- Intuit (Mountain View, CA)
- …fun environment, we invite you to come join our team. We are looking for a Senior Manager that will be focused on the Lending vertical (both direct lending ... is on a mission to transform small business banking, lending and payments. We have a bold vision to...excel in cross-team collaboration with Product, Go-to-Market, Legal and Compliance , Finance, and Strategy. The Money Platform is underpinned… more
- Intuit (Mountain View, CA)
- …QuickBooks SMBs + Strategically partner with Business Development, Partnership Operations, Lending Platform, Marketing, Data Science, Legal & Compliance teams, ... and are energized by the opportunity to transform our Lending Marketplace to help as many SMBs get access...partnering with Business Development, Partnership Operations and various external lending partners - to create new opportunities to solve… more
- Zions Bancorporation (Millbrae, CA)
- …Business & Middle Market Excellence Awards. We are looking for a Business Center Manager with strong commercial lending and credit experience within the Middle ... and directing a banking branch with regards to sales, operations, and corporate/regulatory compliance to meet assigned lending , deposit, and fee income goals… more
- BMO Financial Group (San Ramon, CA)
- Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes within the bank's US Commercial Real Estate team. ... recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. **Responsibilities:** + Underwrites, analyzes… more
- Umpqua Bank (San Jose, CA)
- …their level of role, including technical expertise of consumer and small business lending . + Ensures operational efficiency, compliance and quality standards are ... Branch Manager Retail Banking Group San Jose, California **Description**...high value relationships. + Originates consumer and small business lending credits up to $250,000. + Implements sales and… more
- KPMG (San Jose, CA)
- **Business Title:** Manager , Commercial Credit Risk **Requisition Number:** 115189 - 12 **Function:** Advisory **Area of Interest:** **State:** CA **City:** San Jose ... capabilities, then consider a career in Advisory. KPMG is currently seeking a Manager , Commercial Credit Risk in Market, Credit, & Liquidity for our Consulting… more
- BMO Financial Group (Oakland, CA)
- …and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. + Identifies prospective customers, ... policies and procedures. + Develops risk profiles, credit structuring of lending proposals, and completes credit investigations. + Examines individual transactions… more
- BMO Financial Group (San Ramon, CA)
- Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client ... and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. + Identifies new sales opportunities… more
- BMO Financial Group (Fremont, CA)
- …checking, savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: + Serve as the customers' relationship manager ... for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned...to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works… more
- BMO Financial Group (San Jose, CA)
- …credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements ... the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- BMO Financial Group (Castro Valley, CA)
- …credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements ... the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- BMO Financial Group (San Ramon, CA)
- …/ Emerging Middle Market (EMM) client acquisition opportunities. Assures that all SBA lending is conducted in compliance with internal controls and adherence to ... applications to confirm security valuations and completes and approves authorizations in compliance with the Bank's business banking lending policy. + Proposed… more
- City National Bank (San Jose, CA)
- **RELATIONSHIP MANAGER I** **WHAT IS THE OPPORTUNITY?** Responsible for acquiring small business and personal clients, and will be responsible for deepening existing ... maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank… more
- Walmart (Sunnyvale, CA)
- …Payment hold Services HR Note - Key Skills: Payment's background , Experience in payouts, lending , fin-tech , Compliance , Payment's R isk , has solid a nalytical ... Position Summary What you'll do As the Senior Product Manager for Payments & Financial services, you will build,...legal, international & c ompliance teams + Helping address compliance and drive international platform expansion through the correct… more
- OneMain Financial (San Jose, CA)
- **Branch Manager ** **Put your career in motion as a branch manager ** As a OneMain Branch Manager , you will create an outstanding environment-a place where ... all options are presented to for review in the lending process + Manage collection activities including consulting with...Drive branch performance by motivating team members while maintaining compliance with all policies and applicable laws + Uses… more
- Citigroup (San Carlos, CA)
- …to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager ... Manage client follow-up and adhere to all Regulatory and Compliance operating procedures + Ensure that KYC/AML and other... operating procedures + Ensure that KYC/AML and other compliance norms are strictly adhered to + Partner with… more
- Bank of America (San Jose, CA)
- Business Banking Relationship Manager /Senior Relationship Manager - Silicon Valley, CA San Jose, California **Job Description:** At Bank of America, we are ... conditions as needed **Required Qualifications:** + 5+ experience in commercial lending , business development, commercial credit and portfolio management in business… more
- City National Bank (San Jose, CA)
- **RELATIONSHIP MANAGER BUSINESS BANKING II** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with business banking clients in the assigned business ... 7 years of banking experience required. + Minimum 5 years of commercial lending experience within the segment required. + Minimum 3 years of credit experience… more
- BMO Financial Group (Palo Alto, CA)
- …proactively developing and retaining high potential business banking relationships with lending needs up to $100,000. Assists assigned retail branches with achieving ... and recommendations in accordance with sound credit-granting principles in compliance with Bank policies and procedures. + Identifies prospective customers,… more
- BMO Financial Group (San Ramon, CA)
- Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client ... decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. + Acts timely, efficiently and… more