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  • Sr Graphic Designer

    Umpqua Bank 4.4company rating

    Umpqua Bank job in Irvine, CA

    About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: Design and produce high-quality and production ready visual designs for various marketing, advertising, and packaging projects, including both traditional print and online design. Work closely with Creative Director, Copywriters, other designers, project managers and internal teams and external vendors to determine and deliver the most appropriate solutions, making recommendations and proposals to meet project specifications. Manage multiple projects and daily tasks from initial concept through final production with attention to details and deadlines. Responsible for day-to-day production design. Consult with cross-functional stakeholders to discuss business objectives, requirements, and project specifications, ensuring a thorough understanding of their needs and expectations. Manage multiple projects from small production-oriented tasks to large scale campaigns Generate creative ideas and concepts, and present them to creative director or account managers, incorporating feedback to refine and improve the designs. Utilize a wide range of media, including animation, photography, illustration or infographics to create visually appealing and effective designs. Collaborate with team members, including partners, other designers, account executives, web developers, and marketing specialists, to deliver cohesive and integrated brand solutions. Manage projects effectively by meeting timelines and deadlines, coordinating with project managers, and other members of the creative team ensuring successful project completion. Stay abreast of emerging technologies in new media and design programs, continuously enhancing skills and knowledge to remain competitive and innovative. Translate marketing strategies into compelling visual narratives. Maintains visual and tonal consistency across all social platforms while adapting to each platform's unique audience and behavior. Responsible for platform-optimized content for social media, while collaborating closely with social and marketing teams to ensure strategic alignment and brand consistency. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice”. May perform other duties as assigned. About You: Bachelors Degree in Graphic Design or other related field or equivalent work experience, required. 5-10+ years of Graphic Design experience, required. Excellent communication, interpersonal and presentation skills with ability to effectively communicate across all levels of the organization. Advanced experience with typography and layout design. Advanced proficiency in Adobe Creative Suite (Photoshop, Illustrator, InDesign, etc.) and knowledge of Figma preferred. Strong portfolio showcasing a range of design styles and mediums. Ability to work in a fast-paced environment with positive attitude and design flexibility. Experience with motion graphics or UI/UX is preferred. Strong knowledge of built in Adobe AI tools and software applications preferred. Advanced branding and identity development experience. Proven experience with Photo Art Direction and photo editing. Strong experience in preparing press-ready files and overseeing end-to-end print production workflows. Job Location(s): Ability to work fully onsite at posted location(s). Bellevue, Seattle, or Irvine Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $95,000 - $115,000, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $95k-115k yearly Auto-Apply 60d+ ago
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  • Senior Wealth Advisor

    Umpqua Bank 4.4company rating

    Umpqua Bank job in Irvine, CA

    About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. What Makes Us Different: As part of the Raymond James Financial Institutions Division (FID), you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower advisors with freedom, support, and earning potential to build lasting client relationships and grow their business. Advisors who join the team are typically offered a transition assistance package which may include support during their ramp up. Our transition packages typically include a ramp-up period to ensure a smooth transition. Our advisors are compensated on a transparent grid structure-rewarding performance across all account sizes. Tenured advisors regularly achieve strong production levels, and the payout grid ranges 39% up to 45%, reflecting our commitment to recognizing your success. Advisors will have access to a shared financial services assistant. Advisors will be eligible to have a dedicated financial service assistants as production grows. This helps you focus more on client relationship and less on administrative tasks. Management's role is to remove obstacles and create an environment where you can thrive, supported by a collaborative team that values both independence and partnership. The program has a financial planning team that is integrated in their team. We also have an insurance subject expert whose function is to support and advisors' business by providing a turn-key approach to LTC and Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their skillset to stay relevant and effective in an ever-evolving industry. This individual will also lead within the organization as a top-line professional, establishing and sharing best practices in segmentation, client engagement processes, team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches, business/commercial clients, or function as a “hub” or “second floor” advisor for an existing book of business. This individual should have the skillset to manage client relationships at any asset level, tapping into any resources at their disposal to provide an optimal experience and results for the client. As with all Wealth Advisors, the client must come first in all situations, and the record of any applicant should reflect this standard. The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank, and this individual should be integrated into their community as a go-to subject matter expert for existing clients, prospective clients, and colleagues. Build and maintain client-focused relationships. Achieve or exceed assigned production goals. Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering questions, and providing ongoing support and education. Manage time and expenses for optimal productivity and results. Maintain ongoing client relationships to retain and develop business opportunities. Provide clients with a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. Achieve client satisfaction and loyalty through excellent service. Other responsibilities as assigned. Demonstrates compliance with all bank and broker/dealer regulations for assigned job function as applied to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned. About You: Bachelor's degree preferred and/or applicable professional credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF, required. 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager. Strong marketing and business development skills, keeping the best interest of the client in mind. Ability to develop and maintain rapport via phone, webinar, and in person. Strong product knowledge and problem-solving skills. Excellent verbal and written communications. Proactive, responsive, and motivated to be the best our industry has to offer a client. Occasional travel. Job Location(s): Ability to work fully onsite at posted location(s). This posting is part of an evergreen requisition; we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations: Sacramento, CA Irvine, CA San Diego, CA Los Angeles, CA Walnut Creek, CA Eugene, OR Medford, OR Our Benefits: This role consists of a salaried draw against commission, the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $94k-122k yearly est. Auto-Apply 60d+ ago
  • Impactful Private Wealth Relationship Manager

    Bank of America 4.7company rating

    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. #J-18808-Ljbffr
    $69k-109k yearly est. 5d ago
  • Environmental Finance - Assistant Director of Project Management - Project Finance

