- Banc of California (San Francisco, CA)
- …jointly with Relationship Managers and Underwriters to meet both the bank's risk management appetite and the prospects needs. Understand basic underwriting ... + Sources, identifies and prequalifies fee income opportunities including treasury management , foreign exchange, merchant services, and corporate/business credit … more
- Stanford Health Care (Palo Alto, CA)
- …leadership team and reporting to the Executive Vice President and Chief Financial Officer , collaborates and works closely with all members of the Stanford Health ... for reporting to the Board of Directors, Audit, Compliance and Enterprise Risk Committee and Finance & Investment Committee. Additionally, the Corporate Controller… more
- JPMorgan Chase (San Francisco, CA)
- …to management . + Keep up with industry trends and best practices in credit risk management to enhance decision-making and maintain a competitive edge. ... company, customers, and communities. As a Credit Officer in the Credit Risk ...regional markets and municipal regulations. + Experience with proprietary credit risk management tools. FEDERAL… more
- Bank of America (San Francisco, CA)
- …+ Portfolio Analysis + Stakeholder Management **Skills:** + Analytical Thinking + Credit and Risk Assessment + Financial Analysis + Loan Structuring + ... Credit Officer II-Global Corporate & Investment...This job is responsible for managing, monitoring, and documenting credit risk for a portfolio of clients.… more
- Bank of America (San Francisco, CA)
- Credit Officer II - Covered Scottsdale,...Risk Management + Underwriting + Account Management + Credit Documentation Requirements + ... K-12 schools, cultural, professional and social service organizations. The Credit Officer II (CO II) is a... Risk Assessment + Decision Making + Issue Management + Analytical Thinking + Coaching + Collaboration +… more
- Bank of America (San Francisco, CA)
- …Analysis + Loan Structuring + Risk Management + Underwriting + Account Management + Credit Documentation Requirements + Credit and Risk ... Commercial Credit Officer Atlanta, Georgia;Denver, Colorado; San...other Bank of America products including investment banking, treasury management and hedging solutions that have credit … more
- City and County of San Francisco (San Francisco, CA)
- …for the position of Investment Officer ("IO") for its Asset Allocation, Risk Management , and Innovative Solutions team. Reporting directly to the Managing ... Director of Asset Allocation, Risk Management , and Innovative Solutions ("Managing Director"),... experience at a position equivalent to an Investment Officer or higher with an investment management … more
- PNC (Walnut Creek, CA)
- …and have an opportunity to contribute to the company's success. As a Treasury Management Officer II within PNC's Treasury Management Commercial Sales ... activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate… more
- JPMorgan Chase (San Francisco, CA)
- …selling and negotiation skills + Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and ... You have found the right team. As a Treasury Management Officer in Commercial Banking, you will...conferences, webinars, and professional media platforms + Manage the non- credit risk for customer portfolio and monitor… more
- City National Bank (San Francisco, CA)
- …transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgment in recommending loans for approval. * ... *MORTGAGE LOAN OFFICER - RETAIL* WHAT IS THE OPPORTUNITY? The...related to loan requests, summarizes information and exercises sound credit and risk judgment in recommending transactions… more
- Bank of America (Cupertino, CA)
- …+ Customer and Client Focus + Prospecting + Risk Management + Account Management + Client Solutions Advisory + Credit and Risk Assessment + Pipeline ... Enterprise Lending Officer - Cupertino/Saratoga Cupertino, California **To proceed with... + Referral Identification + Attention to Detail + Credit Documentation Requirements + Issue Management +… more
- Citigroup (San Francisco, CA)
- …covered portfolio clients and select new to bank opportunities in partnership with CLM Credit Officer and the Relationship Management team + Develop and ... for a covered industry vertical directly supporting the responsible Credit Officer . CLM is essential for the...experience in credit underwriting, portfolio and/ or risk management with a multinational financial services… more
- Citigroup (Dublin, CA)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... range of financial products and services, including consumer banking and credit , corporate and investment banking, securities brokerage, and wealth management… more
- Bank of America (Richmond, CA)
- …rate, credit and loan status information . Solid time management skills and the ability to organize, prioritize and perform multipletasks simultaneously ... Focus . Loan Structuring . Oral Communications . Referral Management . Credit Documentation Requirements . Learning...Written Communications . Active Listening . Business Development . Credit and Risk Assessment . Data Collection… more
- Citigroup (Oakland, CA)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow,… more
- JPMorgan Chase (Dublin, CA)
- …needs and circumstances of their businesses + Use knowledge of business, finance, banking, credit , and risk management to identify, recommend, and promote ... relationships and providing financial advice with a focus on client experience and risk management . **Job Responsibilities** + Acquire, manage, and retain a… more
- City and County of San Francisco (San Francisco, CA)
- … and Resilience Specialist is responsible for developing, implementing, and maintaining risk management and resilience strategies to safeguard the organization's ... , and Compliance (GRC) metrics, providing actionable insights into the organization's risk management activities. 8. Coordinate with technology and business… more
- KeyBank (San Francisco, CA)
- … to team members. + Collaborate with business partners and cross-functional stakeholders including Credit Risk Management , Loan Servicing, Tax Credit and ... Housing Tax Credit and Community Lending industry with underwriting and/or risk management experience (10+ years' experience) + Advanced ability to… more
- Comerica (Palo Alto, CA)
- …to support servicing of existing customer base. Position Responsibilities:Portfolio and Risk Management Retain and manage existing loan portfolio, taking ... with Loan Closers to facilitate closing of renewals or amendments. Adheres to Risk Management policies and guidelines, ie regulatory compliance, portfolio and … more
- Wells Fargo (Foster City, CA)
- …+ Knowledge and understanding of banking industry laws and regulations, compliance controls, risk management and loss prevention + Ability to interact with ... role:** Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch Network as part...company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational,… more
