- Banc of California (Los Angeles, CA)
- …A DIFFERENCE** + Play an integral part in overall team and individual origination activities to appropriately grow on balance sheet deposits, loan commitments, loan ... outstandings, and non-interest income, all while effectively managing the credit risk of both new and recently boarded credits. + Leverage an existing personal network of venture capital, growth equity, private equity firms, and entrepreneurial ecosystem… more
- Banc of California (Menlo Park, CA)
- …with minimal losses. + Lead the Portfolio Management collaboration effort with the Origination team prior to loan closing to prepare for the seamless transfer of ... the new client into Portfolio Management. + Proactively track performance of client operations, interfacing with venture capital sponsors consistently to monitor intent and capacity for any needed ongoing funding. + Ensure all credits in the assigned portfolio… more
- Banc of California (Los Angeles, CA)
- …is a plus. + Knowledgeable in all branch functions associated with origination , processing and closing. + Intermediate knowledge of title policies and related ... loan regulations such as RESPA, HMDA and other Bank lending policies. + Intermediate skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook. + Intermediate… more
- SMBC (New York, NY)
- …and identifying cross-sell opportunities across SMBC's product suite. . ** Origination & Marketing:** Prepare pitches, marketing materials, and strategic financing ... ideas across the capital structure. . **Financial Analysis:** Build and maintain complex financial models, perform valuation analyses, and interpret financial statements. . **Market Research:** Track industry trends, gather competitive intelligence, and… more
- SMBC (New York, NY)
- …of benefits to its employees. **Role Description** The AVP, Sales and Origination handles management of Inside Sales Team while supporting Quick Decision Model ... (QDM) submissions, new client on-boarding for KYC as well as identifying new business opportunities and conducting sales calls. The role is hybrid of Inside Sales role supporting Speciality Vehicle Team and providing support to sales & marketing activities for… more
- Fannie Mae (Washington, DC)
- …investigation. * Assess allegations of mortgage fraud, including fraud related to the origination , processing and underwriting of loans, and sale and servicing of a ... loan or REO property. * Resolve conflicts between allegations and facts, as well as analyze and evaluate investigative progress to reassess priorities, leads, and direction based on predetermined goals and objectives. * Conduct research and prepare… more
- Bank OZK (Alpharetta, GA)
- …Minimum of one (1) year of work experience in the consumer loan origination process, required. Job Expectations Job Expectations: O perate customary equipment and ... technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added.… more
- Wipfli LLP (Naperville, IL)
- …reporting to him/. + Responsible for reaching a personal bookings target through origination of their own leads while adhering to the Wipfli Sales Methodology. + ... Has demonstrated ability to translate a growth/marketing plan into sales tactics within the context of the firm's growth strategy. + Understands and conforms to reporting guidelines including, but not limited to forecasting and pipeline reporting. + Leverage… more
- Fannie Mae (Plano, TX)
- …legal documents, and engineering reports. * Familiarity with cooperative loan origination and servicing procedures. * Experience managing escalations and regulatory ... inquiries related to mortgage eligibility. * Background in developing training materials and delivering education to mortgage professionals. * Proficiency with tools such as Fannie Mae Condo Project Manager, Salesforce, Excel, PowerPoint, RiskWorks,… more
- Banc of California (Denver, CO)
- …and maintains loan file folders. + Ensure that all pertinent loan origination information is transmitted to Portfolio Management and filed appropriately upon loan ... closing. + Perform other duties as assigned. + Complies with federal, state, and local legal requirements by studying existing and new legislation, enforcing adherence to requirements and advising management on needed actions. + Conduct post close reviews of… more
