- Financial Partners Credit Union (Brea, CA)
- …motivated individual with a proven track record of success to join our team as a Personal Banking Officer in our Brea Branch. As a Personal Banker, you will be ... assisting members with various loan options, explaining features of all our products and...Degree preferred. + Minimum 6 months of related platform sales experience or financial experience. + Good verbal and… more
- Citigroup (Chula Vista, CA)
- …Lending Officer** is an **experienced position** responsible for driving mortgage sales and client relationships through engagement with community clients, diverse ... agents, and affordable housing non-profit partners in coordination with the Consumer Product Sales team. The role is directly responsible for the sale of a specific… more
- Citigroup (San Ramon, CA)
- …Proven product sales capability is required. + FHA/VA & conventional loan experience is preferred + The ability to comprehend and explain financial calculations ... partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate… more
- LTD Global (Livermore, CA)
- …The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes ... for underwriting and managing adversely graded loans within the Bank's classified loan portfolio. This includes secured and unsecured commercial loans, land and… more
- Umpqua Bank (Walnut Creek, CA)
- HL Community Lending Officer Loan Operations Walnut Creek, California Irvine, California Los Angeles, California San Diego, California Los Angeles, California ... partnership with community lending managers. + Responsible for the outside sales and origination of self-generated residential mortgages. Customarily and regularly… more
- Umpqua Bank (CA)
- …Ability to partner with team. Ability to engage in client-facing service and sales activity. + Advanced proficiency with personal computers and software ... second, primarytouch-pointbetween Bank and Client. Responsible for identifying additional loan , deposit, and core fee income opportunities (products; services;… more
- Citigroup (Gardena, CA)
- …consultation with assigned Home Lending Officer(s) in all aspects of the loan application process to include: collecting borrower information, consulting a borrower ... events + Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the processors and acquire any… more
- BMO Financial Group (City Of Industry, CA)
- …a hybrid role. Bi-lingual preferred. + Evaluates all financial statements (business and personal tax returns, fiscal year-end and interim statements and personal ... anomalies that lead to further investigation. Determines or amends applicable loan agreement covenant and monitoring requirements. + Collaborates with Relationship… more
- Travelers Insurance Company (Sacramento, CA)
- …degree from an accredited four-year college or university. + Prior call center and sales experience. + Personal Insurance product knowledge + Strong verbal and ... you do and where you do it. **Job Category** Sales **Compensation Overview** The annual base salary range provided...Advisor Trainee, you will learn to serve as a personal insurance advisor, helping customers across the country select… more
- Banc of California (Santa Ana, 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 ... or clients. Acts in an independent fashion from the sales teams to structure and evaluate credit requests. Is...* In conjunction with Relationship Manager, involved in drafting loan documents prepared by outside law firm or in-house… more