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California Bank of Commerce jobs in Irvine, CA

- 167 jobs
  • Loan Servicing Coordinator

    California Bank of Commerce 4.4company rating

    California Bank of Commerce job in Irvine, CA

    Loan Servicing Coordinator is responsible for reviewing closed loan documents for accuracy, missing documents, proper signatures, dates and other relevant data and enter information into tracking software; review other legal documents as needed, image and index all loan files and proof unloaded loans; maintain an accurate filing system of all notes and credit files; reconcile loan disbursements; and compose and send routine correspondence and reports as needed. ESSENTIAL DUTIES AND RESPONSIBILITIES: * May complete callback of daily loan system reports to ensure proper payment posting, exception corrections and loan data. * Review tickler reports to ensure collateral insurance and other ticklers are being monitored and followed, including, but not limited to, receiving collateral. * "Board the loan" onto the loan system, ensuring that the appropriate information is entered in the correct system fields (ticklers, flex date fields, addenda's, etc.). * Disburse loan proceeds and fees paid per Disbursement Authorization. * Prepare are modification loan documentation on Laser Pro as assigned by Supervisor. * Secures collateral and other documentation in safekeeping (documentation file). Prepares and manages credit and non-negotiable document files. * Processes loan payments, loan draws and advances, including, but not limited to Construction advances. * Process Participation payments/advances and forward to appropriate participant per Participation Certificate. * May be required to process Guidehouse SBA 1502 Report. * Maintains record keeping for loan system, which may include balancing loan activity, preparing general ledger entries, verifying data entry, and correcting any errors or maintenance issues. * Maintain credit files in an up-to-date condition. Manage file systems of retention storage and other related matters. * Handle incoming mail, including but not limited to, receiving, sorting, copying, and filing. * Quotes loan balances, payoffs and payment information to customers, lending officers and processors. * Process paid loans, including, but not limited to, Customer letter, "release" collateral. * Reply to Demands for Payoff. (First Notify Loan Officer following that a demand has been received). * Responds and researches exceptions reported by loan officers/loan processors; responds to customer inquiries. * Responds to credit verification and payoff requests. * May process charge-offs or non-accrual loans; maintains accurate records on non-accrual billed loans. * Prepare are modification loan documentation on Laser Pro as assigned by Supervisor. Requirements REQUIRED SKILLS AND ABILITIES: * Computer skills to include use of Microsoft Office products, Laser Pro and other programs as required. * Strong mathematical ability. * Strong analytical skills, time management, and organizational skills. Ability to handle detail-oriented transactions. * Excellent written and verbal communication skills, attention to detail and follow-through. * Outstanding interpersonal skills, dedication to teamwork, and enjoys working closely with others. * Ability to interact with coworkers, follow directions and work rules, and accept constructive feedback. Education/Licenses/Work Experience: * High school diploma or GED equivalent required. * Three to five years' experience in banking/lending. * Experience in a Note Department of a commercial bank, preferred. Work Environment * Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. * Prolonged periods sitting at a desk and working on a computer. * Remain in a stationary position for sustained periods of time. * Occasionally move about inside the office to access filing cabinets and/or other office machinery. * Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. * Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scan machine, and/or computer printer. * Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. * Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. * Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $35.50 to $41.00 per hour. Pay range may vary based on skills, experience, and location. Salary Description Pay Range: $35.50 to $41.00 per hour
    $35.5-41 hourly 33d ago
  • 340B Client Account Manager - Remote or in-office in Midvale, UT

    California Bank & Trust 4.4company rating

    California Bank & Trust job in Los Angeles, CA

    Procuity is a fast-growing company that is delivering innovative SAAS solutions to the growing pharmacy and medical industry. Our products streamline complex processes, saving money and time for our customers and contributing to the overall reduction of healthcare costs. Procuity is in the unique position of being a nimble start-up company while being owned and financed by Zions Bancorporation, (ZION) a $54 billion dollar holding company. Procuity is looking for a 340B Client Account Manager for our 340B Business Line. The successful candidate will have 340B account management experience or similar experience as a part of a PBM, Pharmacy, Drug Wholesaler or Health System. The position requires a hard-working individual with an ability to work with a sophisticated customer base. The candidate will have an entrepreneurial spirit and will thrive being on the ground floor of a high-growth opportunity. This is a remote position or in-office in Midvale, UT. Client Account Manager Job Responsibilities: * Responsible for managing key accounts, maintaining long-term relationships with strategically important accounts, and maximizing inside sales opportunities. * Develop in-depth knowledge of all accounts including key decision-making personnel. * Work with Covered Entities. * Focus on implementation and client servicing. * Establish strong working relationships with existing customers to provide high level of customer service to assigned accounts. * Focus on growing and developing existing clients to generate incremental business. * Act as primary day-to-day contact for customer for new products and continuing initiatives. * Act as the day-to-day interface between the customer and all relevant internal departments. * Provide technical support to the customer and/or coordinate with the appropriate technical functions for support as necessary. * Play an integral role in timely and effectively boarding new clients. * Drive and oversee solutions architecture for clients. * Perform other duties as assigned. Qualifications: * 340B account management experience or 340B experience with account management skills. * Must have excellent customer relationship, customer service, and negotiation skills. * Ability to drive customer success and retention. * Excellent problem resolution and communication skills, both verbal and written. * Ability to manage client expectations. * Ability to follow up and drive interdepartmental priorities to meet customer requirements. * Excellent organization skills and strong attention to detail. * High energy and a strong work ethic; willing to go above and beyond for customer. * Proficient in Microsoft Office Suite. Education & Experience: * Requires a bachelor's degree in business, marketing or a related field and 4+ years' experience with client account management or relationship management, outside sales or other directly related experience. * 2+ years of experience with 340B. * A combination of education and experience may meet requirements. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays. * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. * Mental health benefits including coaching and therapy sessions. * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire. * Employee Ambassador preferred banking products. Pay (depending on experience): $65,000-$95,000
    $65k-95k yearly 30d ago
  • Area Retail Mortgage Production Manager - Orange County, CA

    California Bank & Trust 4.4company rating

    California Bank & Trust job in Irvine, CA

    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 employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for an Area Retail Mortgage Production Manager to provide top notch customer service to our clients and customers in the Orange County, CA area. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Manages and coordinates activities of residential construction and mortgage lenders and staff. Trains, motivates, coaches and provides guidance to assigned area personnel in order to increase sales productivity. Monitors and evaluates production and goals. Responsible for personal loan production and the overall sales effort of the assigned team. Conducts mortgage sales staff meetings and educates staff on new and existing products and programs. Responsible for planning, implementing and developing promotional and marketing initiatives, as well as expanding the company's sales and service culture. Train sales staff as needed. May solicit and originate residential construction and mortgage loans, obtains and analyzes pertinent financial and credit data. Responsible for team compliance with policies and regulatory requirements. Manages and mitigates risk within the team. Other duties as assigned. Qualifications: Requires a bachelor's in business, finance or related field and 4+ years of banking, mortgage lending, sales and/or public relations or other directly related experience. Supervisory experience preferred. Advanced knowledge of marketing, public relations, sales and service. Strong management and leadership skills. Strong communication skills, both written and verbal. Knowledge of mortgage banking services and products. Must have solid customer service and problem resolution skills. Ability to make sound decisions. Ability to coach and mentor mortgage staff. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $50,000 - $80,000 annually depending on job-related factors such as level of experience and location. Plus, commissions. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products
    $50k-80k yearly 40d ago
  • Commercial Banker - Irvine, CA

    California Bank & Trust 4.4company rating

    California Bank & Trust job in Irvine, CA

    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 employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a Commercial Banker in Irvine, CA. This role focuses on acquiring and servicing commercial loans, commercial real estate loans and bank services in accordance with individually established business development goals. Essential Functions: Responsible for achieving assigned production targets across new deposit production, loan origination, and fee income categories, in alignment with established performance metrics and business Development objectives. Acquires and services commercial loans, commercial real estate loans and bank services in accordance with individually established business development goals. Achieves quarterly Managed Portfolio Growth goals. Demonstrates clear understanding of risk management and covenant tracking procedures. Responsible to make presentations regarding bank products and services to prospective clients and company principals, perform underwriting functions and continually monitor credit quality. Higher level Commercial Bankers may oversee lower-level associates. Other duties as assigned. Qualifications: Requires a Bachelor's degree in business, finance or a related field and 2+ years commercial lending and credit underwriting experience. An equivalent combination of education and experience may meet qualifications. Working knowledge of lending and credit analysis, preferably in a commercial lending environment. Knowledge of bank products and commercial lending techniques and procedures. Ability to expand loans, client relationships and cross sell bank products. Familiarity of the sales, loan processing and closing processes. Good underwriting skills. Ability to interview loan applicants and have good perceptive on character judgment. Ability to structure loans and monitor credit performance. Must have good interpersonal, presentation and communication skills. Working knowledge of software applications, including word processing and spreadsheets. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $100,000- 125,000 depending on job-related factors such as level of experience.
    $100k-125k yearly 2d ago
  • Senior Private Client Associate

    East West Bank 4.7company rating

    Pasadena, CA job

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview The Senior Private Client Associate plays a critical role in supporting senior Private Bankers (PBs) and Relationship Managers (RMs) in delivering exceptional banking services to high-net-worth (HNW) clients. This position requires a high level of professionalism, attention to detail, and the ability to manage complex client needs with discretion and efficiency. Responsibilities Partner closely with senior PBs and RMs to provide personalized, white-glove service to HNW clients, identifying and fulfilling their financial needs. Support RMs throughout the client onboarding process, including participating in KYC meetings and assisting with documentation and procedural requirements. Initiate account openings and assist RMs with fund transfers and related transactions. Handle daily administrative tasks such as preparing client documentation, compiling reports, and scanning records. Oversee post-account opening operations to ensure compliance and mitigate audit risks. Collaborate with internal banking specialists (GTP, FX, BSA officers) and centralized service teams to deliver seamless, integrated client service. Engage directly with RMs and clients to execute transactions and perform account maintenance. Resolve client and internal issues with strong communication and problem-solving skills across business units. Enhance client satisfaction by proactively engaging with RMs and clients, ensuring timely and effective issue resolution. Assist RMs in presenting and delivering East West Bank's full suite of products and services. Mentor and guide other Private Client Associates, performing secondary reviews and quality control as needed. May perform other duties as assigned Qualifications 3-5 years of customer service experience, preferably in a financial services or banking environment. Bachelor's degree or equivalent experience preferred. Ability to work independently with minimal supervision in a fast-paced, high-pressure environment. Strong organizational skills with the ability to manage multiple tasks and ensure timely completion. Excellent verbal, written, and interpersonal communication skills. Proven ability to deliver outstanding customer service and build strong relationships with clients and colleagues. Effective time management and decision-making abilities. Proficiency in Microsoft Office applications (Excel, PowerPoint, Word). Professional working proficiency in Mandarin and or Cantonese is a plus. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $31.00/Hr. - USD $40.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $31-40 hourly Auto-Apply 17d ago
  • Temp-Construction Disbursement Associate

    East West Bank 4.7company rating

    El Monte, CA job

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview The Construction Disbursement Associate I is responsible for the set up of the construction budget into CLCS, the review of construction loan data entry for completeness and accuracy and the disbursement of construction loan draws. Responsibilities Enter new construction loans in the CLCS system and set up appropriate budget. Perform 2 nd review of data input for accuracy and ensures the new loan set up line item budgets are in accordance with the credit approval. Review the disbursement draw request to the specific line item in the budget ensuring funding within the budget. Obtain approval for budget change request line item Process construction loan disbursements per guidelines and proper approval from the relationship manager in accordance with approval guidelines. Obtains title insurance date down/change orders for each draw request when required. Orders third party inspection reports, balances borrower's construction loan budget against bank records Ensures receipt and approval of inspection and title date down reports for all voucher disbursement requests. Schedules all disbursement transactions and inputs requests into the CLCS system Monitor use of borrower's soft cost funds and disbursing funds on borrower's behalf. Maintain current property and general liability insurance for all files. Ensure that all disbursement documentation is scanned and saved in the imaging system. Interface with relationship managers, title companies, appraisal department, construction services, accounting and etc. to manage the servicing of loan portfolio. Provide excellent customer service to clients. Responds to general inquiries on loan status. May perform other duties as assigned Qualifications Associate Degree preferred, or equivalent work related experience Experience 2 or more years of experience in commercial real estate construction loan administration. Demonstrated ability to administer a portfolio of complex commercial real estate construction loans including participation loans; Strong technical expertise in construction loan administration functions; Considerable knowledge of commercial real estate construction financing including multi-phased construction and multiple collateral properties; Experience in commercial lending terminology, commercial loan practices and requirements, loan servicing, loan documentation and legal and documentation compliance; Considerable knowledge of construction finance, accounting and data systems. Skills/Ability: Ability to work in a fast pace environment while maintaining a high level of accuracy; Ability to work on multiple projects with the flexibility for changing priorities; Excellent analytical, problem-solving and organizational skills; Excellent communication skills; Strong work habits, attention to detail and teamwork. Strong computer skills including Microsoft Office (MS Word, Excel, Outlook), construction budget and disbursement programs or other compatible programs. Use of CLCS construction system a plus. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $22.00/Hr. - USD $32.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $22-32 hourly Auto-Apply 35d ago
  • Treasury Management Implementation Specialist

    California Bank & Trust 4.4company rating

    California Bank & Trust job in Los Angeles, CA

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Bancorporation has an opportunity for a Treasury Management Implementation Specialist located at one of our Operations centers across the Western United States (details below). If you are ready to move your career forward, read on. What will your day look like? You will be: * Onboarding Treasury Management clients with products and services for our new-to-bank or existing clients requesting additional services. * Responsible for the fulfillment of requests submitted from clients, TM Sales Officers, or Client Service Specialists. * Communicating (via telephone, e-mail, Teams, or in-person) to ensure clients receive the best interaction based on their needs. * Delivering excellent client experience to every customer, every time. * Responsible to generate client documents, coordinate signatures with clients through DocuSign (or other acceptable means) and activating services by direct input of client options into host systems (TIB, NextGen, etc.). * Responsible for working with operational partners to activate other products such as ACH, Lockbox, Remote Deposit, etc. * Responsible for ensuring requests are appropriately authorized by the clients. * Following up on outstanding exceptions and documentation. * Ensuring work is completed within established SLAs and departmental guidelines. * May be responsible for client training through the introduction of the TM Knowledge Center or one-on-one training. * Keeping abreast of product updates, reading all product documentation. Who should apply? We want someone who has: * Some experience in banking, bank and treasury management products and operations, accounting or other directly related experience. * Some knowledge of treasury and cash management products, procedures, services, financial and account analysis. * Excellent customer service and problem solving, * Good follow-through, organizational and communication skills, both verbal and written. * Good attention to detail. * Ability to work with clients, vendors and staff. * Proficient in the use of Microsoft Office products: Word, Excel and related systems. * A High School diploma, GED or equivalent education. A combination of education and experience may meet job requirements. Pay Range: $18-$29/hr (Based upon location and experience) Location: This position is five days per week in-office (M-Fri) and you will need to live within commuting distance of these locations: * Mesa, AZ * Los Angeles, CA * Denver, CO * Las Vegas, NV * Houston, TX * Midvale, UT Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
    $18-29 hourly 8d ago
  • Special Assets Portfolio Manager

