- 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
- Banc of California (Carlsbad, CA)
- …limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Credit Reporting Act (FCRA), Bank Secrecy Act ... (BSA), in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA state and federal) and Community Reinvestment Act (CRA). + Creates a compelling vision of the future and… 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
- Citigroup (San Francisco, 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
- SMBC (Los Angeles, CA)
- …services of a smaller bank. Specialties: Commercial Loans and Lines of Credit , Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash ... Management Services, International Services **JOB SUMMARY** **SMBC MANUBANK is seeking an experienced Auditor to lead and execute audits, perform and review risk assessments and issue validations across the Bank. This position will report to the Team Lead who… more