Enterprise Systems Manager MONTERRA CREDIT UNIONEnterprise Systems ManagerRedwood City, CA$133,000–$156,000 / yearThis role provides senior‑level technical leadership and oversight for the Jack Henry Symitar core system, Alkami Digital Banking, and related enterprise applications, including responsibility for application programming and development activities supporting systems such as ARCU, CFS Data Connectors, Power BI, SMA, Opcon, and other supporting systems and platforms. The manager is accountable for both project execution and ongoing operations, and ensures enterprise systems are effectively supported, strategically aligned, and remain current, secure, and compliant with regulatory requirements, drawing on a strong understanding of credit union core, digital banking, and enterprise platforms.
Senior Tax Manager - International Tax - Japanese Speaking (REMOTE) JobotSenior Tax Manager - International Tax - Japanese Speaking (REMOTE)San Francisco, CARemote$200,000–$240,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. • Proficient in international tax compliance and reporting, with hands-on experience preparing and reviewing a wide range of forms, including 1120F, 5471, 5472, 1118, 8865, 8858, 8621, 8992, 8993, 8833, 3520, and 8854.
NewSenior Revenue Accounting Manager Vaco LLCSenior Revenue Accounting ManagerSouth San Francisco, CA$187,000–$217,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.
NewSenior Manager, Strategy PMO Visa Technology and Operations LLCSenior Manager, Strategy PMOFoster City, CA$161,600–$258,300 / yearMasters, MBA, JD, MD) or 3 or more years of experience with a PhD • 6 plus years of experience in strategic program management, business operations, or similar roles with experience in SaaS and scaled customer-facing environments • A systems mindset with demonstrated experience developing strategy, building business cases, and influencing cross-functional and senior leaders • Strong analytical and quantitative skills. The Card Benefits Platform & Affluent Channels team oversees the end-to-end product development lifecycle of core infrastructure, omni channel ecosystems, and enabling product functions in support of Visa’s credit card benefit & Affluent segment businesses.
Internet Sales Manager Stewart Chrysler Jeep Dodge RamInternet Sales ManagerColma, CAFull timeThe Internet Manager will be dealing exclusively with leads generated by our internet sales initiatives including leads generated by our dealership’s website. Complete quotes, return email/voicemail, other administrative functions to include running credit applications and processing transaction paperwork.
NewProperty Manager WSH Management, Inc.Property ManagerHayward, CA$32–$34 / hourLead emergency team for the community; ensure proper response and handling of all emergencies with staff, residents, and buildings within company guidelines to minimize liabilities (e.g., criminal activity, injuries, fires, floods, freezes). Competence in personal computer skills, keyboard, internet search, math, Microsoft Office Suite/Office 365 including Word, Excel, Outlook as well as property management software applications.
Project Manager - I Pinnacle Technical ResourcesProject Manager - ISan Francisco, California$65–$70 / hourContractorThe specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. You will act as a key liaison between design, production, and marketing teams, ensuring schedules are on track, processes are optimized, and communication is clear.
Program Manager - I Pinnacle Technical ResourcesProgram Manager - ISan Francisco, CaliforniaContractorOwn research/testing project close-out governance and financial tracking: prompt users to close out unused tests to recover spend, capture final session counts and incentives paid, and review end-of-project participant quality and research outcome feedback — this trend data will inform which cloud spaces and tools are best suited for different research needs and recruitment options, enabling smarter decisions and faster pivots over time. Research/testing project close-out governance and financial tracking: prompting users to close unused tests to recover costs, capturing final session counts and incentives paid, and reviewing end-of-project participant quality and research outcome feedback — building trend data that informs tool-to-use-case pairing and recruitment strategy over time.
Manager, Non Card Strategic Partnerships Visa Technology and Operations LLCManager, Non Card Strategic PartnershipsSan Francisco, CA$169,100–$270,800 / yearThe focus is on shaping compelling client narratives, structuring end‑to‑end solutions, and enabling large, complex partnerships (Bigtech) that accelerate adoption and revenue across Visa’s non‑card and acceptance platforms. This role leads strategic partnerships, client solutioning, and narrative development for Visa Pay and Visa Accept, working with priority partners such as banks, wallets, fintech's, merchants, and ecosystem enablers.
