Tax Senior Manager Jobot
San Clemente, CA3 days ago
- $120,000–$150,000 Per Year
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Skills
- Accountingunmatched
- Banking Regulationsunmatched
- Business Developmentunmatched
- Commercial Property Loansunmatched
- Credit Analysisunmatched
- Credit Reportsunmatched
- Credit Riskunmatched
- Cross-Sellingunmatched
- Customer Retention/Renewalunmatched
- Customer Support/Serviceunmatched
- Financeunmatched
- Financial Analysisunmatched
- Investment Managementunmatched
- Legalunmatched
- Loan Approvalunmatched
- Loan Denialunmatched
- Loansunmatched
- Maintain Complianceunmatched
- Metricsunmatched
- Portfolio Analysisunmatched
- Regulatory Complianceunmatched
- Regulatory Requirementsunmatched
- Relationship Managementunmatched
- Salesunmatched
- Sales Pipelineunmatched
- Service Deliveryunmatched
- Solution Salesunmatched
Description
Sr. Relationship Manager need for well-established California bank that has been in operation for over 100 years
This Jobot Job is hosted by: Joseph Calabrese
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $130,000 - $210,000 per year
A bit about us:
We are a well-established California bank that has been in operation for over 100 years
Why join us?
Job Details
Essential Duties
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
This Jobot Job is hosted by: Joseph Calabrese
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $130,000 - $210,000 per year
A bit about us:
We are a well-established California bank that has been in operation for over 100 years
Why join us?
- Strong benefits (M,D,V, and 401k)
- Multiple Metric bonuses
- Profit sharing contribution
- Flexible work environment
- Annual Bonus
Job Details
Essential Duties
- Build and manage a portfolio of commercial and/or CRE clients through business development, relationship cultivation, and cross-selling financial solutions
- Generate and manage a pipeline of commercial real estate loans
- Support client retention and sales initiatives by delivering exceptional service
- Actively solicit new deposit and loan relationships via networking, community involvement, cross-selling and business development activities
- Establish and maintain an excellent rapport with key branch customers, including those with complex financing and depository requirements by making monthly retention calls on selected deposit customers
- Provide detail explanations of different types of loans and credit options available to customers by analyzing applicants’ financial information, credit worthiness, and property to determine feasibility of granting loans
- Call on existing clients to review portfolios, evaluate current financial conditions, and make recommendations as needed
- Recommend loan approval or decline to credit administration or submit to credit analyst for verification and/or recommendation
- Ensure compliance with bank policy, regulatory requirements and credit worthiness by reviewing and update all credit loan files and loan agreements with current financial information to ensure that they are complete an accurate according to policy
- Actively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and update all credit loan files and loan agreements to ensure that they are complete an accurate according to policy.
- Bachelor’s degree in Business, Accounting, Finance or related discipline is preferred but not required
- A minimum of 10 -15 years of experience in field or related area with strong emphasis on customer service, sales and credit portfolio management
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Numbers & Facts
| Location | Costa Mesa, CA |
| Industry | Staffing/Employment Agencies |
| Salary | $130,000–$210,000 Per Year |
| Company Size | 100 to 499 employees |
| Year Founded | 2018 |
| Website | http://www.jobot.com |
About Company
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
Ready to find a good job? Create your profile today at Jobot.com 🤖
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