Financial Relationship Officer CTBC Financial Holding Co LtdFinancial Relationship OfficerHacienda Heights, CAMeet with current and potential customers with greater profit and growth potential, to discuss their financial requirements; sell appropriate consumer and commercial financial services products to meet their needs while developing and expanding account relationships. Grow and expand existing customer base by partner referrals in addition to growing new customer acquisition by conducting effective needs assessment and recommending based upon customer needs.
Credit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Los Angeles Bank of America CorpCredit Officer II - Registered - Global Wealth & Investment Management - Securities Based Lending Specialist - Los AngelesLos Angeles, CAHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" Responsibilities: Partners with relationship management and product partners to assess clients' credit needs and create solutionsLeads loan structure conversations and negotiates loan documentation with clients and internal/external legal partnersDrives credit and risk approval processes for new credit originations, renewals, increases, and modificationsLeads ongoing monitoring efforts for a portfolio of clients in compliance with regulations, policy and proceduresDrives the growth of funded loans and revenue while mitigating risks, maintaining asset quality and adhering to regulatory requirementsServes as an escalation point for complex credit transactionsMentors and supports associatesCultivate relationships with Merrill advisors to identify credit opportunities, support client outreach and implement SBL loan facilitiesDevelop and execute lending strategy and initiatives, in partnership with Merrill market leadership, to achieve SBL growth objectivesEducates Advisors and key partners on SBL capabilities and risk appetite to increase engagement and penetrationRequired Qualifications: 8+ years of experience in commercial or wealth management lending or providing wealth management solutions in partnership with advisorsEffective collaboration with Merrill leadership and advisors and partners to consistently deliver SBL solutions to wealth management clientsStrong oral and written communicationOrganized and can handle/prioritize ongoing business development across multiple Merrill marketsAbility to work well with underwriting, risk, and other business partnersFINRA 7 and 63 (or 66) licenses (if not currently licensed, must be completed within 120 days of start date).Desired This GWIM Credit Securities Based Lending (SBL) Specialist role is responsible for delivering securities-based lending solutions to wealth management clients in Merrill, and growing loan balances, through effective partnership with Merrill advisors and market leadership within the assigned geographic territory.
Interim Chief Financial Officer GHJInterim Chief Financial OfficerLos Angeles, CAThis highly visible role will partner closely with executive leadership and the Board of Directors to provide strategic financial oversight, construction project financial management, cash flow planning, and organizational financial stewardship through project completion. Our nonprofit client is seeking an experienced Interim Chief Financial Officer (CFO) to serve as the organization's senior financial leader during a critical phase of a large-scale capital construction project.
NewSales Support Officer II Relationship Team City National BankSales Support Officer II Relationship TeamLos Angeles, CaliforniaRemote$25.93–$41.43 / hourFull timeActivities generally include, but are not limited to, reviewing new account information sheets for completeness, ensuring all required documentation is received, collecting any missing information and/or documentation when possible, and escalating any possible high risk activities and/or clients for review/approval. Provides technical support and practical guidance to colleagues, firms and clients concerning product usage and functionality and ensuring client satisfaction.
Fair Lending Officer SR Logix Federal Credit UnionFair Lending Officer SRValencia, CaliforniaFull timeOverview: The Fair Lending Officer Sr. is responsible for developing, implementing, and executing the organization’s HMDA and Fair Lending programs, encompassing compliance risks associated with residential real estate and consumer lending. Oversee and conduct the development and maintenance of sustainable data repositories and related reporting to identify, risk-rate, and escalate Fair Lending and technical HMDA reporting issues to the appropriate levels of management.
Credit Analysis Officer Cathay General BancorpCredit Analysis OfficerEl Monte, CA$35.43–$39.81 / hourConduct financial analysis to assess credit worthiness while following established bank underwriting policies and procedures for capital call / subscription secured and related commercial credit requests as well as other credit opportunities, assist in the maintenance and monitoring of existing credits in the portfolio, responsible for certain administrative duties including reporting. Reviews existing and new loan exposures, proposed extensions of credit and financial information; evaluates credit structure and terms; determines sources and uses of funds; analyzes industry data, competitive factors, historical performance, projected results, risks, and mitigating factors.
Chief Financial Officer - Job # 3817-8850 Symicor GroupChief Financial Officer - Job # 3817-8850Los Angeles, California$200,00010+ years of prior work experience in banking, accounting, or similar financial related field including experience operating in a highly regulated environment. Interface with the Bank’s Board of Directors and provide Board updates relating to the financial management of the Bank and its Affiliates, as required.
