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East West Bank jobs - 401 jobs

  • Senior Private Client Associate

    East West Bancorp, Inc. 4.7company rating

    East West Bancorp, Inc. job in Pasadena, CA

    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 18d ago
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  • BSA Risk Advisor

    East West Bank 4.7company rating

    East West Bank job in San Francisco, CA

    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 East West Bank is currently seeking a BSA Risk Advisor. This person will report up to our [New York City / San Fransico / Pasadena / Houston] location. The position will serve as a key liaison between the First Line of Defense (Business Units and Front Office) and the Second Line of Defense (BSA Office). This role ensures effective communication, coordination, and execution of financial crime risk controls, supporting the Bank's adherence to regulatory requirements while enabling responsible business growth. The individual will provide guidance on client onboarding, high-risk activities, transaction monitoring escalations, and process enhancements. Responsibilities Act as the primary point of contact between Business Units and BSA Office for KYC, EDD, OFAC, and transaction monitoring-related matters. Facilitate and triage inquiries from frontline teams, ensuring timely escalation and resolution with compliance. Provide interpretation of BSA policies and procedures to support business decision-making. Review high-risk customer onboarding requests and package cases for BSA office review and approval. Coordinate CDD/EDD Reviews, RFI responses, and document remediation efforts across business lines. Monitor and track action items from compliance directives, audits, or regulatory exams. Assist 1LoD in implementing new AML-related controls or system changes directed by 2LoD. Maintain centralized tracker for KYC escalations, EDD cases, advisory requests, and approvals. Prepare dashboards and metrics summarizing advisory trends, risks, and SLA performance. Contribute to policy/procedure testing and feedback loops to enhance workflow efficiency. Deliver periodic training sessions to business partners on BSA/AML expectations. Develop and distribute reference guides, playbooks, or FAQs for frontline use. May perform other duties as assigned Qualifications Bachelor's Degree in Finance, Business, Compliance or related field. 7+ years' experience of BSA/AML, KYC or Financial Crimes Compliance experience Preferred candidates would have 3+ years of experience in retail banking, private banking, and/or central operations. 3+ year's of management or project management experience. Current knowledge of BSA/AML relevant law and regulations. Strong knowledge of customer due diligence, OFAC, TPPP/MSB/Correspondent Banking risk, and onboarding processes. Excellent communication, stakeholder management, problem-solving mindset, ability to translate risk requirements into business action. Well-organized, analytical, and critical thinking skills. Excellent verbal and written communication. Fluency in English and Chinese preferred. Ability to work in a fast-paced environment, creative out-of-the-box thinker, internet savvy, solutions oriented, handle tight deadlines, adaptable to changes in requirements CAMS, CAFP, CRCM certification preferred. 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 $85,000.00/Yr. - USD $150,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $85k-150k yearly Auto-Apply 60d+ ago
  • Revenue Manager

