- UMB Bank (CA)
- …maintaining relationships with referral sources and influence centers; assisting in the underwriting process of new client proposals from prospect to client funding; ... transactions. This key position reports to the EVP/National Marketing Manager and has access to company financial, market, client,...influence centers + You will be assisting in the underwriting process of new client proposals from prospect to… more
- WTW (San Francisco, CA)
- …spectrum of health and benefit programs. You will serve as the project manager on select projects, interface with vendors and key clients internally and externally, ... and welfare plans, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company + Proven ability to… more
- BMO Financial Group (Newport Beach, CA)
- …and deposit portfolio of accounts or part of the lending process (eg underwriting , funding, monitoring). + Manages the preparation of new lending proposals or ... of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying gaps, issues and… more
- Zurich NA (San Francisco, CA)
- …risk exposures, controls, loss history, and financial condition to aid underwriting decisions around submission acceptance or declination. + Follows instructions ... + Provides account servicing support in collaboration with Underwriter and Manager , with responsibility for end-to-end servicing processes for new business,… more
- Columbia Bank (Irvine, CA)
- …Partner with the Relationship Team to obtain and review information required for underwriting , documentation and closing of C&I, construction and term loans that are ... and large audiences. + Ability to provide backup to manager and provide direction to other associates as needed...direction to other associates as needed or requested by manager . + Ability to read and write, with basic… more
- Bank of America (Lake Forest, CA)
- …Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker, Business Solutions Advisor or Financial ... Products (Conventional, Jumbo and HELOC, Government) + Structuring, Processing, underwriting and closing procedures + Federal regulations governing real estate… more
- BMO Financial Group (Los Angeles, CA)
- …and deposit portfolio of accounts or part of the lending process (eg underwriting , funding, monitoring). + Fosters a culture aligned to BMO purpose, values and ... of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying gaps, issues and… more
- BMO Financial Group (CA)
- …portfolio of accounts or part of the lending process (eg underwriting , funding, monitoring). + Identifies cross-selling opportunities to increase client penetration ... and related activities. + Identifies, records and advises banker / relationship manager of any credit &/or risk management issues + Identifies opportunities to… more
- RxBenefits (Los Angeles, CA)
- …both value-add solutions and any potential challenges/issues. + Partners with Account Manager to ensure benefit changes are executed in alignment with client intent. ... PBM marketplace; state/regional legal requirements impacting client's benefits, carriers, underwriting requirements, and benefit/service/product offerings. + Preparation of reports… more
- Bank of America (Aliso Viejo, CA)
- …qualify clients for specific loan products * Demonstrated understanding of processing, underwriting and/or closing procedures * Has a working knowledge of federal ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more