- BMO Financial Group (Sherman Oaks, 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
- BMO Financial Group (Newport Beach, CA)
- … + Deep knowledge and technical proficiency in Commercial Real Estate Portfolio Management + Experience in analysing Credit Information and making Credit ... Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes...new or existing business. + Manages and services a portfolio of existing loan relationships. + Ensures financial statements… more
- Wells Fargo (Woodland Hills, CA)
- …banking teams in Southern CA, Arizona and Nevada. This position is responsible for credit portfolio management to meet the long-term financial objectives and ... role:** Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support our Middle Market...services + Solid knowledge and understanding of commercial banking credit policy, loan servicing, risk management , and… more
- Graybar (Diamond Bar, CA)
- Become part of the excitement. As a Credit Manager , you will support profit center sales and profitability initiatives through the extension of customer ... creditworthiness of new and existing customers, authorize and monitor credit limits + Manage accounts receivable portfolio ...maintain customer relationships in support of both sales and credit management initiatives **What you bring to… more
- JPMorgan Chase (Irvine, CA)
- …outside the box, challenging the status quo and striving to be best-in-class. As a Portfolio Manager within the Real Estate Banking team, you will play a crucial ... and accurate portfolio reporting, using advanced data management and portfolio management techniques....management , or debt financing. + In-depth knowledge of credit analysis and experience evaluating risk across multiple product… more
- Bank of America (Newport Beach, CA)
- …in commercial credit underwriting, financial analysis and commercial loan portfolio management + 3+ years of financial accounting, financial modeling ... Portfolio Management Officer II/III Dallas, Texas;Newport...complex credit transactions with coaching from the Credit Products Officer (CPO)/ Credit Products Manager… more
- Banc of California (Anaheim, CA)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** Responsible for providing financial, credit , and trend analysis for the delivery of the Banks credit … more
- City National Bank (Irvine, CA)
- …and appropriate credit guidance to Relationship Managers, Group Head and Credit Manager . * Respond to inquiries from internal and external constituents ... * WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan...etc. before it is elevated, if necessary, to the Credit Manager . * Have primary role in… more
- Synchrony (Costa Mesa, CA)
- …+ Participation in a Synchrony Internship (ie ETC, DTC, BLP) supporting Credit Modeling. **Desired Characteristics:** + Excellent time management with ability ... or R + Develop alternative predictive methodologies/ tools to better identify credit dynamics in portfolio performance + Assist in analyzing the… more
- City National Bank (City Of Industry, CA)
- …recommendation regarding accounts to be further developed or eliminated. Prepares reports for management . * Monitors portfolio for quality, risk and adherence to ... *RELATIONSHIP MANAGER SENIOR, Commercial Bank * *Hybrid Schedule, City...transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of… more
- BMO Financial Group (Tustin, CA)
- …Business Banking Relationship Managers provide technical expertise for proactive credit analysis, structuring, pricing, and overall transactions assessment within ... the assigned portfolio / jurisdiction. Provides advisory supports to the team...appetite. Identifies deficiencies and recommends corrective action plans. Makes credit and pricing decisions and recommendations in accordance with… more
- BMO Financial Group (Covina, CA)
- …and investment management - required. + In-depth knowledge of client portfolio management . + Technical proficiency gained through education and/or business ... for what comes next._ A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned... is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with… more
- JPMorgan Chase (Long Beach, CA)
- …with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; ... your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ...management products and services, and knowledge of business credit underwriting with commercial credit training. Uses… more
- JPMorgan Chase (Sherman Oaks, CA)
- …- $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately ... to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship ...their businesses + Use knowledge of business, finance, banking, credit , and risk management to identify, recommend,… more
- BMO Financial Group (Newport Beach, CA)
- …and clients, and by cross-selling Bank products and services that include credit , trust/investment and cash management . + Participates and provides leadership ... appropriate documentation for Approved loans. + Negotiates terms under which credit /cash management services will be extended, including costs, repayment… more
- JPMorgan Chase (Irvine, CA)
- …Business Relationship Managers within a territory in developing new deposit, cash management , and credit business while focusing on relationship-building, client ... and clients, then a role as a Business Relationship Manager Area Manager is for you. As...and develop team on all aspects of managing a portfolio , including relationship management , prospecting, profitability, client… more
- Marriott (Newport Beach, CA)
- …**Schedule** Full Time **Located Remotely?** N **Position Type** Management **JOB SUMMARY** Hotel operations management generalist ... degree from an accredited university in Hotel and Restaurant Management , Hospitality, Business Administration, or related major; 2 years...the absence of the Director of Services or Housekeeping Manager . * Supports all areas of the Front Office… more
- BMO Financial Group (Newport Beach, CA)
- …level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the ... a new dedicated centralized resource team focused on active portfolio exposure management . Team will work with...and industry information to determine appropriate capital structure and credit solutions. + Has earned high credibility with Risk,… more
- Bank of America (Newport Beach, CA)
- …Wealth Management and facilitates client relationships with Product Specialists in Credit , Treasury Management , and Merchant Services in order to design and ... Sr. Relationship Manager /RM - Middle Market (Newport Beach, CA) Newport...location: Newport Beach, CA **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues… more
- Bank of America (Newport Beach, CA)
- …Wealth Management and facilitates client relationships with Product Specialists in Credit , Treasury Management , and Merchant Services in order to design and ... Sr. Relationship Manager - Global Commercial Banking (Middle Market) Newport...increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues… more