Posted Tuesday, November 4, 2025 at 8:00 AM
People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the SRM who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures.
ESSENTIAL FUNCTIONS
PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio.
Review to ensure each credit is properly risk rated based on the Bank's risk rating system.
Maintain and grow existing client relationships, cross-sell Bank's other products and services.
Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews.
Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”)
Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank.
Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client.
QUALIFICATIONS
Education: College graduate with major in related fields.
Experience:
7-10 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices.
Must have strong loan portfolio management experience.
Must possess strong loan negotiation (rates, terms, collateral requirements) experience.
Must possess previous underwriting experience in the requisite area of commercial lending.
Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing.
Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products.
Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel.
OTHER DETAILS
$130K - $170K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster:
Poster- English
Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
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$130k-170k yearly 5d ago
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CRA Administration Officer
Cathay Bank-Headquarters 4.4
Cathay Bank-Headquarters job in El Monte, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank.
ESSENTIAL FUNCTIONS
Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed.
Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests.
Ensure that all department policies and procedures are updated in a timely manner.
Represent the Bank and CRA team at various community events and bank sponsored events.
Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment.
Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings.
Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings.
Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations.
Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity.
Maintain current information for the Intranet, Public File, Bulletin, forms and charts.
Assist with CRA activity performance tracking in other areas as needed.
Complete assigned training courses in a timely manner.
QUALIFICATIONS
Education: Bachelor's degree is preferable in Business, Accounting, or Finance.
Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred.
Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities.
OTHER DETAILS
$33.65 - $48.08 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
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Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$33.7-48.1 hourly 4d ago
Senior Global Cash Management Sales Lead - TMT
HSBC 4.9
San Francisco, CA job
A global financial institution is seeking a high-caliber professional for a sales role within the Technology, Media, and Telecommunications sector. The position involves developing business opportunities, tailoring cash management solutions, and collaborating with various teams for seamless client transitions. Ideal candidates will have significant experience in banking relations and strong analytical skills, with at least five years in relevant roles. The position is based in San Francisco with competitive pay and benefits.
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$112k-154k yearly est. 3d ago
Senior Wealth Advisor
Citigroup Inc. 4.6
San Francisco, CA job
The Financial Advisor is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub‑function/job family.
Responsibilities
Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.
Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.
Conduct sophisticated economic and financial market analyses.
Analyze economic trends/activities and advise the effects on the investors' portfolios.
Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
6‑10 years of experience
NYSE Series 7 and 66 licenses and additional licensing as needed
Proficient in software applications (e.g., Microsoft Word, Excel)
Knowledge of Bloomberg - a definite asset
Ability to communicate with co‑workers and clients
Excellent written and communication skills
Strong financial background
Education
Bachelor's/University degree, Master's degree preferred
Job Family Group: Private Client Coverage
Job Family: Financial Planning Services
Time Type: Full time
Primary Location: San Francisco, California, United States
Primary Location Full Time Salary Range: $70,000.00 - $200,000.00
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please request an accommodation. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$70k-200k yearly 1d ago
Impactful Private Wealth Relationship Manager
Bank of America 4.7
San Francisco, CA job
A leading financial institution in San Francisco seeks a Relationship Manager to support Financial Advisors in enhancing client relationships. Responsibilities include attending client meetings and assisting in investment strategies. Required qualifications include Series 7 and SAFE ACT registration. Candidates must have strong communication skills and a minimum of a high school diploma. This position offers a collaborative work environment with opportunities for growth.
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$69k-109k yearly est. 5d ago
Distinguished Engineer - AirKey
Capital One 4.7
San Francisco, CA job
* Articulate and evangelize a bold technical vision for your domain* Decompose complex problems into practical and operational solutions* Ensure the quality of technical design and implementation* Serve as an authoritative expert on non-functional system characteristics, such as performance, scalability and operability* Continue learning and injecting advanced technical knowledge into our community* Handle several projects simultaneously, balancing your time to maximize impact* Act as a role model and mentor within the tech community, helping to coach and strengthen the technical expertise and know-how of our engineering and product community* Bachelor's Degree* At least 7 years of experience in General software Software engineering and solution architecture* At least 7 years of experience with cloud native technologies (Amazon Web Services, Microsoft Azure, Google Cloud)* At least 7 years of experience with building solutions on Distributed Networks* Bachelor's or Masters' Degree in Computer Science or related field* 10+ years of experience in software engineering or software development* 7+ years of experience with public cloud providers (Amazon Web Services, Google Cloud Platform, Microsoft Azure)* 7+ years of experience in modernizing technology stacks* 5+ years of experience in Agile practices* 2+ years of experience in Fintech or a startup Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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$98k-133k yearly est. 4d ago
Senior AI Engineer - Foundational AI Systems
Capital One National Association 4.7
San Francisco, CA job
A leading financial institution in the United States is seeking a Distinguished AI Engineer in San Francisco, CA. This role involves developing AI-powered products and requires at least 8 years of experience in AI and ML algorithms. The ideal candidate is proficient in programming languages like Python and Java, with a strong focus on optimizing AI systems for performance and scalability. This position offers a competitive salary range of $293,600 - $335,100 and comprehensive benefits.