    Huntington San Francisco 4.4company rating

    San Francisco, CA job

    Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. **************** Location: Located in the exclusive Nob Hill neighborhood and in the process of going through a complete reimagination, The Huntington provides guests with modern amenities and conveniences within a historic space. Guests can enjoy fine dining, a three level spa, beautiful rooms and suites as well as meeting and event spaces without ever leaving the property. The Huntington provides guests with the best location and amenities San Francisco has to offer. Overview: The Revenue Manager is responsible for identifying and maximizing all potential revenue opportunities for the hotel. In today's lodging environment, understanding channel and yield management is critical for maximizing revenues. The Revenue Manager is responsible for formulating long and short-term Revenue Management strategies and for overseeing their successful execution towards the advancement of RevPAR market share. This includes the analysis of revenue potential generated by the transient and group market segments as well as the market segmentation within transient and group. One will combine this with catering and space utilization as well as other revenue considerations (i.e.: golf, spa, etc.) in order to determine the appropriate mix of business to achieve revenue potentials every day of every year. Responsibilities: Establish hotel pricing levels in all segments. Responsible for the daily room inventory management process and daily pricing process. Monitor competitor rates, positioning, strategies and data; maintain understanding of the dynamics of the local market and demand generators and present appropriate action plans to management. Monitor and communicate fluctuations in occupancy to operational departments so they can effectively manage staffing requirements and increase efficiency. Analyze local events and activities and project the effect of opportunities they create. Understand the macro and micro-economic variables affecting supply and demand in the local marketplace, and use this knowledge to create accurate operational and financial room revenue forecasts. Perform unconstrained demand analysis to determine optimal business mix. Responsible for all short and long term forecasts including Weekly Forecasts, 30 60 90 Forecasts, In the month forecasts, and Full year forecasts. Oversee process for evaluating all opportunities for contracted business (group, wholesale, corporate negotiated, etc.) presented through the Sales department. Ensure that process enables high speed of response while maximizing profits. Responsible for the maintenance of any software programs which contribute to the management of rooms revenue, including the CRS, RMS, PMS and Sales & Catering system. Monitor RevPAR index on STR report and provide critical analysis of performance on weekly and monthly basis. Prepare annual Rooms revenue budget. Chair weekly Revenue Strategy meetings in order to formulate and disseminate strategies and tactics. Ensure that prior decisions are re-visited in this forum in order to evaluate their effectiveness and promote learning. Prepare and present quarterly presentations to ownership. Ensure all distribution channels have correct content and pricing. Develop and maintain a close relationship with the market manager of Third Party Intermediaries to maximize the opportunities with these channels. Develop and maintain relationships with other market revenue managers and Directors of Revenue to create a network of peers in your community Coordinate survey activities involving marketing and service opportunities to further enhance revenue potential. Actively develop all subordinates, ensuring that they have opportunities to grow their Revenue Management and leadership skill base through personal attention, internal/external training and participation in industry events. Responsible for Internet Marketing such as pay per click campaigns, e-mail blasts, GDS advertising, etc. Establish and communicate sales strategy for day, week, month and rolling 12 months. Communicate any strategy changes or update any calendars for the sales team to use. Analyze prior night successes: Did the hotel sell out? Were the right decisions made for overselling? Address the opportunities in Highgate Hotel Business Review (HHBR) morning meeting. Place test calls to Central Reservation Office (CRO) and property to ensure accuracy of rate quoting, restrictions and selling approach. Manage and communicate group cut off dates. Run a group rooms control log (GRC) as well as pick up report from Property Management System (PMS) for 90 days. Verify pick up to actual block, cut off date, and whether or not you should extend, etc. Update the Daily Market Segment Analysis (DMSA). Ensure accuracy from the daily Flash Report. Review actual performance versus Potential performance. Complete all required month end reports with detailed analysis. If necessary, complete action plans for the property to follow to create additional production/revenue. Review Hotelligence reports for trends, booking windows and sources of business as well as rates compared to competition. Qualifications: At least 2 years experience in the Revenue Management field as manager or senior analyst Bachelor's degree or equivalent in Hotel or Hospitality Management or closely related field In-Depth knowledge of all industry reports such as STR, Hotelligence, Market Vision, etc. Proficient in Microsoft Excel, Word, Power Point Opera/Synxis systems- ideal Ability to work quickly in a high-pressure & high stress environment Ability to communicate clearly both verbally and in writing Excellent time management skills Exceptional with details and follow up Flexible and long hours sometimes required. Maintain a warm and friendly demeanor at all times. Must be able to effectively communicate both verbally and written, with all level of employees and guests in an attentive, friendly, courteous and service oriented manner. Must be effective at listening to, understanding, and clarifying concerns raised by employees and guests. Must be able to multitask and prioritize departmental functions to meet deadlines. Approach all encounters with guests and employees in an attentive, friendly, courteous and service-oriented manner. Attend all hotel required meetings and trainings. Participate in M.O.D. coverage as required. Maintain regular attendance in compliance with Highgate Hotel Standards, as required by scheduling, which will vary according to the needs of the hotel. Maintain high standards of personal appearance and grooming, which include wearing nametags. Comply with Highgate Hotel Standards and regulations to encourage safe and efficient hotel operations. Maximize efforts towards productivity, identify problem areas and assist in implementing solutions. Must be effective in handling problems, including anticipating, preventing, identifying and solving problems as necessary. Must be able to understand and evaluate complex information, data, etc. from various sources to meet appropriate objectives. Must be able to maintain confidentiality of information. Perform other duties as requested by management
    $93k-123k yearly est. Auto-Apply 5d ago
  • Associate Creative Director - Cross-Affiliate Marketing

