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.
NewLocal Contract Case Manager RN - $60-64 per hour Host HealthcareLocal Contract Case Manager RN - $60-64 per hourOakland, CA$60–$64 / hourHost Healthcare is seeking a local contract nurse RN Case Manager, Acute Care Case Management for a local contract nursing job in Oakland, California. With access to tens of thousands of travel nursing, therapy, and allied jobs in all 50 states, our responsive and friendly recruiters find your dream position based on what’s important to you.
NewTravel RN Case Manager - $2,928 per week Host HealthcareTravel RN Case Manager - $2,928 per weekOakland, CAHost Healthcare is seeking a travel nurse RN Case Manager, Acute Care Case Management for a travel nursing job in Oakland, California. With access to tens of thousands of travel nursing, therapy, and allied jobs in all 50 states, our responsive and friendly recruiters find your dream position based on what’s important to you.
NewTravel Inpatient RN Case Manager - $2,928 per week Host HealthcareTravel Inpatient RN Case Manager - $2,928 per weekOakland, CAWith access to tens of thousands of travel nursing, therapy, and allied jobs in all 50 states, our responsive and friendly recruiters find your dream position based on what’s important to you. Host Healthcare is seeking a travel nurse RN Case Manager, Care Manager for a travel nursing job in Oakland, California.
NewManager or Senior Manager, Financial Services Valuation (NYM) KPMGManager or Senior Manager, Financial Services Valuation (NYM)San Francisco, CA$120,745–$243,915 / yearResponsibilities: Manage and deliver valuation services related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more. Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions; analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions.
Loan Servicing Manager Atmos Financial, PBCLoan Servicing ManagerSan Francisco, CaliforniaRemoteYou’ll ensure servicing operations are accurate, compliant, and borrower-friendly—while working closely with our lending partners and underwriting team to improve loan decisioning, reduce friction, and ensure operational feedback loops inform credit policy and product design. Our platform supports financing for solar, battery storage, electrification, and energy-efficiency upgrades—giving households more control over their energy costs while helping lenders and installers operate more efficiently.
NewLead Product Manager, Personal Loans LendingClubLead Product Manager, Personal LoansSan Francisco, California$187,000–$215,000 / yearYou will serve as a trusted product voice to senior leadership across Engineering, Design, Research, Data, Risk, Compliance, Operations, and business stakeholders, navigating the complex intersections of regulation, credit strategy, and customer experience. Strong cross-functional alignment and trusted partnerships across the organization, including Engineering, Design, Risk, Compliance, Operations, Marketing, senior business leadership, and your peers.
Personal Loan Business Strategy Manager LendingClubPersonal Loan Business Strategy ManagerSan Francisco, California$135,000–$159,000 / yearYou will lead cross-functional efforts across Marketing, Operations, Product, Engineering, Risk, and Finance, focusing on developing and implementing growth strategies, testing and optimizing issuance channels, and developing the business case for new, high-growth initiatives. This role requires a deep understanding of digital lending or banking, a solid grasp of various business functions (Marketing, Operations, Product, Engineering, Analytics, and Finance), and a strong ability to develop and implement data-driven initiatives from start to finish.
NewSr Strategic Partnerships Manager, Personal Loans LendingClubSr Strategic Partnerships Manager, Personal LoansSan Francisco, California$156,000–$180,000 / yearYou'll set the strategy behind partner growth, governance, and problem-solving, and lead the cross-functional work — spanning Product, Engineering, Credit, Risk, Operations, Compliance, Legal, Finance, and Analytics — that turns that strategy into results. 6+ years of experience in lending partnerships, product management, or analytics within consumer lending, fintech, or banking; bachelor's degree or higher, or equivalent combination of education and experience.
Strategic Partnerships Manager, Personal Loans LendingClub CorpStrategic Partnerships Manager, Personal LoansSan Francisco, CA$156,000–$180,000 / yearYou''ll set the strategy behind partner growth, governance, and problem-solving, and lead the cross-functional work - spanning Product, Engineering, Credit, Risk, Operations, Compliance, Legal, Finance, and Analytics - that turns that strategy into results. 6+ years of experience in lending partnerships, product management, or analytics within consumer lending, fintech, or banking; bachelor's degree or higher, or equivalent combination of education and experience.
Senior Manager, Machine Learning - Small Dollar Loans & Cash Line Upstart Holdings IncSenior Manager, Machine Learning - Small Dollar Loans & Cash LineSan Mateo, CARemote$238,400–$330,200 / yearDepending on your expertise, you could step in to lead one of several high-priority teams, such as: Cash Line: Leading the 01 ML innovation for our brand new subscription-based line of credit, building core underwriting and customer behavior models (churn, draw, default) in a domain with limited data and long feedback loops. Drive 01 and Scaling ML Efforts: Depending on your team placement, you may build out entirely new capabilities from scratch or optimize highly mature models dealing with massive scale and shifting macro-economic regimes.
Senior Manager, Strategic Finance Personal Loans Earnest Inc (Inactive)Senior Manager, Strategic Finance Personal LoansSan Francisco, CA$134,000–$168,000 / yearAs the Senior Manager, Strategic Finance (Personal Loans), you will: Own financial strategy and partner with senior leaders across Product, Marketing, Operations, Pricing, and Risk to drive business outcomes and performance. Earnies are committed to helping borrowers move forward with confidence by offering smarter borrowing options with a clearer path to taking control of their debt.
Lead Product Manager, Personal Loans LendingClub CorpLead Product Manager, Personal LoansSan Francisco, CA$187,000–$215,000 / yearCurrent Employees of LendingClub: Please apply via your internal Workday Account LendingClub Corporation (NYSE: LC) is the parent company of LendingClub Bank, National Association, Member FDIC. We are the leading digital marketplace bank in the U.S., having helped our nearly 5 million members secure over $90 billion in loans to refinance high-cost debt and achieve their financial goals.
Mortgage Loan Officer PNC BankMortgage Loan OfficerWalnut Creek, CaliforniaPNC 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. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Mortgage Loan Officer The PNC Financial Services Group IncMortgage Loan OfficerWalnut Creek, CA$37,440–$41,392 / yearPNC 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. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Disbursement Loan Administrator Columbia BankDisbursement Loan AdministratorWalnut Creek, CA$27.75–$37 / hourA Disbursement Loan Administrator I is responsible for managing a moderate to complex commercial construction loan portfolio and reviewing CRE construction due diligence, loan documents and draw packages in accordance with credit policy requirements for risk management, with responsibility for protecting the Bank’s interest through proper documentation, ensuring all approved. + Work in partnership with Relationship Managers (RMs), Underwriters, Loan Administrators and other Bank associates as primary liaison with customers, inspectors, and title company representatives as the loan closes and during all phases of construction until the project is complete and the construction loan is fully disbursed.
Mortgage Loan Officer SME SAIGroupMortgage Loan Officer SMELos Altos, CaliforniaYou will work representative borrower scenarios end-to-end, document how loan officers qualify, structure, and price loans, map the lead-to-lock-to-submission journey, and sit with product managers and engineers daily to translate that knowledge into detailed product requirements, decision logic, and acceptance criteria. This role exists to close that gap: you will embed with the product team as a hands-on domain expert, bringing real operational mortgage experience into product design and product build at a very detailed level — from workflow maps and edge cases down to field-level definitions, decision rules, and acceptance criteria.
MIM - MetLife CRE Loan Asset Management MetLife IncMIM - MetLife CRE Loan Asset ManagementSan Francisco, CA$130,000–$150,000 / yearRecognizednon Fortune magazine''s list of the "World''s Most Admired Companies",nFortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companiesnto Work For, MetLife, through its subsidiaries and affiliates, is one of thenworld's leading financial services companies; providing insurance, annuities,nemployee benefits and asset management to individual and institutionalncustomers. The Associate will be responsible for loan asset management, servicing including enforcing the Loan Agreements, surveillance, and valuations of the properties for existing loans for the preparation of Collateral Valuation Template for mortgage ratings for a portfolio of commercial real estate loans managed by MetLife Investment Management's Los Angeles Regional Office.
Staff Product Designer, Home Loans SoFi Technologies IncStaff Product Designer, Home LoansSan Francisco, CAOur responsibility is to shape the future of loan products and personal finance by delivering designs for new features, products and improving current experiences to better serve our members as they make payments on their SoFi loans. Work across the entire product life cycle and make an impact at different stages of the product: building vision & strategy, ensuring all the loose ends are tied up when executing, and making sure everything is properly specified for engineering to build.
Sr Director, Product Management - Personal Loans LendingClubSr Director, Product Management - Personal LoansSan Francisco, California$220,000–$255,000 / yearYou and your team will own how Personal Loans experiences are envisioned, built, measured, and continuously improved, partnering closely with Engineering, Design, and senior business leaders within a regulated financial environment. You will ensure teams focus on the highest-value problems, validate solutions through strong discovery and learning practices, and deliver improvements that measurably advance customer experience and business performance.
Senior Loan Processor San Francisco Federal Credit UnionSenior Loan ProcessorSan Francisco, CAWith an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Ensures timely ordering and accuracy of all loan documents and data input from such data sources as credit reports, flood certificates, preliminary title reports, home owners insurance, income documentation, and appraisal reports.
Healthcare Loan Closer U.S. BancorpHealthcare Loan CloserSan Francisco, CA$41.41–$50.61 / hourThe Healthcare Loan Closer is a lending support role working directly with loans, customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Healthcare Relationship Managers and the Healthcare Business Development Officer. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Experienced Mortgage Loan Officer Satori MortgageExperienced Mortgage Loan OfficerHayward, CARemoteI’m deep in the trenches: running pipelines, snagging leads, building relationships, and coaching. I’m Niko Kramer, and I’ll be your wingman in building a team that’s UNSTOPPABLE!
Loan Operations Specialist Bank of Marin BancorpLoan Operations SpecialistNovato, CA$25.40–$36.09 / hourResponsible for training Loan Boarding Associates and assist with training of Loan Servicing Associates, providing customer support for internal and external customers, and directing day to day workflows of the department under the direction of the Loan Operations Manager. Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Loan Operations Specialist to join our office onsite in either Novato, California or Rancho Cordova, CA.
Sr Personal Loans Analyst LendingClubSr Personal Loans AnalystSan Francisco, California$109,000–$128,000 / yearThe Sr Personal Loans Analyst plays a key role in driving performance across Happen Bank's Personal Loans business, supporting core offer programs like TopUp, Refinance, and Pre-Approved offers alongside emerging growth initiatives. This role partners closely with Product, Marketing, Risk, and Finance to turn data into action, helping the team move faster and smarter on what's working and what's not.
Loan Servicing I The Croghan Colonial BankLoan Servicing IFremont, CA$18.50–$23 / hourDevelop a proactive internal communication with Loan Servicing Manager to enhance loan servicing and maximize the functionality of the core processing systems. Work with branch personnel, both verbally and in writing, in problem solving and question resolution to minimize risk to the Bank and ensure customer satisfaction in the loan closing process.
Healthcare Loan Closer U.S. BankHealthcare Loan CloserSan Francisco, CaliforniaThe Healthcare Loan Closer is a lending support role working directly with loans, customer accounts, inquiries, and items directly related to client satisfaction with the U.S. Bank relationship while working under the direction of Healthcare Relationship Managers and the Healthcare Business Development Officer. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Head of Lifecycle Marketing, Personal Loans Upstart Holdings IncHead of Lifecycle Marketing, Personal LoansCARemote$169,400–$269,700 / yearYou''ll manage a team of Lifecycle Marketers while partnering closely with Product, Creative, Product Marketing, Analytics, and Growth Marketing to develop customer journeys that improve engagement, increase revenue, and create exceptional customer experiences at scale. The team develops data-driven lifecycle strategies that improve customer experiences, deepen engagement, and drive measurable business outcomes across Upstart''s lending products.
NewSr Personal Loans Analyst LendingClub CorpSr Personal Loans AnalystSan Francisco, CA$109,000–$128,000 / yearThe Sr Personal Loans Analyst plays a key role in driving performance across Happen Bank''s Personal Loans business, supporting core offer programs like TopUp, Refinance, and Pre-Approved offers alongside emerging growth initiatives. This role partners closely with Product, Marketing, Risk, and Finance to turn data into action, helping the team move faster and smarter on what''s working and what''s not.
Senior Regional Sales Manager - Commercial Mortgage Lending - Managing Director JPMorgan Chase Bank, N.A.Senior Regional Sales Manager - Commercial Mortgage Lending - Managing DirectorSan Francisco, CAFull timeRegional Sales Manager, Commercial Mortgage Lending - Northern California & Pacific Northwest, Commercial Real EstateCommercial Mortgage Lending (CML) provides term financing and payments solutions to commercial real estate owners and operators - primarily private investors and generational family offices -on industrial, retail, office and mixed-use properties. Under the direction of the Head of Commercial Mortgage Lending, Regional Sales Manager is directly responsible for building an effective team of Client Sales Managers and staff, and assisting these teams of originators in managing and/or cultivating new and existing relationships with commercial investment property owners.
Mortgage Area Sales Manager - Northern California Fifth Third BancorpMortgage Area Sales Manager - Northern CaliforniaCASUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. Perform Human Resource tasks for the team, such as exception time reporting, performance reviews, coaching, performance management, commission administration and identifying training issues.
Private Banking Mortgage Manager Senior Flagstar Bank NAPrivate Banking Mortgage Manager SeniorSan Francisco, CA$149,553–$270,933 / yearThe Private Banking Mortgage Manager Senior role is responsible for the following: Oversees and monitors the credit process for Private Client Group (PCG) mortgage loans. Collaborates and directs team members during all phases of loan production including the fulfillment process to ensure clarity of request, proper documentation is requested/received, and customer experience expectations are met.
Business Relationship Manager Area Manager - Executive Director JPMorgan Chase & CoBusiness Relationship Manager Area Manager - Executive DirectorSan Francisco, CABuild collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric environment and represent the bank in a community leadership capacity such as Chamber of Commerce and local non-profit boards. Coach and develop team on all aspects of managing a portfolio, including relationship management, prospecting, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions to complex challenges.
