- S&P Global (San Francisco, CA)
- …**The Team** We are growing a dedicated Corporate Market Sales Team within our Credit & Risk Solutions business. This is an exciting opportunity to join a ... risk practices at the ground floor by delivering credit risk intelligence and workflow solutions to...sales . + Deep understanding of corporate finance and credit workflows (customer credit , supplier risk… more
- S&P Global (San Francisco, CA)
- …Team** Our Professional Services vertical is focused on driving adoption of our Credit Risk Solutions within leading consulting and advisory firms. These firms ... strategic relationships with top consulting and advisory firms. + Drive adoption of Credit Risk Solutions for internal firm use cases (supplier and counterparty… more
- S&P Global (San Francisco, CA)
- **About the Role:** **Grade Level (for internal use):** 11 **Job Title:** Sales Specialist - Financial Institutions, Credit Solutions **Company Overview** : ... track record of exceeding million-dollar+ quotas. As a Senior Sales Specialist , you will own and grow...strong record of outperforming sales quotas-ideally in credit analytics, financial data, risk solutions, or… more
- Robert Half Accountemps (Rancho Cordova, CA)
- Description Robert Half Contracts Finance team is seeking a Credit Specialist to join a large manufacturing firm in Rancho Cordova! In this role, you will be ... Management tools Strong understanding of AR processes, dispute resolution, and credit risk assessment Excellent communication and negotiation skills Ability… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …Continuing along it highly successful growth trajectory, SFFedCU is seeking a Sr. Digital Sales and Service Relationship Specialist for our Golden Gate Branch in ... health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with...San Francisco. The Senior Digital Sales and Service Relationship Specialist serves as… more
- Citizens (Los Angeles, CA)
- Description As the Sr Trade Sales Specialist , you will manage supply chain finance solutions and deliver them to clients. Primary responsibilities include: + ... and client feedback. + Interface with internal partners such as Operations, Credit , Risk , Legal, Marketing, and Product teams. + Lead strategic initiatives /… more
- Bank of America (Culver City, CA)
- … Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk , and client relationship care. This position ... with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key...+ Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit… more
- Wells Fargo (Irvine, CA)
- …customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), ... role:** Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust. Learn more...and low complexity affluent client relationship portfolio in lending, credit , and deposit products and services + Review and… more
- PNC (Walnut Creek, CA)
- …Banking organization, you will be based in Irvine, CA. Client Solution Specialist (CSS) provides support to Underwriters (UW), Credit Products Specialists ... and legal. These relationships help support critical compliance with policies, procedures, and risk avoidance. As a Client Solution Specialist , you will be… more
- Robert Half Accountemps (Loma Linda, CA)
- …working with large corporate clients or enterprise-level accounts. + Familiarity with credit risk assessment and financial reporting. + Bilingual abilities (if ... Description Position Summary: The Business-to-Business (B2B) Collections Specialist is responsible for managing and executing collection activities for outstanding… more
- PNC (Linda, CA)
- …contribute to the company's success. As a Merchant Services Service and Implementation Specialist within PNC's Linga organization, you will be based in Naples, FL. ... the field on a regular basis. As a Merchant Services Service and Implementation Specialist , you will ensure a seamless and positive experience for our members by… more
- EverBank (Chino Hills, CA)
- …Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes ... to opening new accounts, completing service requests, and submitting credit applications. + Participates as a key team member...bankers and partners as needed. + Executes the bank's risk culture and strives for operational excellence. + Adheres… more
- AIG (Los Angeles, CA)
- …Net Worth individuals. We are reimagining how we help customers to manage risk , transforming our operating model, and reshaping our role responsibilities and career ... Casualty group. + You will be responsible for assessing/analyzing the desirability of risk by identifying hazards and exposures for new and renewal business. + As… more
- JPMorgan Chase (Irvine, CA)
- …training preferred, with experience financing overseas operations and screening transactions with credit or other risk issues FEDERAL DEPOSIT INSURANCE ACT: This ... to your clients. A role as an International Product Specialist is for you. As an International Product ...Capabilities and Skills** + 5+ years of successful direct sales or relationship management - focused on International Treasury… more
- BMO Financial Group (Los Angeles, CA)
- …degree in Finance or related field, MBA or Masters degree preferred. + Extensive credit and risk expertise. + Expert knowledge and technical proficiency related ... and lending products. The team will be comprised of portfolio bankers, credit administrators and analysts. The individual will provide technical expertise on … more
- BMO Financial Group (Los Angeles, CA)
- …specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending ... + Ensures new business meets policy and procedures requirements for profitability and risk management. + Provides advice and support where needed with a focus on… more
- BMO Financial Group (San Ramon, CA)
- …Client Performance / Portfolio Management (35%) + Sales Support and Partnership (25%) Credit Assessment & Risk Management + Operate as key member of the deal ... with deal team members across functions - including deal specialist , legal and Credit - to analyze,...and net worth to determine repayment support and mitigate credit risk . Skills: + Highly developed written… more
- JPMorgan Chase (Los Angeles, CA)
- …calls, legal documentation, etc.). + Using your thorough knowledge of the JP Morgan Credit Risk Underwriting Policy & Guidelines, liaise closely with Credit ... days of start date + One plus years of credit risk experience, ideally in the financial...credit administration and compliance procedures + Expertise in credit and derivatives transactions + Sales experience… more
- City National Bank (San Francisco, CA)
- …ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval ... policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Good credit analysis and accounting… more
- BMO Financial Group (Los Angeles, CA)
- …Product Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment + Customer Service + Stakeholder Management + ... the market place, and a proven track record in sales performance. This individual will join a tight knit...+ Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. + Oversees… more