Branch Manager Columbia BankBranch ManagerNapa, California$65,520–$93,599 / yearThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.
Branch Manager Columbia Banking System, Inc.Branch ManagerNapa, CA$65,520–$93,599 / yearThis position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.
NewCo-Founder & CEO - AI-Native Mortgage Origination FutureSightCo-Founder & CEO - AI-Native Mortgage OriginationSan Francisco, CARemoteYou’ll co-create with a proven venture building team, led by John Carbrey (4x entrepreneur, $100M ARR), Krista LaRiviere (3x exited, E&Y Top Women Entrepreneur), Alan Smith (Strategyzer co-founder, $120M in products built), Prathna Ramesh (former MD of Maple Leaf Angels, $275M in follow-on capital), and Johnny Tong (0-to-1 builder, acquired by SAP and Stripe) bring a rare combination of operator exits, institutional investing, and AI product depth. Customer discovery validates a real, recurring cost problem in this segment: lenders spend thousands of dollars to originate a single loan today, a cost that's climbed roughly 35% over the past three years, with up to 80% of that time spent on manual document review.
Enterprise Lending Officer - San Francisco Bank of America CorpEnterprise Lending Officer - San FranciscoSan Francisco, CA$66,600–$76,700 / yearResponsibilities:Provides exceptional client care by providing advice oriented solutions with Consumer Lending and Core Banking productsEngages in community development, outside sales activities, and external networking to responsibly grow client and market shareUnderstands lending processes and credit guidelines to best develop solutions for each client's needsManages daily client and loan pipelines with astute organization, follow up, and high degree of collaboration with loan fulfillment partnersLeverages digital solutions, providing clients with a choice in preferred service pathwaysMaintains and adheres to all federal and state regulations and bank operational requirements, delivering compliant client advice conversations and fulfilling financial goalsSkills:Business DevelopmentClient ManagementCustomer and Client FocusProspectingRisk ManagementAccount ManagementClient Solutions AdvisoryCredit and Risk AssessmentPipeline ManagementReferral IdentificationAttention to DetailCredit Documentation RequirementsIssue ManagementNetworkingRelationship Building Required Skills and Experience• Has 3+ years of experience in a loan origination role with a focus on generating self-sourced purchase business through a verifiable, established network of referral sources• Demonstrated understanding of effectively managing a pipeline in order to deliver an exceptional client experience• Has a strong knowledge of loan products Conventional, Jumbo and Government.• Demonstrated ability to understand, analyze, and document income, assets and liabilities properly in order to qualify clients for specific loan products• Demonstrated understanding of processing, underwriting and/or closing procedures• Has a working knowledge of federal regulations governing real estate lending• Ability to source clients independently and not rely on enterprise referrals with demonstrated success in generating business from external Centers of Influence real estate professionals, builders, and other external referral partners in a compliant manner as well as within bank policy.• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Enterprise Lending Officer - Foster City Bank of America CorpEnterprise Lending Officer - Foster CityFoster City, CA$66,600–$76,700 / yearResponsibilities:Provides exceptional client care by providing advice oriented solutions with Consumer Lending and Core Banking productsEngages in community development, outside sales activities, and external networking to responsibly grow client and market shareUnderstands lending processes and credit guidelines to best develop solutions for each client's needsManages daily client and loan pipelines with astute organization, follow up, and high degree of collaboration with loan fulfillment partnersLeverages digital solutions, providing clients with a choice in preferred service pathwaysMaintains and adheres to all federal and state regulations and bank operational requirements, delivering compliant client advice conversations and fulfilling financial goalsSkills:Business DevelopmentClient ManagementCustomer and Client FocusProspectingRisk ManagementAccount ManagementClient Solutions AdvisoryCredit and Risk AssessmentPipeline ManagementReferral IdentificationAttention to DetailCredit Documentation RequirementsIssue ManagementNetworkingRelationship Building Required Skills and Experience• Has 3+ years of experience in a loan origination role with a focus on generating self-sourced purchase business through a verifiable, established network of referral sources• Demonstrated understanding of effectively managing a pipeline in order to deliver an exceptional client experience• Has a strong knowledge of loan products Conventional, Jumbo and Government.