- 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 ... loan officers within the department in coordination with the Portfolio Manager Team Lead. + Performs duties/special...generally acquired through a minimum of 7 years related portfolio management experience. Prior experience in leveraged… more
- SMBC (Newport Beach, CA)
- …International Services **Job Summary** As part of the Franchise Finance lending vertical, the Portfolio Management Team Leader will play a crucial role in the ... **Principal Duties and Responsibilities** + Overall responsibility for the oversight and management of the Franchise Finance loan portfolio , as well as… 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
- BMO Financial Group (Newport Beach, CA)
- …or amends applicable loan agreement covenant and monitoring requirements. + Supports management of the Relationship Manager portfolio by addressing ... amazing team! We are currently searching for aC&I Commercial Portfolio Manager to join our Emerging Middle...Grants loan requests within specified limits, using understanding of credit scoring and risk management concepts. +… more
- US Bank (Newport Beach, CA)
- …excel at-all from Day One. **Job Description** Industry and Product Credit Risk Management is responsible for portfolio management of the Commercial & ... to build out a comprehensive and proactive approach to portfolio management that promotes a strong risk...US Bank's risk appetite. The Senior Product & Industry Credit Risk Manager will lead a team… more
- KPMG (Irvine, CA)
- … credit or financial analysis skills to include underwriting, portfolio management , financial analysis, and reporting; previous supervisory experience ... **Business Title:** Manager , Commercial Credit Risk **Requisition Number:**...enhancement through procedural and control assessment of the various credit functions, enterprise risk management , commercial … more
- City National Bank (Irvine, CA)
- ** CREDIT ANALYST II CRE - PORTFOLIO MANAGEMENT GROUP** **WHAT IS THE OPPORTUNITY?** Participates in the portfolio management process and is ... Officers and Credit Analysts to achieve accurately prepared presentations for credit approval and portfolio management . + Evaluates and examines the… more
- Bank of America (Newport Beach, CA)
- Portfolio Management Officer I / II Dallas, Texas;Newport Beach, California; Atlanta, Georgia; Boston, Massachusetts; Charlotte, North Carolina **Job ... guidelines, and applicable regulatory requirements. They report to the Credit Products Manager (CPM) and partner closely...+ Business Acumen + Loan Structuring + Negotiation + Portfolio Management + Written Communications **Shift:** 1st… more
- BMO Financial Group (Irvine, CA)
- …combination of education and experience. + Commercial loan analysis, underwriting, and portfolio management experience - In-depth + Knowledge of commercial ... **As part of the North American Commercial Bank (NACB) Headquarters Non-Transactional Credit Risk Initiatives team, this role will work closely with the Commercial… more
- City National Bank (Sherman Oaks, CA)
- …accurate and calculated correctly. + Attends client meetings at Relationship Manager , CBS Manager , or Credit Manager 's request to facilitate delivery of ... CB** **WHAT IS THE OPPORTUNITY?** Participates in the loan management process by providing credit and loan...credit issues to Relationship Manager , CBS Manager and/or Credit Manager . +… more
- City National Bank (Irvine, CA)
- …recommendation regarding accounts to be further developed or eliminated. Prepares reports for management . + Monitors portfolio for quality, risk and adherence to ... **SENIOR RELATIONSHIP MANAGER ** **WHAT IS THE OPPORTUNITY?** Develops and manages...transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of… more
- City National Bank (Long Beach, CA)
- …recommendation regarding accounts to be further developed or eliminated. Prepares reports for management . + Monitors portfolio for quality, risk and adherence to ... **RELATIONSHIP MANAGER CB** **WHAT IS THE OPPORTUNITY?** Develops and...transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of… more
- BMO Financial Group (Rowland Heights, 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
- City National Bank (Long Beach, CA)
- …the attainment of Regional and individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents a ... **RELATIONSHIP MANAGER BUSINESS BANKING SR** **WHAT IS THE OPPORTUNITY?**...to be further developed or eliminated. Prepares reports for management . + Monitors portfolio for quality, risk… 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 (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 (Woodland Hills, 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
- EverBank (Irvine, CA)
- …associates and assisting junior associates with the analysis and evaluation of credit relationships. + Assists Regional Commercial Banking Manager with ... **Commercial Relationship Manager III** The Commercial Relationship Manager ...appropriate loan structure making recommendations regarding structure, risk ratings, credit decisions to management in line with… more
- Enterprise Bank & Trust (Cerritos, CA)
- …have demonstrated skills in commercial credit underwriting, business development and portfolio management for mid-sized companies. + Minimum of seven or more ... **Together, there's no stopping you!** **Job Title:** SVP, Relationship Manager **Job Description:** **Summary:** Senior level relationship manager … more
- Wells Fargo (Irvine, CA)
- Job Description **About this role:** Wells Fargo is seeking a Senior Property Manager for the California Retail portfolio , which consists of branches, ATM's, and ... or managed leased real estate within a moderate scale and complex portfolio + Represent company interests with internal customers, vendors, landlords and external… more