- Banc of California (Denver, CO)
- …of administrative functions necessary to support the relationship management of the SBA commercial lending portfolio . The individual is responsible for post ... -closing audit ( SBA ) while also working with loan officers, customers and...checks, credit reports, and OFAC information. + Maintains DocServer/Loan Manager (SBL) and ensures it up-to-date on a daily… more
- Zions Bancorporation (Midvale, UT)
- …with great people, and ensuring portfolio excellence? We're looking for an experienced ** SBA Portfolio Manager ** to join our ZiFi lending team. ZiFi is ... demands of our technology-savvy customers. We are seeking a ** Portfolio Manager ** to join Zions Bancorporation. As...organization. **What you will do:** + Manage and monitor SBA 7(a) small loan portfolios. + Ensure compliance with… more
- KeyBank (Beaverton, OR)
- …offerings/pricing. **ESSENTIAL JOB FUNCTIONS** The role of the Small Business Administration Relationship Manager ( SBA RM) is to prospect and sell new clients as ... clients and expand share of wallet of existing client portfolio of businesses with annual sales from $3 to...Sales Leader to develop the business plan for the SBA line for their district. Implements the training and… more
- BMO Financial Group (Minneapolis, MN)
- …of wallet opportunities. + Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. ... 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with… more
- UMB Bank (Overland Park, KS)
- **CREDIT PORTFOLIO MANAGER -OVERLAND PARK, KS OR AURORA, CO** As the Credit Portfolio Manager , you will manage an assigned portfolio of Business ... financial reporting requirements and other credit conditions to the Portfolio Manager . + Monitor portfolio ...as collateral impairment and watch list reports. + Assist SBA Program Manager with various SBA… more
- Solvay Bank (Syracuse, NY)
- …our workplace. Consider an opportunity as part of our Commercial Credit Department. Commercial Portfolio Manager The Commercial Portfolio Manager is ... policy requirements, and timely service to commercial clients. The Portfolio Manager supports Relationship Managers in structuring,... Administration & Monitoring + Maintain oversight of a portfolio of commercial loans (C&I, CRE, SBA ,… more
- UMB Bank (Overland Park, KS)
- … servicing. To complete this work there is day-to-day contact with the UMB SBA Program Manager , as well as less experienced application processors. Must carry ... searches, SAM searches and IRS Tax Transcript verification + Assist UMB SBA Program Manager with processing payment of SBA Guaranty Fees and maintaining… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- …field and/or a minimum of 10 years of experience as a credit analyst and/or portfolio manager . + Previous experience leading a team in a project management, ... The Credit Manager is responsible for coordinating all commercial loan...corporate financial documents is required. + Working knowledge of SBA lending programs including SBA 7(a), … more
- Celtic Bank (Salt Lake City, UT)
- Celtic Bank is growing, and we are looking for an experienced Internal Auditor Manager to join the team. The Internal Auditor Manager will lead in the planning, ... covering the bank product and service offerings. The Internal Auditor Manager will evaluate processes and internal controls supporting continued adherence with… more
- Needham Bank (Portsmouth, NH)
- …problems as necessary + Manage and grow an existing commercial loan portfolio . + Cross-sell other bank products including: deposit products, cash management, ... needed or assigned Required Experience: JOB REQUIREMENTS + Extensive portfolio management, business development, risk management experience. + Extensive knowledge… more
- Byline Bank (Chicago, IL)
- …equipment leasing solutions, and is one of the top US Small Business Administration ( SBA ) lenders according to the national SBA rankings by volume FY2024. Byline ... place for you. **Objective of Position** : The Special Asset Group (SAG) Sr. Manager is responsible for the oversight of resolving distressed loans in order to… more
- BankFinancial (Downers Grove, IL)
- …Bank in the small business segment. Business Specialists manage an existing portfolio of clients, seeks opportunities to work with employees of clients, introduces ... + Partner with Retail Banking leadership and Business Program Manager to execute against consumer bank strategies and objectives to… more
- Huntington National Bank (Raleigh, NC)
- Description Huntington Bank's Commercial Relationship Manager will be responsible for building and servicing a sound and profitable portfolio of commercial ... and associated resources. Huntington Bank's Middle Market Commercial Relationship Manager will have a sales goal of $100MM and...have a sales goal of $100MM and a minimum portfolio of $60MM in commitments and work with the… more
- Comerica (Houston, TX)
- …or related relationship management roles + 3 years financial sales or portfolio management experience Vice President, Relationship Manager IV, Business Banking ... Job Description Relationship Manager , Business BankingThe Relationship Manager role... role will be responsible for new business development, portfolio management and underwriting to support the needs of… more
- Huntington National Bank (Charlotte, NC)
- Description Huntington Bank's Senior Commercial Relationship Manager will be responsible for building and servicing a sound and profitable portfolio of ... and appropriate coordination with workout is an important part of on-going portfolio management. + Engage and provide directions to stakeholders including attorneys,… more
- US Bank (Beverly Hills, CA)
- …and experience in: + Prospecting companies with revenues above $10MM. + Working with SBA (7A and 504) loans + Have an established COI (circle of influence) base ... + Proactively manage an assigned portfolio of clients by staying on top of all...loans within assigned limits and manage both loan and portfolio credit quality. + Provide appropriate credit structure recommendations… more
- Zions Bancorporation (Fremont, CA)
- …business development activities. + Analyzes risks and profitability of assigned client portfolio to ensure ongoing profitability and conformity with credit terms. + ... Owner Occupied CRE, C&I , Lines of Credit, Equipment Loans, Letters of Credit, SBA etc.** + **Business Development experience a must.** + Basic working knowledge of… more
- KeyBank (Amherst, NY)
- …**ESSENTIAL JOB FUNCTIONS** + Manage and/or assist in the management of a loan portfolio including SBA loans and/or other government guaranteed loans to mitigate ... Amherst New York **JOB BRIEF (PURPOSE)** Assist in the management of a portfolio of pass rated "exit," criticized, classified, non-performing and or charged off… more
- Huntington National Bank (Columbus, OH)
- …+ Identifies deteriorating credits, recommends downgrades and communicates with the RCO or BLC manager as needed. + Attends CARS calls. + Acts as backup to RCO or ... level/grade 75 colleagues reporting to you, including CLC Director and BB Portfolio Management Director. + Performs other duties as assigned. Basic Qualifications: +… more
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