- 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
- 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