Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ

The Core Tax Services Manager is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services M

STV is seeking a creative, highly talented Senior Transportation Planner as our National State/Federal Grant Lead for employment (preferably) in the New York, NY; Philadelphia, PA, Washington, DC; Baltimore, MD, or Fairfax, VA offices. The location could be adaptable to the whereabouts of STV offices. In this role, you will be responsible for managing the National Infrast

Serves as an integral part of the branch management team by delivering exceptional member and team member experiences, managing risk, supporting growth, and providing oversight to the operations of a branch in a complex environment to support the Credit Union's strategic initiatives. Creates a work environment where staff consistently focuses on delivering the Wescom Expe

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest pr

This position will work with Wires, ACH, Treasury Management Support and Bankcard Operations to process fraud claims and to assess potential fraud threats. Essential Duties and Responsibilities 1. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. 2. Review fraudulent activity and verify account activity with cust

Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que

Assign workers responsibility for investigating and verifying financial status and reputation of prospective customers applying for credit, prepare documents to substantiate findings, and recommend rejection or approval of applications. Establish credit limits for customer accounts and handle special credit arrangements and deviations from standard terms of payment. Assig

Position Details Mortgage Home Loan Advisor (Commission Only) Do you hate sitting in an office all day? This position actually requires that you spend more than 80% of your time outside of your office. Like meeting new people and helping people to finance a new home? Read further to check out this opportunity. What You Will Be Doing Sourcing leads for mortgage home loans

The AVP & SBA Operations Officer II is responsible for providing on going support to the SBA Loan Center in processing and servicing SBA loans by preparing and reviewing SBA loan application and packaging forms. The AVP & SBA Operations Officer II will work independently with third party vendors such as title companies, escrow companies, and attorneys, while working on mu

Convergint is looking for a full time, enthusiastic, results driven, and forward thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perform preventive maintenance on banking equipment including alarm systems, CCTV, pneumatic drive ups, ATMs, vaults, safe deposit boxes, etc. Must have good verbal, written, and

Location 660 Newport Center Drive Newport Beach, California 92660 JOB BRIEF The Analyst will provide support to the Regional Manager and Multifamily Mortgage Bankers in reviewing and processing loan requests. ESSENTIAL JOB FUNCTIONS This position works closely with Mortgage Bankers to provide loan origination and deal structuring support for Relationship Managers, corresp

Ability to handle and maintain confidential information As part of our ongoing commitment to be #AlwaysBetter for our people, clients and communities, we have created a culture of belonging that champions your individuality as both a person and a professional. From our competitive compensation, top benefits and award winning professional development programs to industry l

Handles all phases of teller duties, including deposits, withdrawals, check cashing, loan payments, etc. Is cross trained in and is able to perform personal banking activities consisting of offering a full range of banking products and services as well as providing efficient and quality customer service. Essential Duties and Responsibilities Handles multiple transaction t

VP Commercial Lending & Business Services (Full Time Hybrid) Location US CA Valencia (HQ) ID 2024 1058 Category Business Lending Position Type Full Time Remote No Overview The VP Commercial Lending and Business Services manages Commercial Lending Department and associated portfolio. Reviews commercial real estate (CRE) loans, SBA loans, product guidelines, and department