Chief Medical Officer Integrity Placement GroupChief Medical OfficerMonterey Park, CA$255,000–$345,000 / yearOur client is a growing healthcare organization that provides high-quality, community-based healthcare services to the patients they serve. The Company: Our client is a mission-driven community health organization that is known for the great care they take with patients and employees alike.
Asset Based Lending - Business Development Officer US BankAsset Based Lending - Business Development OfficerLos Angeles, CA$159,970–$188,200 / yearReporting to the ABL Regional Sales ABL Sales & Originations Leader, this role is responsible for asset-based loan origination, providing ABL product support to the bank's Institutional Client Group and peer product partners. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Senior Relationship Officer Muthoot Fincorp LimitedSenior Relationship OfficerLa Habra, CAJob Purpose: The primary responsibility of the Relationship Manager is to source business from the open market and connectors to achieve business targets as per the organizational goal. To find new micro markets and empanel good quality referral partners to scale up Micro LAP business.
Asset Based Lending - Business Development Officer U.S. BancorpAsset Based Lending - Business Development OfficerNewport Beach, CA$159,970–$188,200 / yearReporting to the ABL Regional Sales ABL Sales & Originations Leader, this role is responsible for asset-based loan origination, providing ABL product support to the bank's Institutional Client Group and peer product partners. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Construction Disbursement Officer East West Bancorp IncConstruction Disbursement OfficerEl Monte, CAOur 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. The Construction Officer is responsible for the servicing of complex Commercial Construction Projects and complex Construction Loans with activities including but not limited to; monitoring construction throughout the life cycle, set up of the construction loans and budget into CLCS, the disbursement of construction loan draws within established budget, the 2nd review of all data entered in CLCS and review of Construction Loan Agreement and its Budget.
NewCFO Regal Executive SearchCFOLa Palma, CA$250,000–$350,000 / yearThe successful candidate will have a strong background in finance and management, track record of financing acquisitions through loan broker relationships, experience in the real estate industry preferred with restaurant experience a plus, and pedigree from top-tier academic and corporate institutions. Demonstrated expertise in constructing models from diverse data sources, the ideal candidate must showcase advanced proficiency in Excel, along with proven skills in financing, in depth knowledge of Macros and Financial Modeling, which will be assessed during the application process.
Debt Agent Settlement Officer American Tax DefenseDebt Agent Settlement OfficerSanta Ana, California$70,000–$200,0001-2+ years of sales experience (finance, debt relief, loans, or high- ticket sales a plus). We're looking for relentless , ambitious , and built to win pros who want to turn every lead into a win.
Real Estate Appraisal Officer JPMorgan Chase & CoReal Estate Appraisal OfficerCulver City, CAAs an Associate Real Estate Appraiser within the Valuation Services Group, you will bring your passion for real estate and the eagerness to work with a certified general real estate appraiser to assist in the preparations of a variety of multifamily and commercial appraisal assignments. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
SDC Operations Officer I OP BancorpSDC Operations Officer ILos Angeles, CAFlexible Spending Account (FSA): Tax-advantaged financial accounts are offered for employees to pay for eligible out-of-pocket expenses (health, dependent care, transit, and parking) with pre-tax dollars. The SDC Operations Officer I will perform a broad range of operational duties related to deposit accounts, including account opening, maintenance, and servicing.
Financial Services Officer - Los Angeles (Wilshire) Banc of CaliforniaFinancial Services Officer - Los Angeles (Wilshire)Los Angeles, CaliforniaCan articulate with confidence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Client Banking Officer Banc of CaliforniaClient Banking OfficerSanta Ana, CaliforniaWorks daily requests and performs account maintenance, reviews transactions, related documents, verifies work, processes, reconciles, approves routine and complex transactions, and obtains appropriate approvals (i.e. Wire Transfers, Exception Item Processing, Non-Post, Fraud Alerts, Research, Adjustments, Stop Payments, Debit Cards, Mobile Capture Limits, RDC, etc.). The role performs a variety of operational functions including, but not limited to, onboarding new deposit accounts and treasury products and services for both consumer and business clients with varying degrees of complexity.
Financial Services Officer - Beverly Hills Banc of CaliforniaFinancial Services Officer - Beverly HillsBeverly Hills, CaliforniaCan articulate with confidence as primary point of contact for any client questions especially regarding new accounts or new products; listens carefully to expressed needs; ability to communicate with other departments in order to find the appropriate solution; developing ability to use and understand business acumen is required. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.
Customer Relationship Officer - Pasadena Banc of CaliforniaCustomer Relationship Officer - PasadenaPasadena, CaliforniaResponsive; establishes and maintains relationships internally and externally by understanding needs; can resolve many different issues and de-escalate situations, while knowing who to bring in when needed; can guide and support tellers in client resolution questions is required. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities.