Liaise with the commercial lending line and the underwriting team to expedite deal flow. You will assist with prescreening deals, assessing credit risk, structure loan transactions, request third party reports, review loan documentation, assist with loan closings and monitor / review credits for covenant compliance on a going forward basis while maintaining asset quality o...
Manage key aspects of lending/credit for clients in the FinTech practice. Structuring, underwriting and portfolio management - lot's of client interaction. Lead the due diligence process, recommend deal structure, partner with the Relationship Manager.
• Specialized knowledge and experience structuring, negotiating and managing Structured Finance / Warehouse Credit Fa...
Support a team of Private Bank Relationship Managers in your role as a Senior Private Bank Underwriter for our top tier client in Pasadena.
You'll work on a team of underwriters supporting Private Bankers in the Wealth Management group. Must have experience analyzing complex financial and credit information for Commercial businesses and HNWI's. This is strictly an under...
Our client is a $10B bank with a mandate to grow the Healthcare lending vertical, focused mainly on skilled nursing facilities and assisted living CRE market. Very competitive salary for a VP Relationship Manager with strong ties to the industry.
5+ years of experience in the Healthcare segment with origination, underwriting negotiation and closing experience in structu...
As the SME on all things Trust related, you will work hand in hand with internal wealth management partners throughout the Bay Area. Develop new business by leveraging your relationships with Trust Attorneys and CPAs. Meet with clients and prospects acting as the Relationship Manager, consulting on a broad array of wealth planning issues. Be the fiduciary resource for weal...
Multi-Family and Commercial Real Estate (CRE) underwriter is needed for a busy office. Must have experience with cash flow, appraisal and credit analysis.
3 yrs + of 1-4 residential underwriting and 5-75 units
Handle multiple tasks while meeting daily deadlines
Good organization skills
Excellent verbal and written communication skills required
Growing local bank has opportunities for experienced Commercial Underwriters to join their team in either Century City or DTLA. Be part of the growth story, assisting the Commercial Real Estate and C&I Loan Officers with deals from soup to nuts.
Bachelor’s degree in accounting, economics, finance or related field.
Minimum of five years of previous experience in C...
Top tier bank with an exceptional opportunity to add Senior Private Bankers to their Palo Alto/San Jose teams.
You will manage private banking relationships with high net worth clients, manage highly complex accounts and network in the local market for new business.
In this role, you're the Quarterback of the team, you'll consult with clients regarding financial need...
Senior Underwriter in Century City for fast-paced lending team. Sales oriented culture, entrepreneurial atmosphere, this successful team does a high volume of commercial lending and is adding to their underwriting team.
Average C&I or CRE deal size ranges from $2mm - $25mm
The Ideal Senior Commercial Credit Analyst/Underwriter will have the following Qualificatio...
As a Private Banker, you will provide highly personalized financial solutions (such as capital call financing, real estate lending, lines of credit) to General Partners of Venture Capital and Private Equity firms and CEOs, Founders, and executives at technology companies.
Focus is on Wealth Management and high-level discussions around Investment Services, in addition to...
Our client is a well established national bank with a Treasury Relationship Manager (TMSO) opportunity available in the East Bay area of San Francisco.
You'll be responsible for the direct sale of treasury management products and services to new middle market clients as well as growing existing treasury management customer relationships. Experience working with C- level...
Support a team of Private Bankers and Wealth Advisors as a Senior Commercial Real Estate Underwriter for our nationally known client in the Beverly Hills market.
You'll work on a team of 9 underwriters supporting Private Bankers in the Wealth Management group. Must have experience analyzing complex financial and credit information for Commercial businesses and HNWI's. T...
As an Investment, Trust and Estate Advisor you will be the lead subject matter expert for the Palo Alto Wealth Management team, offering Investment, Trust and Estate Planning expertise to clients.
Strong sales and marketing success is required, support Private Bankers and manage your portfolio of clients.
The Ideal Investment, Trust and Estate Advisor will have the f...
Leverage your leadership and Treasury Sales skills calling on large commercial clients and leading a team of 4 in the San Fernando Valley. Player/Coach role, ability to provide solutions to complex treasury needs. As the Treasury Sales Team Lead, you'll motivate in a collaborative environment with lots of growth potential.
Bachelor's Degree required
Critical Commercial Credit Team Lead position open due to loan growth in the East Bay. You'll manage workflow priorities, provide technical guidance and review the work of junior credit analysts and help to structure loans and assess credit worthiness.
This position involves client contact as you'll work closely with the Relationship Managers to help determine credit st...