Top Finance Jobs in San Francisco Bay Area, CA

Manage and service low-complexity affluent client relationships across lending, credit, and deposit products. Analyze client financial goals, prepare client correspondence and presentations, identify retention and cross-sell opportunities, resolve operational account issues, and coordinate with internal teams (Financial Advisors, etc.). Develop product knowledge, ensure compliance with policies and risk programs, and maintain SAFE/NMLS mortgage licensing and LO regulatory requirements.

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.

Supports customized lending solutions for high-net-worth and ultra-high-net-worth clients. Partners with advisors, bankers, relationship managers, underwriting, and risk teams to evaluate credit opportunities, structure financing, prepare recommendations, and manage portfolios. Responsibilities include analyzing financial statements, liquidity, cash flow, and collateral; supporting originations, renewals, covenant tracking, and risk monitoring; participating in client discussions; and ensuring compliance with lending policies and regulatory requirements.

Lead commercial real estate origination and underwriting for LIHTC equity investments and debt transactions. Build Excel financial models, assess financing structures and tax consequences, prepare term sheets and credit memoranda, evaluate developers and project due diligence, support negotiations and closings, and coordinate with clients, risk management, internal partners, and asset management. The role also involves property tours, site visits, regulatory compliance, and managing complex transactions.

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.

Supports corporate and institutional clients through investment banking transactions and capital raising. Responsibilities include building valuation models, conducting company and industry research, preparing client materials and pitch presentations, participating in diligence and client meetings, leading transaction workstreams, coordinating across deal teams, and supporting junior team members. The program includes six weeks of training in accounting, credit analysis, valuation, and modeling, plus required FINRA licensing.

10-week structured commercial banking internship offering hands-on experience: onboarding, analytical assignments, research and financial analysis, support for relationship managers and credit underwriters, professional development, networking, and training in compliance, risk management, and business processes.

Originate, structure, and close bespoke lending solutions for HNW/UHNW clients. Partner with Financial Advisors and CRG to develop strategies, negotiate terms, present to underwriting and risk, drive loan growth, revenue, and portfolio profitability, and lead resolution of complex lending challenges across Wealth Custom Lending.