- Citizens (CA)
- …throughout the country. The BDO is responsible for sourcing, identifying, and closing new loan opportunities using the SBA 7(a) and 504 loan programs. Primary ... responsibilities include + Develop and implement a personal business plan and marketing strategy to identify areas of opportunity for new business penetration and… more
- City National Bank (Los Angeles, CA)
- …regarding the assessment of credit risk and the administration of Bank credit/ loan exposure; analyzes and monitors the quality of various retail and commercial ... * Performs risk based independent reviews of all types of CNB loan portfolios (including quality assurance document and underwriting reviews) to identify current… 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
- Banc of California (Los Angeles, 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
- Banc of California (Anaheim, 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 (Santa Rosa, 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
- KeyBank (Newport Beach, CA)
- … loan recommendations and structuring, analysis of business and personal financial statements, identification of transaction strengths and weaknesses. + Analyzes ... resolution of issues as well as accurate assessment and assignment of loan risk ratings. Assists in resolving out-of-balance and/or other default situations which… more
- Citigroup (San Francisco, CA)
- …Lending Advisors partner with Citi Private Bankers to advise clients on new loan and refinancing opportunities along with restructuring existing loans as part of ... liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles....2nd line risk to pre-screen requests and structure bespoke loan proposals that meet the client need while managing… more