Utilizing knowledge gained through experience, oversees the operations of a branch in a complex environment to support and achieve credit union strategic initiatives. Creates a work environment where staff consistently focuses on delivering Wescom Experiences. Fosters a culture within the branch that reinforces member service, teamwork and collaboration, financial discipl

Serves as an integral part of the branch management team by delivering exceptional member and team member experiences, managing risk, supporting growth, and providing oversight to the operations of a branch in a complex environment to support the Credit Union's strategic initiatives. Creates a work environment where staff consistently focuses on delivering the Wescom Expe

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest pr

Support and collaborate with other Bank departments and business partners such as but not limited to Bankers Support, IT, Retail Banking, Accounting, Lending and Treasury Management as it relates to Bank systems, policy/procedure and customer service. Identify opportunities to create efficiencies on the front line in retail banking by way of centralization. Provides leade

Financial Services Operations Manager Cooley is seeking a Financial Services Operations Manager to join the Accounting and Finance team. Position summary The Financial Services Operations Manager is responsible for management of the Firm's treasury team (within Accounting and Finance department). Direct treasury management functions include daily cash balance analysis and

Transaction Advisory Services Manager Remote Eligible Job Locations US CA Sherman Oaks | US CA Irvine | US CA Long Beach | US CA Tustin | US CA Torrance ID 2024 6932 Category Transaction Services Position Type Full Time Work Option(s) Remote / Hybrid / In Office Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offi

Transaction Advisory Services Senior Manager Remote Eligible Job Locations US CA Tustin | US CA Long Beach | US CA Irvine | US CA Sherman Oaks | US CA Torrance ID 2024 6933 Category Transaction Services Position Type Full Time Work Option(s) Remote / Hybrid / In Office Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over

We are in search of an experienced leader to serve as the Senior Manager Finance and Commercial Risk for our California Buildings district office, the lead financial role in a high growth district within PCL Construction's commercial construction division. As the finance leader of the Southern California area, the Senior Manager Finance and Commercial Risk is accountable

Responsible and accountable for credit underwriting and origination of new credits from existing and/or new customers to include renewals, modifications, and annual reviews. Make appropriate loan structure recommendations. Order and/or perform property inspections and/or valuation updates on real estate collateral per Bank policy. Monitor credit risk by periodically evalu

Work with Senior Banker to understand the business strategy and pipeline for the region. Maintain a view of the full portfolio in region. Define the Deal Team by identifying the credit partner (Middle Market Portfolio Manager or vertical credit partner) and Regional Closing Coordinator. Meet with prospective clients as needed. Assess viability of the client and/or transac

As a Senior Commercial Relationship Manager you will provide a selection of services (primarily commercial credits and treasury management services) to business clients through active business development and relationship management. Develop relationships with clients with large/complex businesses. Develop and manage a portfolio of high performing commercial relationships

The Operations Process and Controls Manager is responsible for providing both oversight andhands on support from a first line of defense (1LoD) risk perspective, for both deposits and payments activities, within the Commercial Banking Operations team. The Operations Process and Controls Manager will develop and execute a robust payments risk management culture and environ

Job Title Structured Credit Services Closing Specialist Corporate Title Vice President Location Santa Ana, CA and New York, NY Overview The Closing Team Specialist is the primary point of contact for existing and new clients as new structures are being developed.The Specialist will coordinate with various internal and external parties to ensure the successful closure of t

The Senior Relationship Manager (RM) position is an integral component of the Brea region, with a key focus on deposit growth products with new and existing client relationships and lower middle market prospects for deposit generation, business and consumer loans, treasury management and international bank services. PRINCIPAL DUTIES & RESPONSIBILITIES Achieve targeted goa

When you join our Tax Advisory practice, you will be part of a team working hand in hand with our clients to help themnavigate the dynamic challenges associated with rapidly evolvingtaxpolicy. You will tackle a variety of complex projects related to tax advisory, business transactions, and strategy. As a Manager, you will lead the delivery of client engagements, serving a