- Columbia Bank (Walnut Creek, CA)
- …ones. + Lead origination team of Underwriters, Loan Administrators, and outside counsel by coordinating the underwriting, approval, and documentation of complex CRE ... as subject matter expert. + Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. + Takes personal initiative and is… more
- Bank of America (Newport Beach, CA)
- …with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Proactively identifying opportunities to connect Financial ... The **Market Client Relationship Manager (MCRM)** is a direct report to the Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management… more
- Bank of America (Walnut Creek, CA)
- …Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank ... market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite… more