NewSr. Relationship Manager (Commercial Real Estate) JobotSr. Relationship Manager (Commercial Real Estate)Costa Mesa, CA$130,000–$210,000 / yearActively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and update all credit loan files and loan agreements to ensure that they are complete an accurate according to policy. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Senior Manager, Applications - OVC Pinnacle Technical ResourcesSenior Manager, Applications - OVCIrvine, California$160,000–$210,000 / yearThe specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. The Sr Manager Applications – Oracle Idea to Market (PLM) will play a pivotal role in driving the success of Oracle Fusion initiatives, focusing on the Idea to Market (PLM) domain.
NewSenior Treasury Analyst Vaco LLCSenior Treasury AnalystIrvine, CA$110,000–$135,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Sr Developer Oracle Fusion - Oil Value Chain Pinnacle Technical ResourcesSr Developer Oracle Fusion - Oil Value ChainIrvine, California$120,000–$135,000 / yearThis is a unique and fulfilling opportunity to work in a specialized hybrid domain that includes custom-built Oracle solutions spanning commodity trading, supply chain logistics, procurement, order management, financial management, and contract lifecycle management. This role also involves close collaboration with cross-functional development and functional analyst teams to facilitate designs, resolve interdependencies, and deliver robust Oracle solutions that continuously provide measurable business value.
Senior Banking Wire Operations Representative (On-Site) First American Financial CorpSenior Banking Wire Operations Representative (On-Site)Santa Ana, CAFirst 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. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for eleven consecutive years.
Senior Vice President- Commercial Banking Western Alliance BancorpSenior Vice President- Commercial BankingCA$169,410–$209,270 / yearGather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
Client Success Senior Associate - Tech/Startup Banking JPMorgan Chase & CoClient Success Senior Associate - Tech/Startup BankingIrvine, CAThis role will work closely with Commercial Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer will be a critical partner for Commercial Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.
Credit Risk, Senior Associate - Real Estate Banking JPMorgan Chase & CoCredit Risk, Senior Associate - Real Estate BankingIrvine, CAAs a Portfolio Manager in Real Estate Banking, you will manage a portfolio of commercial real estate credits and relationships, partnering with coverage teams and clients to ensure the quality and resilience of our loan book. 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.
Senior Client Service Associate (Middle Market Banking) City National BankSenior Client Service Associate (Middle Market Banking)Long Beach, CARemote$71,869–$114,797 / yearReviews large deposits and either approves or declines immediate credit based on knowledge of clientele account balance account history and other related factors within delegated authority. Uses knowledge of bank products and services to consistently evaluate new opportunities for growth in relationships and recommending solutions to clientsprospects.
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.
Relationship Manager Business Banking Sr City National BankRelationship Manager Business Banking SrOntario, CARemote$92,114–$156,880 / yearThis may be accomplished through active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. Preferred to be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be registered/licensed with the "Nationwide Mortgage Licensing System and Registry" (NMLS); or must be able to be registered under the Safe Act.
Senior Associate - Business Development Officer - Middle Market Banking JPMorgan Chase & CoSenior Associate - Business Development Officer - Middle Market BankingIrvine, CAAs a Business Development Officer within the Middle Market Banking team, you will be leading national business development initiatives for the Pacific Region with market responsibility of Southern California (San Diego, Inland Empire, Orange County, Los Angeles and Central Coast) under the guidance of the National Head for Business Development and Business Development Team Lead. Your role will involve generating high-quality sales leads for middle market bankers by engaging prospective clients in meaningful dialogue about their banking needs and identifying opportunities to create mutually-beneficial relationships.
Senior Private Banking Relationship Manager - San Francisco, San Diego, Los Angeles, Irvine CA California Bank & TrustSenior Private Banking Relationship Manager - San Francisco, San Diego, Los Angeles, Irvine CAIrvine, CA$135,000–$192,000 / yearAs 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.
Senior Business Banking Relationship Manager (LO) Wells Fargo BankSenior Business Banking Relationship Manager (LO)Anaheim, 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Commercial Banking Portfolio Management Senior Manager Wells Fargo & CoCommercial Banking Portfolio Management Senior ManagerIRVINE, CA$159,000–$305,000 / 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Investment Banking Senior Analyst Roth Capital PartnersInvestment Banking Senior AnalystNewport Beach, CAFull timeSkills and Attributes:Excellent analytical skills and understanding of relevant financial and accounting principles; Ability to express ideas effectively and fluently; Comfortable with client interaction; Ability to work effectively with minimal direction under tight deadlines and multiple priorities, while maintaining a keen attention to detail; Strong proficiency in MS Office, Excel, PowerPoint, and similar software applications; Fast learner, self-motivated, organized, and willing to work within a flexible, demanding, and fast paced environment; and. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and maintains offices throughout the U.S. Investment Banking Senior Analysts are an important part of deal teams, work closely with senior-level bankers, and are responsible for assisting in the execution of M&A and capital raising transactions for public and private companies.
