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As a Loan Consultant you will assist customers, originate loans, and review files while being a liaison between the builder divisions, sales team, and closing department. Job Details We trust that as a Loan Consultant you will (responsibilities) Assist customers in the selection of loan product and securing loan approval Originate loans to company policies, procedures, an
Posted Today
When not serving as Review Lead, perform detailed and independent loan file reviews, using technical subject matter expertise and knowledge, focusing on the examination of more complex credits. Demonstrate independent judgment in evaluating loan credit quality, thoroughness of risk identification, accuracy of financial analysis, appropriateness of loan structure, support
Posted 1 day ago
Banner Bank
- Los Angeles, CA / Riverside, CA / San Bernardino, CA
More than 130 years ago, we started with core values that never go out of style listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past five years. With more than $16 billion in assets and over 150 locations throughout Washington, Oregon, Idaho,
Posted 1 day ago
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
Posted 2 days ago
Enterprise Bank & Trust
- San Juan Capistrano, CA
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom and pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Missouri, Kansas , Arizona, California, New Mexico and Nevada, we're strong, growing and committed to supp
Posted 2 days ago
Following established company policies and procedures, performs the following ESSENTIAL FUNCTIONS Provide tracking of incoming emails to CAD for tickler updates and financial spread requests. Log in activity and save attachments in respective borrower folders for spreading by Credit Analysts. Disposition ticklers in nCino and/or CASH. Generate weekly and monthly reports.
Posted 2 days ago
EisnerAmper
- New York, NY / Melville, NY / Fort Myers, FL / 15 more...
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy t
Posted 3 days ago
Safely and effectively handle all National Accounts including customer requests, keeping data accurate and files up to date to ensure the flow of information between customer, broker, sub contractor and Baker. Duties Respond to inbound / outbound emails and cases assigned via Salesforce Answer phone calls as they come in via salesforce and the IP phone system Input servic
Posted 1 day ago
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
Posted 1 day ago
Supports Senior Investment Professionals on underwriting assigned products/sectors for the portfolio by conducting due diligence and preparing loan presentations for both primary and secondary opportunities. Monitors assigned products/sectors to maintain credit quality by conducting financial statement analysis, credit agreement or indenture legal analysis, cashflow analy
Posted 2 days ago
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
Posted 2 days ago
A Transfer Pricing (TP) Managing Director collaborates with Partners to lead the national TP practice towards the collective goal of becoming the pre eminent Transfer Pricing Practice in the U.S. The Managing Director will create, develop, and maintain strong client relationships (both internally and externally) and motivate, inspire, and develop our transfer pricing team
Posted 3 days ago
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
Posted 1 day ago
Provides consultative services to members regarding credit union products and services by assessing member needs. Assists members in establishing memberships, loan accounts and services, share accounts and savings services, completing necessary documents and performing data entry of records in compliance with audit requirements. Processes transactions for members and freq
Posted 1 day ago
Federal Reserve Bank of San Francisco
- San Francisco, CA / Seattle, WA / Salt Lake City, UT / 1 more...
Acts as a team lead that requires distribution of responsibilities, communication with Reserve Bank, complainant, and other regulatory liaisons, and examination staff to ensure fair and accurate review of consumer complaints. Partners with Consumer senior manager to set the strategic and analytic direction of the team, by identifying systemic issues though analysis of the
Posted 2 days ago
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