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$107k-136k yearly est. 2d ago
Data Governance Officer
Cathay Bank-Headquarters 4.4
Cathay Bank-Headquarters job in El Monte, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
The Data Governance Officer is responsible for providing data governance/data management support to the data domains and business units. Under minimal supervision, the Officer will create data governance training materials, document procedures, process flows, as well as Enterprise-standard templates to be used in the execution of data governance requirements by the data domains.
ESSENTIAL FUNCTIONS
Other responsibilities of the Data Governance Officer include:
Produce data governance dashboards on a recurring basis.
Manage documentation as well as remediation of key data issues.
Execute a reliable Second Line of Defense (2LOD) review and challenge process via documented processes, controls, templates, and rigors.
Contribute to the creation and maintenance of data governance documentation including (but not limited to) enterprise governance standards, related training materials, and compliance reporting.
Document various governance roles and responsibilities then educate data stewards, data owners and data custodians.
Assist in the rollout of the Enterprise Data Governance Program
Assist data domains in measuring their compliance to Enterprise Data Policy and its standards via annual compliance assessments.
Assist in the rollout of the data risk assessment for applicable domains and/or divisions.
QUALIFICATIONS
Education:
Bachelor's degree or equivalent work experience
Data Governance certification (CDMP, CIMP, DGSP, etc.) a plus
Experience:
Minimum 2 - 3 years of work experience.
Process documentation experience or equivalent.
Experience creating training materials / modules a plus.
Skills/Ability:
Excellent written and verbal communication.
Strong interpersonal skills.
Proficient in MS Office applications: MS Visio, MS PowerPoint, MS Excel, and MS Word.
Ability to work independently with light to moderate supervision in various areas of responsibility.
OTHER DETAILS
$100K - $107K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings.
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$200k-300k yearly 4d ago
Mortgage Lending Officer SAFE Act - San Francisco
Citigroup Inc. 4.6
San Francisco, CA job
The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers.
Responsibilities
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals.
Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history.
Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution.
Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives.
Advise customers about the consequences, risks, and benefits of alternative lending solutions.
Promote Citi's brand, and promote Citi as the provider of lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers.
Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors.
Work as a team with all internal partners to support and grow our customers.
Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.
Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters.
Work with Processors/Closers and customers to ensure the timely closing of the customer's loan.
Go outside to key referral relationships (Realtors, CPA's, Builders, etc) to drive mortgage business into the bank.
Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc).
Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
2-5 years relevant experience.
3+ years previous mortgage sales experience required.
Residential Mortgage experience required.
Established book of business.
Proven product sales capability is required.
FHA/VA & conventional loan experience is preferred.
The ability to comprehend and explain financial calculations and pricing alternatives.
The ability to communicate with customers about the proper documents and information needed to obtain a particular loan.
Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA.
Demonstrated customer service skills.
Strong relationship development and management skills.
Expertise of general lending products and overall mortgage industry.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities.
Education
Bachelor's/University degree or equivalent experience.
Benefits
Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date: Aug 14, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$38k-53k yearly est. 1d ago
Residential Mortgage Lending Specialist
Citigroup Inc. 4.6
San Francisco, CA job
A global financial services company is seeking a Mortgage Lending Officer in San Francisco, CA. This role involves assisting clients in achieving home ownership goals through mortgage origination. Responsibilities include analyzing financial situations, making lending recommendations, and maintaining strong relationships with clients and referral partners. The ideal candidate has 2-5 years of mortgage sales experience and strong communication skills. Competitive benefits are offered, including medical and 401(k).
