- 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
- Robert Half Legal (San Jose, CA)
- …this could be a role in which you will thrive. Previous real estate , business, or trust litigation experience required. Responsibilities - Supporting attorneys ... with clients and the counsel for the opposing side - Legal research and drafting of a wide range of legal documents - Analyze and summarize legal documents… more
- Columbia Bank (San Luis Obispo, CA)
- …can only achieve this through the dedication of our associates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are ... of working capital lines of credit, asset-based lines of credit, commercial real estate loans (Owner Occupied and Investor) and equipment financing; most often from… more
- Robert Half Accountemps (Solana Beach, CA)
- Description A boutique real estate investment firm in Solana Beach is looking for a Staff Accountant to join its finance team and help manage the day-to-day ... opportunity for someone who enjoys working in a structured, high- trust environment and wants to grow within a company...+ 2-4 years of accounting experience, ideally in real estate or property management. + Strong understanding of GAAP… more
- Banc of California (Los Angeles, CA)
- …satisfy all bank requirements and any additional requests from Credit and Legal partners. + Proactively identify opportunities to improve the quality and efficiency ... preparation of the most complex loans, including those involving outside legal documentation and correspondence, as well as transactions involving syndications and… more
- City National Bank (Los Angeles, CA)
- …ensure that FX client issues and concerns are addressed. * Interface with credit and legal teams to ensure timely approval and execution of legal documents (such ... required, consistently proving accountability of his/her own work and building trust with internal and external clients. * Requires pro-active interpersonal and… more
- Carrington (Anaheim, CA)
- …a robust document management framework while partnering with business leaders and legal counsel to ensure compliance requirements are met. Perform duties in ... while keeping all stakeholders informed. + Engage with internal and external legal counsel to address and resolve identified issues, ask probing questions to… more
- Robert Half Accountemps (Sausalito, CA)
- …and improve organizational systems for filing and data management. * Assist with trust and estate projects as needed, ensuring accuracy and compliance. * ... placement solutions for finance and accounting, technology, marketing and creative, legal , and administrative and customer support roles. Robert Half works to… more
- Columbia Bank (San Luis Obispo, CA)
- …can only achieve this through the dedication of our associates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are ... of credit, asset-based lines, equipment financing loans and/or commercial real estate loans. + Conductscredit investigations and prepares credit approval reports and… more
- BMO Financial Group (Cupertino, CA)
- …and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies. + Excellent understanding ... insurance, and succession planning - required. + Excellent understanding of personal trust and investment management - required. + In-depth knowledge of client… more