    U.S. Bank 4.6company rating

    San Francisco, CA job

    Environmental Finance - Assistant Director of Project Management - Project Finance page is loaded## Environmental Finance - Assistant Director of Project Management - Project Financelocations: Saint Louis, MO: San Francisco, CA: Charlotte, NC: New York, NY: Chicago, ILtime type: Full timeposted on: Posted Yesterdaytime left to apply: End Date: January 6, 2026 (30+ days left to apply)job requisition id: 2025-0028280At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.## **Job Description**USBIF is currently seeking a candidate to join our growing team of finance professionals as an Assistant Director of Project Management (ADPM). The ADPM's responsibilities include leading a team of Project Managers (PMs) and Project Manager Associates (“PMAs”) who underwrite, structure, negotiate, close, and asset manage complex renewable energy Project Finance loans. The ADPM is responsible for managing the PMs and PMAs on their team to balance 1) production capacity to achieve volume and profitability goals as well as the management of a growing portfolio of assets while maintaining credit quality, 2) the customer experience, and 3) work-life balance for the team.**Job Responsibilities:** • Train, mentor, and be an ongoing resource to team members throughout underwriting, closing, and asset management. Coach PMs/PMAs to maintain a balanced approach to timely identifying issues, problem solving, and managing risk. • Review, provide constructive feedback, and approve credit packages for the team, ensuring product and credit quality are maintained. • Coach and develop PM Team staff in support of achieving their individual business goals, including short-term personal goals and long-term career paths. • Maintain a culture of inclusion where all people and perspectives are valued and leveraged; recognize and reward contributions and accomplishments. • Build and maintain a sense of team culture and teamwork within the group. Transparently share information and provide context for management and strategic decisions. • Organize and lead meetings (internal group meetings, process improvements, feedback sessions, training, and knowledge sharing). • Work collaboratively with the PM leadership team on staff assessments, consistency in talent management practices, planning, developing training resources and identifying opportunities to enhance the employee experience. • Actively work to improve processes, leverage best practices, increase efficiencies, and coordinate across other functional departments to enhance the customer experience. • Responsible for keeping current on commercial lending policies, products, and services. • Ensure team compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Acts, information security and suspicious activity reporting requirements, policies, and procedures. Actively participates in any required corporate and business line training in these areas.**Basic Qualifications** - Typically Bachelor's degree, or equivalent work experience - Typically 10 or more years of banking and/or tax credit industry experience - Typically three or more years of management experience**Preferred Skills/Experience:** • In depth knowledge of complex renewable energy project finance transactions, loan documentation, and deal structure mechanics • High degree of familiarity with utilizing project finance models to underwrite debt and/or tax equity. • In-depth knowledge of construction/term project finance lending and related products. • Detailed knowledge of critical aspects of renewable energy project underwriting, including equipment and performance review as well as a baseline understanding of U.S. energy markets including regulatory structures, physical and synthetic forms of power agreements and derivatives, as well as renewables-focused regional incentives. • Familiarity with critical banking processes and procedures, including credit policy review and approval. • Expertise with investor and/or lender risk mitigation. Ability to apply knowledge to new business opportunities (e.g. new tax credit programs, new asset classes or products) to address relevant risks and benefits. • Demonstrated ability to effectively coordinate and manage people, processes and customer relations. • A team player who leads by example, promoting learning and mentorship with excellent interpersonal and teamwork skills. • Able to manage a staff working on multiple transactions at different stages concurrently while in different locations across the country. • Ability to conceptualize and structure complicated transactions that rely on knowledge of the industry, accounting practices, financing tools and underlying operating businesses. • Ability to read and negotiate complex legal documents and work effectively with attorneys when needed. • Demonstrated ability to navigate internally to problem solve and find answers or paths forward when one is not readily clear. • Effective listener and advanced communication skills, both oral and written. • Highly motivated self-starter who has a good attention to detail, growth mindset, and ability to be comfortable in periods of unpredictability. • Energized by working in a collaborative team environment that is dynamic and evolving.**Location Expectations** The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our .**Benefits:**Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):* Healthcare (medical, dental, vision)* Basic term and optional term life insurance* Short-term and long-term disability* Pregnancy disability and parental leave* 401(k) and employer-funded retirement plan* Paid vacation (from two to five weeks depending on salary grade and tenure)* Up to 11 paid holiday opportunities* Adoption assistance* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawU.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.**E-Verify**U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits #J-18808-Ljbffr
    $126k-173k yearly est. 5d ago
  • Digital-First Client Relationship Banker

    U.S. Bank 4.6company rating

    San Francisco, CA job

    A prominent financial institution in San Francisco seeks a Client Relationship Consultant. The role involves fostering customer relationships through proactive communication and a digital-first approach. Responsibilities include understanding clients' banking needs, recommending solutions, and educating them on available products. Ideal candidates will have experience in retail banking and excellent interpersonal skills. Join us to support our community in making informed financial decisions. #J-18808-Ljbffr
    $32k-38k yearly est. 2d ago
  • Investment Banking Associate, Renewables

