- Banc of California (San Diego, CA)
- …to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real ... Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in...technical treasury product knowledge. + Solid understanding of business credit and underwriting. + Accomplished sales skills and working… more
- SMBC (Sacramento, CA)
- …Analytics) to align on campaign goals and execution. + Work closely with credit bureaus and agencies to procure and optimize audience segmentation files, and develop ... managing large-scale marketing campaigns and leading external vendors (eg, credit bureaus, agencies, lettershops). + Familiarity with marketing automation platforms… more
- Intuit (Mountain View, CA)
- …products that deliver exceptional customer value. With iconic brands like TurboTax, Credit Karma, QuickBooks, and Mailchimp, we serve 100 million customers globally. ... expert guidance across all our products - QuickBooks, TurboTax, Mailchimp, and Credit Karma. We drive a multi-billion-dollar Services business (eg, QuickBooks Live,… more
- Banc of California (Santa Ana, CA)
- …to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real ... Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering… more
- Sysco (Walnut, CA)
- …teams with the close of the financial statements, accounts payable/receivable, and credit & collections. Partner with the Senior Leadership Team and other key ... and has a dotted line reporting relationship to the President of the USBL Market. This role often serves...the business as well as processing of Accounts Receivable, Credit , Fixed Assets, and Accounts Payable. Ensure adherence and… more
- Citigroup (Newport Beach, CA)
- …achieve personal/branch goals + Develop and execute integrated sales, relationship, and credit strategies that are aligned with the Retail Bank's priorities, execute ... business plan to achieve expected goals in all business categories + Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and monitor/adhere to operational… more
- Citigroup (Costa Mesa, CA)
- …6-10 years of experience + Knowledge of investments is required; banking and credit products desirable + Ability to manage relationships both internal and external; ... Ability to multi-task **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** Costa Mesa California United… more
- Citigroup (Beverly Hills, CA)
- …6-10 years of experience + Knowledge of investments is required; banking and credit products desirable + Ability to manage relationships both internal and external; ... Ability to multi-task + FINRA SIE, Series 7, Series 66 (or 63 + 65) required **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time… more
- Citigroup (Palo Alto, CA)
- …our unique and tailored product offerings + Work closely with Investments, Credit , Cash Management, and Financial Planning teams to source opportunities, prepare ... client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support to client, including solving complex client inquiries + Appropriately assess risk when business decisions are made,… more
- Robert Half Finance & Accounting (San Luis Obispo, CA)
- …funders or auditors. Reconciliations and Financial Analysis: + Reconcile bank accounts, credit cards, and other accounts monthly to ensure financial data integrity. ... + Perform periodic financial analysis to identify trends, opportunities, and potential financial risks. Financial Reporting: + Prepare and present financial statements, including balance sheets, income statements, and cash flow statements, tailored to… more