• Senior Wealth Advisor - Brentwood/Pacific…

    Citigroup (Los Angeles, CA)
    …partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral ... for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth...Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** . Build relationships with new… more
    Citigroup (04/12/24)
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  • Mosaic Small Business Counselor

    International Rescue Committee (Glendale, CA)
    …to products leading to capital readiness and access to capital through IRC's subsidiary lending arm, IRC's Center for Economic Opportunity or another lender. Job ... individuals reach self-sufficiency by starting and scaling small businesses. The Mosaic Center then helps families move sustainably out of poverty by offering… more
    International Rescue Committee (03/02/24)
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  • Loan Administrator III

    City National Bank (Los Angeles, CA)
    …Officers in facilitating loan preparation and documentation activities. Serves as a liaison with lending team, City Loan Center (CLC), and legal to ensure all ... Coordinates with Real Estate Documentation Income Property Group and Asset Based Lending departments, as applicable, to ensure loan documentation request package is… more
    City National Bank (04/05/24)
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