- Banc of California (Escondido, CA)
- …requests, including, but not limited to asset-based lending, term loans, and commercial real estate loans. - Performs independent credit analysis and risk assessment ... third-party reports such as property appraisals. - In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside law firm or… more
- World Insurance Associates, LLC. (Santee, CA)
- …across North America and the UK World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment ... audits as applicable Other Responsibilities, as applicable + Setup and maintain account details, contacts, and policy information in EPIC + Summarize loss history… more
- World Insurance Associates, LLC. (Santee, CA)
- …across North America and the UK World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment ... for accuracy Other Responsibilities, as applicable + Setup and maintain accurate account details, contacts, and policy information in EPIC + Process renewals,… more
