- 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
- EverBank (Irvine, CA)
- …management and consistently works to maintain the accuracy of the company's SBA loan management system. **Key Responsibilities and Duties** + Reviews loan ... to core system. + Assists with the closing of loans by preparing loan closing documents and...correct errors that could potentially put the Bank at risk for losing an SBA guaranty or obtaining penalties.… more
- Travelers Insurance Company (Diamond Bar, CA)
- …**Target Openings** 1 **What Is the Opportunity?** This position is the overall Risk Management and Underwriting Analysis lead for Small Commercial Business ... Business Insurance and the Enterprise in the development of risk management strategies and works with Field...quality of specific underwriting and financial results. + Expert problem solving skills with ability to ensure alignment of… more
- BMO Financial Group (City Of Industry, CA)
- …market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are ... needs of current clients. + Shares any information with Management received while conducting client service business that would...while conducting client service business that would indicate a risk or an opportunity to the Bank. + Provides… more
- Umpqua Bank (Irvine, CA)
- …is properly risk rated. + Ensure the portfolio administration and risk management of each client relationshipis in compliance withestablished credit policy, ... Teamwork, Heart, Enjoyment, and Relationships. **About the Role:** Responsible for credit/ risk monitoring; CR workflow management & prioritization; and… more
- Banc of California (Woodland Hills, CA)
- …intermediate knowledge of appraisals, borrowing base reports, and collateral exams. * Completes Problem Loan Status Reports (PLSRs) with guidance from manager. * ... collateral monitoring, and credit deterioration, as applicable. Conduct annual reviews of loans and identify any risk rating changes. Keeps apprised of… 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)
- … structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations. + Handles reporting on loans such as past dues, ... to make lending decisions on new, renewal and extension loans . + Reviews, analyzes and evaluates risks of new...business. + Manages and services a portfolio of existing loan relationships. + Ensures financial statements are spread and… more
- Amalgamated Bank (Pasadena, CA)
- …will work closely with senior underwriters, the origination team and credit risk management in reviewing and analyzing financial statement reports, conducting ... and work with relationship managers and members of credit risk management in developing deal indicative term...credit memorandums that provide opinions and recommendations regarding proposed loans and potential risk and mitigants and… more
- BMO Financial Group (Newport Beach, CA)
- …risk and reduce exposures to better manage risks/returns. Facilitates profitable growth, risk management and enhanced return initiatives for the Bank. Working ... lines of business and product partners, develops options to de- risk or reduce loan exposures where desirable...Contributes meaningfully to enhancement of the banks returns and risk management outcomes. + Provides training and… more
- BMO Financial Group (Sherman Oaks, 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
- Bank of America (Newport Beach, CA)
- …Analysis + Prioritization + Problem Solving + Business Acumen + Loan Structuring + Negotiation + Portfolio Management + Written Communications **Shift:** ... of solid experience in commercial credit underwriting, financial analysis and commercial loan portfolio management + 3+ years of financial accounting, financial… 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 (Covina, 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
- 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 (Rowland Heights, 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
- Synchrony (Costa Mesa, CA)
- …party lenders to approve more consumers beyond the Synchrony credit risk tolerance) and Integration Modernization (modernizing the integration ecosystem through ... builds that strategically partner with Independent Software Vendors (ISV), Practice Management Systems and other 3rd parties that mutually serve our provider… 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