Find & Apply For Financial Services Sales Agent Jobs in Lakewood, California

Experience:

Senior Level Salary:

$120,000 - $185,000 per year Job Details - Proven experience within C&I with the ability to generate $25MM+ per year in loans Actively solicit new deposit and loan relationships via networking, community involvement, cross-selling and business development activities Establish and maintain an excellent rapport with key customers, including those with complex financing and depository requirements by making monthly retention calls. Provide detailed explanations of different types of loans and credit options available to customers by analyzing applicants' financial information, credit worthiness, and property to determine feasibility of granting loans Recommend loan approval or decline to the Business Banking Group Manager and/or Credit Administration. Prepare thorough credit memos complete with accurate financial analysis and credit strengths and weaknesses. Actively manage a credit portfolio to ensure compliance with Bank, regulatory and credit requirements by reviewing and updating all credit loan files and loan agreements to ensure that they are complete and accurate according to policy. Prepare timely credit renewals and risk rating upgrades/downgrades. Monitor loan repayment activities and account overdrafts, taking necessary action to collect any past-due accounts as consistent with Bank policy.

A bit about us:

- We are a well-established California bank that has been in operation for over 100 years Why join us? - Strong benefits (M,D,V, and 401k) Profit sharing contribution Flexible work environment Annual Bonuses #accounting-finance #real-estate #underwriting #credit #equipment-financing #tier2