Assistant Controller JobotAssistant ControllerSan Francisco, CA$60–$65 / hourInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team is dedicated to delivering holistic services—including housing support, workforce development, and community-based care—that help people overcome complex challenges and build better futures.
NewSenior Manager, Clinical Data Management - Remote Agios PharmaceuticalsSenior Manager, Clinical Data Management - RemoteSan Francisco, CARemote$131,035–$196,553 / yearFollowing CDISC conventions, oversees or performs eCRF design and annotation, database design specifications; Develop or oversee CRO generation of data edit check specifications (DVS); Participate in user acceptance testing (UAT) of the clinical database, including edit check testing. Function as internal Study Data Manager, overseeing all data management activities performed by CROs including generation and review of metric status and patient tracking reports; ensuring major DM deliverables and milestones are met.
Enterprise Systems Manager Monterra Credit UnionEnterprise Systems ManagerRedwood City, CA$133,000–$156,000 / yearFull timeThis role provides senior‑level technical leadership and oversight for the Jack Henry Symitar core system, Alkami Digital Banking, and related enterprise applications, including responsibility for application programming and development activities supporting systems such as ARCU, CFS Data Connectors, Power BI, SMA, Opcon, and other supporting systems and platforms. The manager is accountable for both project execution and ongoing operations, and ensures enterprise systems are effectively supported, strategically aligned, and remain current, secure, and compliant with regulatory requirements, drawing on a strong understanding of credit union core, digital banking, and enterprise platforms.
Regional Sales Manager - Hayward/Bay Area South Harbor Wholesale FoodsRegional Sales Manager - Hayward/Bay Area SouthHayward, CA$85,000–$130,000 / yearFull timePay: Harbor provides competitive salary, bonus, commissions; corporate credit card program, mileage and automotive base pay, travel and all expenses paid. Call on existing chain / key customers, meeting objectives in retention and further account development by working closely with Territory Sales Managers.
NewAccounting Operations & Credit Manager Ignite HR Solutions and our ClientsAccounting Operations & Credit ManagerWalnut Creek, CA$110,000–$135,000This role is highly operational and hands-on, serving as a key internal leader responsible for maintaining strong financial discipline, supporting branch operations, improving process consistency, and helping drive healthy cash flow management across the company. General Plumbing Supply Co. is seeking an experienced Accounting Operations & Credit Manager to lead the day-to-day accounting operations, credit, collections, and receivables management functions of the business.
SAP FSCM (Credit/Collections/Disputes) Manager - Life Sciences Accenture PlcSAP FSCM (Credit/Collections/Disputes) Manager - Life SciencesSan Francisco, CAThe Work: Team with clients on their SAP functional transformation programs through your combined SAP application and functional process expertise which includes your ability to: Engage with senior client Finance executives on the business challenges/trends and the potential value of SAP solutions (current & future). Then join Accenture and build a rewarding career improving the way the world works and lives, as you help clients innovate with leading-edge SAP and Accenture Finance solutions and technologies on some of the most innovative projects in the world.
Specialized Tax Services - Energy Incentives & Credits Manager PricewaterhouseCoopers LLPSpecialized Tax Services - Energy Incentives & Credits ManagerSan Francisco, CABachelors Degree in Taxation, Accounting, Engineering, Sustainable Resource Management, Environmental Health/Engineering, Computer and Information Science preferred • Basic accounting knowledge • Understanding of Inflation Reduction Act and CHIPs Act of 2022 • Knowledge of fixed asset tax depreciation methods • Experience with cost segregation studies • Project management skills • Experience identifying and addressing client needs • Knowledge of automation & digitization in professional services • Supervising teams to create an atmosphere of trust • One of the following: CPA, Member of State Bar, Enrolled Agent, Masters - Engineering, Professional Engineer. This role involves working closely on clients with the latest technologies and platforms in lending, digital banking, payments, crypto and blockchain, insurance and real estate.