    California Bank of Commerce 4.4company rating

    California Bank of Commerce job in Irvine, CA

    The Special Assets Portfolio Manager is directly accountable for managing a portfolio consisting of assigned stressed banking relationships with the goal of loan rehabilitation or collection. This position executes loan workout, restructuring, collection, and liquidation strategies to minimize loss exposure and maximize recoveries for the Bank. The Special Assets PM is responsible for reviewing financial statements, proactive monitoring and interaction with Credit Analysts and Relationship Managers of loans with early warning signals still managed by the business units. Make recommendations on appropriate credit structures, pricing and make certain that workout strategies are consistent with the Bank's credit and risk policy. Responsible for completion of approval memos, Loan Strategy Reports, determining and preparing Risk Grade Changes, Accrual status and Impairments for the Special Assets Department Manager approval. The Portfolio Manager works closely with borrowers, attorneys, appraisers, receivers, and other third parties to resolve problem credits in compliance with Bank policy, regulatory requirements, and prudent credit administration practices. ESSENTIAL DUTIES AND RESPONSIBILITIES: PORTFOLIO MANAGEMENT Manage an assigned portfolio of criticized, classified, and non-performing commercial loans. Develop and execute individualized action and workout plans, including restructures, forbearances, repayment arrangements, or liquidation strategies. Conduct detailed financial and collateral analyses to assess repayment capacity and collateral adequacy. Recommend and implement charge-offs, reserve allocations, and loan risk rating adjustments. Prepare comprehensive credit memos, workout proposals, and presentations for internal approval committees. Managing the credit process; from time of approval and communicating with various involved groups to arranging for processing of details and changes into the Bank's own internal systems. Negotiation, preparation and review of documentation related to transactions, such as loan documents, forbearance agreements, guarantees, and security documents. Responsible for the structuring of work out strategies, including negotiations with potential and existing clients. Under the direction of the Special Assets Department Manager the Portfolio Manager initiates, negotiates, and implements note sale strategies. Monitoring the ongoing business activities and financial performance of existing clients, including financial covenant monitoring. Manages commercial portfolio risk on an ongoing basis by monitoring customer creditworthiness, adherence to contract loan terms and general business conditions. Undertake analysis of industries and relevant peer groups to determine key industry drivers and how these affect individual market participants. Such analysis to be factored into client specific or industry wide credit reports. BORROWER AND COLLATERAL RESOLUTION Maintain direct client contact with owners, borrower's management, guarantors, etc., and close oversight of all loans in their assigned portfolio to achieve optimal resolution strategies. Oversee Collateral valuation such as ordering appraisals, assessing sufficient collateralization, determining shortfalls and corrective action plans to protect the Bank's interest. Work with receivers, brokers, and asset managers to protect the Bank's interests in distressed assets. Coordinate with external legal counsel on bankruptcy proceedings, foreclosures, litigation, and enforcement actions. COLLABORATION & COMMUNICATION Provide clear updates on loan status, risks, and recommendations to the Special Assets Department Manager and Credit Administration. Support regulatory examinations and audits related to non-performing distressed assets. Mentor Credit Analysts and more Junior Portfolio Managers. Demonstrate sound judgment and appropriate emotional intelligence in high-pressure work situations. REGULATORY AND COMPLIANCE · Ensure all actions comply with OCC/FDIC/FRB regulations, loan policy, and best practices. • Maintain accurate documentation, reporting, and loan files in support of regulatory and audit reviews. • Maintain appropriate client records and an archive of client specific credit work. Requirements REQUIRED SKILLS AND ABILITIES: Highly professional credit and risk analysis skills. Ability to analyze complex financial statements, repayment capacity, and collateral valuations. Experience in designing and negotiating work out strategies. Professional presence. Able to communicate effectively with clients, consultants, lawyers, and internal bank partners. Expertise in financial and risk analysis and effective problem solving. Experience managing an advanced commercial client portfolio with a great deal of complexity. Demonstrated problem solving skills. Strong computer and organizational skills. Exhibit teamwork. Results oriented - demonstrated ability to accomplish objectives in a specified timeframe. Proficient in basic software applications such Microsoft Word and Excel. Excellent written and verbal communication skills, including the ability to prepare and present credit actions. Education/Work Experience: Bachelor's degree or 7+ years of equivalent experience. Degree in Accounting, Finance or Economics preferred. Commercial credit experience in commercial banking or finance industry, loan workouts, or Special Assets experience in the banking industry. Strong knowledge of loan structures, collateral documentation, bankruptcy, foreclosure, and liquidation processes. Proven negotiation and conflict resolution skills. Work Environment • Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access filing cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, scanning machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled Pay Range: $106,000 - $131,000 annually. Pay range may vary based on skills, experience, and location Salary Description Pay Range: $106,000- $131,000 annually
    $106k-131k yearly 59d ago
  • Wealth Advisor - Irvine

