- Bank of America (Orange, CA)
- …for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include ... client experience **Required Qualifications:** + Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role… more
- Columbia Bank (San Luis Obispo, CA)
- …+ May back up new account openings. + May back up client service specialist line when needed. + May engage in business development activities in local community. ... experience preferred. + 1 year of consumer and small business lending origination experience preferred. + Customer service background in retail or banking. +… more
- Columbia Bank (Paso Robles, CA)
- …+ May back up new account openings. + May back up client service specialist line when needed. + May engage in business development activities in local community. ... experience preferred. + 1 year of consumer and small business lending origination experience preferred. + Customer service background in retail or banking. +… more
- CBRE (Los Angeles, CA)
- …structure. + Proven experience in Client Care/Client Relations/Investor Relations/Product Specialist role within an investment management firm. + Prior experience ... clients through four business segments: Advisory (leasing, sales, debt origination , mortgage serving, valuations); Building Operations & Experience (facilities… more
- Banc of California (Menlo Park, CA)
- …products offered by the Venture Banking group and know when to call upon their specialist support experts for added help. They will help with the training of staff ... A DIFFERENCE** + Play an integral part in overall team and individual origination activities to appropriately grow on balance sheet deposits, loan commitments, loan… more
- BMO Financial Group (Los Angeles, CA)
- …and portfolio monitoring. The HNW Banking team works closely with the Banking origination teams to deliver the highest level of products and services for the ... guidelines. + Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO. + Influences how teams/groups work together. + Applies… more