- JPMorgan Chase (Irvine, CA)
- …Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more ... Client Managers and serve as a contact point for...treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial… more
- Banc of California (Santa Ana, CA)
- …related to Payment Card Industry accounts. + Troubleshoots and resolves client inquiries regarding online website and mobile application including maintenance and ... third party support of HOA, digital wallet and other client facing platforms. If aligned to support PCI clients,...maintenance, and provide support to the Bank's consumer and commercial customers for Debit Card products. Process requests for… more
- US Bank (Irvine, CA)
- …you excel at-all from Day One. **Job Description** The Practice Finance Support Specialist is a lending support role working directly with loans, customer accounts, ... inquiries, and items directly related to client satisfaction with the US Bank relationship while working under the direction of Healthcare Relationship Managers and… more
- Banc of California (Santa Ana, CA)
- …re-shipping them to new investors. + Engages in frequent communication with client post-closing department or note custodial company to obtain information needed to ... ship the files to the Take-out Investors + Prepares commercial real estate loan package for funding based on the check list of documentation required. Validates… more
- Banc of California (Santa Ana, CA)
- …EDD, PEP, OFAC requirements, policies, procedures and practices for various client types + Advanced knowledge of BSA/AML regulations, requirements, research ... services including; deposit, investment, treasury and cash management, equipment lending, commercial real estate, lending, and credit products, or other financial… more
- Banc of California (Santa Ana, CA)
- …OFAC compliance management requirements, policies, procedures, and practices for various client types. + Working knowledge of BSA/AML regulations, requirements, and ... (if applicable), deposit, investment, treasury and cash management, equipment lending, commercial real estate, lending, and credit products, or other financial… more