    California Bank & Trust 4.4company rating

    California Bank & Trust job in Irvine, CA

    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 employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Irvine/South California marketplace. At California Bank & Trust, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: * Retail Bankers * Community/Business Bankers * Private Bankers * Commercial Bankers * Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor, your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients. Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. Qualifications: To excel in this role, candidates should meet the following criteria: * Requires a Bachelor's degree * A minimum of 5 years of directly related experience, 10+ years preferred. * A combination of education and experience may meet the requirements. * Required licensing, FINRA Series 7 & 66 (65/63), life and health insurance. * A CFP certification is highly preferred. * Exhibit proficiency in using computers and relevant software. * Display excellent verbal and written communication abilities. * Showcase exceptional analytical and presentation skills. * Experience with financial planning software preferred with the ability to analyze and present complex financial modeling. * Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets. * Process a keen understanding of financial planning. This position is eligible to earn a base salary of $75,000-$125,000 depending on job-related factors such as level of experience and location, plus participation in the commission plan that will be discussed as part of the hiring process. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products
    $75k-125k yearly 13d ago
  • Loan Specialist- Los Angeles, CA

    California Bank & Trust 4.4company rating

    California Bank & Trust job in Los Angeles, CA

    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 employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a Loan Specialist to provide top notch customer service to our clients and customers for our greater Southern California West Region. This role focuses on providing administrative and operational support within key loan areas. Essential Functions: Provides administrative and/or operational support within one or more of the following loan areas: processing, closing, presentations, servicing, documentation, notes, disbursements, etc. May draft loan presentations, clear all identified loan exceptions. Maintains files, documents, notes, etc. Responsible for verifying completeness of files with all necessary documents and signatures required. Researches and resolves lending inquiries and issues. May prepare and/or track disbursements, loan documents, reports, obtain credit and/or financial information. Produce reports as required. Answer questions and follow up with clients. Other duties as assigned. Schedule: Monday - Friday, 9:00am - 5:00pm Qualifications: Requires High School diploma or equivalent and some 6+ year banking or loan processing, documentation or loan assistant experience or other directly related experience. College degree preferred. A combination of education and experience may meet job requirements. Expert knowledge of lending processes, loan principles, documentation, and loan systems. Working knowledge of banking processes and procedures. Must have excellent organizational and customer service skills. Must possess strong numeric and verbal aptitudes. Excellent research, audit and communications skills, both written and verbal. Ability to complete processes and meet deadlines. Advanced working knowledge computer program i.e word processing, spreadsheets or related software. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $51,319 - $85,531 annually depending on job-related factors such as level of experience.
    $51.3k-85.5k yearly 11d ago
  • Relationship Banker - Encino, Chino Hills, Tustin, Irvine

    California Bank & Trust 4.4company rating

    California Bank & Trust job in Tustin, CA

    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 employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a Relationship Banker (Commercial Lending) in Encino, Chino Hills, Tustin or Irvine, CA. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies and practices. Essential Functions: Responsible for acquiring, analyzing and maintaining client relationships. Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs. Analyzes risks and profitability of assigned client base to ensure ongoing profitability and conformity with credit terms. Solicits the sale of additional products and services to meet clients' needs. Develops and implements marketing plans for expanding business. Negotiates loan terms and conditions. Remains well versed in industrial, economic and financial situations relating to assigned clients. May be assigned specialized industry or market segments. Other duties as assigned. Qualifications: Requires a Bachelors degree in business, finance or a related field and 6+ years commercial lending, loan management and bank sales experience. A combination of education and experience may meet requirements. Loan management experience. Extensive knowledge of bank products, credit, commercial lending and loan management techniques. Ability to expand loans, client relationships and bank products. Must have strong interpersonal, oral and written communication skills needed to create relationships with loan clients. Strong analytical and negotiation skills. Broad application of principles, theories, and concepts in applicable discipline. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $121,000 - $192,000 annually depending on job-related factors such as level of experience.
    $30k-35k yearly est. 51d ago
  • SBA Portfolio Officer - Portfolio Management

    East West Bancorp, Inc. 4.7company rating

    San Marino, CA job

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview We are seeking an experienced SBA Portfolio Officer (Portfolio Management) to join our SBA Lending Team. This role is critical in supporting the bank's SBA lending initiatives by performing in-depth credit analysis and credit risk assessment for the loans in the portfolio to meet the compliance with SBA guidelines and East West Bank's credit policies. This position requires expertise in SBA loan programs (7(a), 504), cash flow analysis, evaluating financials statements, and understanding legal rights of Lender under the loan documents. The ideal candidate will have a strong background in commercial credit, understanding financial statements, and a proven track record of monitoring and managing loans in a portfolio. Responsibilities * Analyze financial statements, tax returns, and cash flow analysis for existing SBA loans. * Monitoring credit risk based on financial statement analysis and covenant compliance. * Perform in annual loan reviews to determine the appropriate risk rating of the portfolio. * Prepare detailed credit memoranda with risk rating assessments and recommendations. * Monitor borrower performance and help identify potential credit risks. * Review tickler reports and follow up with borrowers to obtain outstanding financial conditions. * Request for waivers with supporting documentations for financial conditions and / or covenant violations. * Mail out letters requesting financials, notifying loan defaults, etc. for credit risk management. * Support portfolio management and reporting activities. * Ensure adherence to internal credit policies and regulatory requirements. * Assist with problem loan reports to develop problem loan credit solutions. * May perform other duties as assigned Qualifications * 2-3+ years in commercial lending or loan portfolio management. * Proven experience in financial analysis. * Knowledge of SBA SOP 50-57 and SBA 50-10. * Bachelor's degree in Business Administration, Finance, or a related field. * Strong financial analysis, problem-solving skills, negotiation, and decision-making abilities. * Excellent communication and interpersonal skills for sensitive borrower interactions and regulatory reporting. * Ability to work independently and as part of a team. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $69,000.00/Yr. - USD $120,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $69k-120k yearly Auto-Apply 17d ago
  • Branch Operations Specialist - Orange County

