Assistant Vice President, Franchise Finance Commercial Banking BMO (Bank of Montreal)Assistant Vice President, Franchise Finance Commercial BankingNewport Beach, CA$88,800–$165,600 / yearAnalyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Monitors portfolio to identify deteriorating credit conditions and compliance, analyses metrics, and assesses broader industry trends to spot risks and opportunities.
Audit Manager - Insurance and Banking Weaver And Tidwell LLPAudit Manager - Insurance and BankingLos Angeles, 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.
Private Mortgage Banking Associate Manager (SAFE) Wells Fargo BankPrivate Mortgage Banking Associate Manager (SAFE)Beverly Hills, 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. 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.
CA WA Private Mortgage Banking Associate Manager Wells Fargo BankCA WA Private Mortgage Banking Associate ManagerIrvine, 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. 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.
Credit Underwriter II – Portfolio Management/Commercial Real Estate Banking Bank of AmericaCredit Underwriter II – Portfolio Management/Commercial Real Estate BankingNewport Beach, CaliforniaThe Credit Underwriter II is responsible for the ongoing management and primary accountability for all monitoring and maintenance activities for an assigned portfolio of commercial real estate loans, primarily consisting of larger/complex client relationships. The Credit Underwriter II demonstrates strong judgement, sound credit skills, and is an active participant with the Credit Team in the credit approval process for complex clients/transactions.
Credit Officer II - Registered - Global Wealth & Investment Banking - Securities Based Lending Specialist - Los Angeles Bank of America CorpCredit Officer II - Registered - Global Wealth & Investment Banking - 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.
Credit Risk Manager - CREB Community Development Banking Bank of AmericaCredit Risk Manager - CREB Community Development BankingLos Angeles, CaliforniaTechnical knowledge and skills pertinent to federal and state tax credit equity investments (especially Low Income Housing Tax Credits and Historic Tax Credits), or prior experience in a risk management role. Key responsibilities include focusing on but not limited to credit, market, and reputational risk; as well as adherence to credit risk policies and external/internal reporting, including but not limited to Top of House (TOH) and Line of Business (LOB) specific reports or regulatory related reporting.
Credit Underwriter II - Portfolio Management/Commercial Real Estate Banking Bank of America CorpCredit Underwriter II - Portfolio Management/Commercial Real Estate BankingNewport Beach, CA$95,000–$144,000 / yearResponsibilities:Leads the credit analysis process with the support of other analysts and associatesPartners with Credit Officers, Relationship Management, and Risk teammates to understand structuring needs and requirementsMonitors operating performance and financial condition, proactively identifying issues and opportunitiesAssists in delivery of financial modeling, loan structure, industry, economic, and other analyses to team members to support the loan decision-making processReviews work of junior teammates to provide feedback/coaching and ensure compliance with laws, rules, regulations and policy procedureMay have primary coverage responsibility for a portfolio of clients with credit approval for certain credit actionsParticipate in loan structure conversations and completion of loan documentation with internal/external legal partnersExecutes post‑close credit activities, including documenting conditions, administering approved extensions, and coordinating related legal documentationPerforms comprehensive portfolio monitoring and maintenance activities, including covenant compliance, construction and collateral reviews, financial and guarantor analysis, and ongoing risk assessmentContributes to process improvement and simplification initiatives to enhance portfolio oversight, credit execution, and operational efficiencyRequired Qualifications: 5+ years commercial credit financial analysis and portfolio management experience5+ years of financial accounting, financial modeling or loan structuring. Commercial Credit TrainingDesired Qualifications: Bachelor's degree in finance, accounting, economics or similarCertificate from accredited real estate educational programLarge money center bank experienceCRE portfolio management experienceSkills:Attention to DetailCredit and Risk AssessmentFinancial AnalysisUnderwritingWritten CommunicationsAnalytical ThinkingCredit Documentation RequirementsFinancial Forecasting and ModelingRecording/Organizing InformationBusiness AcumenCollaborationCollateral ManagementLoan StructuringPrioritizationPortfolio ManagementShift: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.
Relationship Manager Development Program - Global Commercial Banking (Middle Market) - Newport Beach, CA Bank of AmericaRelationship Manager Development Program - Global Commercial Banking (Middle Market) - Newport Beach, CANewport Beach, CaliforniaJob expectations include leveraging activity-based training modules, engaging in national and local leader and peer coaching, and developing knowledge of credit, treasury, and other operational services, while building client relationships, creating business plans, and influencing team performance. Acts as a trusted advisor for clients and prospects with annual revenues of $50 million to $2 billion, identifying opportunities and recommending integrated solutions that encompass multiple products and services as needed.