    California Bank & Trust 4.4company rating

    San Francisco, CA job

    For more than 150 years, Zions Bancorporation has built on the dedication and talent of our people, earning recognition as one of the 'Best Banks to Work For.' Now, we're focused on shaping the future of banking-leveraging innovation, strengthening local relationships, and delivering exceptional value across our collection of great banks in the West. Our expanding marketing team is creating something transformative: a dynamic, in-house Creative Studio that will redefine how we tell our story and connect with customers. Under the leadership of our new CMO, we're building a modern, collaborative hub for bold ideas and innovative campaigns that elevate a bank known for exceptional service and deep community roots. This is your opportunity to help shape a creative vision that sets a new standard for financial marketing. We're looking for an Associate Creative Director who is a strategic thinker, a strong conceptual storyteller, and a hands-on leader. In this role, you'll guide integrated campaigns that align creative vision with business objectives from idea to execution, mentor a growing creative team, and push for innovative, distinctive work that elevates our brand across channels. If you thrive in a fast-paced, collaborative environment and know how to turn strategy into compelling creative, this is your opportunity to make a lasting impact. JOB RESPONSIBILITIES * Lead the development and execution of integrated marketing strategies that align with Zions Bancorporation's brand culture and business objectives. * Translate business goals into compelling creative campaigns and communications for internal and external audiences, including employer branding, financial communications, and corporate reputation initiatives. * Oversee creative direction for multi-channel deliverables; digital, social, print, and experiential, ensuring consistency and quality across all touchpoints. * Collaborate with cross-functional partners in HR, Finance, and Investor Relations to support programs such as talent acquisition, onboarding, quarterly results, and shareholder communications. * Manage projects from concept through completion, driving alignment, timelines, and collaboration across teams. * Champion brand standards and ensure compliance with regulatory requirements and internal policies. * Mentor and inspire creative team members, fostering growth and excellence in craft. QUALIFICATIONS * Bachelor's degree in Design, Marketing, Communications, or related field; Master's preferred. * Minimum 5 years in creative leadership roles, ideally within financial services or regulated industries. * Expertise in marketing strategies across digital, interactive, and print channels. * Proven ability to manage large-scale projects, budgets, and agile workflows. * Exceptional leadership, organizational, and communication skills with a track record of mentoring teams. * Creative problem-solving and analytical abilities. * Familiarity with banking products and services is a plus. BENEFITS & COMPENSATION Along with competitive benefits starting on day one, including 12 bank holidays, profit sharing, and a company-matched 401(k), you'll have the chance to grow your career while creating work that truly matters to our customers and communities. Ready to bring your ideas to life? Share your application and portfolio today. This position is eligible to earn a base salary in the range of $105,000 - $150,000 annually depending on job-related factors such as level of experience and location. * Day-one coverage for Medical, Dental, Vision, Life, and Disability Insurance. * Paid Parental Leave, Adoption Assistance, and Mental Health benefits including coaching and therapy sessions. * 401(k) with company match, Profit Sharing, and Tuition Reimbursement (up to $5,250 annually). * Paid Training, Paid Time Off (PTO), 11 Federal Holidays plus applicable state holidays. * Employee Ambassador preferred banking products. LOCATION OPTIONS * Salt Lake City, UT * San Diego, CA * San Francisco, CA * Seattle, WA Please note: This is an in-office position that will sit at a local corporate hub 5 days a week. This is not a hybrid role. Ready to bring your vision to life? Share your application and portfolio today. Illusion
    $105k-150k yearly 8d ago
  • Fixed Income Trader I

