Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

Performs commercial credit underwriting, portfolio monitoring, financial and risk analysis, covenant tracking, projection modeling, credit memo preparation, and portfolio reporting. Identifies emerging risks, evaluates financial data, supports credit reviews, maintains data accuracy, and escalates documentation or analysis issues. The role develops end-to-end underwriting capability, supports special projects, and may assist with employee training.

Leads investment sales and coaching for licensed retail bankers, manages complex client relationships, conducts individual and joint investment appointments, promotes securities products, develops referrals, tracks sales performance, and ensures regulatory risk compliance. Provides training on investment strategies, financial solutions, and client service while achieving securities fee income and team sales goals within the assigned territory.

Develops and manages profitable relationships with middle-market companies, typically generating $50 million to $500 million in annual sales. Responsibilities include business development, portfolio monitoring, credit and financial statement analysis, relationship strategy, client advisory, and coordination of treasury management, capital markets, wealth management, and credit partners. The role also supports lending decisions, risk management, pipeline tracking, client presentations, community engagement, and regional relationship development.

Responsible for business development in treasury management, client service excellence, managing client portfolios, and risk management while adhering to policies.

Processes and underwrites residential mortgage loans across conventional, government, portfolio, and complex programs. Reviews documentation, calculates income, analyzes assets and liabilities, validates automated underwriting decisions, clears conditions, maintains accurate loan data, and manages pipelines through closing. Communicates with borrowers, originators, underwriters, and internal teams; resolves escalations, mentors new hires, supports workload balancing, and ensures compliance with lending guidelines and regulations.