Credit Risk, Senior Associate - Real Estate Banking JPMorgan Chase Bank, N.A.Credit Risk, Senior Associate - Real Estate BankingIrvine, CAFull timeAs a Portfolio Manager in Real Estate Banking, you will manage a portfolio of commercial real estate credits and relationships, partnering with coverage teams and clients to ensure the quality and resilience of our loan book. 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.
Banking Operations Senior Business Analyst East West Bancorp IncBanking Operations Senior Business AnalystEl 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 Senior Business Analyst role is responsible for supporting the Banking Operations teams in data analytics tasks, Operational Excellence initiatives, system enhancements/implementation, and design & implementation of medium- to large-scale projects.
Community Banking Supervisor Provident Financial Holdings, Inc.Community Banking SupervisorRiverside, CA$21–$25 / hourThis is a hands-on leadership role - you'll work alongside your team on the teller line and platform, motivate staff to achieve sales goals, support compliance and operational excellence, and step in to guide the team in the absence of the Branch Service/Operations Manager. As a Community Banking Supervisor, you will help lead daily operations within the Retail Banking Center while ensuring exceptional customer service remains our top priority.
Relationship Executive - Emerging Middle Market Banking - Executive Director JPMorgan Chase & CoRelationship Executive - Emerging Middle Market Banking - Executive DirectorIrvine, CASeven plus years lending or credit support related experience with a focus on business relationships • Understanding of Commercial Banking products and services • Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs • Ability to collaborate with internal partners and resources • Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor • Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners • Deep local connections and market knowledge. • Champion a culture of innovation and a customer-centric mindset • Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships • Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies • Develop a weekly sales plan prioritizing revenue-generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling.
Relationship Executive - Mid-Corporate Banking - Executive Director JPMorgan Chase & CoRelationship Executive - Mid-Corporate Banking - Executive DirectorIrvine, CASeven plus years of lending or credit support related experience with a focus on business relationships Understanding of Commercial Banking products and services Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding sales goals Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Deep local connections and market knowledge Corporate finance expertise and strong transaction execution skills FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire. Act as a primary interface with our Mid-Cap Investment Banking Team Acquire new clients and maintaining and deepening a portfolio of relationships Act as the interface between our financial sponsors team and portfolio companies Growing and retain profitable relationships within the Mid-Corporate Banking target market Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies.
Investment Banking Associate, Consumer Group D.A. Davidson & Co.Investment Banking Associate, Consumer GroupIrvine, CA$160,000–$170,000 / yearDavidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed.
Private Banking- Business Insights Manager Citizens Financial Group IncPrivate Banking- Business Insights ManagerNewport Beach, CA$161,000–$189,000 / yearYou will apply your domain expertise to train and lead a team of Business Insights Analysts in providing predictive, prescriptive, diagnostic, and descriptive data analytics to support business initiatives and data requests. As the Business Insights Manager, you will lead a team that is responsible for synthesizing complex data to deliver meaningful, actionable business insights and strategic guidance to our business partners.
Fund Banking Analyst StifelFund Banking AnalystIrvine, CaliforniaStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Corp Banking Portfolio Mgr 3 U.S. BancorpCorp Banking Portfolio Mgr 3Newport Beach, CA$98,175–$115,500 / yearResponsibilities include: • Underwriting all types of credit account exposure • Managing an assigned credit portfolio • Successfully closing new business relationships and expanding existing relationships • Managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships • Providing customer service • Participating in joint sales calls with Relationship Manager(s) • Identifying customer needs. 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.
Experienced Investment Banking Analyst - Consumer Group D.A. Davidson & Co.Experienced Investment Banking Analyst - Consumer GroupIrvine, CA$105,000–$115,000 / yearDavidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals. The Analyst will play a critical role working with senior bankers on strategic assignments, assisting clients with mergers and acquisitions, public offerings, private placements and other advisory services.
