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GENERAL SUMMARY Following established company policies and procedures, assists Loan Officers in the following essential functions. ESSENTIAL FUNCTIONS Prepare new and renewed underwriting packages. Order Credit reports, OFAC, Entity & UCC lien searches. Support Loan Officers in loan closing and funding. Assist Loan Officers with various account monitoring activities. Upload the credit files into Vision Content. Respond to customers' inquiries. Handle daily loan transactions & outgoing wi ...Read more about Loan Assistant / Senior Loan AssistantMore
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GENERAL SUMMARY The VP, Manager, Quality Assurance will be responsible for identifying and assessing operational risks throughout all Loan Operations departments; and working with department managers to develop strategies and processes to minimize or eliminate them. Will coordinate and lead various internal processes including Enterprise Risk Assessment, Business Continuity, Vendor Management, and other risk-related initiatives. Additionally, will provide leadership to and manage the Quality Co ...Read more about VP, Manager, Quality AssuranceMore
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GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk ...Read more about Relationship Banker IMore
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GENERAL SUMMARY Answers and directs incoming telephone calls related to account services, online banking, mobile banking, and telephone banking. Supports client inquiries via other channels including live chat and email. Responsible for telephone banking and online banking implementation, maintenance, and transaction processing. ESSENTIAL FUNCTIONS Operate telephone system to answer and direct incoming telephone calls in a timely, professional, and courteous manner. Respond to email inquiries p ...Read more about Client Service SpecialistMore
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GENERAL SUMMARY Following established company policies and procedures, assists Loan Officers in the following essential functions. ESSENTIAL FUNCTIONS Prepare new and renewed underwriting packages. Support Loan Officers in loan closing and funding. Underwrite new and renewed loans under $1 million and credit modifications and amendments. Assist Loan Officers in customer service and follow up on outstanding items. Assist Loan Officers with various account monitoring activities. Prepare and dis ...Read more about Senior Loan Assistant / Loan SpecialistMore
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GENERAL SUMMARY Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimize r ...Read more about Relationship Banker IIMore
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San Francisco, CA, USA ● Req #2165Tuesday, March 5, 2024GENERAL SUMMARY The VP, Relationship Manager, Business Banking (NE) primary responsibility is business development (90%) and portfolio management (10%) of new and assigned business clients. This includes identifying and acquiring new quality business relationships, business deposit and loan growth, generating fee income and cross selling to assigned business client portfolio. ESSENTIAL FUNCTIONS Proactively solicit new business relationships through calling efforts on prospects developed thro ...Read more about VP, Relationship Manager, Business BankingMore
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GENERAL SUMMARY Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank’s other products and services. PM is expected to provide “best-in-class” service to these loan clients while following estab ...Read more about VP, Portfolio ManagerMore
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GENERAL SUMMARY Responsible for primarily opening new accounts, cross-selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. Follow regulations and bank security procedures to protect customers as well as minimi ...Read more about Relationship Banker IIMore
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GENERAL SUMMARY Under some supervision and following established policies and department procedures, provide loan support to the assigned Loan Officers. ESSENTIAL FUNCTIONS Order and/or update the loan documentation, appraisal report, title premium or date down, environmental report, and field audit request prior to new loan entry to underwriting system or line renewal/amendment. Collect and input data, loan structures, covenants, and borrower’s information to underwriting system for new lo ...Read more about Loan AssistantMore
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GENERAL SUMMARY The Senior IT Auditor & Issues Management will perform an important role in evaluating and reviewing Issues and leading and performing Financial, Operational, Compliance, IT Audits and various value-add projects under the direction of internal audit management. The Senior IT Auditor & Issues Management will be responsible for assisting Internal Audit management with project planning, execution, and reporting. ESSENTIAL FUNCTIONS Validate issues by evaluating effectiveness and su ...Read more about Senior IT Auditor & Issues ManagementMore
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GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partneri ...Read more about Customer Service & Sales ManagerMore
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GENERAL SUMMARY Responsible for the preparation/review (attorney prepared) loan documents for commercial loans. Obtain and review all necessary loan information to prepare/review adequate loan documents and takes appropriate action on any issues. Acts as a liaison with internal and external sources, coordinate meetings with related parties as needed, working with title companies as well as internal and external legal sources. Coordinates loan closing, ensuring that all loan documents are properl ...Read more about Loan Administration OfficerMore
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GENERAL SUMMARY The VP, Internal Audit Manager reports directly to the SVP, Chief Internal Auditor. Assists in preparing the annual risk assessment and developing the annual internal audit plan. Provides day-to-day supervision and guidance to the audit staff. Manages audit projects and routinely interacts with senior and executive management. Performs complex audits, as needed. DIRECT REPORTS The VP, Internal Audit Manager will typically have 4-6 direct reports for which they have administ ...Read more about VP, Internal Audit ManagerMore
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GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers’ financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance with audit and regulatory standards. DIRECT REPORTS This position may supervise the Financial Advisor Assistan ...Read more about Financial AdvisorMore
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GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk to ...Read more about Relationship Banker I (Temp)More
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Los Angeles, CA, USA ● Req #1942Tuesday, February 6, 2024GENERAL SUMMARY Primarily responsible for ensuring the Bank’s compliance with non-deposit investment product and foreign exchange (ForEx) laws and regulations. In this regard, the Non Traditional Banking Products Compliance Officer (NTBPCO) will monitor changes in applicable laws and regulations, provide support to the Chief Compliance Officer and the Compliance Committee, Wealth Management and Foreign Exchange Departments of the Bank in interpreting and understanding laws and regulations, and ...Read more about AVP, Non-Traditional Banking Products Compliance OfficerMore
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GENERAL SUMMARY Responsible for primarily handling teller transactions, providing operational support, cross-selling bank products/services, and resolving customer service issues. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional customer experience. As needed, will open accounts and refer customers to other areas of the bank as appropriate. Follow regulations and bank security procedures to protect customers as well as minimize risk ...Read more about Relationship Banker I or IIMore
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GENERAL SUMMARY Travel to various branches within assigned region to promote and support superior customer service and for monitoring/maintaining the quality of the operational activities within assigned region. Work closely with Deposit Operations Administration-Branch Services department for all branch operational procedures, and other areas within Deposit Operations Administration for problems or issues relating to audits, security, personnel, losses, or service. May provide recommendations ...Read more about Senior Regional Operations OfficerMore
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GENERAL SUMMARY Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch. ESSENTIAL FUNCTIONS Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank. Make regular business development call ...Read more about VP, Branch ManagerMore
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GENERAL SUMMARY Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank. DIRECT REPORTS The incumbent supervises the entire staff within the branch. ESSENTIAL FUNCTIONS Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank. Make regular business development calls to s ...Read more about VP, Branch ManagerMore
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GENERAL SUMMARY Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partneri ...Read more about Customer Service & Sales ManagerMore