- Fidelity TalentSource LLC (Boston, MA)
- …in the testing and implementation of such products.Responsible for daily portfolio accounting data to ensure accurate client reportingWorking with client ... Skills You Bring:Bachelor's Degree, plus 1-2 years of brokerage or portfolio accounting experience.FINRA Brokerage licenses 7, 63 required, 24 preferredBrokerage… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …managed, any credit authority extended, and the designation of the Portfolio Manager .Travel within the bank's "footprint" for site visit meetings to ... support the credit administration needs of that Manager 's customer portfolio .Act as a liaison to...banking experience may be in the areas of Commercial Credit Administration, Commercial Real Estate, Middle Market,… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …managed, any credit authority extended, and the designation level of the Portfolio Manager .Responsible for preparing credit memorandums for approval of ... our name, it's our mission and our purpose. The Portfolio Manager will assist the Asset Recovery...banking experience may be in the areas of Commercial Credit Administration, Commercial Real Estate, Middle Market,… more
- Amerant Bank (Plantation, FL)
- …ability to evaluate, monitor, analyze, and control overall quality of existing credit portfolio , including related depository relationships and their activity; ... The Corporate Banking Relationship Manager III maximizes share of wallet and products...maintaining, developing new relationships, increasing the deposit and loan portfolio , increasing bank revenues and identifying current and potential… more
- TD Bank (Ramsey, NJ)
- …for Portfolio Managers in the Middle Market Credit Management. The Credit Portfolio Manager II (CPM), Middle Market performs the financial ... requirements and underwriting and risk rating policy are met. The Credit Portfolio Manager II (CPM), Middle Market oversees the overall risk profile of a… more
- BMO Financial Group (Downey, CA)
- This position will manage a team of Portfolio Managers to support the Emerging Middle Market C&I portfolio in Southern California. Facilitates decisioning ... and analysis of all types of credit information to support lending decisions and processes for...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- JPMorgan Chase (San Francisco, CA)
- …Banking & Specialized Industries team, you will serve as the primary credit risk manager for a portfolio of Middle Market Banking Technology & Disruptive ... structure to the customer. As a Vice President in Middle Market Banking Specialized Industries Credit Risk,...structure new transactions and work independently on the assigned credit portfolio . + Appropriately assess risks /… more
- Fifth Third Bank, NA (Tampa, FL)
- … in region. + Define the Deal Team by identifying the credit partner ( Middle Market Portfolio Manager or vertical credit partner) and Regional ... Portfolio Manager and Portfolio Manager Team Lead responsibilities. + Advise credit ...assigned staff of Credit professionals, to include Portfolio Managers and Portfolio Manager … more
- MUFG (New York, NY)
- … Portfolio Management: * Support the management of clients within Middle Market Healthcare loan portfolio including regularly scheduled evaluation of ... A member of our recruitment team will provide more details. Job Description ** Middle Market** Your Potential. Your Opportunity. MUFG is as committed to your future… more
- SMBC (Brea, CA)
- …International Services **Job Summary** As part of the Diversified Industries vertical, the Portfolio Manager will play a crucial role in the execution of ... training of junior loan officers within the department in coordination with the Portfolio Manager Team Lead. + Performs duties/special projects, as necessary,… more
- Wells Fargo (Pasadena, CA)
- …is seeking a Commercial Banking Portfolio Manager as part of the Middle Market Credit Execution Team supporting the in-market credit portfolio . ... This role is responsible for credit portfolio management to meet the long-term financial objectives and...grow middle market relationships + Accountable for credit underwriting and origination, portfolio monitoring, renewals… more
- Fifth Third Bank, NA (Kansas City, MO)
- …bench strength and succession planning; recognizing and rewarding employees for accomplishments. #LI-AS1 Middle Market Portfolio Manager II LOCATION -- St. ... in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is key member of the... portfolio of accounts. + Review and recommend credit decisions. + Partners with the Relationship Manager… more
- Wells Fargo (Tacoma, WA)
- …this role:** The Wells Fargo Commercial Banking team is seeking a Senior Commercial Banking Portfolio Manager to support its Middle Market Banking segment as ... Credit Execution Team. This key position is responsible for credit underwriting and portfolio management to meet the long-term financial objectives and risk… more
- Umpqua Bank (Fort Collins, CO)
- …profitable revenue and growth and quality credit . At this level, the relationship manager generally supports a portfolio of middle market clients with ... Middle Market Relationship Manager III Commercial...products and underwriting policies. Exceptional working knowledge with structuring credit products to middle market business in… more
- Umpqua Bank (Lake Oswego, OR)
- …revenue and growth and quality credit . At this level, the relationship manager generally supports a portfolio of mid-size middle market clients ... Middle Market Relationship Manager II Commercial...partners.Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions. + In partnership… more
- SMBC (Sacramento, CA)
- …Review and negotiate loan documents with clients/prospects and secure needed approval from Credit Administration as needed. + Monitor the portfolio closely and ... scope is to serve the specialized needs of California middle -market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service… more
- Citizens (Los Angeles, CA)
- …The Relationship Manager (RM) is the central contact person for Middle Market and Emerging Markets clients and is responsible for representing Citizens Bank ... the client's executive management team. Must have a strong credit background and be able to represent client's needs...client and meets the Bank's risk appetite. Within the Middle Market/Emerging Markets team, the Relationship Manager … more
- Umpqua Bank (Lake Oswego, OR)
- …make formal recommendations and presentations to Commercial Relationship Manager and Credit Administration. + Ensure the loan portfolio is properly risk ... Senior Middle Market Client Solutions Manager Commercial...of relevant commercial banking and/or prior experience as a Portfolio Manager and/or Commercial Underwriter. + Expert… more
- Fifth Third Bank, NA (Warrenville, IL)
- …to decide on the credit request that should be pursued + Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established ... well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at...CRM sales tools preferred. + Regional /local travel Emerging Middle Market Relationship Manager IV LOCATION --… more
- BMO Financial Group (San Francisco, CA)
- We are seeking a highly motivated Regional Manager leading a team of relationship managers in our Emerging Middle Market Group covering the SF Bay Market which ... COIs, and key stakeholders in these geographies. The Regional Manager will be responsible for the overall growth in...recruit, develop, and coach the team around managing critical middle market relationships with the primary focus of gaining… more
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