Commercial Credit/ nCino Manager Accenture PlcCommercial Credit/ nCino ManagerSan Francisco, CAAccenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale. The Commercial Credit Consultant designs and implements business changes that drive industry-specific, function and digital operating model transformation, focusing on task relating to people and process.
Credit Product Manager PNC BankCredit Product ManagerSan Francisco, CaliforniaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Analytical Thinking, Commercial Real Estate, Competitive Advantages, Consumer Lending, Credit Risk Management, Data Analytics, Decision Making, Financial Operations, Portfolio Risk, Risk AppetiteCompetencies.
B2B Credit Risk Manager Uber Technologies IncB2B Credit Risk ManagerSan Francisco, CA$126,000–$140,000 / yearResolve ad hoc requests: Credit limit increase, Changes on method payment, Review and approved Payment term extensions, Payment Plans, Calculate Late Payment fees for overdue accounts, provide Finance analysis for customers Financial statements (P&L, Balance sheet, Cash flow). The Credit team's mission is to protect company revenue while enabling sustainable business growth through effective credit risk management, working capital optimization, and strong partnership with commercial teams.
Model Validation Manager - Wholesale and Small Business Credit Loss U.S. BancorpModel Validation Manager - Wholesale and Small Business Credit LossSan Francisco, CA$170,255–$200,300 / yearExtensive knowledge of various regression techniques, parametric and non-parametric algorithms, times series techniques, and other statistical models, various model validation tests/methodologies, using SAS or similar statistical packages. Lead and develop a high‑performing analytics team responsible for independent validation of the Bank's wholesale and small business portfolio credit loss forecasting models supporting CCAR stress testing and CECL requirements.
Model Validation Manager - Mortgage & Retail Credit Loss U.S. BancorpModel Validation Manager - Mortgage & Retail Credit LossSan Francisco, CA$149,515–$175,900 / yearLead and develop a high‑performing analytics team responsible for independent validation of the Bank's residential mortgage and retail portfolio credit loss forecasting models supporting CCAR stress testing and CECL requirements. Manage internal audits and regulatory examinations, serving as a key point of contact for regulators, auditors, and senior stakeholders to clearly articulate validation analyses, findings, and conclusions, and effectively address supervisory feedback.
Senior Manager, Accounts Receivable, Credit & Collections Anthropic PBCSenior Manager, Accounts Receivable, Credit & CollectionsSan Francisco, CA$190,000–$230,000 / yearIf you enjoy building operational rigor in a fast-moving environment, have a track record of scaling credit and collections functions through automation and AI, and care about doing right by customers while protecting the business, we would love to hear from you. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.
Specialized Tax Services - Energy Incentives & Credits Senior Manager PricewaterhouseCoopers LLPSpecialized Tax Services - Energy Incentives & Credits Senior ManagerSan Francisco, CA$124,000–$335,000 / yearIndustry/Sector Not Applicable Specialism General Tax Consulting Management Level Senior Manager Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Credit Product Manager The PNC Financial Services Group IncCredit Product ManagerSan Francisco, CA$147,840–$274,560 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
FP&A Manager, GTM Finance - Credit Products Marqeta IncFP&A Manager, GTM Finance - Credit ProductsCA$128,000–$160,000 / yearAs Marqeta's FP&A Manager, GTM Finance - Credit Products, you will focus on Marqeta''s credit business by partnering with Sales, Legal, Product, Credit Risk, and Capital Markets to model pricing, evaluate profitability, and structure deals that win business while protecting unit economics. Serve as the financial partner to Sales on live credit deals - modeling the full economic stack: interchange, finance charges, fees, rewards costs, cost of funds, expected losses, network fees, and sponsor bank revenue share.
Analytics Manager, Credit Risk Affirm IncAnalytics Manager, Credit RiskCARemote$215,000–$265,000 / yearAs Affirm continues on an exciting growth trajectory, designing credit strategies for new initiatives and products, partnering with the Machine Learning team to continuously enhance our underwriting framework, and being ready to navigate through any exogenous changes will be important problems to tackle. The Credit team works cross-functionally with Machine Learning, Fraud, Product, Engineering, Capital Markets, and Commercial teams to responsibly manage the risk profile of the business.