    Keycorp 4.4company rating

    San Francisco, CA job

    Investment Banking Associate, Renewables page is loaded## Investment Banking Associate, Renewableslocations: San Francisco, CAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: February 1, 2026 (30+ days left to apply)job requisition id: R-34342**Location:**1 California Street, San Francisco CaliforniaJob DescriptionThe Associate in KeyBanc Capital Markets' (KBCM) actively work with industry bankers and product groups in cross-functional teams originating and executing a wide variety of advisory and public/private capital mandates. Associates act as the primary day-to-day contact for execution support, including; financial statement analysis and model development, valuation analysis, industry research, and the preparation of various presentations and documents including information memorandums, management presentations, industry white papers, etc. Associates play a central role coordinating the activities of all team members. Primary responsibilities include supporting senior bankers in developing junior analysts and helping with special projects to further develop the practice. An Associate in KBCM enjoys a unique developmental opportunity as junior bankers have the opportunity for far greater responsibility and recognition than at other investment banks.**Responsibilities*** Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice* Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.**Core Competencies*** All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.**Qualifications*** 3+ years of relevant experience in investment banking* Experience in managing and training junior investment bankers* Strong educational background with a Bachelors* Excellent business writing and financial analysis skills* Proven ability to work well in a fast-paced team environment* Outstanding work ethic* Must be willing to travel when necessary* Series 79 and 63 licenses preferred COMPENSATION AND BENEFITSThis position is eligible to earn a base salary in the range of $123,000.00 - $257,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.Equal Pay Posting LanguageThis position is eligible to earn a base salary in the range of $175,000 to $200,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includeseligibility forshort-term incentive compensation and deferred incentive compensation subject to individual and company performance.Please click for a list of benefits for which this position is eligible.Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.Job Posting Expiration Date: 02/01/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR\_**********************. #LI-RemoteKeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You'll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you. #J-18808-Ljbffr
    $175k-200k yearly 2d ago
  • Assistant Director Renewable Energy Project Finance & PM

    U.S. Bank 4.6company rating

    San Francisco, CA job

    A major financial institution in California is looking for an Assistant Director of Project Management to lead a team managing renewable energy Project Finance loans. The role involves training team members, reviewing credit packages, and improving customer experiences while maintaining team dynamics. Ideal candidates will have a bachelor's degree, extensive banking experience, and skills in leadership and financial analysis. An inclusive and flexible work schedule is offered, along with comprehensive benefits. #J-18808-Ljbffr
    $112k-145k yearly est. 5d ago
  • Loan Support Specialist IV

    Umpqua Bank 4.4company rating

    Umpqua Bank job in Irvine, CA

    About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: The Loan Support Specialist IV is responsible for the servicing of consumer, small business, SBA and commercial loan servicing within an environment of high work volumes and established deadlines. Works on assignments that are highly complex and specialized in nature where independent action and a high degree of initiative are required in resolving problems and developing recommendations. Independently handles production tasks requiring knowledge of loan documentation, regulations, policies and procedures. This role interacts with bank staff at all levels in multiple departments, customers, escrow/title personnel, attorney's and various levels of external professionals. Acts independently to determine methods and procedures on new assignments. Perform loan servicing activities such as general loan maintenance, processing loan payments, data entry, loan document creation, lien perfection, escrow/tax support, flood review or general ledger reconciliation. Maintains oversight for the transaction and processing of moderate to highly complex and specialized consumer, small business, SBA and commercial/business loan products, required documentation, in accordance with the organizations workflow, ensuring regulation, policy, and procedures practices are followed. Provide outstanding service and timely response to requests from internal and external customers. Analyze daily report metrics and organize workflow assignments and tasks to ensure work is assigned and completed. Participate and may lead efforts to assist in the identification and implementation of workflow improvements. Perform work accurately and within assigned deadlines. Provide timely communication or analysis of work that may be projected to be incomplete to allow or facilitate workload transfer. Provide subject matter expertise of processes and system in all aspects of loan servicing and support activities. May participate on project teams within division and across departments with intentional collaboration across all channels Through monitoring of team accuracy coach, mentor, train or teach coursework to others or as a subject matter expert to improve quality and overall performance of team. Will be asked to train on multiple functions to back-up and assist throughout Loan Support Services Actively participate in specialized project teams within division and across departments with intentional collaboration across all channels. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned. About You: High School Diploma or GED. Required Associate's degree in Business, accounting, finance or related field. Preferred. 7+ years of advanced consumer, SBA or commercial/business loan servicing or equivalent experience. Required 1+ year(s) of supervisory or team lead experience of equivalent leadership. Preferred. Advanced knowledge with consumer, SBA and commercial/business loans, advanced banking, lending products, and services and lending documentation. Ability to muti-task and positively adapt to continuous change within the work environment. Advanced math, analytical, multi-tasking and problem-solving skills. Excellent interpersonal, verbal, and written communication skills. Ability to effectively communicate with people at all levels. Demonstrated working knowledge of consumer, SBA or commercial/business loan regulations, policies and procedures. Advanced skills using computer software including Word, Excel, loan servicing systems and other office equipment. Ability to work effectively in a fast-paced service-oriented environment with high work volumes and critical deadlines. Excellent analytical skills and attention to detail. Ability to trouble shoot and determine best workflow practices making suggestions for process improvement. (covered under essential functions). Job Location(s): Ability to work fully onsite at posted location(s). This evergreen requisition is designed to support ongoing hiring needs within our Loan Operations team. Multiple positions are available; we continuously review candidates to fill open role as they arise. Qualified candidates may be considered immediately, while others may be kept in our pipeline for future opportunities. Below are the current locations where the team is hiring. Liberty Lake, WA Tacoma, WA Spokane, WA Roseburg, OR Phoenix, AZ Irvine, CA Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $22.00 - $28.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $22-28 hourly Auto-Apply 60d+ ago
  • Commercial Associate - Global Commercial Banking - San Francisco Bay Area

