- Robert Half Finance & Accounting (San Francisco, CA)
- …San Francisco that is seeking a strong wealth advisor to manage their existing clients portfolio . This role is 100% on site in SF. Requirements + 5+ years of wealth ... management experience ideally with portfolio review and management experience. + Knowledge of SMA's and retirement account management preferred. + CPA, CFP, or CRPC… more
- Bank of America (Houston, TX)
- …including ability to maintain effective working relationships with underwriting partners, portfolio manager partners, relationship administrators, Credit ... Sr. Relationship Manager - Commercial Real Estate...Sr. Relationship Manager - Commercial Real Estate - Houston Houston,...financing solutions. The SRM is responsible for managing a portfolio of clients and leads a client service team… more
- Wells Fargo (Weston, FL)
- **About this role:** Wells Fargo is seeking a Portfolio Relationship Manager (Credit Product Specialist) in our Channel Finance group as part of Wells Fargo ... **Required Qualifications:** + 2+ years of secured or specialized lending relationship management or portfolio management experience, or equivalent demonstrated… more
- Bankers Trust (Phoenix, AZ)
- …readers of the Business Record. Job Summary: The Commercial Portfolio Manager (CPM) will assist the Commercial Relationship Managers by completing ... Commercial Portfolio Manager III or Sr. CPM...Commercial Portfolio Manager III or Sr. CPM Location Phoenix, AZ... to the credit risk . Assists the Commercial Relationship Managers in the monitoring of the portfolio… more
- City National Bank (Encino, CA)
- **BUSINESS BANKING PORTFOLIO MANAGER ** **WHAT IS THE OPPORTUNITY?** Primary responsibility is to work directly with assigned business banking clients on a daily ... Portfolio size will be 100-125 Clients. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the… more
- Huntington National Bank (Columbus, OH)
- Description Summary:Working with minimal supervision, the Commercial Portfolio Manager -Senior is responsible for managing assigned portfolio (s) and providing ... support to Commercial group leader(s), Regional Credit Officer, and Relationship Manager team (RM's) in the areas of credit underwriting, portfolio … more
- Berkshire Bank (Blue Bell, PA)
- …Lending Officers in all aspects of servicing customers. **Key Accountabilities** **:** ** Portfolio Size/Composition** + Assists Relationship Manager (s) (RM) ... **Position** : AVP, Commercial Portfolio Manager III - SBA **Location**...Blue Bell, PA or Englewood, CO **Purpose/Objective** **:** Provides relationship management support to Line of Business (SBA Lending)… more
- Huntington National Bank (Columbus, OH)
- …with clients, Relationship Managers and the Credit Department, the Commercial Portfolio Manager will underwrite and build a high-quality project finance ... REF team is seeking a talented and ambitious Commercial Portfolio Manager to join the Renewable Energy...portfolio or for new prospects. + Proactively assists Relationship Manager in development of marketing presentations… more
- Lilly (Indianapolis, IN)
- …of the portfolio and clinical trials, the Associate Director/Director Relationship Manager possesses the business acumen, process knowledge, and influence ... better for people around the world. The purpose of the Associate Director/Director Relationship Manager role is to provide operational leadership to support… more
- Truist (New York, NY)
- …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
- IBM (San Jose, CA)
- …work effectively in a high pressure, fast-paced environment. The Portfolio Manager maintains the primary Real Estate relationship with local client leaders ... responsible for managing the real estate strategy and performance for the assigned portfolio in alignment with IBM's business strategy. This is a high-profile role… more
- City National Bank (Miami, FL)
- …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
- Fifth Third Bank, NA (Tampa, FL)
- …step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions and ... Review and recommend credit decisions. + Partners with the Relationship Manager , forming the "coverage team" to:...a CRT screen. + Some travel required. #LI-TC1 Commercial Portfolio Manager I LOCATION -- Tampa, Florida… more
- First Horizon Bank (Mobile, AL)
- …risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes. + Partners with Relationship Managers to meet with ... site at location listed in 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
- 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
- FirstBank PR (Deerfield Beach, FL)
- ASSOCIATE PORTFOLIO MANAGER Job summary : Associate portfolio manager works for different organizations that deal with finances and investments. The ... associate portfolio manager informs the clients as to...duties, skills required of personnel so classified. The reporting relationship may not reflect the most recent changes to… more
- Fifth Third Bank, NA (Greenville, SC)
- …step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions and ... Review and recommend credit decisions. + Partners with the Relationship Manager , forming the "coverage team." +...of a CRT screen. + Some travel required. Commercial Portfolio Manager LOCATION -- Greenville, South Carolina… more
- JPMorgan Chase (Columbus, OH)
- …conditions and economic cycles. + Prepare ad hoc materials or reports for the Portfolio Manager Team Lead, various Division Risk Managers, as well as interact ... quo and striving to be best-in-class. As an Associate Portfolio Risk Manager at JPMorgan Chase, you...and approve downgrades on the non-pass portion of the portfolio , craft go-forward relationship strategies with the… more
- US Bank (Minneapolis, MN)
- …discover what you excel at-all from Day One. **Job Description** Reporting to a Manager , Third Party Portfolio Management, the Third-Party Portfolio Risk ... to a specific BL to manage the respective Third-Party Portfolio across all elements of the lifecycle as defined...proactively manages third party risk. - Strong partnership and relationship building within RM&C, Operational Risk, Risk & Control… more
- BMO Financial Group (City Of Industry, CA)
- …loan agreement covenant and monitoring requirements. + Supports management of the Relationship Manager portfolio by addressing covenant violations, ... amazing team! We are currently searching for aC&I Commercial Portfolio Manager to join our Emerging Middle...Prepares a comprehensive credit summary in conjunction with the Relationship Managers and Credit Manager to address… more