- Citigroup (Fullerton, CA)
- …partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our… more
- SMBC (Torrance, CA)
- …Estate Loans, Cash Management Services, International Services **General Summary:** The Senior Relationship Manager (RM) position is an integral component of the ... + Assists Area Manager in providing proper training to non- officer staff so that a high level or morale...market is preferred, though not necessarily acquired through direct lending experience. + Strong verbal and written communication. +… more
- Fifth Third Bank, NA (Ontario, CA)
- …Provide information, analysis, and credit risk and portfolio recommendations to the Senior Credit Officer . + Represent Bancorp in high-level customer interaction ... Review and challenge credit approval packages for loans approved within the LOB's lending policies, limits, appetite, and delegated authorities. + In event of a… more
- M&T Bank (Orange, CA)
- The Senior Credit Analyst is a resource to the LEAF Commercial Capital Sales team. Ability to have complex credit discussions with Obligors, Vendors and others as ... needed. The Senior Credit Analyst also acts as a back-up in...to LEAF Credit Committee and M&T Bank Deputy Credit Officer . These transactions include the review of complex borrower's… more