    First Citizens Bank 4.8company rating

    San Francisco, CA job

    This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. SF, CA This position will assist members of the trading, portfolio management, and investment research teams in identifying relevant data, aggregating and parsing data, creating/managing reports and increasing efficiencies across the investment teams. The role includes operational support for the investment teams, as well as trading and market analysis across various sectors of the fixed income market, including government, corporate and securitized bonds. Responsibilities * Research and Analysis - Conduct in-depth analysis of fixed income markets, including interest rates, credit spreads, economic data and macro factors. Communicate market insights and relative value opportunities to the investment teams. Stay informed of economic indicators and geopolitical events affecting fixed income markets. Assist with security type analysis. * Operational Support - Assist in troubleshooting middle office and operational issues from a trading perspective including, but not limited to dealer know your client (KYC) requests, trade fails, and settlement monitoring. Assists in counterparty onboarding, which includes identifying and initiating new trading relationships. * Bond Trading - Execute trades (both buying and selling) for individual client portfolios. Utilize market intelligence to monitor trends in the fixed income sector while providing recommendations to investment strategy based on market analysis. Manage trade execution across various trading platforms as well as security selection for individual client portfolios. Qualifications Bachelor's Degree and 1 years of experience in Investment and market knowledge OR High School Diploma or GED and 5 years of experience in Investment and market knowledge Preferred Education: Bachelor's DegreePreferred Area of Study: Finance, Mathematics or EconomicsPreferred Area of Experience: Trading and risk management: Preferred Skills: Effectively manage and coordinate multiple activities, Knowledge of fixed income markets, Risk management and compliance awareness , Trading and risk system proficiency: Bloomberg, MarketAxess and Aladdin, Microsoft Office proficiency. The base pay for this position is generally between $101,000.00 and $160,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
    $101k-160k yearly 3d ago
  • Commercial Banker - Irvine, CA

    California Bank & Trust 4.4company rating

    Irvine, CA job

    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
  • Area Retail Mortgage Production Manager - Orange County, CA

    California Bank & Trust 4.4company rating

    Anaheim, CA job

    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 42d ago
  • Portfolio Manager - El Segundo OR Los Angeles, CA

    California Bank & Trust 4.4company rating

    El Segundo, CA job

    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. California Bank and Trust is looking for a Power Finance Portfolio Manager to work in our El Segundo or Los Angeles, CA office. This role is responsible for managing and servicing a portfolio of existing loan relationships Job Requirements: * Responsible for managing and servicing a portfolio of project finance loans primarily centered in the power industry (renewable energy, natural gas, electric transmission, etc.). * Responsible for identifying key credit risks, recording and monitoring borrower covenants, ongoing account servicing (admin agency, construction draws, billing, rate setting, etc.), monitoring operating and financial performance, reassessing risk grades as necessary, preparing extensive credit reviews which requires working with complex financial models. * The Portfolio Manager provides documentation review and closing support during the execution of new lending opportunities * Other responsibilities include maintaining various internal databases, handling reporting on loans such as past dues, documentation and collateral exceptions, risk grades, and portfolio profitability. * May assist bankers on the originations team with new loan requests. Attends industry conferences, site visits, and other related events. * Acts as the primary point of contact on closed loans and works directly with clients to resolve any pending issues. Works alongside middle office and loan operations to service our client's needs. * Applies all applicable credit policies and procedures to the execution of the risk management process. Works under limited direction and independently determines & develops solutions to a variety of issues that may arise. * Assists senior bankers with the mentoring and training of a team of associates and credit analysts. * Ability to work independently with limited supervision. * Other special projects as assigned. Can also be filled at Portfolio Manager III which requires at least 5 years banking experience. Minimum Job Qualifications: * Requires a bachelor's degree in Finance, Accounting, Business, Economics or related field. 8+ years of banking experience in relationship management, underwriting, and/or credit/portfolio management. * Experience in project finance, structured finance, and/or commercial real estate finance highly preferred. * Advanced knowledge of various types of loans, credit analysis, spreading (and spreading software) and analyzing financial statements, risk analysis, loan documentation, etc. * Advanced knowledge of banking products, services, policies, procedures and regulations. * Excellent credit skills in underwriting including financial statement analysis, financial modeling, and valuation. * Requires excellent customer service, relationship, organizational, analytical and creative problem-solving skills. * Ability to meet deadlines. * Must have excellent communications skills, both verbal and written. * Knowledge of various software applications including Word, Excel, PowerPoint, Moody's Risk Analyst, S&P/Capital IQ, and Teams. 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 $150,000 - $190,000 annually depending on job-related factors such as level of experience.
    $150k-190k yearly 18d ago
  • Branch Operations Specialist - Antelope Valley, CA