Manager - Credit Risk Strategy Inizio PartnersManager - Credit Risk StrategySan Francisco, CaliforniaYou will own the end-to-end policy lifecycle- from hypothesis and testing to deployment and performance monitoring-using large-scale data to balance risk mitigation with business growth. Apply industry knowledge, statistical modelling, and analytics to develop practical risk strategies using large-scale transactional and account-level data.
Manager 3, AI Platform Engineering (Credit Karma) Intuit IncManager 3, AI Platform Engineering (Credit Karma)Oakland, CA$264,500–$357,500 / yearExperience partnering closely with a broad range of stakeholders - AI Scientists, product and data engineers, product managers, marketers, and non-technical business audiences - translating their needs into platform capabilities that accelerate their work, with a proven track record of driving adoption across diverse, non-technical users. Team Leadership & Development: Build and maintain a high-performing organization across a team of managers and senior engineers - setting a high bar, developing leadership depth, and fostering a culture of incubation where emerging ideas are explored rigorously and graduated into production-grade solutions.
Staff Product Manager, Credit and Lending Altruist CorpStaff Product Manager, Credit and LendingSan Francisco, CA$203,000–$275,000 / yearCompany perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).One month work from anywhere policy (with the exception of a few countries).Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. You'll define the roadmap for liquidity products like margin, securities-backed lines of credit (SBLOC), and fully paid securities lending (FPL), driving innovation at the intersection of finance, regulation, and technology.
Commercial Credit Senior Manager Accenture PlcCommercial Credit Senior ManagerSan Francisco, CAAccenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale. The Commercial Credit Senior Manager designs and implements business changes that drive industry-specific, function and digital operating model transformation, focusing on task relating to people and process.
Commercial Credit/nCino Senior Manager Accenture PlcCommercial Credit/nCino Senior ManagerWalnut Creek, CAAccenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale. The Commercial Credit Consultant designs and implements business changes that drive industry-specific, function and digital operating model transformation, focusing on task relating to people and process.
Principal Product Manager, Tax Credits Gusto IncPrincipal Product Manager, Tax CreditsSan Francisco, CA$179,000–$224,000 / yearHere's what you'll do day-to-day: Ownership: Spearhead the development of a product & business aimed at unlocking value for existing Gusto customers as well as expanding Gusto's customer base to new segments North Star: Unlocking savings for SMBs through tax credits Collaborate: Partner closely with Engineering, Design, Ops and Data Science on all stages of the product development process, and partner with the GM and Revenue team to grow the business and optimize its unit economics Lead product discovery to uncover and deeply understand customer problems and test risky assumptions Run lean experiments and A/B tests to quickly prove out hypotheses and test new concepts. Here's what were looking for: 8+ years of hands-on Product Management experience or 12+ years of relevant work experience Proven track record of building 0 to 1 products with nice to haves in: Strong product discovery skills and analytical skills The intangibles: natural curiosity, grit, customer obsession, and attention to detail The ability to tell a compelling story that drives alignment and inspires action Strong collaboration skills; ability to quickly build trust quickly A passion for helping small businesses.
Senior Engineering Manager, Credit and Lending Altruist CorpSenior Engineering Manager, Credit and LendingSan Francisco, CACollaborate with product management and design teams to understand business needs, growth objectives, and market dynamics • Create a culture of innovation and technical excellence, encouraging experimentation and exploring new opportunities for company growth • Drive continuous improvement in engineering processes, automation, tools, and methodologies to enhance operational efficiency and quality • Provide strong leadership to the engineering team, enabling a culture of collaboration, innovation, and continuous improvement • Set clear goals, expectations, and performance metrics for the engineering teams, holding individuals accountable for their deliverables. Experience • 3+ years of experience working as Software Engineering Manager within a high performing Engineering organization • 8+ years of experience in software development and delivery owning a highly visible and large technical scope and an in-depth knowledge of software architectures • Experience in building and managing large scale software applications in a fast-paced, high-growth environment.
