- Raymond James Financial, Inc. (CA)
- **Job Description** **Job Summary** Under minimal supervision, the Tailored Lending Officer will use extensive knowledge and skills obtained through formal ... firm. The ideal candidate will help lead sales efforts within the Tailored Lending department and will be responsible for educating clients, financial advisors… more
- Citizens (San Francisco, CA)
- Description The Private Bank Senior Credit Officer is responsible for overseeing the credit approval process, assessing credit risk, and ensuring the bank's ... lending practices align with regulatory standards and internal policies....Establish and maintain credit risk frameworks, policies, and guidelines tailored to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients +… more
- MUFG (Los Angeles, CA)
- …will involve evaluating creditworthiness, managing your own loan portfolio, and providing tailored financial solutions to meet client needs. This position offers an ... information necessary for effective credit monitoring. + Work as the underwriting officer on syndicated credits where bank is the agent. Identify cross-selling… more