- Banc of California (San Diego, CA)
- …and structuring of loan opportunities + Ability to analyze business and personal federal tax returns including balance sheet and P&L + Communicating with clients ... and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California… more
- JPMorgan Chase (Sacramento, CA)
- …serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this ... internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve +… more
- Umpqua Bank (Walnut Creek, CA)
- …collaborations with the Lending Unit and Credit Administrators on loan structuring, underwriting, documentation, and closing of prospect/existing borrower accounts. ... lending units in prospect pre-screening, existing credit renewal, client visits, loan structuring, documentation review, pre-funding requirements, and loan … more
- MetLife (Fresno, CA)
- …and client management for MIM's third-party investors. The internship will enhance personal credentials and offer the summer analyst the opportunity to establish ... will support our industry-leading agricultural debt platform, while enhancing personal credentials and developing relationships with industry professionals. Specific… more
- Banc of California (Camarillo, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... of banking services and implementation processes. + Assists with loan portfolio, maintenance, including: tickler system management; past-due collections; financial… more
- Banc of California (Menlo Park, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... and individual origination activities to appropriately grow on balance sheet deposits, loan commitments, loan outstandings, and non-interest income, all while… more
- Enterprise Bank & Trust (San Diego, CA)
- …Title:** AVP, SBA Underwriter **Job Description:** **SUMMARY** The SBA Underwriter evaluates loan applications and other financial data and transforms it into a ... analysis and SBA/Bank requirements. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Ensure loan packages are materially complete. + Review credit and borrower… more
- Umpqua Bank (Benicia, CA)
- …back up to personal banking team to open new accounts, receive loan requests and gather credit-related information. + Manage, lead, train, and coach client ... also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals...service specialists. May also oversee personal bankers in collaboration with Branch Manager. + Process… more
- Travelers Insurance Company (Sacramento, CA)
- …As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor, helping customers across the country select their ideal insurance carrier ... our comprehensive training program, making you an expert in Personal Insurance in all 50 states + Washington DC....subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it… more
- Umpqua Bank (Walnut Creek, CA)
- …guidelines exceptions (TGE), procedures and compliance regulations; and (4) accurate loan coding consistent with nature of the borrowing relationship and terms ... borrower financial performance in line with commercial and/or real estate loan documents; spreads financial statement and/or ensures required financial statements… more