Manager, New Markets Tax Credits LOW INCOME INVESTMENT FUND, THEManager, New Markets Tax CreditsSan Francisco, CANon-performing Loans -The Manager, NMTC will work under the direction of the Chief Credit Officer, Deputy Director of NMTC and Director of Asset Management and in collaboration with the Special Assets Manager in managing special attention or non-performing loans in their portfolio that include LIIF debt including but not limited to: conducting site inspections, appraisal reviews, borrower and project financial analyses; participating in developing loan restructuring strategies and alternatives; monitoring compliance with loan restructure agreements, and preparing monitoring reports and action plans. SKILLS REQUIRED: The ideal candidate for this position will have these key qualifications: 2 or more years of experience in real estate-based lending and/or business lending, including borrower interaction/relationship building, credit analysis, due diligence, and loan documentation; Proficiency in analyzing financial statements of for-profit and nonprofit organizations and their real estate operations (in particular, multi-tenant commercial and community facilities occupied by a single tenant).
Credit Strategy Manager Imprint Payments IncCredit Strategy ManagerSan Francisco, CAOwn the credit risk strategy, underwriting parameters, and ongoing optimization of new acquisition channels, including affiliates (Credit Karma, NerdWallet, Doctor Of Credit), invitation-to-apply emails, paid social, display, direct mail, and instant prescreens. Established a pilot program for invitation-to-apply emails and direct mail with targeting criteria developed in partnership with data science and credit policy, including early reads on approval rates and portfolio quality signals.
Credit Risk Strategy Manager / Senior Manager CardlessCredit Risk Strategy Manager / Senior ManagerSan Francisco, CaliforniaThis is a highly analytical, strategy-forward role focused on building the decisioning framework that determines how we extend additional credit, manage exposure, and optimize portfolio performance as well as ensuring the tools, data, and processes behind those decisions are best-in-class. You'll own the strategy for actions such as credit line increases and decreases, balance transfer offers, and other portfolio management levers, while building the measurement infrastructure needed to continuously improve performance for a rapidly growing portfolio.
Director, Credit and Collections Axon Enterprise IncDirector, Credit and CollectionsSan Francisco, CA$143,475–$229,560 / yearDefine and deliver change management programs to stakeholders, helping ensure minimal business disruption as process and technology changes are implemented, and that roles and responsibilities are clearly defined. This is a leadership role responsible for shaping global credit strategy, driving organizational transformation over cash collections, and leading a team across the Americas, EMEA, and APAC.
SAP FSCM (Credit/Collections/Disputes) Consultant - Industrial Accenture PlcSAP FSCM (Credit/Collections/Disputes) Consultant - IndustrialSan Francisco, CAThe Work: Team with clients on their SAP functional transformation programs through your combined SAP application and functional process expertise which includes your ability to: Engage with senior client Finance executives on the business challenges/trends and the potential value of SAP solutions (current & future). Then join Accenture and build a rewarding career improving the way the world works and lives, as you help clients innovate with leading-edge SAP and Accenture Finance solutions and technologies on some of the most innovative projects in the world.
Senior Data Scientist - Credit Plaid IncSenior Data Scientist - CreditSan Francisco, CAWe work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. You will work across modeling, retros, customer analysis, and product feedback loops to help lenders better understand and adopt Plaid's credit insights.
Credit Strategy - Senior Data Scientist SoFi Technologies IncCredit Strategy - Senior Data ScientistSan Francisco, CASoFi's Credit team manages credit risk activities for our lending products (Student Loan Refinance, Private Student Loan, Personal Loan, Credit Card, and Mortgage) - including credit strategies/policies for new account origination and portfolio management, collections/recovery strategies and operations, and risk and operational data science and analytics. The ideal candidate will possess a data-driven analytics background and the strategic acumen to direct a function that draws strategic insights from data using database and statistical analysis tools to inform decisions and support SoFi's overarching strategic goals relative to loss prevention and profit optimization.