    California Bank & Trust 4.4company rating

    California Bank & Trust job in Los Angeles, CA

    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 employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 70 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a Branch Operations Specialist to provide top notch customer service to our clients and customers in our Orange County Region. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you! Essential Functions: Supports the assigned branch throughout the Los Angeles/Orange County Region by performing duties on the teller line, in new accounts, and branch operations. Driving is an essential function of this role and as such, employees must have a valid driver's license and good driving record. May occasionally be assigned to back-office departments. May also assist with special projects. Ensures high quality customer service goals are met. May train staff on proper bank procedures. Other duties as assigned. Qualifications: MUST BE ABLE to accept assignments throughout the Orange County Region ranging in duration from one day to several months. MUST HAVE at least 4 years of experience in branch banking including assignments as Senior Teller and intermediate-level new accounts. High school diploma or equivalent required. Ability to contribute to the development of branch operations, new accounts, and sales principles. Proficient training skills. Benefits: Mileage and travel time pay. Eligible for sales bonuses, monthly incentives, and annual discretionary bonus. Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts. Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays, and any applicable state holidays. 401(k) plan with company match, Profit Sharing, and competitive compensation in line with work experience. Mental health benefits, including coaching and therapy sessions. Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire. Employee Ambassador preferred banking products. This position is eligible to earn a base salary in the range of $26 - $33 hourly depending on job-related factors such as level of experience.
    $26-33 hourly 59d ago
  • Associate Banker

    East West Bank 4.7company rating

    Ontario, CA job

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. As an Associate Banker, you will play a key role in helping customers with their day-to-day financial needs recommend the right product that fit customer's need connecting customers to Subject Matter Experts in Wealth Management, Mortgage and Commercial teams for their specialized financial needs introducing the bank's latest technology products to meet our customers' expanding needs We will help you grow your career at East West Bank by providing you with ongoing training to expand your business knowledge, grow your digital acumen, and build long-lasting relationships with our customers. Responsibilities Demonstrate strong customer service skills; assist customers with financial transactions such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange Document large deposit over Currency Transaction Reports Identify fraudulent activity to prevent potential loss to the bank Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Maintain strong relationships with existing customers and cultivate new customer relationships Cross sell and refer bank products such as (depository products, wealth management, mortgage) that fit customers' needs Have strong knowledge in using digital resources and technologies to optimize clients' digital banking experience Is confident in educating clients on conducting banking transactions online, via mobile app and self-service portals Demonstrate the ability to learn and adapt to new processes and technology platforms quickly May perform other duties as assigned Qualifications High school diploma or general education degree (GED) required; Bachelor's degree highly preferred 1 year of recent customer service and cash handling experience 1 year of previous teller / new account experience in a banking institution preferred Ability to learn products, services, and procedures quickly and accurately Excellent customer service skills Strong attention to details and time management skills Proficiency in Microsoft Word and Excel Flexibility to work on weekends when needed Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $20.00/Hr. - USD $21.50/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $20-21.5 hourly Auto-Apply 26d ago
  • Business Center Manager - Los Angeles, CA

    California Bank & Trust 4.4company rating

    California Bank & Trust job in Los Angeles, CA

    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 employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a seasoned Business Center Manager in Los Angeles, CA Essential Functions: * Oversees, leads, and directs a branch with regards to sales, operations, and corporate/regulatory compliance to meet assigned lending, deposit, and fee income goals. * Responsible for staff management and development including performance evaluations, promotions, salary recommendations and disciplinary action. * Provides suitable credit, deposit or other banking services as well as counsel and advice to best meet clients' needs. * Develops programs to maximize branch profitability, minimize risk, and improve customer service and product knowledge. * Responsible for acquiring, expanding and maintaining client relationships through both inside and outside business development activities. * Analyzes risks and profitability of assigned client portfolio to ensure ongoing profitability and conformity with credit terms. * Responsible for ensuring the successful processing, underwriting, and approving of loans within assigned limits. * Negotiates loan terms and conditions in accordance with bank policy. * Remains well versed in economic and financial concepts and developments relating to clients. * Reviews branch reports for compliance and accuracy. Responsible for community development and relations. * Other duties as assigned. Qualifications: * Requires a Bachelor's in Business Administration, Finance or a related field and 3+ years of banking management and lending or other directly related experience. A combination of education and experience may meet requirements. Business Development experience preferred. * Basic working knowledge of branch/banking management, operations, policies, procedures, banking products and lending concepts. * Knowledge of business development and sales within the financial industry. * Ability to make sound decisions, mitigate risk, build relationships and work with a variety of clients, employees and management. * Knowledge of banking laws and regulations. * Good problem resolution and communication skills, both verbal and written. * Good customer relationship skills. * Ability to manage staff. Benefits * Medical & Dental Insurance & Vacation & Profit Sharing - START DAY ONE! * 401(k) plan, competitive compensation in line with work experience. * Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements * Paid Training, Paid Vacation, Paid Holidays, and promotional opportunities offered from within * Tuition Reimbursement for qualifying employees * Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices. This position is eligible to earn a base salary in the range of $146,000 - $160,655 annually depending on job-related factors such as level of experience.
    $47k-68k yearly est. 17d ago
  • Fraud Analyst II

