- EverBank (Santa Monica, CA)
- …Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes ... to opening new accounts, completing service requests, and submitting credit applications. + Participates as a key team member...bankers and partners as needed. + Executes the bank's risk culture and strives for operational excellence. + Adheres… more
- AIG (Los Angeles, CA)
- …Net Worth individuals. We are reimagining how we help customers to manage risk , transforming our operating model, and reshaping our role responsibilities and career ... Casualty group. + You will be responsible for assessing/analyzing the desirability of risk by identifying hazards and exposures for new and renewal business. + As… more
- JPMorgan Chase (Irvine, CA)
- …training preferred, with experience financing overseas operations and screening transactions with credit or other risk issues FEDERAL DEPOSIT INSURANCE ACT: This ... to your clients. A role as an International Product Specialist is for you. As an International Product ...Capabilities and Skills** + 5+ years of successful direct sales or relationship management - focused on International Treasury… more
- BMO Financial Group (Los Angeles, CA)
- …specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending ... + Ensures new business meets policy and procedures requirements for profitability and risk management. + Provides advice and support where needed with a focus on… more
- BMO Financial Group (San Ramon, CA)
- …Client Performance / Portfolio Management (35%) + Sales Support and Partnership (25%) Credit Assessment & Risk Management + Operate as key member of the deal ... with deal team members across functions - including deal specialist , legal and Credit - to analyze,...and net worth to determine repayment support and mitigate credit risk . Skills: + Highly developed written… more
- JPMorgan Chase (Los Angeles, CA)
- …calls, legal documentation, etc.). + Using your thorough knowledge of the JP Morgan Credit Risk Underwriting Policy & Guidelines, liaise closely with Credit ... days of start date + One plus years of credit risk experience, ideally in the financial...credit administration and compliance procedures + Expertise in credit and derivatives transactions + Sales experience… more
- City National Bank (City Of Industry, CA)
- …ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval ... policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Good credit analysis and accounting… more
- BMO Financial Group (San Ramon, CA)
- …Product Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment + Customer Service + Stakeholder Management + ... the market place, and a proven track record in sales performance. This individual will join a tight knit...+ Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. + Oversees… more
- City National Bank (Irvine, CA)
- …ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval ... 3 years of experience as a Relationship Manager * Minimum 3 years of credit experience required *Additional Qualifications* * Good sales management and business… more
- City National Bank (Irvine, CA)
- …and bank operations policies and procedures. * Excellent client servicing and sales skills. Excellent credit analysis and accounting skills. * Ability ... objectives of the Bank. Pro-actively works to ensure the credit quality standards of the Bank are maintained. *...renewal, and adherence to policy. Insures accurate and timely risk identification. Works in cooperation with the appropriate team… more
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