- Banc of California (Santa Ana, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California ... + Performs customer setups; prepares contracts and maintains customer files; tracks sales records, monitors product usage and systems authority. + Resolves problems… more
- OneMain Financial (Lake Forest, CA)
- At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's ... development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both… more
- PNC (Irvine, CA)
- …an opportunity to contribute to the company's success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be based in Irvine, CA. ... Client Solution Specialist (CSS) provides support to Underwriters (UW), Credit Products...assists the deal team with providing superior client servicing, loan fulfillment and data integrity. They communicate directly with… more
- JPMorgan Chase (Irvine, CA)
- …client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled ... service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division,...needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of… more
- Bank of America (Laguna Niguel, CA)
- …for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include ... Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position is… more
- City National Bank (Irvine, CA)
- …OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio including selling related bank products and services. This may be ... credit quality standards and operational compliance requirements of the Bank. Monitors the loan documentation process and closes the loan . * Expands portfolio… more
- City National Bank (Irvine, CA)
- …to help problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan ... minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and...years of credit experience required *Additional Qualifications* * Good sales management and business development skills * Good creative… more
- BMO Financial Group (Newport Beach, CA)
- …and customers. + May act as lead relationship manager. + Supports the sales process and client experience, identifying gaps, issues and best practices. + Ensures ... and concerns, both internal and external. + Performs client sales & service support activities as required to meet...of execution. + Oversees the set-up, maintenance, advances / loan drawdowns and related account administration within the terms… more
