Top Finance Jobs in Los Angeles, CA

Underwrite, monitor, and manage a middle-market commercial loan portfolio. Perform financial analysis/modeling, risk evaluation, regulatory compliance, documentation, and client support to maintain credit quality and grow relationships.

Support Middle Market Banking credit administration: maintain/update credit files and FaCT database, manage financial reporting and exceptions, run reports, coordinate with Portfolio Managers/Credit Analysts, assist CRM setup, and submit spreading requests.

Develop and manage personalized wealth management strategies for clients, grow relationships through prospecting and partner referrals, perform proactive outreach, and coordinate with internal specialists on investments, insurance, financial planning, and estate planning.

Perform moderately to highly complex internal appraisal reviews for 1-4 family residential properties to ensure compliance with USPAP, Fannie Mae, Freddie Mac, and HUD guidelines. Evaluate reported values, identify salability issues, communicate with appraisal vendors, and escalate inconsistencies. Meet daily and monthly goals while adhering to bank policies and regulatory requirements.

Develop and manage a personalized wealth management practice by conducting client discoveries, creating tailored financial plans, growing relationships via partner referrals and outreach, and leveraging internal specialists for investment management, insurance, estate planning, and other services to meet client goals.

Branch-based advisor who builds personalized wealth management plans, grows client relationships through referrals and outreach, partners with internal specialists to deliver financial planning, investment management, insurance, and estate planning services.

Branch-based advisor delivering tailored wealth management strategies for individuals and families. Conduct client discovery, develop financial plans, grow relationships via referrals and partner engagement, and coordinate with internal specialists for investments, insurance, and estate planning.

Manage end-to-end private bank loan processes: analyze client financials, determine eligibility, present loans for approval, coordinate closings, ensure regulatory compliance and document accuracy, monitor pipeline, and mentor lending team members.

Lead CRA strategy and community development initiatives across assigned markets. Build partnerships with nonprofits, government, and internal business lines to generate CRA-qualified lending, investment, and service opportunities. Manage CRA reporting, exam documentation, market planning, and outreach programs to support affordable housing, workforce development, small business, and financial empowerment.

Build and manage a branch-based wealth management practice for high-net-worth clients. Conduct financial discoveries, create tailored financial plans, grow relationships via referrals and partner engagement, and coordinate with internal specialists on investments, insurance, and estate planning.