- Wells Fargo (San Francisco, CA)
- …skills through activities such as: + Participate in the sourcing, structuring, underwriting , and execution of payments & liquidity transactions as an active member ... of a deal team + Conduct due diligence and analyze financial statements that support payments & liquidity recommendations + Leverage market, industry, and company research and analysis along with product knowledge to ensure the success of business development… more
- Truist (San Francisco, CA)
- …analysis and interpretation of financial statements, credit structuring, underwriting requirements, policy knowledge, risk identification and mitigation, all ... in accordance with the Truist credit risk appetite. 4. Proactively contact clients to fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and personal… more
- Navient (San Francisco, CA)
- …and process improvements across the full borrower journey (acquisition, onboarding, underwriting , servicing, etc.). + Partner closely with the Student Loans GM ... on business strategy, prioritization, and cross-functional execution. + Collaborate with a dedicated engineering and design team, and work alongside shared functions including research, analytics, data science, and credit. + Use both qualitative insights and… more
- Cherry Bekaert (Sacramento, CA)
- …pipeline, community impact data, management capacity and finances + Assist with underwriting and structuring NMTC transactions + Support and prepare for submission ... of relevant Certifications + Prepare sub-CDE Certifications in connection with NMTC allocation agreements. + Work with organizations to meet certification requirements and establish policies and procedures that will ensure continued compliance + Help identify… more
- AIG (Los Angeles, CA)
- …We consider qualified applicants with criminal histories, consistent with applicable law. Functional Area: UW - Underwriting AIG PC Global Services, Inc. ... When asked, "why do we enjoy what we do?" The answer is simple, the people. The role of a Field Risk Engineer is core to what we do at AIG, both as a risk management resource to our clients and as a leading global insurance organization. Field Risk Engineers… more
- Comerica (Long Beach, CA)
- …The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus ... on clients that typically have an annual revenue between $30MM and $500MM. Position Competencies:Successful incumbents are customer focused, have strong decision quality, drive for results, are good listeners and creative thinkers, negotiate well, take command… more
- Zions Bancorporation (El Segundo, CA)
- …credit analysis, and assisting with credit presentations. + Provides analytical, underwriting and marketing support during the origination and execution of new ... lending opportunities. + Responsible for reviewing loan documentation and due diligence materials. + Keeps informed of financial and market trends in the power and energy industry and the impact this has on new opportunities as well as the existing portfolio.… more
- Mizuho Corporate Bank (San Francisco, CA)
- …internal and external resources + Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution + Assist ... in the development and continued cultivation of client relationships Qualifications : + Bachelor's degree in Finance or Economics and a minimum of 3 year investment banking, corporate finance, and capital markets experience with a top tier global bank OR an… more
- CBRE (San Francisco, CA)
- …pursuit execution to include client pipeline, proposals, presentations, deal underwriting , and other client-facing meetings and materials. Provides coaching, support ... and direction to sales team throughout process. Establishes corporate client relationships with key decision-makers across various organizational levels. + Leads interactions in a client-facing role in large, regional and global pursuits, renewals and… more
- USG Insurance Services, Inc. (San Diego, CA)
- …contract or brokerage carriers, you will be responsible for soliciting, underwriting , marketing, and ultimately securing coverage for our business enterprises within ... the excess and surplus lines marketplace. Effective relationship-building skills are crucial to collaborate with our partners, aiming to cultivate a profitable book of business. Responsibilities include : + Develop a network of relationships with retail… more