    Bank of America 4.7company rating

    San Francisco, CA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Global Commercial Banking is the Middle Market segment of Bank of America - serving public and private companies with annual revenues of $50 million to $2 billion. Commercial Associates are talented junior teammates who will build their business development skills and develop a high level of proficiency in the financial services solutions and capabilities that Bank of America delivers to our Commercial clients. This job supports client coverage teams by qualifying prospects, exploring opportunities with existing clients, preparing industry analyses, and developing innovative strategies to help us grow wallet and market share. Key responsibilities include working closely with various banking partners to create client/prospect presentations, providing support throughout the course of the transaction and strengthening client relationships. Job expectations include leveraging data to tell stories and sharing valuable insights from economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions. Successful CAs grow into Relationship Managers or other client-facing associates over ~4-5 years. Responsibilities: Supports the analysis of financial statements, market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews Collaborates with Market Executives, Relationship Managers, and various team members across the bank to help prepare client presentations and support client deals Observes and/or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products Observes and/or supports the treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes Supports the coordination of clients/prospects and partners from product and deal teams (FX & Rates, Investment Banking, International) throughout the course of a transaction Supports the delivery of new business analytics and monitors client activities as directed to aid with identifying/expanding relationships and maintaining and/or enhancing business opportunities Required Qualifications: Minimum 3 years of previous business experience Demonstrates initiative/self-motivation Possesses strong interpersonal skills Possesses strong analytical and financial modeling skills Understanding of corporate financial statements Demonstrates strong critical thinking skills Demonstrates the ability to independently make decisions Desired Qualifications: Bachelor's Degree in Accounting, Finance, or related area Formal Commercial Credit Training Skills: Financial Analysis Market Analysis Client Management Capital Structure Analysis Negotiating and Influencing Relationship Building Pipeline Management Client Solutions Advisory Referral Identification Data and Trend Analysis Risk Management Business Development Data Visualization Continuous Improvement Project Management Minimum Education Requirement: High School Diploma/GED or equivalent work experience Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705) Pay and benefits information Pay range$85,000.00 - $125,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $34k-55k yearly est. Auto-Apply 42d ago
  • Director of Investigations

    Umpqua Bank 4.4company rating

    Umpqua Bank job in Irvine, CA

    About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: Responsible for overseeing all day-to-day Financial Investigation Department (FID) Investigations activities. Looking for an innovative Director who is seasoned in implementing and maintaining a world class Fraud and Anti-Money laundering (AML) investigations and transaction monitoring program that provides the ability to deter the use of our products and services to deter terrorist financing and money laundering activities. Must be able to provide subject matter expertise and leadership in the field of AML and fraud investigations as well as understanding the risks associated and types of controls that must be in place. Development, management and execution of fraud and AML investigations and transaction monitoring program. Develop policies and procedures for all investigations, including life cycle, reviews of scenario validation, segmentation, and optimization tools. Engagement in rules development and use of machine learning and AI in fraud and AML transaction and behavioral monitoring. Review of policy and related documents to ensure that all investigative risk management processes are addressed. Determine emerging risk impacting transaction monitoring and fraud/AML typologies. Analyze data, prepare and present regional and global reports related to fraud and AML investigations including related issues and escalations. Develop strategy, requirements and recommendations for investigative workflows relating to new products and services, including serving as driver or strong contributor for investigative projects and progress, and development of monitoring proposals. Initiate, assess and determine data quality and recommend solutions to improve and deliver sustaining and effective monitoring, alert handling, and SAR filing processes. Establish and conduct oversight of operations functions engaged in the handling/resolution of AML alerts and manual investigations related to internal employee, fraud, and highly sensitive investigations. Provide oversight and support services for groups that impact FID related to fraud investigations and AML transaction monitoring, process and policies. Working knowledge and experience in Actimize, LexisNexis, other systems as required. Other duties as assigned. Supervise up to 8 employees including managers About You: Bachelor's degree in business, finance, risk management, criminal justice, information technology or related field is preferred. 6+ years in investigations including fraud and AML as well as transaction monitoring, including a strong understanding of fraud and AML regulations and Understanding of the financial services environment, across various products and geographical locations, and how they interact with financial crimes investigations. Ability to identify emerging financial crime risks that impact investigations and transaction monitoring. Excellent project management and organizational skills and capability to handle multiple projects at one time Experience with and previous exposure to internal control functions and regulators. Excellent written, verbal communication, and analytical skills Demonstrated attention to detail with understanding of strategic vision and context. Ability to lead and influence people to successfully execute strategies across functions and at senior levels using sound judgment. Experience managing managers of teams. Promoting a culture of accountability and early escalation of issues CAMS or equivalent certification or willingness to obtain. Travel: Occasional Job Location(s): Ability to work fully onsite at posted location(s). Portland, OR Los Angeles, CA Irvine, CA Phoenix, AZ Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $103,000.00 - $140,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $103k-140k yearly Auto-Apply 60d+ ago
  • Treasury Management Consultant

    Umpqua Bank 4.4company rating

    Umpqua Bank job in Los Angeles, CA

    About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: In this role, you will be responsible for providing a consultative approach to businesses across various industries, including property management, HOA, healthcare, and other complex sectors with sophisticated treasury needs. You will collaborate with Relationship Managers and Division Managers to develop new treasury management business, expand client relationships, and provide tailored cash management solutions. Additionally, you will support business initiatives by facilitating client onboarding and enhancing treasury services across multiple sectors. Develop sales plans to identify the expansion of existing clients in conjunction with the Relationship Managers by preparing call schedules and presentations. Responsible for presenting a consultative working cash flow presentation to prospects and existing clients. Coordinate client/prospect sales calls with Relationship Managers and Technical Solutions Consultant. Partner with business lines to implement new solutions for new and existing clients. Lead consultative conversation with new and existing customers to define the solutions to meet their goals and business objectives. Facilitate the implementation and structure of new and existing services. Monitor industry trends and competitive practices, including the impact of technology, regulatory and legislative changes related to treasury management. Provide assistance to Product managers in the development of new product solutions and the enhancement of existing product and services by providing timely feedback. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned. About You: High school diploma or GED required. Bachelor's degree in finance, Accounting, Marketing, Business or other related fields 4-7 years of experience in treasury management sales, service and/or support. Required Knowledge and understanding of bank payment systems, treasury management solutions and competitive practices. Knowledge of sales principles and practices to effectively market treasury management solution to prospects and clients. Experience with the development and execution of sales planning within assigned sales territory. Ability to achieve established sales and customer satisfaction goals, demonstrate effective new business development strategies, and build/source new relationships. Experience with effectively managing commercial account relationships and consulting client best practices and operations to identify deficiencies to develop and facilitate the implementation of effective solutions. Analytical, problem solving, excellent customer service, organizational and interpersonal skills. Excellent written and verbal communication skills required to lead, develop and present effective sales proposals Proficient in MS Word, Excel, PowerPoint, and industry specific software application. Job Location(s): Ability to work fully onsite at posted location(s). Los Angeles, California Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $85,000.00 - $125,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $85k-125k yearly Auto-Apply 60d+ ago
  • SBA Loan Closing Specialist

