SitusAMC (Los Angeles, CA)
    …team in Los Angeles to originate loans for its conduit/large-loan commercial mortgage -backed securities (CMBS) business, as well as for the bank's balance sheet. ... Bank, borrowers, and third-party advisors + Liaising with the group's credit risk management, securitization transaction management team and syndicate desk teams to… more
    SitusAMC (10/16/25)
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  • Senior Underwriter - Bridge

    CBRE (Newport Beach, CA)
    …multifamily assets and acceptability of proposed borrower structure. + Evaluate the risk involved with issuing short-term loans for multifamily properties. + Assess ... cover loan payments and other expenses, often through discounted cash flow (DCF) modeling . + Act as primary liaison between loan producer, investor, legal counsel,… more
    CBRE (10/16/25)
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