- Fannie Mae (San Francisco, CA)
- …place to call home. Job Description Since restarting its Low-Income Housing Tax Credit (LIHTC) platform in 2018, Fannie Mae has invested approximately $4.7 billion ... to ensure risk is mitigated and objectives are met within appropriate credit , investment and regulatory guidelines. * Coordinate with internal and external teams… more
- Banc of California (Beverly Hills, CA)
- …Accreditation or willingness to obtain CTP. + Strong aptitude for payment solutions including digital banking, investments, Wires, ACH, credit /debit cards, FX, ... California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to… more
- Bank of America (San Marcos, CA)
- Credit Solutions Advisor - San Marcos - Spanish Language Preferred San Marcos, California **To proceed with your application, you must be at least 18 years ... Credit - Solutions - Advisor San-Marcos Spanish-Language-Preferred\_25035935) **Job Description:** ** Credit Solutions Advisor II** Job Description At… more
- Bank of America (Newport Beach, CA)
- …the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators **Minimum ... grow client and market share + Understands lending processes and credit guidelines to best develop solutions for each client's needs + Manages daily client and… more
- Bank of America (Milpitas, CA)
- …the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner ... needs of both individual and small business clients, offering appropriate solutions , and connecting clients to specialists. Key responsibilities include deepening… more
- Bank of America (San Francisco, CA)
- Credit Advisor , Global Wealth & Investment... credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their ... brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth… more
- Bank of America (Morgan Hill, CA)
- Business Solutions Advisor - Morgan Hill Financial Center Morgan Hill, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Morgan-Hill/Business- Solutions - Advisor Morgan-Hill-Financial-Center\_25047132) **Job Description:** At Bank of… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 ... highly successful growth trajectory, SFFedCU is seeking a Relationship Advisor for our Golden Gate Branch in San Francisco....across virtual platforms. As a key driver of the Credit Union's transformation into a Virtual Banking model, the… more
- Edward Jones (Folsom, CA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences… more
- Comerica (San Francisco, CA)
- …professionals providing exceptional client experience with a robust platform of investments, credit , trust and planning solutions . We offer a competitive ... Job Description Senior Wealth Advisor As a Senior Wealth Advisor ...172 year history of successfully providing advice based financial solutions , this would be a great fit for you!Position… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …them achieve their dreams, this is your chance to make an impact! As a Financial Advisor with San Francisco Federal Credit Union, you'll be the trusted face of ... With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3… more
- Edward Jones (Berkeley, CA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- Simplot (Colusa, CA)
- Crop Advisor - Sacramento Valley, CA The JR Simplot Company is a diverse, privately held global food and agriculture company headquartered in Boise, Idaho. We are a ... production, and other enterprises related to agriculture. **Summary** This Simplot Grower Solutions role provides customer service to growers through the sale of… more
- S&P Global (San Francisco, CA)
- …client delivery models. + Experience selling financial data, analytics, SaaS, or risk/ credit solutions is strongly preferred. + Strong consultative and ... Services vertical is focused on driving adoption of our Credit Risk Solutions within leading consulting and...renewals and new opportunities. + Act as a trusted advisor to consulting partners, providing market insights and helping… more
- Navy Federal Credit Union (San Diego, CA)
- …and complex credit needs + Provide strategic financial guidance and solutions for complex transactions and refer members to outside resources as appropriate + ... a catalyst for the promotion and growth of Navy Federal Business Solutions products and services. Recommends appropriate lending, deposit, Treasury Management and… more
- JPMorgan Chase (Glendale, CA)
- Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... impact on our business. As a Community Home Lending Advisor in Chase Home Lending, you will join a...years of proven mortgage sales experience including strong product, credit , and mortgage process knowledge and an understanding of… more
- Bank of America (Beverly Hills, CA)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II Beverly Hills, California **To proceed with...to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must *… more
- JPMorgan Chase (Mission Viejo, 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 home lending products ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- US Bank (Aptos, CA)
- …positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team ... to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the… more
- Sedgwick (San Francisco, CA)
- …to Work(R) Fortune Best Workplaces in Financial Services & Insurance Claims Advisor , Environmental | Professional Liability | REMOTE **Job Description Summary** To ... travel as required **Auditory/Visual** **:** Hearing, vision and talking **NOTE** **:** Credit security clearance, confirmed via a background credit check, is… more