• Demonstrated ability to understand, analyze, and document income, assets and liabilities properly in order to qualify clients for specific loan products• Demonstrated understanding of processing, underwriting and/or closing procedures• Has a working knowledge of federal regulations governing real estate lending• Ability to source clients independently and not rely on enterprise referrals with demonstrated success in generating business from external Centers of Influence real estate professionals, builders, and other external referral partners in a compliant manner as well as within bank policy.• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Business Banker (LO) San Francisco, CA Wells Fargo & CoBusiness Banker (LO) San Francisco, CASan Francisco, CA$30.77–$45.67 / hourThey 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: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
Credit Originations Manager Regional Lead - Community Development Banking - Executive Director JPMorgan Chase & CoCredit Originations Manager Regional Lead - Community Development Banking - Executive DirectorSan Francisco, CAAs a Credit Originations Manager - Regional Lead, Executive Director within Community Development Banking (CDB), you will lead a regional team responsible for the end-to-end new loan origination process for CDB clients, including evaluating opportunities, structuring transactions, managing the credit approval workflow, and driving disciplined execution through closing and post-close handoff. In this role, you will be accountable for regional origination outcomes, team leadership, and consistent execution of the CDB credit origination lifecycle (evaluation/structuring, credit approval coordination, documentation/closing leadership, and ongoing transaction-related requests and escalations).
Private Mortgage Banker Wells Fargo BankPrivate Mortgage BankerConcord, CaliforniaThey 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. Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market.
Roving Personal Banker Greater Vine District Wells Fargo & CoRoving Personal Banker Greater Vine DistrictFairfield, CA$23–$31 / hourThey 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. Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
Personal Banker North Coast Santa Rosa Wells Fargo & CoPersonal Banker North Coast Santa RosaRohnert Park, CA$23–$31 / hourThey 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: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
Senior Lead Private Wealth Portfolio Manager (LO) Wells Fargo & CoSenior Lead Private Wealth Portfolio Manager (LO)San Francisco, CA$185,000–$300,000 / 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. This leader will partner closely with Private Wealth Management leadership, relationship teams, and investment professionals to drive exceptional client outcomes, ensure strong risk management practices, and support business growth initiatives.
Relationship Banker - Fremont Market - Fremont, CA JPMorgan Chase & CoRelationship Banker - Fremont Market - Fremont, CAFremont, CAYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Relationship Banker - Peninsula Market - San Francisco, CA - Bilingual in English and Spanish Required JPMorgan Chase & CoRelationship Banker - Peninsula Market - San Francisco, CA - Bilingual in English and Spanish RequiredSan Francisco, CAYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Branch Manager - Junipero Serra Branch - Daly City, CA JPMorgan Chase & CoBranch Manager - Junipero Serra Branch - Daly City, CADaly City, CAYou will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
Branch Manager - San Francisco Area Market - San Francisco, CA JPMorgan Chase & CoBranch Manager - San Francisco Area Market - San Francisco, CASan Francisco, CAYou will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
NewPrivate Client Banker - Marin Napa Market- Mill Valley, CA JPMorgan Chase & CoPrivate Client Banker - Marin Napa Market- Mill Valley, CAMill Valley, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Relationship Banker - Financial District Market- San Francisco, CA JPMorgan Chase & CoRelationship Banker - Financial District Market- San Francisco, CASan Francisco, CAYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
JPMorgan Private Client Relationship Manager - Walnut Creek, CA JPMorgan Chase & CoJPMorgan Private Client Relationship Manager - Walnut Creek, CAWalnut Creek, CABuild a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
Branch Manager - Berkeley, Richmond, Oakland Areas- Berkeley, CA JPMorgan Chase & CoBranch Manager - Berkeley, Richmond, Oakland Areas- Berkeley, CABerkeley, CAYou will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
JPMorgan Private Client Relationship Manager - San Francisco, CA JPMorgan Chase & CoJPMorgan Private Client Relationship Manager - San Francisco, CASan Francisco, CABuild a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.