6 jobs found in beverly

Position Title Credit Products Specialist II - Power & Renewables Location Beverly Hills, CA 90212 Job Summary The Credit Products Specialist II - Power & Renewables plays a key role in structuring and underwriting complex commercial credit transactions while managing an assigned loan portfolio. This position is responsible for independently analyzing credit risk, negotiating loan terms, and providing strategic recommendations to relationship and credit teams. By proactively monitoring portfolio performance and identifying emerging risks, this role ensures sound credit decisions and long-term client success. The position also supports the professional development of junior team members by sharing expertise and best practices. Job Responsibilities: JOB RESPONSIBILITIES Credit Structuring & Underwriting : Lead underwriting efforts for complex loan requests, assessing creditworthiness and recommending risk-mitigating structures. Portfolio &...

Position Title Senior Business Development Officer - Asset Based Finance Location Beverly Hills, CA 90212 Job Summary The Senior Asset Based Finance Business Development Officer originates new asset-based clients. Develops relationships (both internally and externally) that yield new clients in the future. Job Responsibilities: Search and find new ABL opportunities from external sources (direct, intermediary, equity sponsors). Search and find new ABL opportunities from internal sources within the Bank (RM’s, Private Bank, Equipment finance, Sponsor, Healthcare and other specialized industries). Process and lead new business through internal credit approval process and documentation. Build franchise value for the bank by attending conferences and events. Help cross-sell bank products including deposits, banking products and capital markets fees. Uses independent judgement and discretion to make early “first look” credit decisions. Analyzes and...

Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.       JOB DUTIES AND RESPONSIBILITIES  include, but are not...

The Cross Family of Agencies welcomes you. We need your talent and expertise. Personal Lines Account Manager Account Managers are primarily responsible for servicing personal lines insurance policies (new and renewal) while creating and maintaining strong relationships with customers, underwriters, and other professionals.  Duties of an Account Manager include but are not limited to : Maintain a Property & Casualty license along with keeping up with Continuing Education. Understanding and following the Cross Basic Procedure Manual. Understanding and following the Personal Lines Workflow Manual. Only using approved Action Codes in Applied-Epic. Following up and completing open suspense’s daily.   Servicing and selling personal insurance products to prospective and existing clients. Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service center, and claims...

Salem Five is a growing regional financial services organization with a rich history of over 160 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers.   Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.   Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.   JOB DUTIES AND RESPONSIBILITIES include, but are not...

The Cross Family of Agencies welcomes you. We need your talent and expertise. We’re growing and we have an exciting career opportunity that could be the perfect fit for you! If you’re a motivated, detail-oriented, and energetic professional, passionate about delivering top-notch customer service while working independently as part of a dynamic team, we’d love to hear from you! Why Join Cross Insurance? Be part of a thriving family-owned company that’s grown from humble beginnings to one of the largest insurance providers in New England. For over 65 years, we’ve held firm to our values of integrity, dedication, and community involvement. From supporting local food banks to organizing volunteer programs, we are deeply invested in the communities we serve. About the Role: We are seeking an Account Manager with experience in Personal Lines insurance who will guide our clients through every step of the process. In this role, you will play a key part in providing a...