- Banc of California (Menlo Park, CA)
- …given ecosystem. + Source high quality deals and sponsor the deals through underwriting and credit committee process. + Assist portfolio team in managing existing ... relationships and adding value to the relationships. + Assist portfolio team in adding loans, deposits and GTM products to existing relationships. + Manage documentation, negotiating terms, and closing credit requests with limited assistance or counsel. +… more
- Umpqua Bank (Irvine, CA)
- …the Commercial Relationship Team to obtain and review information required for underwriting , documentation and closing of C&I (Commercial and Industrial) and real ... estate term loans, as well as all deposit accounts and other services. + Set up, process, and monitor documents and files for package completion to meet specifications of a customer request and adherence to regulatory requirements. + Independently prepare data… more
- Wells Fargo (San Francisco, CA)
- …networking, and other events + Participate in the sourcing, structuring, underwriting , and execution of low complexity multi-million-dollar payments & liquidity ... transactions as an active member of a deal team. + Conduct due diligence and analyzing financial statements that support payments & liquidity recommendations. + Leverage market, industry, and company research and analysis along with product knowledge to ensure… more
- Banc of California (Santa Ana, CA)
- …of the company, the identified target markets of the company, and the underwriting parameters of the company to achieve the sales and profitability objectives of ... this specialty origination channel. This position requires an ability to work independently with limited day-to-day supervision. Performs all duties in accordance with the Company's policies and procedures, all US state and federal laws and regulations,… more
- WelbeHealth (Los Angeles, CA)
- …cost-effectiveness and reimbursement accuracy + Work closely with finance, underwriting , product development, and executive leadership to drive strategic initiatives ... + Lead full scale actuarial projects and project teams, as well as participate in any required Quality Improvement activities, staff trainings, and meetings **Job Requirements:** + Bachelor's degree in actuarial science, mathematics, statistics, finance, or a… more
- ICW Group (San Diego, CA)
- …You will collaborate closely with business partners across the enterprise in Underwriting , Claims, Finance, Actuarial, HR, Law and Technology to help us realize ... value from our extensive data resources. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Deploy AI and ML models into production. + Design and maintain engineering and model delivery standards. + Build agentic and GenAI solutions top expand use of AI throughout… more
- HUB International (Newport Beach, CA)
- …role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what ... matters most. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions. We are seeking an experienced Account Manager who is… more
- Umpqua Bank (Walnut Creek, CA)
- …with the Lending Unit and Credit Administrators on loan structuring, underwriting , documentation, and closing of prospect/existing borrower accounts. + Responsible ... for a designated portfolio of ABL clients, performing both quantitative and qualitative analysis of various assigned collateral categories. + Provide collateral risk recommendations with emphasis on collateral coverage through close monitoring of accounts.… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …major functions during the loan process including file preparation for underwriting submission, document preparation, tracking and scanning. The position requires ... data input into the loan origination system from loan origination through final loan approval. The Senior Real Estate Loan Processor communicates on loan status to members, vendors, and any parties involved with the transaction. The Senior Real Estate Loan… more
- Intuit (Mountain View, CA)
- …and mitigating a range of fraud risks related to credit card underwriting , account transactions and payments. This individual will monitor suspicious activity, ... perform in-depth investigations, identify behavioral patterns and develop fraud prevention strategies. They will be quick to react to emerging fraud risks in the card program and leverage past learnings about fraudster modus operandi. They will have great… more