- TD Bank (Boston, MA)
- …essential for Portfolio Managers in the Middle Market Credit Management. The Credit Portfolio Manager II (CPM), Middle Market performs the ... team and recommends credit solutions that add value to the Customer. The Credit Portfolio Manager II , MM manages a designated portfolio of… more
- M&T Bank (Iselin, NJ)
- …applicable. + Complete other related duties as assigned. **SCOPE** The Commercial Credit Portfolio Management Department is responsible for the ongoing ... **OVERVIEW** Evaluate and determine the credit risks of largest, most complex and/or specialized...to maintain timely and accurate risk ratings for a portfolio of commercial credits. + Spread financial statements and… more
- Fifth Third Bank, NA (Kansas City, MO)
- …and succession planning; recognizing and rewarding employees for accomplishments. #LI-AS1 Middle Market Portfolio Manager II LOCATION -- St. Louis, Missouri ... 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
- TD Bank (Farmington Hills, MI)
- … Management and supports TCS's Regional Vice Presidents and Relationship Managers. The CSB Market Credit Manager II (MCM) manages the credit underwriting ... and existing credit relationships. The CSB Market Credit Manager II directs the...operational risk of a developing a smaller Region or Portfolio while driving profitable business growth + Involvement early… more
- Truist (Cincinnati, OH)
- …finally approved by ultimate risk approval officer. Problem Complexity: Very Complex. Underwriters & Portfolio Manager 2s will be assigned to some of the more ... direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, … more
- Truist (Houston, TX)
- …is finally approved by ultimate risk approval officer. Problem Complexity: Complex. Portfolio Manager & Underwriters will be responsible for underwriting and ... direct reports, but encompasses regular communication with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, … more
- Truist (Greensboro, NC)
- …America) **Please review the following job description:** Responsible for underwriting all credit requests, including new requests as well as credit decisioning ... financial statements and navigate a wide variety of financial structures, credit scenarios. Ensure commercial lending activities are executed according to Truist's… more
- TD Bank (Boston, MA)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The CSB Credit Specialist II is responsible for ensuring quality and compliance ... adhering to TD Bank Group risk appetite. The CSB Credit Specialist II performs the credit...responsible for ensuring quality and compliance within an assigned portfolio , supporting new business development while applying credit… more
- Columbia Bank (Fair Lawn, NJ)
- …or related field. + 5-7 years of related Commercial Banking and/or Commercial Credit experience. + 2-3 years of Portfolio Management experience. + Effective ... information compilation and review, submission of loans to the Credit Department, covenant monitoring, extensions, renewals, interest rate modifications, file… more
- City National Bank (New York, NY)
- ** CREDIT OFFICER II , Asset Based Lending:**...appropriate credit opinions and guidance to Relationship Manager and Credit Manager and ... CA., New York, NY._** **WHAT IS THE OPPORTUNITY?** A Credit Officer II participates in the loan...the Bank's interests. + Attends client meetings at Relationship Manager or Credit Manager 's request… more
- Eastern Bank (Lynn, MA)
- …+ Coordinate updates/corrections database + Report regularly on status to Relationship Manager and Team Leader Manage Credit analysts and renewal/approval ... Incumbent supports Managed Assets Relationship Managers to reduce credit exposure to the Bank. Incumbent will complete...5 years of work out experience, commercial lending, or portfolio management or equivalent. + A sound working knowledge… more
- City National Bank (Los Angeles, CA)
- ** CREDIT OFFICER II CORPORATE BANKING** **WHAT IS...+ Attends client meetings at Relationship Manager , Manager , Team Lead, or Credit Manager 's ... structure credits ensuring that transactions are within profitability and portfolio risk standards. Authors credit approval memorandum.... credit issues to Relationship Manager , Manager and/or Credit Manager . +… more
- Bank of America (Boston, MA)
- Portfolio Management Officer II / III...the CPO/CPM. The PMO also participates in the internal credit approval process led by client manager ... credit policies, guidelines, and applicable regulatory requirements. They report to the Credit Products Manager (CPM) and partner closely with CPOs and … more
- TD Bank (New York, NY)
- …details for this role. **Line of Business:** Credit Management **Job Description:** The Credit Analyst II is a member of the Community Reinvestment Act (CRA) ... The CRA Team focuses on the structuring, underwriting, and portfolio management of CRA-eligible construction loans for projects financed...with the TD Bank Group's Risk Appetite Principles. The Credit Analyst II is responsible for conducting… more
- Bank of America (Houston, TX)
- …and also approves complex credit transactions with some coaching from the CO/Commercial Credit Manager (CCM). The UW leads the credit approval process ... Commercial Credit UW I- II Kansas City, Missouri;Dallas,...of the monitoring and maintenance activities on an assigned portfolio or market, including a higher composition of complex… more
- Truist (Orlando, FL)
- …credit solutions, identifying issues and developing remediation, underwriting and approving credit as designated by Portfolio Manager . **Essential ... coordination of spreading financial statements and risk ratings. 50% 2. Works with Portfolio Manager to build financial models based on client profile, industry… more
- CIBC (Denver, CO)
- …+ Increase referral activity across all lines of business **JOB PURPOSE** The Debt Products Manager II (DPM II ) primary purpose is to ensure objectives ... related to credit underwriting for new loan origination activities are met. The DPM II is responsible for producing consistent new deal underwriting which… more
- City National Bank (Beverly Hills, CA)
- **RELATIONSHIP MANAGER II ENT** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with clients in the assigned business segment and/or geographic ... Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the … 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 with $25MM ... Middle Market Relationship Manager II Commercial Banking Lake Oswego,...partners.Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions. + In partnership… more
- Wright-Patt Credit Union Inc. (Columbus, OH)
- The Relationship Manager II ("RM2") is responsible for creating...or a minimum of 5 years' experience as a credit analyst and/or portfolio manager . + ... with business owners resulting in active participation in the services of the credit union, specifically to include business l oans and deposits, and other related… more