- Citizens (Irvine, CA)
- Description The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service. The Sr ... lending specialist works in primarily operational, processing, and analytical...from the loan application through closing process. The Senior Lending Specialist is expected to lead, mentor, and manage… more
- Citigroup (San Francisco, CA)
- The Lending Advisor is a key member of the Citi Private Bank (CPB) team of specialists, acting as a proactive and responsive product advocate for credit. + ... initial subject matter expert for internal and client inquires on Private Banking lending products. Participate in regional sales and product partner calls on… more
- Citizens (San Francisco, CA)
- Description The Private Bank Sr Lending Specialist supports the Relationship Manager with their client's loan portfolio with extraordinary care and service. ... Sr PB Lending Specialist has a strong understanding of Citizens Private Bank 's credit policy, underwriting guidelines, and loan origination systems. Primary… more
- City National Bank (Los Angeles, CA)
- *Client Servicing Manager Division Operations- Private Bank * WHAT IS THE OPPORTUNITY? Incumbents in this position act strategically to guide the Private ... service and operational integrity into all aspects of the lending unit delivery channel. Directs and manages the operational...and industry regulations. Acts a primary liaison representing the Private Bank units in all matters affecting… more
- Citigroup (San Francisco, CA)
- …and excellence. + Create a strong partnership with the Citi Private Bank ("CPB") Banker teams to proactively identify lending opportunities with their ... integrated into our client's broader Wealth Management goals. Our Lending Advisors partner with Citi Private Bankers...goals. Our Lending Advisors partner with Citi Private Bankers to advise clients on new loan and… more
- Citigroup (San Francisco, CA)
- …including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help meet the individual, family ... resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part...for cross sell opportunities in others areas of the bank , in particular lending , trust and institutional… more
- US Bank (Thousand Oaks, CA)
- At US Bank , we're on a journey to do our...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...local, state and national laws (eg, zoning ordinances, Truth-in Lending , RESPA, energy audit requirements, etc.) - Ability to… more
- City National Bank (Los Angeles, CA)
- …leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan products. * Thorough knowledge of ... and effectiveness of credit risk management processes of the Bank . CRR also serves as an internal advisor to.... CRR also serves as an internal advisor to lending units and credit administration / risk management to… more
- Citigroup (San Francisco, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will… more
- CIBC (Newport Beach, CA)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor's primary purpose is identifying, cultivating and… more
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