Portfolio Manager I - Private Banking Commercial Real Estate City National BankPortfolio Manager I - Private Banking Commercial Real EstateIrvine, CARemote$41.83–$66.81 / hourPrimary responsibilities include: In partnership with Portfolio Managers and Credit Lead, this role will support the Private Banking Commercial Real Estate portfolio, while is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types (multifamily, retail, industrial, office, self-storage, and unsecured). Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Portfolio Manager II - Business Banking City National BankPortfolio Manager II - Business BankingIrvine, CARemote$44.28–$75.42 / hourPortfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Primary responsibilities include: Underwrite and portfolio manage Business Banking clients - typically privately held companies with annual revenues ranging up to $50 million across a wide range of industries and geographies.
Portfolio Manager III - Entertainment & Sports Banking City National BankPortfolio Manager III - Entertainment & Sports BankingBeverly Hills, CaliforniaRemote$122,535–$208,715 / yearFull timePortfolio Management : Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Client Service : Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions.
Credit Associate - Private Banking Commercial Real Estate City National BankCredit Associate - Private Banking Commercial Real EstateIrvine, CARemote$34.55–$55.19 / hourIn partnership with Portfolio Managers and Credit Lead this role will support the Private Banking Commercial Real Estate portfolio while it is comprised largely of mini-perm loans to high net worth individuals and family offices across a variety of product types multifamily retail industrial office self-storage and unsecured. Learning and Development: Demonstrates a strong desire to learn underwriting and portfolio management skills actively seeking opportunities for professional growth and development eventually leading to ownership of a portfolio of credits.
NewFinancial Planner (CFP®) - Private Banking Flagstar Bank NAFinancial Planner (CFP®) - Private BankingEl Segundo, CA$90,000–$121,000 / yearFamily Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.
NewCA WA Private Mortgage Banking Associate Manager Wells Fargo & CoCA WA Private Mortgage Banking Associate ManagerIrvine, CAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service.
NewPrivate Mortgage Banking Associate Manager (SAFE) Wells Fargo & CoPrivate Mortgage Banking Associate Manager (SAFE)Beverly Hills, CAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Produce high quality loans that meet Wells Fargo Home Mortgage guidelines by building relationships with realtors, builders, financial planners, bank stores, past customers, and other nontraditional sources while providing excellent customer service.
Business Banking Sr Relationship Manager Bank of AmericaBusiness Banking Sr Relationship ManagerEl Segundo, CaliforniaThe role also includes all sales administration functions, including developing and maintaining a strong pipeline, pre-call planning, client needs assessments, preparation and presentation of product proposals, price/cost analysis, submission of implementation documentation, ongoing client relationship management and contract renewals. Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions to clients and prospects.
Associate Relationship Manager, Banking Services (Hybrid) First AmericanAssociate Relationship Manager, Banking Services (Hybrid)Santa Ana, CaliforniaFirst American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. The Associate Relationship Manager, Banking Services supports Relationship Managers and Business Development Managers in delivering exceptional client service and strengthening banking relationships.
NewCA-WA Private Mortgage Banking Associate Manager (SAFE) Wells Fargo & CoCA-WA Private Mortgage Banking Associate Manager (SAFE)El Segundo, CAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role you will: Responsible for coaching, directing and managing the sales activities of a small group of residential Home CA-WA Private Mortgage Bankers (at a minimum of 3 and maximum of 7 sales origination direct reports) under the direction of a Private Mortgage Banking Manager.
NewWealth Banking Specialist (SAFE) Wells Fargo & CoWealth Banking Specialist (SAFE)Irvine, CA$82,000–$125,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Required Qualifications: 2+ years of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
NewCorporate Banking Staff Accountant AAACorporate Banking Staff AccountantCosta Mesa, CaliforniaCorporate Banking Staff Accountant The staff accountant supporting the corporate banking team will use accounting principles and control procedures which are necessary for accurate maintenance of the various corporate bank accounts. With our national brand recognition, long-standing reputation since 1900, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.
Sr. Relationship Manager - Global Commercial Banking - Transformative Healthcare Bank of AmericaSr. Relationship Manager - Global Commercial Banking - Transformative HealthcareNewport Beach, CaliforniaCollaborates with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. The Transformative Healthcare Group focuses on the middle‑market healthcare industry, providing traditional banking, capital raising, and advisory services to public and private healthcare companies with annual revenues generally ranging from $50 million to $2 billion.
HR Reinvention Consultant, Banking Accenture PlcHR Reinvention Consultant, BankingCulver City, CAAccenture is a leading solutions and services company that helps the world's leading enterprises reinvent by building their digital core and unleashing the power of AI to create value at speed across the enterprise, bringing together the talent of our approximately 786,000 people, our proprietary assets and platforms, and deep ecosystem relationships. Design new HR operating models and service delivery frameworks for clients, infusing leading practices from areas such as employee experience, digital HR, shared services, and outsourcing.
Senior Relationship Manager - Insurance Banking Flagstar Bank NASenior Relationship Manager - Insurance BankingCA$140,781.75–$239,461 / yearCredit Quality: Works with assigned portfolio managers to ensure pro-active monitoring of the credit quality of the portfolio through timely financial statement gathering, monitoring clients compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. Job Responsibilities: New Business Origination: Develops and maintains relationships to generate direct deal flow; Coordinates the team approach to approving and closing new deals to grow assets and revenues while optimizing profitability (ROE).
Banking Operations Management Trainee East West Bancorp IncBanking Operations Management TraineeEl Monte, CA$31–$36 / hourOur teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Through a combination of rotational assignments, on-the-job and classroom training, formalized feedback and mentoring, trainees will gain direct hands-on experience in lending products and loan operations as well as exposures to deposit operations, trade operations, customer service, and other banking functions.
Sr. Relationship Manager - Global Commercial Banking/Middle Market (So. California - Newport Beach/San Diego, CA) Bank of America CorpSr. Relationship Manager - Global Commercial Banking/Middle Market (So. California - Newport Beach/San Diego, CA)Newport Beach, CA$140,000–$235,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDICShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Audit Manager - Insurance and Banking Weaver And Tidwell LLPAudit Manager - Insurance and BankingManhattan Beach, CA$120,000–$160,000 / yearYou will be responsible for managing the day-to-day execution of complex financial services audits, mentoring and developing Associates, Senior Associates, and Supervisors, and collaborating closely with Partners on client service, project management, and business development. Working knowledge of U.S. GAAP and Statutory Accounting Principles (SAP) as they apply to property & casualty and/or life insurance companies, including familiarity with statutory financial reporting, the Model Audit Rule, and state insurance department regulatory requirements.
Investment Banking Associate Leerink PartnersInvestment Banking AssociateSanta Monica, CaliforniaLeerink Partners is a leading investment bank providing a complete suite of financial solutions comprising M&A advisory, equity, debt, and derivative capital markets, equity research, and sales and trading capabilities. The successful candidate will provide support to senior bankers in executing M&A and financing transactions for clients across the life sciences tools and diagnostics vertical.
Business Banking Relationship Manager Bank of AmericaBusiness Banking Relationship ManagerEl Segundo, CaliforniaKey responsibilities include supporting growth of the profitability of the small business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.