- JPMorgan Chase (Los Angeles, CA)
- …passionate about building and maintaining high-net-worth client relationships across banking, lending , and investments? This is a unique opportunity to manage and ... thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship… more
- Umpqua Bank (Redding, CA)
- …internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions . + Leads cross-functional team ... holistic banking needs and to provide customized banking insights and solutions . Drives financial performance through profitable revenue and growth and quality… more
- JPMorgan Chase (Cupertino, CA)
- …within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign equivalent + Adherence to policies, ... Ability to work branch hours, including weekends and some evenings ** Preferred qualifications, capabilities, and skills** + Excellent communication skills + College… more
- JPMorgan Chase (Palo Alto, CA)
- …relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of ... approach + Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together + Works in… more
- Wells Fargo (San Bernardino, CA)
- …Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending . For additional information on this line ... + 2+ years of mortgage retail sales experience + Expertise of general lending products and overall mortgage industry experience + Experience with retail residential… more
- BMO Financial Group (Newport Beach, CA)
- …financial, business and industry information to determine appropriate capital structure and credit solutions . + Has earned high credibility with Risk, LOB ... adherence to audit, regulatory and compliance policies are met. + Preferred experience in large corporate/commercial lending , syndications. + Independently,… more
- Banc of California (Fresno, CA)
- …lower complexity credit requests, including, but not limited to asset-based lending , term loans, and commercial real estate loans. * Performs independent ... credit training and/or Intermediate/Financial Accounting 1 and 2 preferred . * Intermediate/Financial Accounting 1 and 2 needed. *...not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity… more
- KeyBank (Newport Beach, CA)
- …strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and ... and risk management goals through portfolio management activities including credit monitoring, file maintenance, on-going covenant compliance verification, business… more
- BMO Financial Group (Rowland Heights, CA)
- …reports) for adherence to transactional policies and procedures. + Develops risk profiles, credit structuring of lending proposals, and completes credit ... Business Banking Relationship Managers provide technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within… more
- Enterprise Bank & Trust (Cerritos, CA)
- …for mid-sized companies. + Minimum of seven or more years of Commercial Lending experience preferred . + Must have excellent communication, presentation and ... this, it is expected that the role be proactive in providing financial solutions to both existing and prospective clients. Also responsible for increasing the bank's… more