    California Bank & Trust 4.4company rating

    Lancaster, CA job

    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 Antelope Valley 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 Antelope Valley 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 Antelope Valley 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 $25 - $31 hourly depending on job-related factors such as level of experience.
    $25-31 hourly 60d+ ago
  • Teller - Fresno, CA

    California Bank & Trust 4.4company rating

    Fresno, CA job

    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 Client Service Associate (Teller) to provide top-notch customer service to our clients and customers at our Fresno Main, CA branch. 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: Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record. Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. Resolve clients' problems either through direct personal action or referral to alternative branch or bank resources. Identifies and maximizes cross-sell bank opportunities through exploring needs. Other duties as assigned. Qualifications: Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience. Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking. Must have solid balancing and customer service skills. Ability to cross-sell bank products based on clients' needs. Schedule: Monday - Friday, 8:30 am - 5:30pm 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 $20 - $22 hourly depending on job-related factors such as level of experience.
    $20-22 hourly 24d ago
  • Senior Quality Control Analyst

    East West Bank 4.7company rating

    East West Bank job in El Monte, CA

    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 East West Bank is seeking a Senior Quality Control Analyst. The Quality Control Analyst is responsible for the secondary review and QC of all Loan Operations processes. The responsibilities include identification of risk and remediation, performing Quality Control reviews by the creation of ad hoc reports and utilizing system reports, looking for trends, logic and overall accuracy of the loan data. Work performed will include coverage of Loan Operations with focus on data integrity, accuracy of loan documentation and compliance/regulatory and operation processes. This position also has responsibility for Process Improvement and Project Management. Responsibilities Support manager in the implementation of the on going secondary Quality Control process within Loan Operations. Maintain and define data quality, participate in development of data quality rules, thresholds, KPIs, and standard metrics for quality expectations for data elements that support critical business processes. Perform system to system analysis to ensure data reasonableness, generate Quality Control reports to augment Loan Operations Callback process. Analyze ongoing data quality exceptions and determine the root causes Implement necessary changes within the Loan Operations process and applicable policies due to changes in lending requirements and/or identified root causes Perform self-testing for all newly implemented processes relative to internal audit exceptions, discovery items from Compliance Monitoring, Loan Documentation and high risk areas that may impact our financial reporting and customer interfacing Work with Loan Operations Management to create and validate remediation plans identified through Audit, Root Cause Analysts, self-testing, etc. Use spreadsheets and databases to maintain detailed records Provide updates and training to staff on new and upcoming regulation changes and process improvements Provide Project Management oversight for process improvement. Ensure Internal Procedures are updated with new regulations and/or process changes Monitor performance indicators and lead continuous improvement May assist Loan Operations staff with servicing of loan by performing research to resolve complex issues ensuring timely updates are provided. Provide customer service to internal and external customers. Provide training and support to other QC Analyst Create Management reports as requested May provide User Acceptance Testing on the loan System based on new products and/or processes Assigned to special projects related to the Data Accuracy and accurate compliance requirements. May perform other duties as assigned Qualifications Bachelor Degree in Finance, Accounting, Business Administration, Mathematics, Computer Science or Economics. Minimum 5 years of experience in the commercial or residential loan servicing industry Minimum 3 years in a quality control role, and/or process design role within the loan operations business with experience in data management/quality analytic function Strong verbal and written communication skills Project management skills Ability to design and implement new processes with experience in reengineering disciplines Demonstrated understanding of controls and risk Advanced experience with Microsoft suite of office products, including Word, Excel, Powerpoint & Visio Excellent analytical skills and problem solving skills with the ability to assess problems and develop solutions/improvements Experience with data reporting tools Ability to produce accurate and precise work, detect discrepancies and resolve discrepancies Strong knowledge and experience working with lending system with FIS and BlackKnight experience preferred Exceptional written and verbal communication skills. Ability to effectively interact with all levels of the organization including senior management Ability to build effective relationships internally with multiple business units. 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 $38.00/Hr. - USD $50.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $38-50 hourly Auto-Apply 60d+ ago
  • Temp-Construction Disbursement Associate

