- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking a Tax Credit Asset Manager - Lead Commercial Real Estate Portfolio Manager . **In this role, you will:** + ... Real Estate Underwriting, Portfolio Management, Fund Management, Asset Management ( Tax Credit Asset Management a plus), Real Estate Workouts, Financial… more
- US Bank (Los Angeles, CA)
- …that aligns with their experience.** Impact Finance is hiring for an Affordable Housing Asset Manager . The AM is responsible for management and monitoring of a ... and conforms to regulatory requirements. Responsible for keeping current on various tax credit policies, banking laws and regulations, economic and industry… more
- Deloitte (Los Angeles, CA)
- …software and tools. + Leveraging proprietary software, third party data providers, and credit agreements to research asset level debt origination terms for ... Interested in taking your tax and business experience to a whole new...fixed income investments. Work You'll Do As a Senior Manager in this group, you will manage relationships, ensure… more
- City National Bank (Los Angeles, CA)
- …and appropriate credit guidance to Relationship Managers, Group Head and Credit Manager . * Respond to inquiries from internal and external constituents ... loans, and CAPEX lines across multiple product lines including asset -based, asset -backed, unitranche, cash flow, and unsecured....etc. before it is elevated, if necessary, to the Credit Manager . * Have primary role in… more
- City National Bank (Los Angeles, CA)
- …a proactive approach toward resolution. Escalates potential credit issues to RM, Regional Manager and/ or Credit Manager . * Works directly with the RM ... consisting of stabilized/mini-perm loans and related products across various real estate asset classes. Analyzes loan transactions and credit worthiness of… more
- Banc of California (Los Angeles, CA)
- …YOU'LL MAKE A DIFFERENCE** * Independently evaluates and structures lower complexity credit requests, including, but not limited to asset -based lending, term ... groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** Responsible for providing financial, credit , and trend analysis for the delivery of the Banks credit … more
- Banc of California (Anaheim, CA)
- …submitted, and prepare a written credit presentation of loan request. Guide credit request through review by division manager , and senior credit ... to proceed is made. + Prepare investment analysis and credit package for review by department manager ...years of experience in commercial lending, including valuation and asset management, and financial analysis is required + BA… more
- US Bank (Los Angeles, CA)
- …is currently seeking a strong candidate to join our growing team of tax credit professionals. The candidate will primarily assist in originating, underwriting ... funds using the IRS Section 42 Low Income Housing Tax Credit Program (LIHTC), which facilitates the...tax , cash, and CRA benefits. The Funds Project Manager is responsible for providing a broad variety of… more
- Umpqua Bank (Los Angeles, CA)
- …comfortable developing new business opportunities. Secondarily, manages client relationships, monitors credit quality of loans and manages multifaceted asset ... Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los...position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary role… more
- JPMorgan Chase (Los Angeles, CA)
- …retirement solutions, educational and philanthropic planning, general investment matters and asset allocation, working knowledge of credit and applicable trust ... discovery process, providing a report that focuses on achieving their goals and the asset allocation needed. This holistic planning is a primary benefit of being a… more
- City National Bank (Los Angeles, CA)
- …Statement and investment objective selection. * Participate with Private Banker and Portfolio Manager when further asset allocation tailoring is needed to meet ... Assist Private Bankers in performing financial planning analyses. * Collaborate closely with Tax and Financial Planning team. * Lead region as the subject matter… more
- Banc of California (Los Angeles, CA)
- …+ Confirms and coordinates insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected in a timely ... not limited to filing of UCC1 and ordering of Tax Service Contracts. + Perform all post-closing follow up...all necessary terms and conditions appropriate for the approved credit product. + Current knowledge of Real Estate, Construction,… more