    East West Bank 4.7company rating

    El Monte, CA job

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview We are currently seeking a Fraud Analyst II. The Fraud Analyst II reports directly to the Assistant Risk Manager, Deposit Fraud Management Supervisor, or Deposit Fraud Team Lead. Schedule flexibility and willingness to work extended hours, including occasional weekends, as needed to meet the needs of the department are required. Responsibilities Triages daily/periodic review of critical reports that monitor suspicious activity as needed Conducts analysis and research of account activity to assess levels of risk and detect fraudulent activity Utilizes bank systems, resources, policies, and procedures to diligently evaluate accounts and situations that may require unique treatment and a specialized approach Supports business partners with risk related scenarios Ability to meet departmental goals satisfactorily Assists with providing feedback to enhance departmental procedures A degree of creativity and lateral thinking is expected May assist with validation testing for various departmental risk processes and technological upgrades Must be analytical and focused with the ability to conduct transaction analysis Provide assistance to other Fraud Analysts, Fraud Investigators, and Legal Process Specialists to resolve concerns and complaints from external/internal customers, fraud investigations, and/or legal order processes May perform other duties as assigned Qualifications 3+ year of experience in loss prevention/retail banking/back office environment, preferably with a financial institution. Demonstrated success in a customer service role that included a commitment to exceptional service for internal and external contacts Knowledge of check fraud preferred Must have schedule flexibility and willingness to work extended hours to meet the needs of the department Ability to organize and prioritize multiple tasks and timelines, while consistently meeting deadlines and delivering a quality work product Must be a self-motivated individual with the ability to be flexible and adaptable to changing priorities Satisfactory verbal, written, and interpersonal skills Demonstrates ability to maintain strict confidentiality and consistently exhibits the utmost in discretion Demonstrated ability to work well under pressure and consistently meet strict deadlines Ability to work with cross functional teams Demonstrate solid computer skills including MS Word and Outlook Assist department staff with daily work as necessary to keep department responsibilities and deadlines with service level agreement Identify inaccuracies, inefficiencies, or deviations and work and escalate accordingly Flexible with schedule and willing to work extended hours to meet the needs of the department Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $25.00/Hr. - USD $31.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $25-31 hourly Auto-Apply 2d ago
  • Mortgage Collections Supervisor

    East West Bank 4.7company rating

    Rowland Heights, CA job

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview The Mortgage Collections Supervisor oversees a team of collectors, ensuring daily operations comply with regulations and company policies. Key responsibilities include training, evaluating staff, monitoring performance, and managing daily collection activities. The role also involves handling difficult accounts, preparing reports, and developing strategies to improve collection efforts and increase recovery rates. Responsibilities Supervision and staff development: Plan, organize, and supervise the work of the collections unit. Train, interview, evaluate, and mentor staff. Conduct performance reviews and provide coaching and support. Operational management: Ensure daily operations and collection activities comply with government, investor, and client regulations. Manage daily assignments and monitor phone calls and reports to ensure contact requirements are met. Review and analyze collection activity to identify trends and assess team effectiveness. Account and compliance oversight: Review and resolve customer complaints and complex collection issues. Handle collections on accounts where subordinates have difficulty. Conduct quality control checks on calls and perform audits of collector accounts. Review delinquent accounts for possible loss mitigation solutions. Reporting and strategy: Review of key data and reports for departmental performance. Review and recommend policies and procedures changes to improve collection strategies and recovery rates. Ensure accurate and detailed records of all collection activities are maintained. May perform other duties as assigned Qualifications Experience in mortgage collections including late- stage delinquency, overseeing foreclosure actions and bankruptcy filings. Prior supervisory experience. Strong knowledge of consumer lending, mortgage servicing, and collections laws and regulations, such as the Fair Debt Collection Practices Act (FDCPA). Proficiency in Microsoft Office Suite (Word, Excel) and other relevant software. Excellent communication (written and oral), negotiation, and interpersonal skills. Strong analytical, organizational, and time-management skills. Ability to multitask and meet strict deadlines. Professional working proficiency in Mandarin is a plus Proficiency in Intercontinental Exchange's (ICE) Mortgage Servicing Platform (MSP) a plus. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time. Compensation The base pay range for this position is USD $80,000.00/Yr. - USD $110,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $80k-110k yearly Auto-Apply 24d ago
  • Letter of Credit Specialist - Los Angeles, CA

