- Banc of California (Santa Ana, CA)
- …perform analysis, due diligence, and underwriting of proposed commercial real estate loan requests. Review initial borrower submissions, perform analysis of ... credit and term loans to business, plus owner-occupied real estate loans. + Combine this analysis with a detailed...+ Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold… more
- Robert Half Finance & Accounting (Walnut, CA)
- …* Perform general ledger reconciliations, journal entries, and track cash flow for trust -related financial activities. * Assist with estate planning and monitor ... will oversee financial processes related to private equity investments and estate planning, ensuring compliance, accuracy, and timely reporting. This position offers… more
- Cherry Bekaert (Sacramento, CA)
- …of property tax strategies to optimize tax liabilities across the company's real estate portfolio. + Ensure timely and accurate filing of property tax returns and ... years of experience in property tax management, preferably within a real estate organization, public accounting firm, or corporation with significant real estate… more
- Pacific Program Management (Sunnyvale, CA)
- …and employees. We are built to champion our clients' aspirations through real estate . When considering partnership, we strive to connect with those who share our ... managing the design, development, and implementation of commercial real estate projects on behalf of the client, using established...and service driven, and able to build and maintain trust with the client and team. Key Responsibilities *… more
- Banc of California (San Diego, CA)
- …business unit partner(s) (ie, Commercial Banking, Business Banking, Real Estate Banking, Specialty Banking and/or Community Banking). Presents customers with ... all key partners. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept… more
- The County of Los Angeles (Los Angeles, CA)
- …Countywide Accounting and Purchasing System (eCAPS) and subsidiary ledgers and trust funds; provides explanations for reconciling items. Prepares journal vouchers, ... assignments. Supervises a unit of technical specialists engaged in examining estate accounting records for completeness, accuracy, and propriety; prepares interim… more
- Cherry Bekaert (Sacramento, CA)
- …property tax strategies to optimize tax liabilities across the company's entire real estate portfolio. + Oversee the timely and accurate filing of all property tax ... portion in a leadership or senior role, preferably within a large real estate organization, public accounting firm, or a major corporation with extensive real … more
- Columbia Bank (Los Angeles, CA)
- …can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are ... client financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary role… more
- Banc of California (Santa Ana, CA)
- …documents such as the Certificate of Good Standing, Statement of Information, trust certification for applicable parties. + Prepare lenders instruction letter when ... loan purchases. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept… more
- CIBC (Newport Beach, CA)
- …while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor). + Focus on external calling and marketing. + Ensure ... of Wealth Advisory solutions including banking products/offerings, asset management, estate and financial planning and capital markets. + Identify opportunities… more