    East West Bank 4.7company rating

    East West Bank job in El Monte, CA

    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 36d ago
  • Loan Specialist- Los Angeles, CA

    California Bank & Trust 4.4company rating

    Los Angeles, CA job

    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 12d ago
  • Commercial Banking Intern Costa Mesa CA

    Comerica 4.9company rating

    Costa Mesa, CA job

    Intern I The Intern I position is an entry-level and learning focused position. The Intern I gains exposure to various departments within the company, working on hands-on projects and supporting business units in their daily operations. This position is designed to provide undergraduate students with a valuable learning experience in the financial services industry. This internship role is intended for a multi-week internship, e.g., 8-12 weeks. Position Responsibilities Participate in a line of business intern program which includes but is not limited to completing required activities that introduce the Intern to a line of business' leadership, strategies, and programs. Activities could include, * Assist in preparing financial reports, presentations, and data analyses. * Conduct market research and competitor analysis. * Provide support in data entry, system updates, and database management. * Assist with administrative tasks such as scheduling meetings, preparing materials, and organizing documents. * Participate in team meetings, offering insights and learning from various team members and leaders. * Shadow senior team members to understand key business functions (e.g., risk management, investment analysis, client services). * Contribute to small projects under supervision, ensuring timely delivery and quality work. Participate in the corporate intern program which includes but is not limited to completing required training, attend corporate events and complete weekly corporate assignments that introduce the Intern to the company's culture, values, and business units. Other duties assigned. Position Qualifications * Current undergraduate student pursuing a degree in Finance, Economics, Business Administration, Information Systems, or a related field * Strong academic performance (GPA of 3.0 or above) Looking to learn more about this position: Please visit ********************************************************* for details on day-to-day responsibilities, qualifications, and team dynamic Work Best Category: Category C - Days in the office will either be designated days or will vary week to week from 2-5 days Hours: 8:00am - 5:00pm Monday - Friday Salary: For candidates hired in the state of California the expected salary/On-Target Earnings (OTE) range for the role is currently: * California - $20.70 - $32.62 Hourly Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range. About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
    $20.7-32.6 hourly 59d ago
  • SBA Portfolio Officer - Portfolio Management

    East West Bancorp, Inc. 4.7company rating

    East West Bancorp, Inc. job in San Marino, CA

    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 18d ago
  • Senior Fraud Investigator

