First 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. ** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County.
Los Angeles, CA12 days ago
p>The Senior Housing Relationship Manager is responsible for originating, structuring, and managing complex commercial real estate relationships with a focus on senior housing, healthcare real estate, and related operating platforms. The banker will drive growth through proactive origination, disciplined credit underwriting, and strategic client advisory, partnering across the Bank to deliver a "One Bank" approach to institutional and middle market clients.
Los Angeles, CA30+ days ago
External Minimum 8+ years Treasury Services sales experience Strong knowledge of complex payments and card solutions Strong communications skills Demonstrates integrity and honesty Strong work ethic; self-driven, high energy and motivated to achieve results Ability to travel when appropriate. Responsibilities: • Be a Trusted Advisor to clients and prospects, providing solutions for continual optimization of treasury management and operational processes in order to achieve high customer satisfaction and revenue growth.
li>Review clients accounts and portfolios in order to identify, evaluate, and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Mickey Hsu, FVP Employee Relations Manager at 626-582-7370 or mickey.hsucathaybank.com.
p>What You'll Do: We are seeking a highly motivated and experienced Relationship Manager at a Vice President or Senior Vice President level to join our Venture Banking team on the West Coast (San Francisco or San Diego area), dedicated exclusively to the Life Science and Healthcare sector. The Relationship Manager will serve as a trusted financial partner to founders, management teams, and venture capital investors - bringing deep sector expertise, a robust professional network, and a consultative approach to client development.
Irvine, California30+ days ago
This role blends strategy, business development, and relationship management, working cross-functionally with internal teams and external partners (including carriers, digital platforms, agencies, and lead providers). The Manager, Strategic Partner Relationships is responsible for driving profitable growth by identifying, developing, and managing strategic partnerships that support customer acquisition and premium growth.
Develop new depository relationships with prospective HOA and property management clients through telephonic outreach, face-to-face visits, and written communication introducing Columbia Bank’s products and services. + Effectively negotiate deposit and credit product pricing, terms and conditions with managers or officers of property management companies; negotiate terms of credit agreements including financial covenants and reporting to protect the Bank from excessive credit risk.
As part of the Joint Business Relationships (JBR) Independence team within Risk & Independence, you will consult with and provide guidance to teams on the application of the business relationship rules in areas such as provision of services, procurement, use of third-party technology, marketing, participation in conferences and events, publications, among others. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Los Angeles, CA30+ days ago
li>Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.
Los Angeles, CA30+ days ago
li>Work with the designated underwriter and/or other loan support staff to prepare Credit Approval Report for new loans, renewals, and amendments. Work with the Portfolio Manager to review and prepare credit and financial analysis and ensure each portfolio is properly risk rated based on the bank's rating system.
Santa Ana, CA30+ days ago
li>Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a Relationship Manager to join our Business Development team in Santa Ana, CA.
Valencia, California30+ days ago
li>Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. 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.
Anaheim, California30+ days ago
li>Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. 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.
Long Beach, CA30+ days ago
The RM II position also performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. The RM II position profiles the member’s account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending and cash management solutions, consumer deposit and lending services, and Autoland (auto lending).
Los Angeles, California13 days ago
li>Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
Santa Ana, California18 days ago
li>Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
Los Angeles, California18 days ago
li>Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). Advanced math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
Irvine, California30+ days ago
li>This 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 in acting as a Bank MLO for open-ended transactions (i.e., home equity lines of credit) only.
Brea, California30+ days ago
li>Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). 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.
Brea, California30+ days ago
li>Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA). 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.
For Those Who Work At Home, CA30+ days ago
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. • Engaging clients in meaningful dialogue to uncover needs and deliver customized financial solutions that create measurable, sustainable value that aligns their needs with the bank's capabilities and strategic goals.
Burbank, California25 days ago
div>Knowledge, Skills & Ability
- Must have a thorough knowledge of loan and deposit products and services, including but not limited to checking, savings, IRAs, account insurance coverage, account vesting types, branch operations, policies and procedures, and consumer loans (credit cards, personal loans, and auto loans).
- Builds exceptional knowledge in operational tasks such as maintaining the Instant Issue machine (cleaning, adding cards, balancing, and testing), issuing keys/combinations and maintaining control logs, ordering supplies, arranging for equipment maintenance and repair, organizing and maintaining current reference materials, files, and records.
Los Angeles, CA30+ days ago
In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. Develop and manage relationships with new and existing, large, complex commercial relationships, which may include a portion of time spent on specialty industry verticals specifically agreed upon.
Los Angeles, CA30+ days ago
p>The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Actively participate in community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Irvine, California5 days ago
div>The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. CRM), Employee Benefits, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing employee benefit programs, renewals, retention, strategic partnership and advanced service needs.
Los Angeles, CA30+ days ago
In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. You'll play a key role in growing a high-performing portfolio while helping clients navigate their lending and treasury management needs.
Los Angeles, CA27 days ago
p>The Enterprise Client Relationship Manager will deliver Capital Group's enterprise value proposition to a select set of strategically important AI partner firms to drive innovation and firm-wide strategic benefit. This role will act as a strategic connector across Capital Group's businesses, orchestrating senior-level engagement and ensuring long-term, mutually beneficial partnerships.
Los Angeles, CA30+ days ago
p>• Required Education/Experience: Bachelor's Degree in finance, accounting or business required or 3 additional years of experience in commercial credit analysis and commercial underwriting • 3+ years of portfolio management and commercial underwriting experience • 3+ years of proven sales record in meeting or exceeding goals in commercial lending • Formal or in-house credit training; counts toward one year of experience • Preferred Education/Experience: Supervision of a team or in a leadership role. In addition, the RM is responsible for soliciting new business and managing relationships of the bank's commercial real estate customers (investors and developers) and prospects including office, retail, shopping strips, warehouse, industrial, facilities and land development, primarily for investment purposes.
Los Angeles, CA30+ days ago
This role prioritizes long-term client success by aligning Capital Group's comprehensive investment and risk management solutions with the insurance clients specific business and investment objectives. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
Los Angeles, CA30+ days ago
We are looking for critical thinkers with an understanding of the end-to-end institutional ecosystem with strong problem-solving skills, the ability to simplify complex matters, and the ability to work cross-functionally to build strong relationships with partner teams and clients. This role prioritizes long-term client success by aligning Capital Group's comprehensive investment and risk management solutions with the insurance clients specific business and investment objectives.
Los Angeles, CA3 days ago
p>As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register.
Los Angeles, CA27 days ago
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. The Relationship Manager should be focused on establishing an advisory approach with client-base while also maintaining responsibility for capital commitments/credit quality across the portfolio of clients.
p>The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. Attend community and/or specific industry forums, conferences and/or meetings in order to broaden relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
Beverly Hills, CA30+ days ago
li>Credit 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: