- JPMorgan Chase (Irvine, CA)
- …working experience with commercial and multifamily loans . + Previous experience in portfolio management , loan risk grading/ risk assessment. + Strong ... As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a… more
- BMO Financial Group (Irvine, CA)
- …of commercial banking systems, products, and processes - In-depth + Understanding of risk management concepts specific to commercial lending + Prior internal ... of study or an equivalent combination of education and experience. + Commercial loan analysis, underwriting, and portfolio management experience - In-depth +… more
- City National Bank (Irvine, CA)
- …BANKING - Food and Beverage * WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan underwriting expertise. ... blind participation and direct basis. * Structure revolvers, term loans , delayed draw terms loans , and CAPEX...the Credit Manager. * Have primary role in early problem loan identification and the timely and… more
- BMO Financial Group (Newport Beach, CA)
- …with departmental goals and objectives. + Provides accurate financial analysis and risk assessment of new and existing customers. + Partners with internal ... to make lending decisions on new, renewal and extension loans . + Assists in negotiations of terms and conditions...and offer opinions concerning credit worthiness. + Minimizes BMO's risk exposure by adhering to internal credit policies and… more
- Carrington (Anaheim, CA)
- …creating investor presentations, performing ad hoc analysis, and assisting in loan servicing transfers, change management , process improvement and client ... requirements. + Participate in the initial diligence process; analyze loan portfolio data, identify delinquency rates and other key...with CMS policies and procedures. + Escalate issues of risk concern to management , and maintain appropriate… more
- BMO Financial Group (Anaheim, CA)
- …within six months of role start date). + Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending ... process and directives, credit risk policies and standards, supporting processes, applicable legal and...required. + Excellent understanding of personal trust and investment management - required. + In-depth knowledge of client portfolio… more
- Banc of California (Santa Ana, CA)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... California offers a broad range of loan and deposit products and services, with full-service branches...who can serve as a trusted advisor in cash management strategies. Performs all duties in accordance with the… more
- Comerica (Chino Hills, CA)
- …business relationships. * Effective utilization of converge for customer relationship management . Operational Risk : * Ensure compliance with applicable federal, ... uncover customer needs, provide solutions leading to revenue growth in loans , deposits, and noninterest income, delivering a customer centric experience, maintaining… more
- Banc of California (Santa Ana, CA)
- …degree preferred. + One (1) to three (3) years of financial crimes risk management or financial intelligence experience related to transaction monitoring, ... businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches...a risk -aware culture, ensures efficient and effective risk and compliance management practices by adhering… more
- BMO Financial Group (Anaheim, CA)
- …with legal and regulatory requirements and lending policies and processes. + Applies the risk management framework to the portfolio to protect the Bank's assets ... This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and...the lending process and established yield, quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending… more
- City National Bank (Commerce, CA)
- …attainment of branch goals, including sales, client service and proper credit quality and risk management . Responsible for all aspects of his or her assigned ... fee income growth from both new and existing portfolios, loan and line volume that includes but is not...includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as 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 ... transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio… more
- BMO Financial Group (City Of Industry, CA)
- …insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite. Identifies deficiencies and recommends corrective action ... and produces regular and ad-hoc reports, and dashboards. + Coordinates the management of databases; ensures alignment and integration of data in adherence with… more
- City National Bank (Woodland Hills, CA)
- …related to new accounts, including account maintenance, service requests, and risk management . Responsible for appropriately profiling clients during the ... the operational integrity of the branch as defined by management and bank policy. This colleague understands and is...procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.… more
- Bank of America (Diamond Bar, CA)
- …+ Drives toward sales and revenue goals while balancing operational excellence, risk management , and client experience expectations, maintaining accurate records ... Customer and Client Focus + Payment Processing + Pipeline Management + Consulting + Credit Documentation Requirements + Oral...+ Relationship building + Oral & Written communication + Problem solving + Teamwork + Presentation skills + 2+… more
- Banc of California (Santa Ana, CA)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... California offers a broad range of loan and deposit products and services, with full-service branches...within the BSA department. This role will participate in risk assessments, policy and procedure updates, and conducting regular… more
- Zions Bancorporation (Laguna Hills, CA)
- …integrity. + Monitors and ensures compliance with policy and the companies risk appetite. + Implements management procedures and operating practices and ... production or sales records for use in supervision and/or performance management of employees, appraises employee productivity and efficiency. + Recommends… more
- Banc of California (Dana Point, CA)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... California offers a broad range of loan and deposit products and services, with full-service branches...Teller work. + Maintain a high-level knowledge of treasury management products and the ability to identify when to… more
- Citigroup (Fullerton, CA)
- …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior ... brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent… more