Sr. Relationship Manager/BDO - Global Commercial Banking (Middle Market) - Entertainment Industries - Los Angeles, CA Bank of AmericaSr. Relationship Manager/BDO - Global Commercial Banking (Middle Market) - Entertainment Industries - Los Angeles, CALos Angeles, 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. Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs.
Sr. Relationship Manager - Global Commercial Banking (Middle Market) - Los Angeles, CA Bank of AmericaSr. Relationship Manager - Global Commercial Banking (Middle Market) - Los Angeles, CALos Angeles, 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. Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion and helps companies save, borrow, and invest for their current and future needs.
NewAdministrative Assistant - Global Corporate and Investment Banking - LA Bank of America CorpAdministrative Assistant - Global Corporate and Investment Banking - LALos Angeles, CA$25–$52.34 / hourWe 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. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail.
NewBusiness Banking Sr Relationship Manager Bank of America CorpBusiness Banking Sr Relationship ManagerPasadena, CA$140,000–$185,000 / yearThis 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. 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.
NewGBM, Investment Banking Associate, Healthcare - Los Angeles The Goldman Sachs Group IncGBM, Investment Banking Associate, Healthcare - Los AngelesLos Angeles, CA$150,000–$225,000 / yearWe''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. With professionals in offices around the world, the group provides the full range of Goldman Sachs'' investment banking services, including mergers and acquisitions, divestitures, equity and debt financings, financial restructurings and risk management.
NewSr. Relationship Manager - Global Commercial Banking - Transformative Healthcare (Newport Beach) Bank of AmericaSr. Relationship Manager - Global Commercial Banking - Transformative Healthcare (Newport Beach)Newport 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.
New Accounts Representative – Branch Banking Operations 3655063 Axiom PathNew Accounts Representative – Branch Banking Operations 3655063Brea, CaliforniaExposure to consumer and commercial branch banking operations, including new accounts, teller transactions, audit support, customer service, and financial products. This branch-based team supports both consumer and business banking customers with account servicing, transaction processing, problem resolution, and financial product support.
Project Finance Investment Banking - Analyst Mitsubishi UFJ Financial GroupProject Finance Investment Banking - AnalystLos Angeles, New YorkAdditionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. The team works closely with dedicated partners in MUFG’s debt capital markets and global markets teams to seamlessly deliver debt financing and risk management solutions for clients across markets.
Corporate & Finance, Mid-Level Banking Associate Hogan LovellsCorporate & Finance, Mid-Level Banking AssociateLos Angeles, CA$260,000–$365,000 / yearAssociates on the US leveraged finance team will have opportunities to work on a highly varied portfolio of transactions for clients on both the borrower and lender side, including acquisition finance, lines of credit for public and private companies, syndicated TLA/TLB transactions, private credit transactions, note purchase agreement private placements and sovereign debt financings. Among other things, ideal candidates will have significant transactional experience in bank financing transactions and related UCC matters, strong interpersonal skills with the ability to interact effectively and build long-term relationships with sophisticated client teams, a commitment to excellence and a desire to contribute to an energetic, friendly and collegial culture within our corporate and finance group and firm as a whole.
Client Manager Senior– Preferred Banking City National BankClient Manager Senior– Preferred BankingLos Angeles, CaliforniaRemote$71,869–$114,797 / yearFull timeRetains and grows client relationships through high touch service, while partnering with Preferred Relationship Managers to support ongoing client meetings, servicing needs, and expectation management. Provides day-to-day colleague management for Preferred Banking Relationship Manager(s) and may relieve the Preferred Banking Relationship Manager(s) from performing clerical, administrative, and most operations responsibilities and overall administrative duties.
Client Manager Senior- Preferred Banking City National BankClient Manager Senior- Preferred BankingLos Angeles, CARemote$71,869–$114,797 / yearRetains and grows client relationships through high touch service, while partnering with Preferred Relationship Managers to support ongoing client meetings, servicing needs, and expectation management. Provides day-to-day colleague management for Preferred Banking Relationship Manager(s) and may relieve the Preferred Banking Relationship Manager(s) from performing clerical, administrative, and most operations responsibilities and overall administrative duties.