Senior Data Scientist - Credit PlaidSenior Data Scientist - CreditSan Francisco, CaliforniaWe work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. You will work across modeling, retros, customer analysis, and product feedback loops to help lenders better understand and adopt Plaid’s credit insights.
Senior Credit & Collections Analyst Figma IncSenior Credit & Collections AnalystSan Francisco, CA$50.50–$73.60 / hourFigma offers equity to employees, as well a competitive package of additional benefits, including health, dental & vision, retirement with company contribution, parental leave & reproductive or family planning support, mental health & wellness benefits, generous PTO, company recharge days, a learning & development stipend, a work from home stipend, and cell phone reimbursement. Job level and actual compensation will be decided based on factors including, but not limited to, individual qualifications objectively assessed during the interview process (including skills and prior relevant experience, potential impact, and scope of role), market demands, and specific work location.
Credit Officer II - Asset Based Finance Bank of America CorpCredit Officer II - Asset Based FinanceSan Francisco, CA$99,000–$225,000 / yearHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy" Responsibilities:Partners with relationship management and product partners to assess clients' credit needs and create solutionsDrives credit and risk approval processes for new credit originations, renewals, increases, and modificationsLeads ongoing monitoring efforts for a portfolio of clients in compliance with regulations, policy and procedureDrives the growth of funded loans and revenue while mitigating risks, maintaining asset quality and adhering to regulatory requirementsServes as an escalation point for complex credit transactionsMentors and supports associatesOversee credit assessment and approval by evaluating borrower creditworthiness through financial analysis, forecasting, industry and company risk assessment, and due diligence to support high-quality decisions across Corporate Banking, Investment Banking, Global Markets, and TreasuryExercises Delegated Approval Authority to structure and approve transactions, including lending limits, deal terms, risk ratings, renewals, and breach actions, applying sound judgment and maintaining alignment with the bank's risk appetiteLeads credit origination and portfolio management by partnering with cross-functional teams, serving as a senior advisor on credit matters, and ensuring accurate risk ratings and proactive management of asset quality throughout the client lifecycleRequired Qualifications:7+ years of experience in asset based and/or commercial lendingExperience in monitoring the credit health of asset based or commercial lending clients. Strong knowledge and comprehension of loan and collateral documentationAbility to accurately analyze borrower's financial picture and deliver a comprehensive risk analysis to manager and risk officersConfidence and ability to develop an independent viewpoint and present a business case to support conclusionsExcellent relationship management skills, experience working in a team environment, ability to help influence constituencies with diverse views towards consensusCoaching and mentoring skillsProficiency in Microsoft Office Excel, Word, Outlook, PowerPointDesired Qualifications:Bachelor's degree in accounting and/or finance10+ years of experience in asset-based lending and/or commercial lendingSkills:Business AcumenCoachingDecision MakingLoan StructuringCollaborationCredit Documentation RequirementsOral CommunicationsRisk ManagementWritten CommunicationsClient Solutions AdvisoryUnderwritingAnalytical ThinkingCredit & Risk AssessmentAttention to Detail and Organizational EffectivenessFinancial Analysis, Forecasting, Modeling & Research AnalysisShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Credit Officer LOW INCOME INVESTMENT FUND, THECredit OfficerSan Francisco, CAThe Credit Officer will: Work with Originations and Asset Management staff to provide guidance in support of structuring and underwriting transactions to successfully achieve the stated goal/impact within acceptable risk parameters; Work with the Chief Credit Officer, Chief Lending Officer, and other relevant stakeholders to assess and update guidelines and procedures that Originations staff will follow in order to present previews and loan approval requests to Credit, and secure initial and final credit approval for the transactions from the Chief Credit Officer and/or Internal Loan Committee and Lending Risk Committee; As needed, work with the nCino Team to update guidelines for Originations and Asset Management staff to adhere to when submitting new loan and modification approval requests through nCino; Ensure that all requests submitted for approval are managed pursuant to LIIF's Loan and Asset Concentration Policy and delegations. The Credit Officer is responsible for working with the Chief Credit Officer to support the approval of credit functions as outlined in the Loan and Asset Concentration Policy and delegations; all functions supporting the execution of credit including oversight of the Special Attention Loan portfolio, annual updates to the loan loss reserve qualitative analysis, the risk rating model, and the Lending Manual; developing the framework, processes, and performance expectations of the Asset Management team; overseeing and managing the Deputy Director of Asset Management; and working with internal stakeholders on initiatives involving the Credit team.