    California Bank & Trust 4.4company rating

    California Bank & Trust job in Los Angeles, CA

    As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for Letter of Credit Specialist to play a key role in global trade finance! If you thrive in a fast-paced environment and have expertise in Letters of Credit, SWIFT, and compliance, this is your chance to make an impact. Essential Functions: * Responsible for day-to-day processing of Letter of Credit, Collection and Trade Finance transactions to facilitate revenue generation and business development. * Responsible for one or more of the following; Issuance of Standby and Commercial Letter(s) of Credit upon proper credit approval/receipt of required application documentation, advising Export Letter(s) of Credit to customers, examines documents presented under all types of L/C's for compliance to terms/conditions and pays as directed. * Monitors Standby Letter(s) of Credit auto renewal(s). Processes Import/Export Documentary Collections, Trade Finance Loans and fees on all products. * Provides counsel to customers/branch personnel on technical aspects of products/processes. * Input(s) all transactions into the trade finance system. * Assists with reporting as needed. Other duties as assigned. Qualifications: * Requires a high school degree or equivalent and 2+ year of related international trade and/or letter of credit operations experience within a financial institution or other directly related experience. * A combination of education and experience may meet job requirements. * Proficient knowledge of trade finance transactions, letter of credit issuance and documents, collections and compliance regulations. * Working knowledge of and understands SWIFT and FedWIRE transactions. * Strong customer service, communication and interpersonal skills in order to interact effectively with clients and all levels of Bank personnel. * Advanced analytical and problem solving skills. * Must be detail-oriented and accurate in a deadline-driven, multitask-oriented environment. * Advanced computer experience required, e.g.. Microsoft Word, Excel, Outlook and PowerPoint. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts * Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits, including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $28.00 - $41.00 hourly depending on job-related factors such as level of experience.
    $28-41 hourly 33d ago
  • Treasury Management Sales Consultant - Los Angeles/Irvine, CA

    California Bank & Trust 4.4company rating

    California Bank & Trust job in Los Angeles, CA

    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 employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Treasury Management Sales Consultant in Los Angeles or Irvine, CA. Essential Functions: * Responsible for expanding and building relationships, maintaining a high level of client satisfaction by generating, managing and servicing the treasury needs of clients. * Drive growth through consultative selling, cross-functional collaboration, and strategic expansion of existing relationships. * Track client-related issues to resolution, including those handed off to other teams for action and ensure client issues are resolved appropriately and expeditiously. * Escalate issues as necessary with bankers, management, and product/vendor management teams. * Responsible for properly aligning loan clients with treasury products, which fit their ongoing needs. * Identify other client banking needs and partner with key stakeholders on cross sell opportunities. * Facilitates onboarding of major client relationships or complex industry types. * Review sales, service and implementation processes to recommend process efficiencies. * Other duties as assigned. Qualifications: * Requires a bachelor's in business, finance or related field and some banking, treasury/cash management, product sales, relationship management, lending or other directly related experience. A combination of education and experience may meet job requirements. * Basic knowledge of banking, treasury management, banking/treasury products and procedures. Knowledge of applicable regulatory requirements. * Good sales, client product and relationship management skills. * Good influence, problem resolution, customer service and communication skills, both verbal and written. * Ability to effectively multitask, complete assignments and meet deadlines. * Good attention to detail. * Working knowledge of PCs and MS Office products. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts * Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits, including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $95,000 - $125,000 annually depending on job-related factors such as level of experience.
    $95k-125k yearly 39d ago
  • Area Retail Mortgage Production Manager - Orange County, CA

    California Bank & Trust 4.4company rating

    California Bank & Trust job in Anaheim, CA

    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 employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for an Area Retail Mortgage Production Manager to provide top notch customer service to our clients and customers in the Orange County, CA area. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: * Manages and coordinates activities of residential construction and mortgage lenders and staff. * Trains, motivates, coaches and provides guidance to assigned area personnel in order to increase sales productivity. * Monitors and evaluates production and goals. * Responsible for personal loan production and the overall sales effort of the assigned team. * Conducts mortgage sales staff meetings and educates staff on new and existing products and programs. * Responsible for planning, implementing and developing promotional and marketing initiatives, as well as expanding the company's sales and service culture. * Train sales staff as needed. * May solicit and originate residential construction and mortgage loans, obtains and analyzes pertinent financial and credit data. * Responsible for team compliance with policies and regulatory requirements. * Manages and mitigates risk within the team. * Other duties as assigned. Qualifications: * Requires a bachelor's in business, finance or related field and 4+ years of banking, mortgage lending, sales and/or public relations or other directly related experience. Supervisory experience preferred. * Advanced knowledge of marketing, public relations, sales and service. * Strong management and leadership skills. * Strong communication skills, both written and verbal. * Knowledge of mortgage banking services and products. * Must have solid customer service and problem resolution skills. * Ability to make sound decisions. * Ability to coach and mentor mortgage staff. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $50,000 - $80,000 annually depending on job-related factors such as level of experience and location. Plus, commissions. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products
    $50k-80k yearly 41d ago

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