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YesterdaySaved
In-Office
Brea, CA, USA
Senior level
Senior level
Fintech • Software • Financial Services
Responsible for sourcing, analyzing, and underwriting commercial real estate loans, negotiating terms, and fostering relationships with borrowers while complying with regulations.
Top Skills: ArgusExcelNcinoWord
YesterdaySaved
In-Office
Brea, CA, USA
Senior level
Senior level
Fintech • Software • Financial Services
The VP, Relationship Manager is responsible for sourcing opportunities, negotiating terms, conducting due diligence, underwriting loans, and building relationships with clients.
Top Skills: ArgusExcelMoody'S Analysis SystemsNcino SystemP.C.Word
YesterdaySaved
In-Office
3 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Responsible for managing a portfolio of private clients, developing business, providing financial advice, and ensuring compliance with banking regulations.
Top Skills: Specialty Software ProgramsSpreadsheetWord Processing
YesterdaySaved
In-Office
4 Locations
Senior level
Senior level
Fintech • Software • Financial Services
The role involves managing a portfolio of private clients, negotiating transactions, providing financial advice, and adhering to banking regulations while fostering business relationships.
Top Skills: BankingCompliance RegulationsFinancial AnalysisMs Office SuitePortfolio ManagementTreasury Management
YesterdaySaved
In-Office
3 Locations
Mid level
Mid level
Fintech • Software • Financial Services
The Flood and Insurance Specialist manages flood and insurance operations, ensuring compliance with regulations, managing policies, and enhancing coverage processes, while fostering relationships within the bank and with external clients.
Top Skills: ExcelIbs Loan SystemOutlookWord
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YesterdaySaved
In-Office
3 Locations
Senior level
Senior level
Fintech • Software • Financial Services
The VP of Underwriting for HOA Lending will analyze and underwrite loans, manage credit risk, and prepare reports for loan approvals.
Top Skills: ExcelMicrosoft WordNcino
YesterdaySaved
In-Office
3 Locations
Senior level
Senior level
Fintech • Software • Financial Services
The Sr Treasury Services Specialist supports internal teams and clients with Treasury Management Services, ensures product delivery meets regulations, and assists in procedures and audits.
Top Skills: AchBill PaymentExcelMicrosoft WordMobile BankingOnline BankingPositive PayRemote DepositTreasury Management ServicesWires
YesterdaySaved
In-Office or Remote
5 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Responsible for developing new commercial banking business focusing on middle market clients, engaging in the sales process, and building relationships to meet sales goals.
Top Skills: BankingCommercial BankingCredit PolicyFinancial ServicesTreasury Management
YesterdaySaved
In-Office or Remote
3 Locations
Senior level
Senior level
Fintech • Software • Financial Services
Develops and manages a portfolio of primarily private clients, providing financial advice and banking services while growing revenue through new business and existing relationships.
Top Skills: ExcelSpreadsheet SoftwareWord Processing
YesterdaySaved
In-Office
3 Locations
Mid level
Mid level
Fintech • Software • Financial Services
The VP, Relationship Manager for Payments develops new business opportunities in payment processing for SMBs, manages client relationships, and ensures excellent service delivery. This role involves significant client interaction and travel.
Top Skills: MS OfficePayment Processing Systems
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