- Navy Federal Credit Union (Oceanside, CA)
- …records retention for business expenses + Lead team to achieve and maintain product , service and business goals, including cross servicing of Navy Federal products ... + Prepare, conduct and review performance appraisals + Develop, mentor, and counsel staff + Provide input and/or prepare budget requirements for Annual Financial… more
- Zurich NA (Woodland Hills, CA)
- …limits. **Litigation & Legal Compliance:** + Oversee litigation by selecting counsel , reviewing litigation plans and budgets, coordinating defense efforts, and ... resource to internal teams and business partners, offering insights to enhance product design, underwriting, and policy language. + Escalate complex issues to senior… more
- PennyMac (Pasadena, CA)
- …clients on the home-buying process and how to better manage their mortgages + Counsel new and existing borrowers on mortgage solutions as well as provide guidance ... and product solutions that best fit the customer's needs + Present all options to customers and apply transaction-appropriate pricing in accordance with company… more
- US Bank (Roseville, CA)
- …including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based ... FINRA registrations **Preferred Skills/Experience** - Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems - Advanced… more
- Citigroup (San Jose, CA)
- …in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and ... and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment… more
- Bank of America (Walnut Creek, CA)
- …clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and ... and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax, Retirement Plans, Money Funds,… more
- Dentons US LLP (San Diego, CA)
- …local connections. Our fully integrated Real Estate group provides practical, forward-thinking counsel at every stage of the real estate life cycle, empowering ... skills and the ability to produce clear, concise, and thoughtful work product + Strong analytical abilities and a demonstrated understanding of complex real… more
- Dentons US LLP (Los Angeles, CA)
- …written discovery, depositions) + Working with clients, witnesses, experts and other counsel This is an excellent opportunity to work with dedicated lawyers who ... analytical skills, and effectively communicates research into meaningful written work product + Demonstrates an ability to effectively communicate with colleagues… more
- AIG (Los Angeles, CA)
- …Advanced working knowledge of the NA Casualty lines of business including product features, forms, regulatory environments and risks etc. (ie Environmental, Excess ... business opportunities. + Work with management, the Insured, its broker and outside counsel on contract terms and conditions, as well as pricing, terms & conditions,… more
- Zions Bancorporation (Huntington Beach, CA)
- …action. + Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs. + Develops programs to maximize ... branch profitability, minimize risk, and improve customer service and product knowledge. + Responsible for acquiring, expanding and maintaining client relationships… more