- Bank of America (San Marcos, 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
- PNC (Los Angeles, CA)
- …Coaches and/or reviews the work of other underwriters and fills in for manager as required. * Contacts internal/external customers and other parties as appropriate ... Coaches and/or reviews the work of other underwriters and fills in for manager as required. + Contacts internal/external customers and other parties as appropriate… more
- AAA Northern California, Nevada & Utah (Tracy, CA)
- …defined in the sales incentive plan and as assigned by the Insurance Agent's manager .* Conducts an insurance review for clients to identify a range of suitable ... products. Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue… more
- HUB International (Encino, 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 ... highest degree of professionalism, discretion, autonomy, and decision-making. The Account Manager II promotes positive and effective relationships between the sales… more
- Banc of California (Camarillo, CA)
- …and financial statement analysis, including spreading, projection modeling, and underwriting work. Prepares concept memos for Credit Administration approval and ... diligence and BSA documentation. + Works in tandem with the Relationship Manager to review and participate in negotiation of potentially complex legal documentation… more
- Travelers Insurance Company (Diamond Bar, CA)
- …risk evaluation, management consulting, strategy development, training) to meet needs of underwriting or customer. + Serve as a technical resource to Risk Control ... issues in the specialty. + Maintain timely, relevant communications with Technical Unit Manager , Regional Managers and Risk Control staff. + Perform other duties as… more
- Huntington National Bank (Sacramento, CA)
- …+ 10+ years' experience working directly as a Technology & Telecom Relationship Manager + Series 63 and 79 + Deep Subject Matter Expertise + Successful ... Banking, and Insurance. + Formal credit training and commercial banking underwriting experience. + Master of Business Administration Degree. + Experienced and… more
- AAA Northern California, Nevada & Utah (San Francisco, CA)
- …defined in the sales incentive plan and as assigned by the Insurance Agent's manager .* Conducts an insurance review for clients to identify a range of suitable ... products. Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue… more
- City National Bank (Los Angeles, CA)
- …investor reporting and fulfillment requirements at the direction of the Secondary Marketing Manager and/or Traders. * Primarily responsible for much of the ad hoc ... 5-10 years broad based residential mortgage origination, servicing, operations and underwriting competencies. Including but not limited to capital markets experience… more
- ADP (Visalia, CA)
- …detailing by assisting our Client Acceptance department with prospective client underwriting by completing presurveys. + Participate in special projects assigned by ... or designee + Interface with internal associates including the General Manager , VP of Client Services, Client Retention Executive, Finance Executive, Director… more