- Robert Half Office Team (Livermore, CA)
- …meetings. o Convert existing quotes in Epicor. o Identify account based, or transaction based special instructions. o Alert sales when customer need by dates or ... on the PO are not achievable prior to finalizing Sales Order. o Audit Sales Order for accuracy - ship to address, need by dates, order price, customer part number, and quantity. o Acknowledge directly to the customer that their purchase order has been… more
- Leap (Los Angeles, CA)
- …goals by optimizing key metrics such as Conversion Rates, Units Per Transaction (UPT), and Average Order Value (AOV). Consistently delivers results through proactive ... client engagement, strategic selling techniques, and an unwavering commitment to excellence + Excel in customer retention by delivering personalized experiences, leveraging effective networking, and maintaining exceptional Net Promoter Scores (NPS), secret… more
- Robert Half Finance & Accounting (Malibu, CA)
- …to enhance asset value and maximize return on investment. * Lead transaction support activities, overseeing due diligence processes such as capital budgets and ... third-party report reviews. * Monitor and report on investment performance relative to underwriting and budget expectations. * Supervise third-party property management teams, ensuring effective leasing, capital project execution, and adherence to annual… more
- PennyMac (Westlake Village, CA)
- …The Senior Vice President, Senior Counsel will : + Draft and negotiate transaction documents for financing arrangements secured by a wide arrange of mortgage-related ... assets, including mortgage loans, servicing advances, securities, participation interests and servicing rights + Be responsible for Corporate Treasury cash management agreements, custodial agreements, confidentiality agreements, guarantees, powers of attorney,… more
- Cushman & Wakefield (Irvine, CA)
- …lines, which could include: Facilities Management, Project Development, Transaction Management, Portfolio Administration, EH&S, Sustainability, Supply Chain and/or ... Workplace/Consulting. + Create a robust relationship map and strategy; proactively connect with clients and gain a thorough understanding of overall business goals and strategies in order to ensure client satisfaction and identify opportunities to partner… more
- City National Bank (Los Angeles, CA)
- …advising on customer due diligence (CDD), suspicious activity reporting (SAR), and transaction monitoring. * Assist with legal aspects of remediation efforts, and ... advise on regulatory communications and responses to regulators and training materials to ensure regulatory compliance. * Advise on OFAC reporting obligations. * Review AML and Sanctions -related language in client and vendor agreements; work on inter-company… more
- City National Bank (Los Angeles, CA)
- …input when loan pricing does not appear to reflect inherent risk in subject transaction . * In coordination with the unit Manager, manages credit pipeline for all new ... and increased loan requests. * Manages the financial analysis and preparation of the CRR. This includes ensuring that the CRR contains a well-supported recommendation or decision; the risk rating is correct and supported; and the data and analytics used to… more
- City National Bank (Westlake Village, CA)
- …responsibilities and coordinates objectives for all product areas in a relationship or transaction . Resolves all client needs and any internal issues. * Monitors and ... analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management. * Monitors portfolio for quality, risk and adherence to… more
- City National Bank (Los Angeles, CA)
- …on clients' transactions identified through the monitoring system that involves various transaction types including but not limited to credit, cash, wire transfers, ... remote deposit capture and loans. * Conduct and document, timely investigations with well-reasoned and supported decision-making. * Utilize a variety of internal bank systems and external research tools to investigate, research, and prepare documentation… more
- City National Bank (Santa Monica, CA)
- …responsibilities and coordinates objectives for all product areas in a relationship or transaction . Resolves all client needs and any internal issues. * Monitors and ... analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management. * Monitors portfolio for quality, risk and adherence to… more