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Resume alert |
Resumes 1 - 10 of 142 |
Anaheim, CA
... LEONARD GOMEZ Page 2 of 2 Offer Lines of Credit, Equipment Loans, Treasury Management Services, and Business Term Loans. Evaluate client’s needs and recommend best solutions for client. Establish rapport, trust and long-term business relationship to ...
- Feb 26
Fullerton, CA
... Managed treasury and cash management, ensuring accurate financial transactions. Built lasting client relationships, delivering personalized financial solutions. Oversaw online banking and cybersecurity projects, contributing to information security. ...
- Feb 25
Glendora, CA
... He also has experience as Project Manager and Data Analyst, SDLC – Front Office, Middle Office, Back Office and PNL Production, Experience with major financial products knowledge of Cash Securities, Treasury, Capital Market, Fixed Income, Equity, ...
- Feb 20
Yorba Linda, CA
... banking professional with 16+ years where I excelled in many different areas within the same financial institution which allowed myself to grow and be knowledge with the banking field to be recognized and move up to work with Treasury Management. ...
- 2023 Dec 07
Riverside, CA
... Treasury Services Advisor Bank of America April 2010 to June 2018 Provide day to day resolution of moderate to highly complex account inquiries and operational requests for clients which included account servicing management. Based on clients ...
- 2023 Dec 01
Mira Loma, CA
... multi-year digital transformation initiatives, my extensive professional journey spans over a decade and encompasses a diverse spectrum of areas including Information Technology, Supply Chain, Sales, Procurement, Treasury, and M&A functions. ...
- 2023 Nov 11
La Puente, CA
... -Escalate the suspicious transactions to sanctions and compliance department, reject return To customer,or report to OfAC treasury department. -Second layer review of OFAC stop transactions, escalate to up level management . Submit suspicious wire ...
- 2023 Nov 07
Riverside, CA
... Banc Of California § Santa Ana, CA (2018-2018) Associate, Deposits and Treasury Management 2018-2018 Participated in pre-call planning sessions, research, and quantitative analysis in support of department’s sales/new business opportunities. ...
- 2023 Nov 02
San Bernardino, CA
... Handle small business credit requests up to 100k, recognize/escalate larger lending opportunities, and cross-sell treasury/and related small business products. Recognize transaction needs of clients and educate clients on service and digital ...
- 2023 Oct 10
Brea, CA
... • Worked closely with Investor Relations, Finance, Treasury, Communications Public Affairs and EVPs to deliver successful concepts for projects and then execute them in a quality, timely and cost-effective manner. • Working with other creative and ...
- 2023 Sep 03