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$64k-108k yearly est. 1d ago
Loan Servicing Quality Control Specialist
Cathay Bank-Headquarters 4.4
Cathay Bank-Headquarters job in Rosemead, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for review/callback of new loan bookings, renewals, monetary transactions, maintenance, and other loan servicing activity. Ensure loan servicing activity follows established procedures, data entry is accurate, and proper support is obtained.
ESSENTIAL FUNCTIONS
Review of new loan bookings, renewals and modifications ensuring loans are entered into the servicing system accurately.
Review of loan maintenance ensuring the compliance with the loan terms and supporting documentation.
Review of designated monetary transactions for accuracy, proper authorization, validating computations, such as interest adjustments, prepayment calculations, etc.
Review of servicing activities, such as demands and collateral releases, for compliance with established bank policies and procedures.
Review ARM/variable rate adjustments and payment changes, including other system automated activity ensuring calculations are according to the loan documents.
Instructs staff on finding that require correction/review and confirms proper correction.
Maintains callback and exception report documentation in an organized and accessible manner as evidence of review and correction.
Supports internal/external audits and examinations providing supporting documentation in a timely manner.
Completes all special projects as requested.
QUALIFICATIONS
Education: High school diploma or equivalent; some college courses a plus.
Experience: 3 years of commercial loan servicing experience required
Skills/Ability:
PC literate, proficiency with MS Office
General knowledge/proficiency of IBS loan system a plus
Able to work in a fast pace environment while maintaining a high level of accuracy
Strong organization skills, able to prioritize work
Detail oriented
Strong problem-solving skills
Strong verbal and written communication skills
OTHER DETAILS
$26.44 - $31.25 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$26.4-31.3 hourly 2d ago
Applications Support Analyst
Cathay Bank-Headquarters 4.4
Cathay Bank-Headquarters job in Rosemead, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
The Applications Support Analyst position is charged with responding, resolving, and fulfilling internal Bank system support issues and requests. This position is charged with administering banking application systems and requires prior experience in application and server administration, knowledge in system interdependencies, and understanding of data sets.
ESSENTIAL FUNCTIONS
Independently analyze, troubleshoot, and document user support tickets related to banking applications systems. Ensure that support tickets are managed towards timely resolution and closure.
Collaborate with other areas within the IT department to fulfill business requests.
Perform application system maintenance such as installations, upgrades, and patching.
Resolve and fulfill requests compliant to established Service Level Agreements.
Regularly review system bulletins to ensure issues are identified, addressed, and communicated to appropriate parties timely.
Build strong client service relationships across various levels of the organization.
Ensure systems are secure through implementation of best practices and procedures, in accordance with FFIEC guidelines.
Integrate software and computer systems by analyzing and developing specifications that address business functions and workflow.
Maintain application system supports documentation on a regular basis.
Participate and contribute to scheduled Disaster Recovery exercises.
Take ownership of maintaining recurring System State updates; ensure that documentation kept are accurate and concise.
QUALIFICATIONS
Education: BS Computer Science/Engineering or equivalent work experience required.
Experience:
Minimum three years of experience in an applications support position.
Experience and knowledge of the financial/banking industry and regulatory requirements (FFIEC) preferred.
Experience with PC, Microsoft office suite, business applications, vendor applications, and vendor management preferred.
Experience in disaster recovery/application backup concepts and methods preferred.
Skills/Ability:
Ability to respond and reprioritize quickly to unexpected situations and initiate corrective action quickly.
Must be detail oriented and possess strong written and verbal communication skills.
Proven capability to effectively interface with dynamic development teams.
Strong ability to multitask and be proactive.
Ability to work independently with minimal instructions.
Customer-centric mindset
OTHER DETAILS
$33.65 - $39.90 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$33.7-39.9 hourly 2d ago
AVP Branch Manager - Lead Growth & Community Banking
Cathay Bank 4.4
Cathay Bank job in San Francisco, CA
A financial institution in San Francisco is seeking a Branch Manager to oversee operations and drive business growth. The ideal candidate will have 3-5 years of banking experience with a focus on branch management and strong leadership skills. Responsibilities include managing staff, ensuring compliance, and enhancing client relationships. A college degree in business or finance is preferred, along with excellent sales and interpersonal skills. Competitive salary and benefits offered.