    Umpqua Bank 4.4company rating

    Umpqua Bank job in Anza, CA

    About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: In this role, you will process and fund bank approved SBA 7(a), USDA, 504 and other government guaranteed loans as assigned by the SBA Closing Director. Work with borrowers, production staff and third parties to ensure timely and accurate loan closings. Collect and review documentation, perform borrower, entity, and loan related searches, perfect loan collateral, and ensure proper documentation of loans as specified and approved by the Bank and the requirements that fall within the Standard Operating Procedures of the Small Business Administration and other Government Guaranteed Loan Programs. Identify and collect documentation in support of and as specified within the banks' loan approval. Plan tasks and workflows to meet closing deadlines. Order Flood certifications, IRS Verifications, Site Visit reports CAVIRs, OFACS, UCC Searches and other reports as required. Review insurance documents to ensure proper type and coverage for each transaction. Verify and determine the amount and source of borrower injection funds. Review Purchase and Sale Agreements, Real Estate documents, entity documents of potential borrowers and related entities to ensure compliance with bank and SBA requirements. Prepare lenders instructions and coordinate loan closings with escrow and title companies. Perform loan related searches on individuals, entities, and collateral. Responsible for accurate ordering and generation of Laser Pro and SBA documents. Coordinate closings between borrowers, Bank Associates, Certified Development Companies, and escrow/title companies as necessary. Facilitate loan funding and the subsequent follow up for all post-closing documentation items. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others within the team. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned About You: H.S. Diploma/GED 4-7 years of SBA closing experience and knowledge of SBA loan program requirements or equivalent work experience, required. Basic knowledge of SBA, Standard Operating Procedures, and USDA requirements. Ability to comply with bank policy and procedures. Experience working with SBA production staff and underwriters. Ability to actively manage 3-5 loan files on an on-going basis, with adherence to bank established Closing Service Level Agreements. Demonstrate a high level of organization, attention to detail, accuracy, and thoroughness, with the ability to multi-task. Knowledge of personal computer and related software packages, including but not limited to, MS Office Word, Excel, and Outlook, and other business machines standard in the industry. Ability to work under pressure and organize own work with guidance from Supervisor. Job Location(s): Ability to work fully onsite at posted location(s). Idaho, Utah Colorado, Washington, Oregon Arizona, Nevada, or California Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $28.00 - $40.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $28-40 hourly Auto-Apply 60d+ ago
  • Investment Banking Vice President, ECM

    Wells Fargo 4.6company rating

    San Francisco, CA job

    **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. **About this role:** The Equity Capital Markets (ECM) team within CIB Capital Markets is seeking an experienced Vice President to join its Origination team. Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. **In this role, you will:** + Lead complex initiatives as a high-level individual contributor in the Investment Banking Capital Markets Divisions, including those that are cross-functional and have broad impact + Participate in large-scale planning for Investment Banking functional area + Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors + Make decisions in complex and multi-faceted situations requiring understanding of Investment Banking functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives + Collaborate and consult with Investment Banking peers, colleagues, and middle to more experienced managers to resolve issues and achieve goals + Lead Investment Banking projects and teams, or serve as a peer mentor **Required Qualifications:** + 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Experience in the Equity Capital Markets products + Securities industry experience + Ability to develop and execute business vision, strategies, and goals + Investment banking experience + A Bachelor's degree or higher in accounting, finance, or economics + Strong, clear and concise written and oral communication skills + Strong credit skills + Strong risk management skills + Ability to analyze trends in the competitive marketplace and related marketing developments + Experience building partnerships and consulting effectively with leadership + Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment **Job Expectations:** + Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted + Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted + Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted + Ability to travel up to 50% of the time + This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. **Base Pay:** + Base pay for this position is 250,000.00 USD **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 22 Jan 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-513404
    $185k-300k yearly 12d ago
  • Compensation Manager

    Umpqua Bank 4.4company rating

    Umpqua Bank job in Irvine, CA

    Description About the Role:Are you ready to lead compensation strategy at a company that values innovation, equity, and performance? As our Compensation Manager, you'll be at the forefront of designing and delivering competitive, fair, and forward-thinking compensation programs that attract and retain top talent. You'll collaborate with senior leaders, mentor a high-performing team, and ensure our rewards philosophy aligns with business goals and employee expectations. What You'll Do: Lead Compensation Strategy: Design and manage compensation programs that drive performance, support growth, and reflect our values. Inspire and Develop a High-Impact Team: Mentor and guide the compensation team, fostering a culture of excellence, innovation, and continuous learning. Drive Policy Innovation: Interpret and evolve compensation guidelines. Recommend enhancements that improve equity, transparency, and competitiveness. Own Annual Planning Cycles: Lead end-to-end compensation planning-including salary structures, merit increases, incentive awards, and equity grants. Leverage Market Intelligence: Conduct market research and data analysis to shape salary structures and incentive plans that keep us ahead of the curve. Ensure Compliance and Clarity: Stay ahead of regulatory changes and provide expert guidance to managers and employees on compensation matters. Reward Performance: Oversee the distribution of bonuses, incentives, and performance-based rewards that recognize excellence. Partner with Vendors and Stakeholders: Manage external relationships and collaborate with finance and executive leadership on strategic incentive programs. Deliver Insights: Prepare and present compensation reports that inform decision-making at the highest levels. Collaborate Across HR and Leadership: Be a trusted advisor to HR and business leaders, ensuring compensation strategies support organizational goals. About You: Bachelor's degree in HR, Business Administration, or related field required; Master's degree preferred. 10 years of experience in compensation (total rewards) and incentive design required. 5 years of compensation manager experience preferred. Executive Compensation experience preferred. Professional certifications such as SPHR, CCP, or CEP preferred. Workday experience preferred. Experience managing compensation programs for companies with 1,000 or more employees spanning multiple states. Advanced Excel skills; proficiency in Word, PowerPoint, Access, and HRIS systems. Strong understanding of accounting, statistics, and compensation best practices including equity management, job analysis, and federal regulations. Proven ability to manage complex projects and make strategic recommendations. Excellent time management skills with the ability to meet deadlines and multitask in a fast-paced environment. Exceptional communication skills-able to present data clearly to senior and executive leadership. Independent thinker with sound judgment and discretion. Coordinate with executive management and finance partners on administration of short and long term incentive programs. Collaborate with HR and management: Work closely with HR and management teams to address compensation-related issues, provide strategic advice, and ensure alignment with organizational goals. Job Location(s): Ability to work fully onsite at posted location(s). Spokane, WATacoma, WAIrvine, CAPortland, ORPhoenix, Arizona About Us: At Columbia Bank, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $120,000.00 - $165,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $120k-165k yearly Auto-Apply 60d+ ago
  • HL Community Lending Officer