Foreign Subsidiary Banking Relationship Manager U.S. BancorpForeign Subsidiary Banking Relationship ManagerIrvine, CA$139,230–$163,800 / yearIn 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 RM grows revenue as directed by senior management by successfully prospecting and closing new business relationships while retaining and expanding existing customer relationships.
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 I - Private Banking Commercial Real Estate City National BankPortfolio Manager I - Private Banking Commercial Real EstateIrvine, CARemote$41.83–$66.81 / hourAdditional Qualifications Basic experience in credit management and lending operations with a strong understanding of risk management principles Desire to build leadership and coaching skills with the ability to train and develop talent Strong communication and collaboration skills with the ability to work effectively with senior leadership and cross-functional teams Basic analytical skills with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise. 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.
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.
Business Banking Relationship Manager II Fifth Third BancorpBusiness Banking Relationship Manager IICity of Industry, CA$71,100–$145,900 / yearThe 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.
Business Banking Relationship Manager II (City of Industry) Fifth Third BankBusiness Banking Relationship Manager II (City of Industry)City of Industry, California$71,100–$145,900 / yearThe 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.
Analyst-Mortgage Banking Associate Newmark Group IncAnalyst-Mortgage Banking AssociateIrvine, CA$75,000–$90,000 / yearNote: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
Banking Operations Product Manager East West BankBanking Operations Product ManagerEl Monte, CaliforniaOur 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. Responsibilities: Act as a liaison between IT, Digital Banking Development Team, 3rd party vendor and system users to execute project plan tasks, develop solutions for various project and operational needs related to Centralized Operations systems.
Vice President, Relationship Manager - National Industries / Specialty Banking Bank of MontrealVice President, Relationship Manager - National Industries / Specialty BankingNewport Beach, CA$122,400–$228,000 / yearExpert level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Customer Service Stakeholder Management Negotiation Customer Relationship Building. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Technical Product Lead, Commercial Banking Deloitte Touche Tohmatsu LtdTechnical Product Lead, Commercial BankingCosta Mesa, CA$116,200–$229,100 / yearYou will work directly with commercial lending officers, treasury managers, and credit risk professionals to understand their work and help synthesize those across: current state understandings, target state hypothesis, process documentation, requirements, and / or and platform configuration decisions that drive measurable outcomes. As a Senior Consultant, you will lead Commercial Banking functional workstreams on large-scale banking transformation programs, translating complex business requirements into actionable solution designs while bridging the gap between business stakeholders and technology implementation teams.
US MD Commercial Banking Bank of MontrealUS MD Commercial BankingNewport Beach, CA$164,400–$285,600 / yearDrives efforts to identify new business opportunities, acquire clients, penetrate markets, and expand the client base by leveraging market insights, competitor analysis, and cross-selling initiatives. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Product Lead, Retail & Consumer Banking Deloitte Touche Tohmatsu LtdProduct Lead, Retail & Consumer BankingCosta Mesa, CA$128,000–$252,500 / year4-6+ years of experience in strategy, operations, or business transformation within a financial services institution or top-tier consulting environment, including a minimum of 2+ years of demonstrated success leading or supporting large-scale transformations (e.g., new product launches, platform migrations, or business integrations) and driving execution across long-term project lifecycles. As an Industry Solutions, Banking & Capital Markets Senior Consultant you will work on engagements in a team-based environment, partnering directly with clients, fellow Industry Solutions professionals, and Deloitte consultants from complementary disciplines.
Relationship Executive - Emerging Middle Market Banking - Executive Director JPMorgan Chase Bank, N.A.Relationship Executive - Emerging Middle Market Banking - Executive DirectorIrvine, CAFull timeJPMorganChase, 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. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Relationship Executive- Emerging Middle Market Banking- Executive Director JPMorgan Chase Bank, N.A.Relationship Executive- Emerging Middle Market Banking- Executive DirectorUpland, CAFull timeJPMorganChase, 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. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
NewLead Commercial Banking Relationship Manager Wells Fargo & CoLead Commercial Banking Relationship ManagerIrvine, CA$167,000–$260,000 / yearStrategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve client issues while achieving Wells Fargo's business objectives, by helping clients navigate Wells Fargo's processes, escalating inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements; serve as a mentor for less experienced colleagues. Review, understand, and offer the full suite of complex solutions offered by Wells Fargo to commercial clients to meet complex needs that require solid understanding and an in-depth evaluation, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions.
