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The Senior Relationship Manager (RM) position is an integral component of the South Bay region, with a key focus on deposit growth products with new and existing client relationships and lower middle market prospects for deposit generation, business and consumer loans, treasury management and international bank services. Principal Duties and Responsibilities Assists the A
Posted 3 days ago
Eide Bailly
- Tustin, CA / Long Beach, CA / Irvine, CA / 2 more...
Transaction Advisory Services Senior Manager Remote Eligible Job Locations US CA Tustin | US CA Long Beach | US CA Irvine | US CA Sherman Oaks | US CA Torrance ID 2024 6933 Category Transaction Services Position Type Full Time Work Option(s) Remote / Hybrid / In Office Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over
Posted 11 days ago
Work with Senior Banker to understand the business strategy and pipeline for the region. Maintain a view of the full portfolio in region. Define the Deal Team by identifying the credit partner (Middle Market Portfolio Manager or vertical credit partner) and Regional Closing Coordinator. Meet with prospective clients as needed. Assess viability of the client and/or transac
Posted 12 days ago
Job Title Structured Credit Services CLO Specialist Corporate Title AVP Location Santa Ana, CA or New York, NY (ALL ROLES TO BE CONSIDERED) Overview The Structured Credit Services CLO Specialist is the primary point of contact for the clients. You must have a deep understanding of bank loans, Collateralized Loan Obligations (CLOs) and other complex fixed income structures
Posted 12 days ago
Withum
- San Diego, CA / Orange, CA / San Francisco, CA / 6 more...
Looking to work at a firm that encourages a work life balance and a path to Partnership? Withum is a forward thinking, technology driven advisory and accounting firm, helping clients to Be in a Position of Strength SM in today's modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business mana
Posted 1 day ago
Cathay Bank - Headquarters
- Los Angeles, CA / Westminster, CA
Participates in the loan management process by providing credit and loan analytical expertise to a team of Commercial Loan Officers. Analyzes prospective loan transactions and credit worthiness of borrowers. Prepares credit analysis and provides opinions and recommendations regarding proposed credit and potential risks. Ensures all due diligence and background evaluation
Posted 2 days ago
Position Details SUMMARY Treasury Management Officer (TMO) is the primary sales resource in Treasury Management focused on business development and new business acquisition activity. Maintains contact with top and high priority prospects and customers. Also, supports the business development and customer expansion efforts of the Commercial Banking Teams . ESSENTIAL DUTIES
Posted 8 days ago
Eide Bailly
- Sherman Oaks, CA / Irvine, CA / Long Beach, CA / 2 more...
Transaction Advisory Services Manager Remote Eligible Job Locations US CA Sherman Oaks | US CA Irvine | US CA Long Beach | US CA Tustin | US CA Torrance ID 2024 6932 Category Transaction Services Position Type Full Time Work Option(s) Remote / Hybrid / In Office Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offi
Posted 11 days ago
We are in search of an experienced leader to serve as the Senior Manager Finance and Commercial Risk for our California Buildings district office, the lead financial role in a high growth district within PCL Construction's commercial construction division. As the finance leader of the Southern California area, the Senior Manager Finance and Commercial Risk is accountable
Posted 11 days ago
Job Title Structured Credit Services Closing Specialist Corporate Title Vice President Location Santa Ana, CA and New York, NY Overview The Closing Team Specialist is the primary point of contact for existing and new clients as new structures are being developed.The Specialist will coordinate with various internal and external parties to ensure the successful closure of t
Posted 13 days ago
s REQUIREMENTS HS Diploma/GED Leadership experience with coaching and leading a team Proven experience with meeting sales goals Ability to obtain i nsurance l icensing within 6 months of start date where required PREFERRED REQUIREMENTS College degree or experience with underwriting, credit decision, or related financial industry experience Target base salary range is $25 $
Posted 7 days ago
Exceptional analytical skills, solid quantitative training, remarkable communication skills, and creativity are the foundation for successful professionals at Secretariat. Successful candidates will join an expanding domestic and international business valuation and damages quantification practice. Our Los Angeles based group works on large and complex commercial damages
Posted 8 days ago
Position Details Branch Manager II While you're working as a more experienced Branch Manager II here at First Bank and leading your branch sales team, your responsibilities will be to develop branch sales, maximize branch employee performance through appropriate human resource management, plan, direct and manage the marketing, business development and sales activities at
Posted 9 days ago
Cooley LLP
- San Francisco, CA / New York, NY / Los Angeles, CA / 9 more...
Financial Services Operations Manager Cooley is seeking a Financial Services Operations Manager to join the Accounting and Finance team. Position summary The Financial Services Operations Manager is responsible for management of the Firm's treasury team (within Accounting and Finance department). Direct treasury management functions include daily cash balance analysis and
Posted 11 days ago
Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we work closely with clients to embrace a transformational approach aimed at benefiting all stakeholders empowering organizations to
Posted 1 day ago
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