Top Finance Jobs in San Francisco Bay Area, CA

Leads post-close servicing and portfolio activities for complex commercial loans. Reviews and uploads loan data, verifies documentation and negotiated terms, coordinates with Credit, Sales, Legal, and back-office teams, identifies and escalates risks, conducts quality reviews, monitors performance metrics, and supports standardized portfolio execution processes. The role requires strong compliance awareness, independent judgment, accurate deadline-driven execution, and direct customer and internal stakeholder communication.

Leads pre-close activities and coordinates complex commercial loan closings. Reviews and negotiates legal loan documentation, ensures compliance with bank policies and regulatory requirements, evaluates documentation risks, and collaborates with Credit, Sales, Legal, and internal teams. Serves as an escalation point, conducts quality reviews, monitors performance metrics, resolves client issues, and supports process improvements while exercising independent judgment.

Solicits and originates jumbo residential mortgages for affluent borrowers. Builds referral relationships, analyzes financial and credit data, recommends loan products, manages applications and rate locks, communicates mortgage terms and requirements, and ensures compliance with SAFE, Regulation Z, underwriting, and Wells Fargo policies.

The 10-week Investment Banking Summer Associate Program supports live client engagements across product and industry groups. Responsibilities include building valuation models, conducting company and industry research, preparing pitch materials, supporting transaction execution, participating in diligence and client meetings, and collaborating with senior bankers. The program is intended for MBA students between their first and second years and includes training, mentorship, networking, and project-based learning.