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$93k-119k yearly est. 5d ago
Sr, Distinguished AI Engineer
Capital One 4.7
San Francisco, CA job
* Bachelor's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 10 years of experience developing AI and ML algorithms or technologies, or a Master's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 8 years of experience developing AI and ML algorithms or technologies* At least 10 years of experience programming with Python, Go, Scala, or Java* 9 years of experience deploying scalable and responsible AI solutions on cloud platforms (e.g. AWS, Google Cloud, Azure, or equivalent private cloud)* Experience architecting, designing, developing, integrating, delivering, and supporting complex enterprise AI systems* Demonstrated ability to lead and mentor an engineering organization and influence cross-functional stakeholders up to the SVP level* Experience developing AI and ML algorithms or technologies (e.g. LLM Inference, Similarity Search and VectorDBs, Guardrails, Memory) using Python, C++, C#, Java, or Golang* Experience developing and applying state-of-the-art techniques for optimizing training and inference software to improve hardware utilization, latency, throughput, and cost* Passion for staying abreast of the latest AI research and AI systems, and judiciously apply novel techniques in production* Excellent communication and presentation skills, with the ability to articulate complex AI concepts to peers Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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$102k-128k yearly est. 2d ago
Imaging Specialist
Cathay Bank-Headquarters 4.4
Cathay Bank-Headquarters job in Rosemead, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Incumbent is responsible for performing imaging functions in a production environment. This process would include filing, packaging, shipping, cataloging, scanning, indexing and other imaging related functions. Incumbent is required to meet the minimum processing volumes and quality standards established by management. These standards are reflected in the Service Level Agreements (SLA) for the identified documentation, for example: Branch Signature Cards are scanned within one business day of receipt. Management may modify those standards in support of the various and diverse documents presented for imaging.
ESSENTIAL FUNCTIONS
Perform the following production activities to meet productivity standards:
Resolve problems regarding corrections, missing information and clarification of requests.
Receipt and imaging of documents received from the branches such as signature cards, POA and other identified documentation in accordance with approved SLA's.
Receipt and tracking of newly booked loan files from the lending units ensuring that all credit and loan document files are imaged in accordance with approved SLA's.
Prepare documents for imaging.
Scan and index documents.
Perform Quality Control process (Call Back Verification) that includes but is not limited to image quality, accuracy of image, and accuracy of indexing of documents as backup.
Upload imaged documents received from lending units, branches, and other departments to FCM according to each document type.
Merge files when necessary.
Track and log volume of incoming request types daily.
Manage incoming volume on departments shared drive daily and index misc. documents.
Create folders for new loans and label according as new loan documents are received, ensuring all original loan docs are indexed correctly and quality control has been performed.
Send confirmation to branches once the request is complete and the quality control review has been completed.
Pack and label completed indexed documents in secure area to be securely filed.
Responsible for new loan legal document tracking and indexing as received by the mortgage dept.
Process requests and inquiries from the Imaging Email Box or Imaging Share Drive, such as merge files, set up new folders in loan files, review documents to ensure information is correct and data fields are appropriately checked, index miscellaneous documents for special request, and manage incoming volume on departments shared drive daily and index misc. documents.
Assist with special projects as needed.
QUALIFICATIONS
Education: High school diploma required.
Experience: Prior office experience including filing. General knowledge of loan documentation or deposit documentation desired.
Skills/Ability: Attention to detail and perform to a high level of accuracy. PC proficient in MS Office Word, Excel and Outlook. Ability to work in a repetitive high volume production environment. Be able to lift heavy items (minimum 50 pounds) throughout the day. Use an available dolly or cart when necessary.
OTHER DETAILS
$20.00 - $21.63 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$20-21.6 hourly 2d ago
Assistant to Financial Advisor
Cathay Bank-Headquarters 4.4
Cathay Bank-Headquarters job in Arcadia, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Assist Financial Advisor (FA) with all administrative related tasks. Provides sales, processing, operational, administrative, and customer service support to Financial Advisor. Assist in the coordination of activities, travel arrangements, scheduling conferences/meetings, managing Financial Advisor's calendar, and other projects as assigned. Act as a liaison between the client, Financial Advisor, and back office.
ESSENTIAL FUNCTIONS
Answer telephone calls (responding, screening, and delegating calls as appropriate), and provide other assistance to callers if possible.