Credit Solutions Advisor - 7th & Clement - Mandarin or Cantonese Preferred Bank of America CorpCredit Solutions Advisor - 7th & Clement - Mandarin or Cantonese PreferredSan Francisco, CA$25–$29.61 / hourDesired Qualifications:•Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)•Knowledge of credit and home lending requirements•Experience working in a financial center where goals were met or exceeded.•Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.•Knowledge of banking products and services.•Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.•Experience in a loan origination role in a retail environment and knowledge of•Structuring, Processing, underwriting and closing procedures•Federal regulations governing real estate lending•FHA and HUD guidelines•Other Lending Products (Credit Card, Vehicle Loans)•Strong computer skills including MS applications and previous experience utilizing laptop technology. I have access to industry leading products, services and technology, award winning platforms, and a dedicated support team, On screen copy: Access to industry leading products, services, and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients' experience by providing direct solutions.
Credit Solutions Advisor - Blackhawk Bank of America CorpCredit Solutions Advisor - BlackhawkDanville, CA$25–$29.61 / hourDesired Qualifications:•Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)•Knowledge of credit and home lending requirements•Experience working in a financial center where goals were met or exceeded.•Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.•Knowledge of banking products and services.•Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.•Experience in a loan origination role in a retail environment and knowledge of•Structuring, Processing, underwriting and closing procedures•Federal regulations governing real estate lending•FHA and HUD guidelines•Other Lending Products (Credit Card, Vehicle Loans)•Strong computer skills including MS applications and previous experience utilizing laptop technology. I have access to industry leading products, services and technology, award winning platforms, and a dedicated support team, On screen copy: Access to industry leading products, services, and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients' experience by providing direct solutions.
Credit Solutions Advisor - Castro Valley Bank of America CorpCredit Solutions Advisor - Castro ValleyCastro Valley, CA$26–$30.83 / hourDesired Qualifications:•Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)•Knowledge of credit and home lending requirements•Experience working in a financial center where goals were met or exceeded.•Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.•Knowledge of banking products and services.•Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.•Experience in a loan origination role in a retail environment and knowledge of•Structuring, Processing, underwriting and closing procedures•Federal regulations governing real estate lending•FHA and HUD guidelines•Other Lending Products (Credit Card, Vehicle Loans)•Strong computer skills including MS applications and previous experience utilizing laptop technology. I have access to industry leading products, services and technology, award winning platforms, and a dedicated support team, On screen copy: Access to industry leading products, services, and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients' experience by providing direct solutions.
Credit Solutions Advisor - Walnut Creek Bank of America CorpCredit Solutions Advisor - Walnut CreekWalnut Creek, CA$25–$29.61 / hourDesired Qualifications:•Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)•Knowledge of credit and home lending requirements•Experience working in a financial center where goals were met or exceeded.•Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.•Knowledge of banking products and services.•Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.•Experience in a loan origination role in a retail environment and knowledge of•Structuring, Processing, underwriting and closing procedures•Federal regulations governing real estate lending•FHA and HUD guidelines•Other Lending Products (Credit Card, Vehicle Loans)•Strong computer skills including MS applications and previous experience utilizing laptop technology. I have access to industry leading products, services and technology, award winning platforms, and a dedicated support team, On screen copy: Access to industry leading products, services, and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients' experience by providing direct solutions.
Credit Solutions Advisor - Dublin Financial Center Bank of America CorpCredit Solutions Advisor - Dublin Financial CenterDublin, CAMinimum of 2 years of mortgage origination experience or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
Credit Solutions Advisor - Danville - Spanish Preferred Bank of AmericaCredit Solutions Advisor - Danville - Spanish PreferredDanville, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.