• Senior Home Lending

    JPMorgan Chase (Claremont, CA)
    Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of ... to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending , you will join… more
    JPMorgan Chase (05/15/25)
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  • Senior Wealth Advisor

    Citigroup (Chino Hills, CA)
    …experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** . Build relationships with ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial...appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) . Acquire new… more
    Citigroup (07/03/25)
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  • Credit Solutions Advisor - Lakewood Center

    Bank of America (Lakewood, CA)
    … Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at ... Credit Solutions Advisor - Lakewood Center Lakewood, California **To proceed...America for 1 year + Knowledge of credit and home lending requirements + Actively listens to… more
    Bank of America (07/09/25)
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  • Commercial Banking Relationship Manager

    Umpqua Bank (Irvine, CA)
    …with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess ... 75MM+ in annual revenue. + Serves as the trusted advisor to clients, functions as the Commercial Banking client...+ Makes decisions on loans and terms within established lending limits. Analyzes credit to determine the ability of… more
    Umpqua Bank (06/24/25)
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  • Manager Branch II

    City National Bank (Newport Beach, CA)
    …needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on ... new client relationships and deepen existing client relationships; provide senior support and act as a role model to...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY CAPABILITIES… more
    City National Bank (06/26/25)
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