Manage Financial Advisor's calendar and schedule appointments.
Arrange customer seminars and branch employee training.
Assist in coordinating activities, prepare presentation materials, and support Financial Advisor for business-related functions.
Prepare requested reports.
Process documents, open client account, and upload to Smartworks Docupace.
Assist Financial Advisor in marketing activities, use MarketingCentral and maintain client relationship management database.
Establish and maintain customer files.
Help Financial Advisor prepare for auditing.
QUALIFICATIONS
* Education: College degree with business classes preferred but not mandatory.
* Experience: 2-5 years of applicable administrative experience required.
* Skills/Ability: Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook); strong communication and presentation skills; excellent follow-up and organizational skills; ability to work successfully both independently and as a team player. Be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills.
OTHER DETAILS
Without License: $20.00 - $21.63 / hour
With License: $21.64-$25.00 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$20-21.6 hourly 2d ago
AVP/Customer Service & Sales Manager
Cathay Bank-Headquarters 4.4
Cathay Bank-Headquarters job in Los Angeles, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving business development and portfolio administration. Support customer retention and acquisition programs by partnering with related Cathay department colleagues to proactively provide services for customers. Ensure regulatory compliance and staff adherence to bank policies and procedures. Maintain operational integrity of the branch.
DIRECT REPORTS
The incumbent supervises Relationship Bankers and all Operations staff (depending on the branch's staffing requirements)
ESSENTIAL FUNCTIONS
Service & Sales Responsibilities
Interact in an effective and professional manner with all levels of bank personnel, corporate and bank clients demonstrating commitment to quality and extraordinary customer service
Ensure staff are actively profiling customers during new account and teller transaction process to identify cross sell opportunities to meet customer needs/requirements
Responsible for developing and tracking individual performance goals. Develop coaching and mentoring process for staff to ensure their performance meets bank customer service, sales, and operational requirements
Establish and manage achievement of assigned team and individual sales production goals
Collaborate with Branch Manager / Relationship Manager in support of prospect and customer calls to develop customer onboarding plan, including set-up of products and services
Support business development colleagues, and perform marketing activities as needed in efforts to achieve branch growth and profitability goals
May register as MLO (Mortgage Loan Originator)- based on branch/market needs, to support loan inquiries, interview loan applicants, and assist with loan related functions
Represent the bank by actively participating in outside civic/community affairs, business/ industry-related organizations and other professional activities as appropriate
Operations, Management & Administration Responsibilities
Direct the operations functions of the branch. This encompasses the full knowledge of branch functions which include- new accounts, teller operations and safe box. The incumbent acts as the resident expert on procedural, risk and regulatory functions within the branch
Ensure that the branch consistently complies with all bank policies/procedures, banking regulations and meets satisfactory audit rating. Implement appropriate controls and oversight for any identified deficiencies
Ensure sound operating conditions are maintained in the branch by utilizing the daily and monthly operational and reporting reviews along with completion of required branch certifications
Perform staffing evaluation to ensure appropriate levels of staffing and skill sets in support of customer service requirements. Work with Branch Manager and Regional management on effective staff deployment and utilization
Ensure performance reviews/evaluations of the branch's non-officer staff and officers as assigned, are completed timely, objectively and with proper emphasis on individual development, coaching skills, customer service skills and sales/referral activities
Recommend hires, transfers, terminations, salary adjustments, performance standards and reviews. Approve employee daily time records, work assignments, vacations, sick pay, etc.
May serve as Safety and/or Security Officer for the branch
QUALIFICATIONS
Education: College degree a plus.
Experience: Three to five years' experience in a similar capacity with management/supervisory responsibilities. Comprehensive knowledge of all aspects of branch service functions. Thorough knowledge of bank policies and procedures. General knowledge of complex support systems, branch efficiency and productivity, and personnel policies and procedures. Direct sales experience desired. Computer experience (Microsoft Word, Excel, Outlook) required.
Skills/Ability: Good management skills with emphasis on planning, organization and scheduling. Excellent verbal and written communication skills. Bi-lingual English and Chinese (Mandarin or Cantonese), Korean or Farsi preferred.
