- JPMorgan Chase (Irvine, CA)
- …and product partners to develop and deliver custom global treasury, trade, and lending solutions for corporate clients + Partner and influence Treasury Services ... Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills ** Preferred Qualifications, Capabilities and Skills** + Credit training … more
- JPMorgan Chase (San Francisco, CA)
- …. They provide centralized, high-touch service to offer best-in-class banking, lending , investment solutions , and thought leadership. Your role requires ... professionals who can serve affluent clients across their banking, investment, and lending needs + Strong capability to cultivate a client-centric culture that… more
- JPMorgan Chase (Irvine, CA)
- …to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying ... the identity of clients. + Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. + Assist… more
- Columbia Bank (Sacramento, CA)
- …to acting as a Bank MLO for open-end transactions (ie, home equity lines of credit ) only. + Notary certification preferred . **Be a part of a** **b** **ank** ... leaders within Retail and across the bank to provide meaningful client solutions in line with Retail business strategy. + Demonstrates basic knowledge of… more
- Intuit (Mountain View, CA)
- …modeling, or data warehousing. Experience in Financial Services or FinTech and consumer lending preferred . + Advanced SQL and programming skills (eg, Python, ... **Overview** Now, we are expanding our focus to Consumer Lending within the Consumer Group, including TurboTax. This role will be crucial in designing and building… more
- JPMorgan Chase (Los Angeles, CA)
- …space. Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit , Treasury Services, International Banking, ... Lending **Required Qualifications, Capabilities and Skills** + Five plus years' direct lending or credit support related experience with a focus on business… more
- KeyBank (Newport Beach, CA)
- …Masters of Business Administration + Experience in commercial real estate lending and/or underwriting **COMPETENCIES/SKILLS** + Outstanding credit skills, ... strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and… more
- BMO Financial Group (San Francisco, CA)
- …Managers play the role of our banking product experts and process all banking solutions , including checking, savings, and lending needs. As a **Licensed Senior ... and Health** Bilingual in English and Cantonese Language is preferred **_The mission of Premier Services is to help...mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies… more
- City National Bank (San Francisco, CA)
- …their financial needs. Conduct client/prospect needs analysis and develop proposed solutions /sales presentations to meet their needs. Maintain current knowledge of ... transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgment in recommending loans for approval. * May… more
- JPMorgan Chase (San Diego, CA)
- …their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the ... with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or… more