- Banc of California (Santa Ana, CA)
- …auditing standards. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; ... Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy… more
- Banc of California (Santa Ana, CA)
- …approved budget. + Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept ... Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy… more
- Neuberger Berman (New York, NY)
- …a leading and growing investor in private equity, private credit, real estate , infrastructure and specialty strategies, managing over $140 billion of client ... and individual investors + Insurance dedicated funds and other tax - and regulatory-capital-efficient structures for insurance companies + Collective investment… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- …with attorneys + Review and manage client estate planning documents + Research tax , trust , and estate regulations as needed + Research cost basis ... information from and for our clients and is the manager of our client's overall experience. This position requires...created by time constraints + Preferred: + Familiarity with tax , trust , and estate planning… more
- City National Bank (San Francisco, CA)
- …consisting of stabilized/mini-perm loans and related products across various real estate asset classes. Analyzes loan transactions and credit worthiness of borrowers ... management of the Investor CRE portfolio, including risk assessments, real estate asset reviews, guarantor assessments, and loan modifications. Identifies risk… more
- Brookfield Properties (Riverside, CA)
- …all REA obligations and partnerships with adjacent property owners + Support the real estate tax team in developing proactive tax strategies + Support ... you to apply. Job Description Position Summary The General Manager inspires and leads the property team and collaborates...and be familiar with local market business and real estate trends + Develop favorable relationships with local officials,… more
- KeyBank (Cleveland, OH)
- …as necessary to ensure investment advice is integrated with all other client plans ( tax , estate planning, retirement, etc.). + Provide timely feedback to the ... Relationship Manager and/or Client Experience Manager regarding important/critical...book of business. + Ability to use: office equipment, Trust accounting system and portfolio management system. **COMPETENCIES/SKILLS** **Client… more
- Banc of California (San Luis Obispo, CA)
- …+ Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected in a timely ... as the Certificate of Good Standing, Statement of Information, trust certification for applicable parties. + Prepare lenders instruction...not limited to filing of UCC1 and ordering of Tax Service Contracts. + Perform all post-closing follow up… more
- Banc of California (Santa Ana, CA)
- …requires strong collaboration with Accounting leadership, FP&A, Treasury, Corporate Real Estate , and Enterprise Project Management. Performs all duties in accordance ... + Partner cross-functionally with Treasury, FP&A, Enterprise Risk, Corporate Real Estate and Business Operations to support business knowledge transfer, strategic… more
- General Dynamics Information Technology (Fairfax, VA)
- …Regular **Clearance Level Must Be Able to Obtain:** None **Public Trust /Other Required:** MBI (T2) **Job Family:** Software Development **Skills:** Business ... Cloud + Cloud Operations Support Specialist + Cloud Developer + Cloud Project Manager + Configuration Management + Configuration Application Manager + Software… more