- OneMain Financial (Long Beach, CA)
- …Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit , Leadership, Manager Trainee ... steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage...the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial… more
- Bank of America (Newport Beach, CA)
- GWIM Custom Lending Credit Manager Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia; Pasadena, California; Dallas, Texas; Fort Worth, Texas; ... communications skills to work constructively with business partners and clients Role Summary: The Credit Manager (CM) is aligned with the Credit Executive… more
- Robert Half Accountemps (Brea, CA)
- …distributors, advanced product group accounts, and online/e-commerce accounts. Determine appropriate credit limits and payment terms based on financial analysis, ... distributor in North OC, we are currently seeking a Credit Supervisor. The Credit Supervisor leads the...improve performance. Counsel and negotiate with customers to improve financial controls, suggest sources of working capital, and establish… more
- BMO Financial Group (Sherman Oaks, CA)
- …in Southern California. Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains ... satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit -granting principles… more
- US Bank (Irvine, CA)
- …years of applicable experience **Preferred Skills/Experience:** - Considerable knowledge of credit risk, financial and statistical analysis. - Bachelor's or ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- City National Bank (Irvine, CA)
- …and appropriate credit guidance to Relationship Managers, Group Head and Credit Manager . * Respond to inquiries from internal and external constituents ... policies, procedures, structuring, etc. before it is elevated, if necessary, to the Credit Manager . * Have primary role in early problem loan identification and… more
- Banc of California (Anaheim, CA)
- …resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** Responsible for providing financial , credit , and trend analysis for the delivery of the Banks ... finance, economics or related field and/or related work experience. Formal credit training and/or Intermediate/ Financial Accounting 1 and 2 preferred.… more
- City National Bank (Irvine, CA)
- …resolve issues and prevent potential financial liability/loss. * Works with Regional Manager , Credit Manager and Credit Administration to negotiate, ... *RELATIONSHIP MANAGER III CRE* WHAT IS THE OPPORTUNITY? This...objectives of the Bank. Pro-actively works to ensure the credit quality standards of the Bank are maintained. *… more
- PNC (Los Angeles, CA)
- …to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non- credit ... Skills** Book Of Business, Client Relationship Building, Credit , Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying… more
- BMO Financial Group (Anaheim, CA)
- …relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources. + ... Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes...for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned… more
- BMO Financial Group (City Of Industry, CA)
- …Business Banking Relationship Managers provide technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within ... and appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with sound … more
- City National Bank (City Of Industry, CA)
- …in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or ... *SENIOR RELATIONSHIP MANAGER , Commercial Bank * *Hybrid Schedule, City...works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and… more
- US Bank (Ontario, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Responsible for utilizing effective communication and critical thinking to identify financial resources for customers and fulfill those needs by providing direction… more
- Wells Fargo (Anaheim, CA)
- …character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and ... They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), which includes… more
- Deloitte (Costa Mesa, CA)
- …largest companies in a variety of industries. Work you'll do: As a Tax Sr Manager , you will analyze and document the complexities around tax credit eligibility, ... credit calculations, and evaluate entity structuring and deal terms for tax credit investments. Many businesses do not have the personnel or resources needed to… more
- BMO Financial Group (Newport Beach, CA)
- …and clients, and by cross-selling Bank products and services that include credit , trust/investment and cash management. + Participates and provides leadership in ... solutions. + Advises clients, where possible, on business management and other financial matters. + Develops and manages Commercial banking relationships, plans for… more
- JPMorgan Chase (Van Nuys, CA)
- If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. ... improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and… more
- BMO Financial Group (Monterey Park, CA)
- …multiple branch locations. Acts as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and ... links customer to business partner experts based on key financial decisions. + Achieves results and meets sales targets...target profile and create a calling plan. + Review credit applications to ensure sound credit granting… more
- Wells Fargo (Long Beach, CA)
- …character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and ... Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small...are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance),… more
- Deloitte (Costa Mesa, CA)
- …of experience and knowledgeable industry professionals! Work you'll do: As a Manager within the Sustainability, Climate and Equity: Renewable Energy practice, you ... identify process improvements and opportunities for new services. The Manager will ensure accurate, timely completion of deliverables. The...requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit… more