    Umpqua Bank 4.4company rating

    Umpqua Bank job in Los Angeles, CA

    About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: Originates residential mortgage loans through solicitation and developing relationships with non-profit housing organizations, real estate professionals, builders, and other business referral sources. Works in partnership with Columbia community lending group to have significant market share in ethnic, minority, and first-time homebuyers in low- and moderate-income communities. Employs a full range of programs and services to capitalize on current and future market opportunities in those specific markets. Maintains a quality network of business relationships that serve as recurring sources of referrals for new mortgage lending opportunities and growth for the bank that are primarily self-generated, but also in partnership with community lending managers. Responsible for the outside sales and origination of self-generated residential mortgages. Customarily and regularly involved in activities related to origination/selling loans away from the office. Develops and executes business development and marketing plan collaboratively with community lending managers based on monthly and quarterly production standards and community lending strategic focus. Works to constantly improve performance and exceed minimum monthly standards as set forth in the compensation schedule. Support community lending group and regional home lending management in the design of tactical marketing plans to maximize penetration in ethnic, minority, first-time homebuyer, and low-to-moderate income communities. Focus work on increasing market share in these areas including assessing the need for additional community home lending officers generating loans to community lending targe market(s). Conducts interviews with prospective borrowers to analyze financial and credit data, determine customer financing objectives, advise customer on product/pricing policies and guidelines, and gathers all additional required information in order to complete an error free disclosure to the customer. Analyzes the various mortgage products available to the customer based on the information provided. Ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements, demonstrating a commitment to professional ethics and complying with all Federal and State compliance policies. Working knowledge of local, regional, and state down payment assistance program in addition to non-profit partner products that are an accompaniment to Columbia products for target markets or option for same markets. Have or obtain certification to teach Commission classes, offer down payment assistance, House Key, Home Advantage and Bond program. Obtains all required documentation as required (i.e., appraisals, title reports, financial information, pulling credit), by taking complete applications, analyzing information and is accurate with supporting documentation to allow for seamless disclosure and approval of loan files. Maintains overall responsibility for the loan file and documentation through processing, underwriting, closing, funding, and post-closing by following the transaction through to its conclusion. Conveys to customers and to other associates the advantages of the company and various financial product the company offers through other areas of the bank. Completes annual training requirements including all BVS courses before due dates and participate in any system or system related training throughout the year. Follows all bank policies and procedures, compliance regulations, and completes all required annual or job specific training. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Maintain a working knowledge of banks' written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations as applicable to this job function. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrated, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. May perform other duties as assigned. About You: Previous mortgage self-generated origination/sales and structuring experience a plus. Previous sales and and/or lead generating experience required. Demonstrated knowledge of the home lending industry including processing, underwriting, closing, and/or funding. Proven ability to work with and in community with key stakeholders and partners. Demonstrated knowledge of CRA/Fair Lending programs and practices with a particular focus around implementing down payment assistance, mortgage credit certificates (MCC), bond, and other programs designed to assist first-time homebuyers, historically disadvantaged communities, and low-to-moderate income borrowers. Familiarity and demonstrated production results using Fannie Mae, Freddie Mac, and Ginnie Mae products and services. Excellent analytical and problem-solving skills. Experience collecting and analyzing borrower income and negotiating skills. Demonstrated ability to develop new and sustainable referral sources and generate leads. Excellent written and verbal communication skills. Bilingual a plus. Ability to organize and prioritize, manage, and perform multiple tasks. Detail-oriented and able to meet strict deadlines. Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships. Proficiency with personal computers and related software packages such as Word and Excel. Must be a registered as an MLO as per the S.A.F.E. Act requirements. This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements. This position is authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and thus subject to specific Truth-in-Lending Act and Regulation Z Loan Originator requirements. Frequent travel required. Job Location(s): Ability to work fully onsite at posted location(s). Crenshaw, California Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $25.00 to $35.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $25-35 hourly Auto-Apply 60d+ ago
  • Wealth Management Lending Officer