    East West Bancorp, Inc. 4.7company rating

    East West Bancorp, Inc. job in El Monte, CA

    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 Fraud Investigator reports directly to the Fraud Investigations Supervisor, Assistant Manager or Risk & Operations Manager. The Senior Fraud Investigator will be responsible for investigating more complex suspected fraud events and mitigating loss exposure. This exempt position follows an assigned work schedule and is expected to manage the time effectively to meet investigative deadlines and handle assigned case volume. Your expertise will support loss prevention, regulatory compliance, and risk mitigation efforts across the organization. In addition, the Senior Fraud Investigator will serve as both a mentor and Subject Matter Expert resource to the more junior investigators. The Senior Investigator should be well versed in new and emerging fraud trends and the potential impact. Must be a self-motivated individual with the ability to adapt to changing priorities, analytical and focused with the ability to analyze documents and reports. May be required to support junior level investigators. Responsibilities * Investigate suspected fraud events and reduce potential loss exposure by being compliant with applicable policies and procedures. * Review fraud detection reports to identify and escalate potentially fraudulent activity and/or suspicious activity. * Review and assess outgoing wire transfer requests within the established SLA, following policy and procedures, and present findings or concerns to management for final approval in accordance with fraud controls. * Identify gaps, control weaknesses, or patterns learned through investigations and analysis, and present practical ideas or solutions to management to help close those gaps and prevent future fraud. * Analyze transaction patterns, customer behaviors, and referrals to identify suspicious activity and potential fraud schemes. * Utilize bank systems, resources, policies and procedures to evaluate accounts and situations that may require unique treatment and a specialized approach. * Conduct interviews with victims, suspects, and internal stakeholders to gather facts and evidence * Complete thorough investigations to determine the presence of fraud and/or high-risk activity and take appropriate actions. * Prepare detailed case files, investigative summaries, and supporting documentation for internal stakeholders. * * Present findings and investigative recommendations to the manager, senior management, and internal legal counsel for case resolution and next steps. * Provide guidance to business partners to ensure appropriate actions are taken to mitigate losses and loss exposure. * Provide mentoring, training and guidance to junior investigators. * File Possible Suspicious Activity Report (PSARs) or internal reports within the required timeframes. * May assist with validation testing for various departmental risk processes and technological upgrades. * Meet or exceed departmental goals and key performance indicators (KPIs) related to investigation quality, timeliness and resolution. * Operate with minimal supervision and demonstrate strong independent judgement in completing assignments. * Review designer procedures to ensure they are up to date and in compliance with EWB established policies. * Evaluates and analyzes current processes and provides recommendations as needed * Learn, understand, and maintain knowledge of all fraud investigation functions, processes, tools, and systems to support comprehensive case handling and departmental operations. * * Manage caseloads and investigative assignments effectively by organizing workload, using strong time management to ensure timely, prioritized case handling based on risk, impact, and volume expectations. * Perform quality assurance reviews of fraud cases, reports to ensure accuracy, completeness, and adherence to investigative standards. * Assists in the preparation and walk-through of internal audits. * May perform other duties as assigned Qualifications * At least 5+ years of previous fraud investigations experience, preferably within banking * High school degree required, Bachelor's degree preferred * Alternative combination of education and experience: Associate degree or 7+ years of banking center or investigative experience 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 $71,000.00/Yr. - USD $83,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $71k-83k yearly Auto-Apply 18d ago
  • Loan Operations Quality Control Manager

    East West Bank 4.7company rating

    East West Bank job in El Monte, CA

    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 Loan Operations Quality Control Manager is responsible for the day to day management of a Loan Operations Quality Control Unit. The Unit's functional responsibilities include but are not limited to, callbacks and quality reviews of post-closing loan data and monetary transactions for Commercial & Industrial, Specialized Lending, and Commercial Real Estate loans booked on the FIS loan system to ensure data accuracy, compliance with government requirements, federal and state laws and regulations, risk mitigation and company policies and procedures. Responsibilities include the identification of risk, proposing and implementing quality control process improvements thereof, and directing the performance Quality Control reviews through the use of ad hoc and system reports in order to ensure overall accuracy and completeness of the loan data. Responsibilities also include the training and oversight of Quality Control Unit associates. Responsibilities Responsible for the direct management of a Quality Control Unit including but not limited to: hiring, coaching, training, setting performance requirements and goals, developing and delivering scorecards results, metrics, key-man succession plans, and conducting performance reviews. Direct loan onboarding and transaction callbacks and quality control related activities to meet established goals and appropriate turnaround time to comply with SOX controls and regulatory requirements. Mitigate risk by ensuring through callback and validation that loan data as entered onto the FIS loan system conforms with loan approval and executed loan documents. Respond to internal and external audit requests and findings and remediate any identified noncompliant processes or areas of concern. Direct performance of self-testing processes to ensure accuracy of data input against source documents. Review established quality control processes, propose changes to those processes to address any issues identified during the Quality Control reviews, and implement changes following management approval. Perform analysis of issues identified through the loan boarding and/or portfolio validation process to identify root cause of loan data discrepancies, training or process improvement opportunities. Perform research on complex transactions, formulate resolutions to Quality Control exceptions or customer complaints. Develop required logic for new or enhanced Quality Control reports. Design and conduct job related training programs for Quality Control Unit associates. Prepare management reports including exception reporting and trends. Ensure compliance with all federal, state, local laws and internal Bank policies. May perform other duties as assigned Qualifications Bachelor's Degree in Finance, Accounting, or equivalent work-related experience required Minimum 10 years of experience in the commercial loan servicing industry with Quality Control experience required Effective leadership and training skills required Must have knowledge of BSA/AML/OFAC Laws/Regulations, understand how these obligations relate to his/her role, and comply with these laws and regulations FIS loan accounting system experience preferred In-depth knowledge on attorney prepared loan documents and complex specialized lending products required Strong verbal and written communication skills Strong analytical, problem solving, and organizational skills with attention to detail Proficient in Microsoft Office including Word, and PowerPoint, with advanced Excel skills required Ability to produce accurate and precise work, detect and resolve discrepancies Ability to adapt quickly to changes, prioritize workload and perform in a fast paced high pressure environment #LI-VD1 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 $100,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
    $80k-100k yearly Auto-Apply 60d+ ago
  • Mortgage Collections Supervisor