OTHER DETAILS
Officer: $26.44 - $31.25 / hour
AVP: $31.25 - $36.06 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$26.4-31.3 hourly 2d ago
Information Security Analyst
Cathay Bank-Headquarters 4.4
Cathay Bank-Headquarters job in Rancho Cucamonga, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
This position is responsible for ensuring that the Bank's Security operations and preventive controls are managed and maintained in accordance with established Information Security policies, standards and procedures, published regulations and industry best practices.
Primarily responsible for the constant review of vendor security controls in comparison with policies and industry frameworks, risk assessments, determination of control gaps and their remediation.
ESSENTIAL FUNCTIONS
Performs vendor security risk assessments to determine inherent risk on proposed projects and assesses vendor security controls to determine residual risk.
Evaluates the potential exposure to application security risks and threats based on industry security frameworks and recommends appropriate mitigation.
Assesses security practices including Information Security governance, Identity and access control, Incident monitoring and response, Vulnerability assessment and Penetration tests, Network Security and Endpoint Security, among others.
Acts as liaison with Third Party Risk Management, Information Technology and business department Relationship Managers related to vendor risk assessments.
Reports information security risks and follows-up remediations.
Remediates audit and regulatory findings and recommendations related to Information Security and Vendor Risk Management.
QUALIFICATIONS
Education:
College degree in Information Technology or Information Security or equivalent;
Security+, SSCP, CISSP, CISM or similar information security certifications preferred.
Experience:
Minimum two years of experience in Information Security Risk, Information Security Operations or Security Auditing.
Proven experience on third-party risk management and vendor security assessments.
Working knowledge of security practices such as Endpoint Security, Network Security, Security Operations and Security Governance required.
Experience working with Vendor Risk Management (VRM) applications preferred.
Skills/Ability:
Proven ability to initiate and manage projects.
Excellent communication and problem-solving skills.
Strong inter-personal communication and collaboration skills.
Self-starter, highly motivated, and able to work with general supervision.
OTHER DETAILS
$28.84 - $33.65 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$28.8-33.7 hourly 2d ago
Credit Analyst l
Cathay Bank-Headquarters 4.4
Cathay Bank-Headquarters job in El Monte, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
Video Clip 1
Video Clip 2
Video Clip 3
Learn more about us at cathaybank.com
GENERAL SUMMARY
Perform the analysis of financial statements and tax returns using nCino for Account Officers to use in their recommendations for new and renewal extensions of credit. Calculate various financial ratios to assist in the ongoing monitoring of borrower compliance to financial covenants per loan agreements and the submission of financial documents.
ESSENTIAL FUNCTIONS
Manages ticklers and covenants and monitors receipt of financial documents pertaining to the existing credits using nCino. This may include financial statements for borrowers, owners and/or guarantors, tax returns, financial spreads, collateral information, covenants, borrowing base, credit reports, and projections.
Prepares and analyzes financial spreads using nCino for private and public companies, prospect, individual and corporate tax returns according to the standard classification and guidelines established by the Bank.
Prepares individual and global cash flows.
Calculates covenant compliance based on Borrower's Loan Agreement (BLA).
Forwards completed spreads to lending unit. Identifies and notifies lending unit of covenant violations and escalates to Credit Administrators as required.
Maintains up-to-date knowledge on all Bank lending policies and regulations.
Maintains up-to-date knowledge in financial spreads and basic GCF process.
Completes quality spreads with supervision.
QUALIFICATIONS
Education: College degree in Finance, Accounting, Business, or related field
preferred, or 2 years related experience in credit or financial analysis.
Experience: Minimum one year (prefers two) of working experience in analyzing
financial statements, cash flow analysis, familiarity with various industries, collateral issues and values, and analysis of guarantor personal financial statements and tax returns.
Skills/Ability: Good working knowledge of accounting, credit policy and financial
statement analysis. Good organizational and analytical skills. Good verbal and written communication skills. Ability to work successfully both independently and as a team player. Proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook).
OTHER DETAILS
$20.0 - $21.63 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
Poster- Chinese Traditional
Poster- Chinese Simplified
Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
Zippia gives an in-depth look into the details of Cathay Bank, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Cathay Bank. The employee data is based on information from people who have self-reported their past or current employments at Cathay Bank. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Cathay Bank. The data presented on this page does not represent the view of Cathay Bank and its employees or that of Zippia.
Cathay Bank may also be known as or be related to CATHAY GENERAL BANCORP, Cathay Bank, Cathay General Bancorp and Cathay Holdings LLC.