- Enterprise Bank & Trust (Anaheim, CA)
- …other supporting departments within the Bank such as, Compliance, Deposit Operations , Loan Documentation, Loan Servicing and Post-Closing Review. ... requests, renewals, modifications or other customer requests within the Bank 's loan origination system. These loan...+ Acts as a resource for Relationship Managers on loan operations and the processing of … more
- SMBC (Brea, CA)
- …be "the bank of choice" for middle market and professional service companies by establishing long term customer relationships and loyalty, providing superior ... bank of choice' for middle market and professional services companies, we are focused on our vision to...and review of all trailing legal documents for new loan originations. + Order Tax Service Contracts.… more
- SMBC (Brea, CA)
- …be "the bank of choice" for middle market and professional service companies by establishing long term customer relationships and loyalty, providing superior ... bank of choice' for middle market and professional services companies, we are focused on our vision to...SBA & Syndication Loans. + Working knowledge of Commercial Loan documentation, loans systems, operations and general… more
- City National Bank (Irvine, CA)
- …client segment. + Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. + Demonstrated sales and marketing ... development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers,… more
- City National Bank (Long Beach, CA)
- …be able to be registered under the Safe Act. + Working knowledge of Bank operations , policies and procedures and regulatory compliance. + General knowledge of ... development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers,… more
- US Bank (Newport Beach, CA)
- …understanding of commercial lending and credit standards, the business line's operations , products/ services , systems, and associated risks/controls - Thorough ... At US Bank , we're on a journey to do our...Product coverage includes Treasury Management, Asset Backed Securitizations, Collateralized Loan Obligations, Asset Based Finance, Equipment Finance, Sponsor Finance,… more
- Wells Fargo (Costa Mesa, CA)
- …information efficiently, comprehending, and resolving complex customer issues + Customer service , operations , or financial services management experience ... and the operations of teller functions to deliver exceptional customer service and colleague experience, and ensure timely completion, quality, and compliance in… more
- Banc of California (San Diego County, CA)
- …of California offers a broad range of loan and deposit products and services through more than 70 full- service branches throughout California and in Denver, ... maintenance with accuracy, efficiency, professionalism, meeting the high quality service delivery standards of the Bank and...customers by maintaining a thorough knowledge of and introducing Bank services and products that may be… more
- Banc of California (Santa Ana, CA)
- …of California offers a broad range of loan and deposit products and services through more than 70 full- service branches throughout California and in Denver, ... correct folder. + Maintain client satisfaction through excellent customer service and efficient solving of problems. + Establish working...loan regulations such as RESPA, HMDA and other Bank lending policies on loans to directors. + Effective… more
- Citigroup (Anaheim, CA)
- …and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home ... impact on the business through the quality of the tasks/ services provided. Impact of the job holder is restricted...Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible… more
- Banc of California (Santa Ana, CA)
- …of California offers a broad range of loan and deposit products and services through more than 70 full- service branches throughout California and in Denver, ... + Develops a Credit Review Risk Assessment of the Bank 's portfolios credit and credit operations risks,...of 3 rd party co-source firms, preparation of master service agreements, statements of work, and oversees the 3… more
- Citigroup (Anaheim Hills, CA)
- …and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. + ... grow our customers. + Refer customers who seek financial services other than lending solutions to the appropriate Citi...solutions to the appropriate Citi professionals. + Partner with Operations teams to ensure the seamless transfer of the… more
- Banc of California (Irvine, CA)
- …of California offers a broad range of loan and deposit products and services through more than 70 full- service branches throughout California and in Denver, ... meets with customers to discuss needs or concerns and outlines appropriate Bank services . + Performs personnel actions including performance appraisals,… more
- Banc of California (Santa Ana, CA)
- …of California offers a broad range of loan and deposit products and services through more than 70 full- service branches throughout California and in Denver, ... and Community Reinvestment Act (CRA). + Strong knowledge of Bank administration, lending and operations products and services ; related state and federal… more
- Wells Fargo (Irvine, CA)
- …and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact ... with basic requests related to opening new accounts, completing service requests, and submitting credit applications + Receive direction...care and build relationships + Provide appropriate options for bank products and services to customer +… more
- Banc of California (Santa Ana, CA)
- …federal) and Community Reinvestment Act (CRA) + Advanced knowledge of Bank operations and lending products and services ; related state and federal laws and ... **Overview** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...range of loan and deposit products and services through more than 70 full- service branches… more
- Wells Fargo (Laguna Hills, CA)
- …investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations ... below **Required Qualifications:** + 4+ years of banking, financial services , or Branch Network experience, or equivalent demonstrated through one or a combination… more
- Wells Fargo (Newport Beach, CA)
- …investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations ... below** **Required Qualifications:** + **4+ years of banking, financial services , or Branch Network experience, or equivalent demonstrated through one or a… more
- TEKsystems (Irvine, CA)
- …on Wireless Service , Travel, Entertainment, Pet Insurance + Employee Banking Services + And More About TEKsystems: We're partners in transformation. We help ... enterprise network. RESPONSIBILITIES - Responsible for maintaining the daily operations of all network hardware, including routers, switches, firewalls, wireless,… more
- Robert Half Finance & Accounting (Irvine, CA)
- … operations within the company * Regularly review and approve journal entries, bank and loan reconciliations, and monthly accruals * Execute the review of ... in Irvine, California. This role plays a critical part in managing accounting operations and cash management within our organization. You will be tasked with… more