Jobs
>
Los Angeles

    Credit Executive I - Los Angeles, United States - Lendistry

    Default job background
    Description

    ABOUT LENDISTRY


    Lendistry is the country's largest minority-led and technology-enabled small business and commercial real estate lender with Community Development Financial Institution (CDFI) and Community Development Entity (CDE) certification.

    We are a national employer whose mission is to provide economic opportunities and progressive growth for small business owners and their underserved communities as a source of financing and financial education.


    GENERAL RESPONSIBILITIES

    • Reviews initial loan application packages from Sales to determine eligibility and additional required documentation.
    • Ability to structure package to fit within minimum requirements of products available.
    • Knowledge of Business and Personal Tax Returns, Interim Financials, Bank Statements etc.
    • Decision file (decline, suspend, or submit for approval)
    • Runs all background checks for business and merchant.
    • Review 3rd party reports (Credit report, Business Experian, CAIVRS etc.)
    • Sets-up call and discusses file with client (initial interview)
    • Review completed file for underwriting. Ensures all information is received prior to underwriting.
    • Underwrites the transaction and Prepares package for third party approval.

    PROFICIENCIES

    • Ability to structure and analyze complex commercial credit transactions.
    • Excellent verbal and written communication skills.
    • Sophisticated word processing and computer database skills, especially in Microsoft Word and Excel.
    • Thorough knowledge of accounting principles, financial statement analysis, and banking operations and regulations.
    • Good interpersonal skills with the ability to work effectively with individuals and groups at all organizational levels, ability to work independently and as part of a team.
    • Strong analytical ability with active listening skills.
    • Willingness to adapt to changing business needs and deadlines, including extended work hours.
    • Exhibit a professional, business-like appearance and demeanor.

    EDUCATION AND EXPERIENCE

    • Minimum 5-7 years of relevant experience and in-depth understanding of Commercial C&I and real estate financing, and closing, procedures.
    • Minimum B.A. in a related field of study (Finance, Accounting, Business Administration).
    • Ability to manage and underwrite complex transactions with limited guidance
    • Experience managing team members
    • Strong knowledge of financial services.
    • Outstanding communication and relationship management skills
    • Excellent verbal and written communication skills.
    • Advanced computer proficiency.
    • Ability to travel, work flexible schedules, and cover different locations if requested.
    • Bilingual English-Spanish preferable
    • Attain customer's satisfaction.

    SALARY
    $103,900 - $138,900/Annually, depending upon experience and location
    #J-18808-Ljbffr


  • Bank of America Los Angeles, United States Full time

    Description · The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credi ...


  • Bank of America Los Angeles, United States

    Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...


  • The Bank of America Corporation Los Angeles, United States

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Executive, Credit, Management, ...


  • Bank of America Los Angeles, United States

    GWIM Credit Executive · Los Angeles, California;Los Angeles, California · **Job Description:** · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and ho ...


  • Legendary Entertainment Los Angeles, United States

    : · **Position Title**: Director/Manager, Credit Administration · **Location**: Burbank, CA (hybrid) · **Reporting To**: EVP, Physical Production · **Summary** · Legendary is in search of a Director/Manager, Credit Administration to manage the credit process in the features produ ...


  • Rosano Partners Los Angeles, United States

    Join our team as an AR & Collections manager and lead our credit and collections department, ensuring that cases are handled appropriately and according to company policy. Communicate with tenants who owe money and increase the percentage of successful repayments. You will have t ...

  • Wells Fargo

    Portfolio Associate

    3 weeks ago


    Wells Fargo Los Angeles, United States

    **About this role**: · Wells Fargo is seeking a Portfolio Associate who will be a member of Wells Fargo Capital Finance's Technology Finance business unit, an industry leader in delivering financing solutions to private equity-owned software/technology companies. The Associate wi ...


  • Sumitomo Mitsui Banking Corporation Los Angeles, United States

    Join us on our mission to create a completely new, 100% digital bank that truly serves customers' best interests. We are a close-knit and fun-loving team of seasoned financial services professionals who came together for the challenge of building a bank from scratch - and we are ...

  • City National Bank

    Loan Documenter Iv

    3 weeks ago


    City National Bank Los Angeles, United States

    Overview: · **LOAN DOCUMENTER IV** · **WHAT IS THE OPPORTUNITY?** · Provide loan documentation support to Private Bankers and Underwriters in facilitating loan preparation, documentation and loan servicing activities. Serve as a liaison with sales team, lending team, City Loan Ce ...


  • Los Angeles County Department of Human Resources Los Angeles County, CA, United States

    The County of Los Angeles Department of Health Services is seeking to fill the position of Chief Deputy Director, Clinical and Medical Affairs. This position is responsible for directing the planning, administration and management of multiple, complex and sensitive functions acro ...


  • USC Los Angeles, United States

    **Join a winning team at USC Credit Union** · **USC Credit Union,** in its relationship with **Priority Financial Group (PFG)**, is actively seeking a dynamic wealth management professional **to lead its new wealth **accumulation/management** team..** This is an experienced finan ...


  • MUFG Bank, Ltd. Los Angeles, United States

    **Do you want your voice heard and your actions to count?** · Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organizati ...


  • City National Bank Los Angeles, United States

    Overview: · **RELATIONSHIP MANAGER II** · **WHAT IS THE OPPORTUNITY?** · Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services. Develops new c ...

  • OUTFRONT media

    Billing Specialist

    2 weeks ago


    OUTFRONT media Los Angeles, United States

    About OUTFRONT · We are one of North America's most innovative media companies. We leverage the power of creative excellence, unbeatable locations and smart audience data to change the game for advertisers. Our purpose as a company is to help people, places and businesses grow st ...


  • Los Angeles County Department of Human Resources Los Angeles County, CA, United States

    The County of Los Angeles Department of Health Services is seeking to fill the position of Chief Deputy Director Health Services Operations (UC). The Chief Deputy Director, HS, Operations, working closely with the DHS Director, has the responsibility for directing the planning, a ...


  • U.S. Bank National Association Los Angeles, United States

    At 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 ...


  • Wells Fargo Los Angeles, United States

    **Why Wells Fargo**: · **About this role**: · **In this role you will**: · - Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $100k and $1MM in an assigned territory using customer relationship management tools an ...


  • Ares Management Los Angeles, United States

    Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. T ...


  • Citi Los Angeles, United States Part time

    The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacem ...


  • Equatic Los Angeles, United States

    **About Equatic**: · Equatic has developed an electrolytic process for atmospheric carbon dioxide removal that leverages the size and scale of the oceans. The process stabilizes carbon dioxide permanently in the form of dissolved bicarbonate ions (in seawater), and in the form of ...