Senior Payments Fraud Analyst Citizens Business BankSenior Payments Fraud AnalystRancho Cucamonga, CATo perform this job successfully, an individual should have extensive knowledge of Microsoft Access Database software; Internet software, i.e. Chrome, Internet Explorer, etc., Fiserv EFT Client Central, Verafin Analytics Fraud Analysis, Q2 Console and Microsoft Office Suite of Products, i.e. Word, Excel, etc. Conducts timely investigations into suspected or confirmed fraudulent activity, including ACH, wire transfers, account takeovers, identity theft, spoofing, and check fraud, while managing multiple cases simultaneously and collaborating with department heads to process claims accurately.
Senior Director, Tax & Treasury Collaborative SolutionsSenior Director, Tax & TreasurySanta Ana, CaliforniaThis is a senior leadership role spanning domestic and international tax compliance, tax planning and strategy, transfer pricing, M&A tax structuring, joint venture tax considerations, and the full treasury function including cash management, debt and capital structure, foreign exchange, and banking relationships. Experience building or leading a treasury function, including cash management, FX risk management, banking relationships, and debt/credit facility management; candidates with combined tax and treasury leadership experience will be prioritized.
Sr. Teller Bank of HopeSr. TellerBuena Park, CATransaction Processing & Oversight: Process deposits, withdrawals, check cashing, loan payments, and other routine transactions accurately and efficiently. Required: Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
Credit UW I, II and Senior Bank of America CorpCredit UW I, II and SeniorNewport Beach, CA$88,000–$187,500 / yearResponsibilities:Manages a portfolio of clients supporting underwriting and/or monitoring requirements with limited to moderate complexityIndependently works with Relationship Management, and Risk teammates to understand structuring needs and requirementsDelivers 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 procedureHas credit approval for certain credit actionsLeads loan structure conversations and completion of loan documentation with internal/external legal partnersSkills:Attention to DetailCredit and Risk AssessmentFinancial AnalysisUnderwritingWritten CommunicationsAnalytical ThinkingCredit Documentation RequirementsFinancial Forecasting and ModelingRecording/Organizing InformationBusiness AcumenCollaborationCollateral ManagementLoan StructuringPrioritizationRequired Qualifications:· 3+ years of solid experience in Commercial Banking (Middle Market or Large Corporate or Leveraged Finance) underwriting, performing financial analysis, structuring, and portfolio management· Strong communication and analytical/technical skills, including financial accounting, modeling and loan structuring. Be knowledgeable of the closing process & timeline for all types of loans (i.e. real estate, revolvers, etc.)· BA/BS DesiredShift: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.
Middle Market Senior Relationship Manager TriCo BancsharesMiddle Market Senior Relationship ManagerIrvine, CA$154,000–$220,000 / yearEstablished in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.
Senior Director, Tax & Treasury Collectors Holdings, Inc.Senior Director, Tax & TreasurySanta Ana, CA$250,000–$310,000 / yearThis is a senior leadership role spanning domestic and international tax compliance, tax planning and strategy, transfer pricing, M&A tax structuring, joint venture tax considerations, and the full treasury function including cash management, debt and capital structure, foreign exchange, and banking relationships. • Experience building or leading a treasury function, including cash management, FX risk management, banking relationships, and debt/credit facility management; candidates with combined tax and treasury leadership experience will be prioritized.
Senior Portfolio Banker / BMO Family Office - Capital Advisory Services Bank of MontrealSenior Portfolio Banker / BMO Family Office - Capital Advisory ServicesNewport Beach, CA$102,000–$190,000 / yearProtects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers.
GTP Senior Service Associate East West BankGTP Senior Service AssociateEl Monte, CaliforniaOur 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. Reporting to the Global Transactions Services Group Manager the employee is responsible for delivering a high level of world class customer service through various inbound and outbound channels for commercial customers with Treasury Management Products.
Private Bank, Sales & Service Sr Partner (Colleague Effectiveness) Citizens Financial Group IncPrivate Bank, Sales & Service Sr Partner (Colleague Effectiveness)Newport Beach, CA$109,000–$150,000 / yearThis role bridges business strategy, organizational effectiveness, culture, and colleague enablement-ensuring that teams, skills, and structures align with the Private Bank's mission to deliver exceptional service to high-net-worth clients. The Private Bank, Sales & Service Sr Partner (Colleague Effectiveness) serves as a strategic connector within the Private Bank, driving workforce readiness, learning, culture, and employee experience across our sales and service colleagues.