    Bank of America 4.7company rating

    Westlake Village, CA job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for developing and maintaining a network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities from Bank of America Merrill Financial Advisors. Key responsibilities include responding to customer inquiries and referrals, conducting interviews with prospective borrowers, determining customer financing objectives, and advising customers of product/pricing policies and guidelines, while maintaining regulatory and compliance requirements of the Line of Business. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: Manages prospecting clients and the initial structuring processes, while determining customer financial objectives and lending needs Negotiates with the client on lending terms, preparing deal justification and related documentation, and advising on related policies and guidelines Maintains a network of relationships to drive business referrals for lending opportunities Works directly with clients through final loan approval and closing as necessary and ensures data quality of client and deal information Provides guidance to effectively challenge and influence the strategic direction and tactical approaches of priority decisions Maintains thorough knowledge of lending programs, policies, procedures, and regulatory requirements and understands the suite of Wealth Management products and services to support business requirements Manages multiple tasks and sets priorities in line with the bank's overall strategy and prioritization Required Qualifications: Minimum of five years of experience in a loan origination role with significant experience working with ultra-high net worth and affluent client base Demonstrated success in prospecting, generating leads, closing business and consistently meeting/exceeding production goals Strong background in the credit solutions, ranging from standard to custom mortgage products and other securities-based lending Significant experience building relationships with clients Understands processing, underwriting and/or closing procedures Working knowledge of federal regulations governing real estate lending Strong communicator, both verbally and in writing Self-motivated and highly organized Can prioritize multiple competing tasks Can build and maintain solid referral base (that is, strong community involvement/ties, established relationship with assigned Merrill Lynch financial advisors) Uses appropriate interpersonal styles, communication methods and approaches to gain clients Understands that the level of service provided is directly correlated to driving sales volume Note: Series 7 and 63 licensing is not required but may be maintained permissively Desired Qualifications: Familiarity with FHA and HUD guidelines Strong computer skills, including Microsoft applications and previous experience using laptop technology for communication purposes including accessing rate, credit and loan status information Demonstrates adaptability and flexibility Has a positive attitude Ability to take ownership/accountability and demonstrates integrity Bachelor's Degree in business or related field Skills: Client Solutions Advisory Collaboration Data Privacy and Protection Influence Networking Attention to Detail Client Management Credit Documentation Requirements Customer and Client Focus Problem Solving Active Listening Causation Analysis Conflict Management Loan Structuring Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - CA - Woodland Hills - 21215 BURBANK BLVD (CA7810) Pay and benefits information Pay range$65,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $65k-90k yearly Auto-Apply 42d ago
  • Commercial Credit Analyst I

    Umpqua Bank 4.4company rating

    Umpqua Bank job in San Luis Obispo, CA

    About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: Responsible for the review, analysis, and evaluation of credit data for commercial loans. This is an entry level, learning/development role. Responsible for collection of financial information and conducting analysis by generating, running, and utilizing system-generated reports. Works with clients and Commercial Relationship Managers to analyze loan needs and options available to meet clients' financial goals. Spreads financial statements and related information to financial spreadsheets and/or software programs for analysis. Analyzes Accounts Receivable, Inventory and other collateral information to determine adequate collateral coverage for Asset Based loans. Analyzes financial data related to new and renewal commercial loan requests, including lines of credit, asset-based lines, equipment financing loans and/or commercial real estate loans. Conducts credit investigations and prepares credit approval reports and summarizes credit. Monitors existing loans to ensure complete conformity with terms. Presents facts and offers opinions to Commercial Relationship Managers concerning applicant's credit worthiness. Complies with all Federal, State, and local laws/regulations as applicable. Provide exemplary customer service to internal and external clients. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned. About You: Bachelor's Degree in Accounting, Finance, Business or other relevant field or equivalent work experience. Must have completed basic accounting class(es) acquired through an accredited university or college. Required. Less than 1 years of relevant credit analysis, underwriting experience, commercial or consumer lending experience. Required. Basic analytical and problem-solving skills. Strong written and verbal communications skills. Basic understanding of banking and credit administration environments Basic credit and credit quality skills including accounting, financial statement spreading, and cash flow analysis experience. Basic knowledge of credit policies, procedures, practices and documentation. Basic understanding of personal and business financial statements and tax returns. Basic knowledge of loan documentation and collateral perfection. Ability to learn loan origination, financial spreading, and other banking software. Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships. Proficiency with personal computers and related software packages such as Word and Excel, and other business machines. Job Location(s): Ability to work fully onsite at posted location(s). San Luis Obispo, CA Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is [$23.00 - $35.00], and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $23-35 hourly Auto-Apply 60d+ ago
  • Corporate Treasurer

    Citizens Business Bank 4.2company rating

    Ontario, CA job

    Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The Corporate Treasurer's responsibilities include the purchase and sale of investment securities, investment portfolio management, liquidity and cash management, and asset and liability management. ESSENTIAL DUTIES AND RESPONSIBILITIES Complies with, and stays abreast of, all policies and procedures, federal and state laws applicable to the job. Manages and develops direct reports, promoting teamwork, collaboration, and continuous improvement. Acts as Vice-Chair of the Management's Asset Liability Committee (ALCO) Manages the Bank's investment portfolio, in conjunction with CFO and ALCO, by establishing policies and strategies for the investment portfolio, including the following responsibilities: Portfolio analysis Trade execution and processing within bond accounting systems Credit analysis Broker approval and on-going monitoring Management reporting Provides for the daily liquidity needs of the bank through the management of cash and due from accounts, security settlements, payment draw downs, public funds, wholesale deposits, and borrowings. Develops and tests liquidity contingency plans under various degrees of severity, working with the quantitative modeling team to model various strategies Manages daily collateral needs of the Bank for pledging and borrowing Manages the Bank's correspondent banking relationships and accounts Manages the Bank's interest rate risk, in conjunction with CFO and ALCO, including collaboration with the quantitative modeling team to model various strategies Manages strategies and performance of derivative instruments within established policies and procedures Provide, present, and promote the Citizens Experience to all external and internal customers. Other duties as assigned. SUPERVISORY RESPONSIBILITIES This position has supervisory responsibilities. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Bachelor's Degree in Accounting, Finance, Economics, Statistics, or another related field of study is required. 10 or more years of work experience in related areas associated with treasury management, including 5 or more years in banking. 3 or more years of experience managing staff of at least 2 employees. LANGUAGE SKILLS Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. MATHEMATICAL SKILLS Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations and bar graphs. REASONING ABILITY Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. COMPUTER & SOFTWARE SKILLS To perform this job successfully, an individual should have experience working with a Bloomberg Terminal, as well as strong knowledge of Microsoft Office including Word, Outlook and Excel software. CERTIFICATES, LICENSES, REGISTRATIONS N/A PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to talk or hear. The associate is frequently required to stand; walk; sit; and use hands and fingers to handle or feel. The associate is occasionally required to reach with hands and arms, and stoop, kneel, crouch or crawl. The associate is regularly required to operate a computer keyboard, mouse, calculator and telephone and reach with hands and arms. The associate must occasionally lift and/or move up to ten (10) pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The work environment is usually moderate. Salary Range: $191,292.00 To $286,938.00 Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.
    $81k-123k yearly est. Auto-Apply 16d ago
  • CRE Underwriter

