Pacific Life is investing in bright, agile, and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Senior Investment Accountant II to join our team in Newport Beach. This role can be on site, remote or hybrid. As a Senior Investment Accountant II, you'll move Pacific Life, a

Color is a health technology company that makes population scale healthcare programs accessible, convenient, and cost effective for everyone. We work with employers, labor unions, national health initiatives, governments, and public health institutions to provide the tools for preventive health and disease management, including cancer early detection, screening, and care

Manage, direct, evaluate and oversee the performance of commercial banking staff; includes performance monitoring, employee development and training, motivating, coaching, mentoring, etc. Encourage teamwork. Foster organizational commitment. Develop and Implement aggressive sales strategies to acquire and expand new and existing customer relationships. Maximize loan depos

Through an organized and consultative approach, develops new depository and loan customer relationships with prospective clients that includes telephonic, face to face visits and written communication to introduce the Bank's products and services. Participates in community events and tradeshows to promote the Bank's available services and financial products. Meets with ce

Through an organized and consultative approach, develops new depository and loan customer relationships with prospective clients that includes telephonic, face to face visits and written communication to introduce the Bank's products and services. Participates in community events and tradeshows to promote the Bank's available services and financial products. Meets with ce

Review and make decision to approve retail banking transactions including but not limited to over the counter transactions, ATM debit card increases, wires etc. Respond to approval requests promptly and professionally within established service level agreements. Handle escalations from branch staff and approves transactions that fall over established limits/guidelines. Ap

Through an organized and consultative approach, develops new depository and loan customer relationships with prospective clients that includes telephonic, face to face visits and written communication to introduce the Bank's products and services. Participates in community events and tradeshows to promote the Bank's available services and financial products. Meets with ce

Responsible and accountable for credit underwriting and origination of new credits from existing and/or new customers to include renewals, modifications, and annual reviews. Make appropriate loan structure recommendations. Order and/or perform property inspections and/or valuation updates on real estate collateral per Bank policy. Monitor credit risk by periodically evalu

Process deposits, withdrawals, check cash and other transactions quickly and accurately. Ensure that negotiable instruments and cash are accounted for by following proper security policies and procedures. Answer branch telephone calls and assist with customer requests or issues. Review and verify daily reports assigned by Branch Management. Perform all functions of assign

Through an organized and consultative approach, develops new depository and loan customer relationships with prospective clients that includes telephonic, face to face visits and written communication to introduce the Bank's products and services. Participates in community events and tradeshows to promote the Bank's available services and financial products. Meets with ce

Responsible and accountable for credit underwriting and origination of new credits from existing and/or new customers to include renewals, modifications, and annual reviews. Make appropriate loan structure recommendations. Order and/or perform property inspections and/or valuation updates on real estate collateral per Bank policy. Monitor credit risk by periodically evalu

Works closely with Credit Analyst and Portfolio Manager to ensure financial packages are complete. Sends out tickler letters as requested by the Portfolio Manager or Credit Analyst. Performs call back function on established provisionally received ticklers for loan originations and modifications. Periodic updating of tickler and covenant notes as requested by the Portfoli

Assists clients in opening all types of personal and complex non personal checking, savings and certificate of deposit accounts. Complies with CIP standards and reviews all new account documentation for accuracy, ensuring complete compliance with Bank policies and procedures serving as a first line of defense for risk management. Has a thorough knowledge of bank products

Oversee day to day operational activities and processes to include adherence to Bank policy and procedures; audit, compliance and regulatory standards and enforcement of operational controls to ensure sound operating environment. Responsible for reviewing and verifying reports and certifications as required. Enforcing security and safety in accordance with Bank policy and

When not serving as Review Lead, perform detailed and independent loan file reviews, using technical subject matter expertise and knowledge, focusing on the examination of more complex credits. Demonstrate independent judgment in evaluating loan credit quality, thoroughness of risk identification, accuracy of financial analysis, appropriateness of loan structure, support