    East West Bancorp, Inc. 4.7company rating

    East West Bancorp, Inc. job in Rowland Heights, CA

    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 18d ago
  • Credit Analyst - San Diego or Irvine, CA

    California Bank & Trust 4.4company rating

    San Diego, CA job

    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 Credit Analyst to join our Business Lending Services (BLS) team in San Diego, CA. CB&T's Business Lending Services (BLS) team provides both loan underwriting and portfolio management support for our Core Branch Banking network focused on the Middle Market business banking segment. BLS embodies CB&T's Vision, Mission, and Values by providing localized support and the ability to work as a larger team to successfully provide a high level of customer experience. BLS is located across three offices throughout the state and multiple teams that consist of Portfolio Managers, Credit Advisors and Credit Analysts at all experience levels. We offer opportunities for learning and career development, exposure to various commercial loan products, and understanding the entire loan facilitation process. Essential Functions: * Conducts credit investigations and analyzes credit information pertaining to loans. * Investigates all available sources of credit and financial information, including reporting services, credit bureaus, other companies, main office files, and branches. * Analyzes financial statements and related material. * Analyzes financial conditions and trends. * Reviews and reports non-compliance with loan covenants. * Determines cash flow using appropriate spreading application. * Prepares summaries, presents facts, and offers opinions concerning creditworthiness. * Provides credit information and references for customers, loan officers, or other agencies as requested. * May provide rates and loan information to clients. * Ensures that all credit files include proper documentation including current financial statements, agency reports, etc. * Maintains control over current accounts, noting payment progress, watching for any developing problems, and keeping loan officers informed. * Writes credit memorandums. * Accompanies lenders on business calls. * Conducts industry research. * Assists with special projects as assigned. Qualifications: * Requires a Bachelor's degree in Accounting or Finance and 2+ years of credit analysis experience, lending/credit procedures and process or other directly related experience. A combination of education and experience may meet requirements. * Working knowledge of financial and spread analysis and credit/lending procedures for moderately complex loans. * Working knowledge of commercial credit principles, theories, concepts, and techniques. * Ability to work with lending officers and staff. * Solid analysis, research and communication skills, both verbal and written. * Must be detail oriented. * Ability to meet deadlines and make sound decisions regarding loans. * Solid PC skills required. * Working knowledge of spreading/cash flow application is a plus. 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 $29 - $38 hourly depending on job-related factors such as level of experience.
    $29-38 hourly 50d ago
  • Fraud Analyst II

    East West Bank 4.7company rating

    East West Bank job in El Monte, CA

    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 3d ago

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East West Bank may also be known as or be related to EAST WEST BANCORP INC, East West Bancorp Inc, East West Bancorp, Inc., East West Bank and East West Bank Inc.