- Bank of America (Chicago, IL)
- …including ability to maintain effective working relationships with underwriting partners, portfolio manager partners, relationship administrators, Credit ... Sr. Relationship Manager - Commercial Real Estate...financing solutions. The SRM is responsible for managing a portfolio of clients and leads a client service team… more
- Raymond James Financial, Inc. (Cleveland, OH)
- …and accuracy. The position will work closely with the assigned Loan Administrator, Portfolio Manager , Relationship Manager , Borrower, Legal Counsel ... and any other requirements designated by the credit approval. * Works with Relationship Manager /Underwriter to understand the transaction and make sure that all… more
- Wells Fargo (Atlanta, GA)
- …and maintaining client relationships. + Participate in meetings with customer/prospects along with Portfolio Manager and/or Relationship Manager to ... portfolio . General responsibilities in this role include working with Portfolio Managers (PMs), Relationship Managers (RMs), and Independent Risk Management… more
- Banco Popular Puerto Rico (Miami Lakes, FL)
- …appraisals, environmental, inspections, field audits, plan and cost review, etc. + Work with Portfolio Manager and Relationship Manager to obtain ... necessary information. Give Relationship Manager feedback on issues and suggest potential structures and...client experience. + Occasionally go on joint calls with Relationship Manager . + Make recommendations on credits… more
- Huntington National Bank (Detroit, MI)
- …position generally leads to a career in commercial real estate lending, either as a portfolio manager or relationship manager , and will include sales ... future outlook, as well as identify strengths and risks associated with our relationship sponsors and guarantors. + Obtain and follow up on all required documents.… more
- Huntington National Bank (Columbus, OH)
- Description Summary: Relationship Manager III for CSG - Corporate Mortgage Finance , will be an integral component to the building out of the Corporate Mortgage ... other internal colleagues to support current and prospective client relationship growth. The Senior Relationship Manager...consultation with legal counsel , the RM Team Lead Underwriter/ Portfolio Manager and CMFG leadership + Manage… more
- City National Bank (New York, NY)
- …of product solutions and providing responsive and exemplary service. The Relationship Manager manages the profitability and portfolio risk of the overall ... * RELATIONSHIP MANAGER SENIOR SPECIALTY DEPOSITS* WHAT...client to develop solutions to minimize loss exposure. * Relationship in portfolio may contain numerous accounts… more
- Zions Bancorporation (San Francisco, CA)
- …in Small Business & Middle Market Excellence Awards. We are looking for a seasoned Portfolio Manager in San Francisco, CA. The Commercial Banking Portfolio ... Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the best… more
- TD Bank (Mercerville, NJ)
- …Personal & Commercial Banking **Job Description:** The Middle Market (MM) Senior Relationship Manager (RM), Commercial Banking, is an external sales role ... Bulge Bracket banks + Previous Credit Training The Sr. Relationship Manager , Middle Market is an external...external sales role that focuses on growing a Commercial portfolio through building new customer relationships. This job meets… more
- Umpqua Bank (Scottsdale, AZ)
- …performance through profitable revenue and growth and quality credit. At this level, the relationship manager generally supports a portfolio of middle market ... Middle Market Relationship Manager III Commercial Banking Scottsdale,...generally the largest and most complex in the market's portfolio . + Serves as the trusted advisor to clients,… more
- Umpqua Bank (San Diego, CA)
- …performance through profitable revenue and growth and quality credit. At this level, the relationship manager generally supports a portfolio of middle market ... Sr. Commercial Relationship Manager Commercial Banking San Diego,...generally the largest and most complex in the market's portfolio . + Serves as the trusted advisor to clients,… more
- BMO Financial Group (San Diego County, CA)
- …progress by understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned ... portfolio of mass affluent clients. Each RM partners with...savings, and lending needs. As a **Licensed Senior Premier Relationship Manager ** at BMO, you will: +… more
- CIBC (Chicago, IL)
- …learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Sr. Portfolio Manager primary purpose is to ensure objectives related ... administrative activity. **KEY ACCOUNTABILITIES / RESPONSIBILITIES** The Sr. Portfolio Manager will be responsible for but...changes to negotiated business terms with the client Client Portfolio Maintenance + Work with CIS Relationship … more
- Truist (Charlotte, NC)
- …authority levels or as appropriate based on experience level in coordination with Portfolio Manager Team Lead. + Mentors and coaches Analysts, Associates, and ... and private. Builds and maintains constructive relationships including Central Credit, Relationship Managers, Portfolio Managers and Wholesale CRE cross… more
- MUFG (Jersey City, NJ)
- …and dynamic individual to join as a **Vice President,** **Lead Data Analyst and Portfolio Manager for Customer & Compliance** reporting directly to Head of ... individual works as both a Lead Analyst and a Portfolio Manager for Financial Products. You will...Third parties) + Master & Reference Data + Customer Relationship Management (CRM) + Develop and maintain a deeper… more
- Umpqua Bank (Lake Oswego, OR)
- …through profitable revenue and growth and quality credit. At this level, the relationship manager generally supports a portfolio of mid-size middle ... Middle Market Relationship Manager II Commercial Banking Lake...the bank's systems and policies applicable to underwriting and portfolio management. + Confirmed superior client relationship … more
- Fifth Third Bank, NA (Lexington, KY)
- …CRM sales tools preferred. + Ability to travel regionally and/or locally. Commercial Relationship Manager III LOCATION -- Lexington, Kentucky 40507 Fifth Third ... Serve as a producing leader by coaching and mentoring Relationship Managers. Represent the Sales Manager as...all applicable 5/3 products and services to an existing portfolio of business customers and their owners/senior management with… more
- Tompkins Community Bank (Mount Kisco, NY)
- …+ Minimum of ten (10) years' investment management experience covering client relationship management as well as portfolio development and implementation. + ... strategies for Tompkins Financial Advisors (TFA), and managing the portfolio management process in TFA. This role is responsible...call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager… more
- Memorial Sloan-Kettering Cancer Center (New York, NY)
- …note, this link is only accessible for MSK employees. Job Description Principal Portfolio Manager Exciting Opportunity at MSKAre you passionate about shaping the ... (MSK) is looking for an innovative and dynamic Principal Portfolio Manager to join our team. The...understanding of both business and technical discussions. + Superb relationship building skills. + Excellent written and verbal skills.… more
- First Horizon Bank (Baton Rouge, LA)
- …risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes. + Partners with Relationship Managers to: + Meet ... at location listed in the job posting **Summary** The Portfolio Manager assists in the assessment of...compliance reviews and financial collection process within assigned loan portfolio . Partners with Relationship Managers to grow… more