- Carrington (Anaheim, CA)
- **Come join our amazing team and work remote from home!** Client Relationship Analyst is responsible for capturing and documenting client /investor ... diploma or equivalent work experience; Bachelor's degree preferred. + Experience in relationship management or client services within mortgage servicing or… more
- AON (Irvine, CA)
- Benefits Analyst Do you like to ensure things are... you will report directly to the Director of Client Services. This is a hybrid role with the ... and clients succeed. What the day will look like + Consults with each assigned Client to assist in the navigation on what documentation Aon requires be provided for… more
- City National Bank (Irvine, CA)
- *PRIVATE WEALTH ANALYST * WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for high-net-worth ... region. Partners with Private Banking team in business development and relationship management activities to support investment management prospects and clients.… more
- US Bank (Newport Beach, CA)
- …discover what you excel at-all from Day One. **Job Description** Supports Relationship Managers and Portfolio Managers to manage an assigned portfolio of customer ... work with Credit Approvers within the bank - Ability to independently participate in client bank meetings if necessary If there's anything we can do to accommodate a… more
- Citigroup (Woodland Hills, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events...Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. +… more
- JPMorgan Chase (Irvine, CA)
- …to be best-inclass. As a Lead Credit Officer - Vice President in the Key Relationship Group, you will be part of a team that performs independent technical and ... credit decisions. Analysis is based on property operating statements, rent rolls, client 's financial balance sheet, schedule of real estate owned and verification of… more
- Bank of America (Newport Beach, CA)
- …sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of ... an impact. Join us! **Job Responsibilities:** The Treasury Solutions Analyst /Associate (TSA) role will be partnered with Treasury Sales...the role, TSA's must maintain and build a strong client focus, and awareness and understanding of the bank… more
- TIAA (Sherman Oaks, CA)
- …Sedentary Work **Career Level** 8IC Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous ... * Deeply curious with a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks of your character. *… more
- City National Bank (Irvine, CA)
- …underwriting expertise to a team of SBA BDO's and Personal & Business Banking Relationship Managers. Is client facing and manages all aspects of credit ... approval is granted. Validates the credit analysis prepared by the Credit Analyst 's and provides opinions and recommendations regarding proposed credit and potential… more
- Pegasystems (Anaheim, CA)
- …largest organizations. **What You'll Do at Pega:** + Develop a trusted advisor relationship with multiple stakeholders across the client organization + Leverage ... and product knowledge to share insights about how a client can maximize license to drive business benefits +...customer's thinking to quickly gain credibility, build a strong relationship and contribute to the success of our clients… more