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Costa Mesa, CA
Oct, 11
Call on Domestic Subsidiaries with revenues up to $500mm owned by foreign parent companies throughout California. Heavy business development role - must have proven track record in sales. 7 years commercial lending experience to this vertical target market 5 years managing a portfolio of clients Formal Commercial Credit Training...
Los Angeles, CA
Oct, 11
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...
Palo Alto, CA
Oct, 11
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...
Los Angeles, CA
Oct, 11
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...
Walnut Creek, CA
Oct, 11
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...
Los Angeles, CA
Oct, 04
Our client is a $10B bank with a mandate to grow the Healthcare lending vertical, focused mainly on skilled nursing 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 structuring, lendi...
San Francisco, CA
Oct, 03
As the SME on all things Trust related, you will work hand in hand with internal wealth management partners thoughout the Bay Area. Meet with clients and prospects acting as the Relationship Manager, consulting on a broad array of wealth planning issues. Be the fiduciary resource for wealth management clients. Qualifications Bachelor's degree from an accredited univers...
Los Angeles, CA
Oct, 01
Multi-Family and Commercial Real Estate (CRE) underwriter is needed for a busy office. Must have experience with cash flow, appraisal and credit analysis. Must have: 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 Excellent ...
Beverly Hills, CA
Sep, 27
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...
Los Angeles, CA
Sep, 20
CRE Underwriter for busy team in Century City. Must be able to work in a fast-paced environment with significant deal flow. Support a team of successful bankers as they bring in new clients, you'll take the deal from start to finish. College degree preferred. Extensive experience in underwriting multi-family and commercial real estate loans. Construction a plus. Adva...
Woodland Hills, CA
Sep, 20
Treasury Sales Officer for a middle market commercial lending team. Large portfolio of clients with revenues up to $1B, from Sherman Oaks to Santa Barbara. Manage the portfolio, prospect for new business, analyze customer's working capital needs, manage pricing strategy and establish strong relationships with stakeholders. Partner with internal Relationship Managers and pr...
Sherman Oaks, CA
Sep, 20
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. Collaborative environment on growing team. Bachelor's Degree required Entrepreneurial Attitude Leadership Experience preferred 7+ years of Treasury Managem...
Boston, MA
Sep, 20
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...
Palo Alto, CA
Sep, 20
The Loan Syndications group is expanding, use your Leverage Finance background to streamlining the syndication process, evaluate new relationships to determine the bank's ability to lead transactions and manage the underwriting risk. Other responsibilities will include providing market analysis, meeting with customers to discuss strategy, manage the inter-bank relationship...
Walnut Creek, CA
Aug, 23
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...

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