- Banc of California (San Luis Obispo, CA)
- …reviewed. + Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected ... Administrator collaborates closely and effectively manages expectations with client, Relationship Managers, and others on the loan ...to identify any potential issues, discuss with the Title Officer and Underwriter as to the best course of… more
- City National Bank (Los Angeles, CA)
- …production, quality control, and responsiveness. * Handles customer and CNB colleague (RM, Credit Officer , Manager , etc.) requests for loan requests WHAT DO ... Angeles, CA. * WHAT IS THE OPPORTUNITY? Provides SBA 7A loan documentation supports Relationship Managers and Credit Officers in facilitating loan … more
- MUFG (Los Angeles, CA)
- …our recruitment team will provide more details. **Job Summary** **:** As a Relationship Manager ("RM"), the individual is responsible for managing business ... management and financial matters. + Serve as first contact officer for clients for matters relating to all banking...review of other relevant documents. Monitor financial conditions and loan repayment activities of credit watch clients and take… more
- Wells Fargo (Los Angeles, CA)
- …completion and been placed into a branch. Successful completion of the Branch Manager Readiness program is a pre-requisite to transition into a non-exempt Associate ... Branch Manager (ABM) or exempt Branch Manager (BM)...Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in… more
- City National Bank (Beverly Hills, CA)
- …Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison ... and recommending solutions to customers/prospects. * Follows-through with plan designed by Relationship Manager for customer, as defined. * Resolves problems,… more
- Comerica (Costa Mesa, CA)
- …that demonstrates Sales and Credit skills learned in the program. Initial placement into Relationship Manager I, First Level Officer position. Placement out ... credit training, Associates will perform the following underwriting responsibilities: Prepare loan approval packages, in partnership with Relationship Managers… more
- Banc of California (Santa Ana, CA)
- …exams, to ensure current reporting is accurate. + Pre-audit calls should take place with the Loan Officer and exam manager for each recurring exam to discuss ... work papers and procedure outlined in the scope and/or Loan Officer requests are accurately completed or...findings should be properly and timely communicated to the loan team and exam manager . Any recommendations… more
- Bank of America (Los Angeles, CA)
- …is able to underwrite credit transactions with minimal oversight from the Credit Officer (CO) and also approves complex credit transactions with some coaching from ... the CO/Commercial Credit Manager (CCM). The UW leads the credit approval process...receive a credit facility + Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver… more
- KeyBank (San Francisco, CA)
- …development opportunities. + Support and influence the deal team ( Relationship Manager , Underwriter, Asset Manager , Closing Officer , Syndication) to ... individual will also partner closely with critical enterprise stakeholders including Loan Servicing, Commerical Mortgage, Compliance, and Finance. The Underwriting … more
- CommonSpirit Health (San Francisco, CA)
- …place-based community investment program. This encompasses financial analysis and loan underwriting, participating in meetings with investees, relationship ... The Community Investment Program Analyst works with the Community Investment Program Manager to champion and orchestrate all facets of an exceptional, nationally… more