- JPMorgan Chase (Palm Desert, CA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending , you will join… more
- Bank of America (Lake Forest, CA)
- … Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at ... Credit Solutions Advisor - Spanish Language Fluency Required Lake Forest,...align with the client's unique priorities * Presents potential home lending product solutions, submits the mortgage… more
- Columbia Bank (Los Angeles, CA)
- …with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess ... its overall financial targets. + Serves as a trusted advisor to clients, functions as the Middle Market client...and presentation skills. + Advanced knowledge of Middle Market lending policies, procedures, practices and documentation. + Ability to… more
- Columbia Bank (Los Angeles, CA)
- **About the Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting new business and working with ... its overall financial targets. + Serves as a trusted advisor to clients, functions as the Middle Market client...risk management for Bank. + Knowledge of Middle Market lending policies, procedures, practices and documentation. + Proficiency with… more
- City National Bank (Pacific Palisades, CA)
- …needs, providing sound financial advice and acting as a trusted strategic advisor . Responsible for all functions of assigned branch with particular emphasis on ... new client relationships and deepen existing client relationships; provide senior support and act as a role model to...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY CAPABILITIES… more