- Citizens (Irvine, CA)
- Description The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service. The ... Sr lending specialist works in primarily operational,...control from the loan application through closing process. The Senior Lending Specialist is expected to lead,… more
- Citizens (Newport Beach, CA)
- Description The Private Bank Sr Lending Specialist supports the Relationship Manager with their client's loan portfolio with extraordinary care and ... service. The Senior Lending Specialist works in primarily operational,...Lending Specialist has a strong understanding of Citizens Private Bank 's credit policy, underwriting guidelines, and… more
- Bank of America (Pasadena, CA)
- Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia; Pasadena, ... North Carolina; Miami, Florida; Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common...and make an impact. Join us! Job Description: The Senior Credit Underwriter (SCU) is aligned with the Credit… more
- City National Bank (Los Angeles, CA)
- * SR . CREDIT RISK REVIEW OFFICER * WHAT IS THE...desired, along with understanding of high net worth and private client lending and retail loan products. * ... and effectiveness of credit risk management processes of the Bank . CRR also serves as an internal advisor to.... CRR also serves as an internal advisor to lending units and credit administration / risk management to… more
- City National Bank (Los Angeles, CA)
- *Client Servicing Manager Division Operations- Private Bank * WHAT IS THE OPPORTUNITY? Incumbents in this position act strategically to guide the Private ... service and operational integrity into all aspects of the lending unit delivery channel. Directs and manages the operational...and industry regulations. Acts a primary liaison representing the Private Bank units in all matters affecting… more
- Citigroup (Beverly Hills, CA)
- **Position Overview:** Citi Private Bank 's Art Advisory team has been a leader in the art advisory field since 1979, a regulated fiduciary providing personalized ... as well as collection management services. The Art Advisor Sr . Lead is a strategic professional who closely follows...requirements in keeping with the policies of the Citi Private Bank Balance understanding of art market… more
- City National Bank (Los Angeles, CA)
- …based on information provided by the PCA. * Maintain up-to-date knowledge on all Bank lending policies and regulations. Confer with the Credit Manager and ... *CREDIT OFFICER SENIOR * WHAT IS THE OPPORTUNITY? Participates in the...appropriate Bank personnel regarding new/existing lending requirements and… more
- City National Bank (Los Angeles, CA)
- * SENIOR BUSINESS CONTROLS MANAGER- Enterprise Programs* WHAT IS THE OPPORTUNITY? This position will report to City National Bank 's ("CNB") Business Controls ... with the BCOs (and their teams) for Commercial Banking, Entertainment Banking, and Private Banking, as well as operational and support functions. This role will… more
- BlackRock (Los Angeles, CA)
- **About this role** **About Us:** BlackRock US Private Capital ("USPC") is the team within BlackRock Global Direct Lending focused on providing innovative ... currently manages approximately $23bn across multiple investment vehicles, including private funds, separately managed accounts and a BDC. **Position Overview:**… more
- Comerica (Los Angeles, CA)
- …accredited university + 7 years of experience in Product Management, and Wealth lending preferred Salary Range For candidates hired in the state of California, the ... + $116,150 - $215,050 Annually Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These… more
- City National Bank (Los Angeles, CA)
- …intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency ... CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues. * Facilitate onboarding of new estate and administrative trust… more
- Regions Bank (Irvine, CA)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... business financing needs. Ascentium Capital, a division of Regions Bank , provides convenient access to financing for business equipment...your way to a rewarding career in small business lending ._ _With our continuous growth_ _and success in the… more
- Citigroup (Downey, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- MUFG (Los Angeles, CA)
- …with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending , fiduciary responsibilities, and privacy). + Ensure top quality data input in ... our Funds Finance Group, a team dedicated to supporting private equity funds in all sectors including but not...Recognize / communicate potential credit quality issues within the bank . + Work as part of a team to… more
- JPMorgan Chase (Irvine, CA)
- …banking relationships. + Develop strong referral network internally in partnership with Private Bank , Asset Wealth Management, Middle Market and One Chase ... deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker,...banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate… more
- JPMorgan Chase (Glendale, CA)
- …of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions ... retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker,...a Business Banking Relationship Management role or related business lending experience + Strong knowledge of deposit and cash… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager in Middle Market Specialized Industries supporting the Technology Group as ... part of the Commercial Bank . Learn more about the career areas and business...performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships… more