Assistant Branch Manager Provident Central Credit UnionAssistant Branch ManagerBelmont, CA$32–$42 / hourJob Summary: The Assistant Branch Manager (ABM) is a highly motivated individual who is responsible for supporting the Branch Manager in the daily operations of a full-service credit union branch, which includes directing and administering all sales, service, and operational activities in accordance with the Credit Union's strategic objectives. Lead a branch team dedicated to growing the credit union by attracting and retaining members that are highly engaged with Provident and consider us their PFI (primary financial institution).
Market Financial Center Manager - East Bay South Market Bank of AmericaMarket Financial Center Manager - East Bay South MarketFremont, CaliforniaWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
NewMarket Financial Center Manager - Peninsula North Market Bank of AmericaMarket Financial Center Manager - Peninsula North MarketSan MateoThis 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. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
Market Financial Center Manager - Peninsula South Market Bank of AmericaMarket Financial Center Manager - Peninsula South MarketSunnyvale, CaliforniaWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
Wealth Relationship Manager - Sunset/Noriega Citigroup IncWealth Relationship Manager - Sunset/NoriegaSan Francisco, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Senior Manager, Vendor Management Upstart Holdings IncSenior Manager, Vendor ManagementCA$172,100–$238,300 / yearExperience overseeing one or more of the following vendor or partner types in consumer lending: mortgage subservicers, loan origination system or technology platform vendors, dealer networks (including dealer due diligence and conduct monitoring), affiliate or fintech platform relationships, appraisal management companies, title and settlement providers, or credit reporting and data vendors. You will lead a small team and partner closely with Operations, Compliance, Legal, Technology, Product, Enterprise Risk, and business owners to establish the vendor oversight framework, monitoring cadence, issue management routines, and governance documentation needed to support a durable, exam-ready vendor management program.
Wealth Relationship Manager - Hillsdale Citigroup IncWealth Relationship Manager - HillsdaleSan Mateo, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - Newark CA Citigroup IncWealth Relationship Manager - Newark CANewark, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - San Lorenzo/ Hayward /Castro Valley Citigroup IncWealth Relationship Manager - San Lorenzo/ Hayward /Castro ValleyCastro Valley, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
NewBranch Manager Mountain View CA, Vice President Citigroup IncBranch Manager Mountain View CA, Vice PresidentMountain View, CA$107,120–$160,680 / yearThe overall objective of this role is to lead a team grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. Integrate segment partners, partner with Assistant Manager and partner with the Division Operational to drive sales and drive outbound sales activities including: representing Citi and building partnerships in the community.
Wealth Relationship Manager SAFE Act Citigroup IncWealth Relationship Manager SAFE ActSan Francisco, CA$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firms reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - San Francisco / Van Ness / Cathedral Hill Citigroup IncWealth Relationship Manager - San Francisco / Van Ness / Cathedral HillSan Francisco, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager SAFE Act - Mountain View Citigroup IncWealth Relationship Manager SAFE Act - Mountain ViewMountain View, CAAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Martinez- Relationship Manager 2 - Full Time - Onsite (No.CA) Nuvision Federal Credit UnionMartinez- Relationship Manager 2 - Full Time - Onsite (No.CA)Martinez, CAFull timeThe RM II position also performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. The RM II position profiles the member’s account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending and cash management solutions, consumer deposit and lending services, and Autoland (auto lending).
Walnut Creek - Relationship Manager 2 - Full Time - Onsite - (No.CA) Nuvision Federal Credit UnionWalnut Creek - Relationship Manager 2 - Full Time - Onsite - (No.CA)Walnut Creek, CAFull timeThe RM II position also performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. The RM II position profiles the member’s account to recommend product and service solutions including; Investment Services, Insurance Products, First Mortgages, Small Business product services including lending and cash management solutions, consumer deposit and lending services, and Autoland (auto lending).
Hayward - Relationship Manager 1 - Full Time - Onsite (No. CA) Nuvision Federal Credit UnionHayward - Relationship Manager 1 - Full Time - Onsite (No. CA)Hayward, CAFull timeThe RM I position performs a wide variety of duties related to handling member transactions including but not limited to; opening and closing all types of deposit and loan accounts (including HELOCS), posting deposits, withdrawals, and loan/VISA payments, performing account transfers, recommending other products and services, and any kind of account maintenance. Performs a wide variety of account maintenance including but not limited to: changes of address, name changes, adding/updating account set up, adding/updating joint owners, adding/updating beneficiaries, closing accounts, processing deceased accounts and notary services.
Relationship Manager EverTrust BankRelationship ManagerSan Francisco, CA$90,000–$150,000 / yearWork with the designated underwriter and/or other loan support staff to prepare Credit Approval Report for new loans, renewals, and amendments. Work with the Portfolio Manager to review and prepare credit and financial analysis and ensure each portfolio is properly risk rated based on the bank's rating system.