    Umpqua Bank 4.4company rating

    Umpqua Bank job in Walnut Creek, CA

    Description About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: Review, analyze, underwrite, and present with appropriate recommendations for applications on multifamily or other commercial real estate (CRE) loans secured by first mortgages on investor owned (non-owner occupied) properties. Perform necessary property and borrower due diligence to ensure analysis of projects and proposed loans are consistent with underwriting guidelines established by Bank. Typical loan size ranges from $10,000,000 - $75,000,000. Prepare credit requests for submission to credit administration, making appropriate recommendations. Review and analyze various third-party documents and reports, including property financial statements, rent rolls, appraisals, environmental and engineering data, personal credit, title, escrow, and borrowing entity structures. Analyze borrower financial statements and tax returns with emphasis on the cash flow of underlying investment real estate. Determine physical and market condition of multifamily and commercial real estate properties with respect to third party reports, inspections, and through correspondence with CRE Field Underwriters and appraisal review department. Responsible for the initial risk grading of credits for approval and funding. Identify strengths and risks of loan requests, including recommendations for mitigating risks consistent with the bank's guidelines, and express reasons for support of the extension of credit. Identify exceptions to policy, guidelines, and pricing in the Credit Request presentation. Partner with loan processors to identify title, insurance, zoning, entity, or other issues that require analysis and resolution by the bank prior to approval, documentation, and funding of loans. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned. About You: Bachelor's degree: In finance, accounting, or other related field. 4-7 years of multifamily and commercial real estate experience. May be a combination of processing, underwriting, originating, or brokering sales of loans for commercial real estate. (Required) Intermediate knowledge of standard concepts, practices, and procedures within the multifamily and commercial real estate (investor owned income property) lending field. Display superior analytical abilities, supported by solid credit, lending and transaction knowledge. Proven ability to analyze financial conditions, financial statements, and tax returns. Experience with complex loan structures a plus. Proficient knowledge of financial policies and procedures. Demonstrate good organizational and time management skills. Ability to take initiative with minimal direction, to work on multiple transactions simultaneously, and to meet deadlines. Possess strong analytical, negotiation, problem solving, and interpersonal skills. Possess excellent written and verbal communication skills and work well in a team environment. Superior skills in database, spreadsheets. Job Location(s): Ability to work fully onsite at posted location(s). Irvine, CA or Walnut Creek, CA Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $85,543.00 - $158,864.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.
    $43k-57k yearly est. Auto-Apply 60d+ ago
  • Commercial Associate - Global Commercial Banking - Los Angeles Metro

    Bank of America 4.7company rating

    Los Angeles, CA job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Global Commercial Banking is the Middle Market segment of Bank of America - serving public and private companies with annual revenues of $50 million to $2 billion. Commercial Associates are talented junior teammates who will build their business development skills and develop a high level of proficiency in the financial services solutions and capabilities that Bank of America delivers to our Commercial clients. This job supports client coverage teams by qualifying prospects, exploring opportunities with existing clients, preparing industry analyses, and developing innovative strategies to help us grow wallet and market share. Key responsibilities include working closely with various banking partners to create client/prospect presentations, providing support throughout the course of the transaction and strengthening client relationships. Job expectations include leveraging data to tell stories and sharing valuable insights from economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions. Successful CAs grow into Relationship Managers or other client-facing associates over ~4-5 years. Responsibilities: Supports the analysis of financial statements, market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews Collaborates with Market Executives, Relationship Managers, and various team members across the bank to help prepare client presentations and support client deals Observes and/or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products Observes and/or supports the treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes Supports the coordination of clients/prospects and partners from product and deal teams (FX & Rates, Investment Banking, International) throughout the course of a transaction Supports the delivery of new business analytics and monitors client activities as directed to aid with identifying/expanding relationships and maintaining and/or enhancing business opportunities Required Qualifications: Minimum 3 years of previous business experience Demonstrates initiative/self-motivation Possesses strong interpersonal skills Possesses strong analytical and financial modeling skills Understanding of corporate financial statements Demonstrates strong critical thinking skills Demonstrates the ability to independently make decisions Desired Qualifications: Bachelor's Degree in Accounting, Finance, or related area Formal Commercial Credit Training preferred but not required Skills: Financial Analysis Market Analysis Client Management Capital Structure Analysis Negotiating and Influencing Relationship Building Pipeline Management Client Solutions Advisory Referral Identification Data and Trend Analysis Risk Management Business Development Data Visualization Continuous Improvement Project Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193) Pay and benefits information Pay range$85,000.00 - $125,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $34k-57k yearly est. Auto-Apply 35d ago

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Umpqua Bank may also be known as or be related to UMPQUA HOLDINGS CORP, Umpqua Bank, Umpqua Holdings Corp. and Umpqua Holdings Corporation.