• Citi Private Bank - Lending Advisor

    Citigroup (San Francisco, CA)
    lending opportunities with their clients. + The internal sales leader for Structured Lending and Margin credit offerings, liaising with the CPB Banker teams, ... acting as a proactive and responsive product advocate for credit . + Establish a reputation of execution and excellence....subject matter expert for internal and client inquires on Private Banking lending products. Participate in regional… more
    Citigroup (03/04/25)
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  • SVP, Lending Advisor - Citi Wealth

    Citigroup (San Francisco, CA)
    …within the team/project. **Responsibilities:** + The IF Transactor is an experienced lending product specialist and Credit Officer within the Investment Finance ... **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** IF Lending more
    Citigroup (05/14/25)
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  • Credit Officer Lead Corporate Banking

    City National Bank (San Francisco, CA)
    …$25-100 million to private and public borrowers across the sponsor and direct channels. Target clients typically have >$10 million of EBITDA and $100 million-$2 ... of a syndicated loan, on a blind participation and direct basis. * Structure revolvers, term loans, delayed draw...problem resolution. * Maintain up-to-date knowledge on all Bank lending policies and regulations. Confer with the Credit more
    City National Bank (03/26/25)
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  • Portfolio Manager III

    Comerica (Los Angeles, CA)
    …of a Commercial Credit Training Program + 4 years of commercial underwriting, credit and/or lending experience OR 7 years of experience in Lending ... Job Description Portfolio Manager III- Private BankingThe Portfolio Manager is responsible for managing...Banking to ensure ongoing profitability and complete conformity with credit terms. This role will ensure the sale of… more
    Comerica (05/20/25)
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  • Funds Finance Senior Analyst or Associate

    MUFG (Los Angeles, CA)
    …portfolio managers in underwriting and managing a portfolio of loans and lines of credit for private equity fund clients. Your role will involve evaluating ... our Funds Finance Group, a team dedicated to supporting private equity funds in all sectors including but not...but not limited to real estate, power, infrastructure, and credit . We specialize in providing capital call facilities that… more
    MUFG (03/25/25)
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  • Director - Strategic Financing Services…

    Cherry Bekaert (Sacramento, CA)
    …of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending , structured finance or related field + ... team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding… more
    Cherry Bekaert (04/29/25)
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  • Relationship Executive, Innovation Economy Venture…

    JPMorgan Chase (San Francisco, CA)
    …knowledge and understanding of Commercial Banking's business model, products, and clients + Direct lending or credit supported related experience with a ... for the firm's portfolio company coverage strategy, while actively engaging with Private Bank, Credit , and Investment Banking product sets. **Job… more
    JPMorgan Chase (05/25/25)
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  • Growth & Middle Market Technology Banking…

    MUFG (Menlo Park, CA)
    …(CEOs, CFOs, Attorneys, Accountants, etc.). You will identify, negotiate, and present to senior credit committee on all aspects of a lending opportunity and will ... Market Technology Banking Team at MUFG covers the most exciting venture backed, private equity owned, pre-IPO and publicly traded technology companies in the world.… more
    MUFG (03/24/25)
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  • Senior Relationship Manager, Middle Market…

    KeyBank (CA)
    …in Business Administration (preferred) **Experience Qualifications** + 7+ years Commercial bank direct lending or related experience with a focus on business ... Our bankers are expected to demonstrate strong risk management acumen including complex credit , operational and compliance risks to act as first line of defense in… more
    KeyBank (05/30/25)
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  • Consultant Manager - Strategic Financing Services

    Cherry Bekaert (Sacramento, CA)
    …a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment, and NMTC compliance and asset ... Development Entities (CDEs), Community Development Financial Institutions (CDFIs), tax credit investors, community lenders, and other community development stakeholders.… more
    Cherry Bekaert (03/13/25)
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