- 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
- Wells Fargo (Irvine, CA)
- …a Commercial Banking Portfolio Manager . This position is responsible for credit portfolio management to meet the long-term financial objectives and ... well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area + Review and.../ Mid-Corp credit or specialty group relationship portfolio credit + Strong analytical skills and… more
- Wells Fargo (Woodland Hills, CA)
- …a Commercial Banking Portfolio Manager . This position is responsible for credit portfolio management to meet the long-term financial objectives and ... as external customers **Required Qualifications:** + 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a… 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 (Irvine, CA)
- …combination of education and experience. + Commercial loan analysis, underwriting, and portfolio management experience - In-depth + Knowledge of commercial ... with customer facing Commercial personnel to monitor the Commercial portfolio , provide oversight of Commercial Bank internal Audit and...hoc credit risk initiatives. The Commercial Banking Credit Risk Manager acts as a trusted… more
- US Bank (Newport Beach, CA)
- …and discover what you excel at-all from Day One. **Job Description** The Portfolio Manager partners with assigned Relationship Manager (s) to successfully ... all types of credit account exposure, managing an assigned credit portfolio , successfully closing new business relationships and expanding existing… 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 (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 ... 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
- Umpqua Bank (Irvine, CA)
- …in the management of trust accounts + Possess strong underwriting, credit monitoring and portfolio management skills. Utilize existing financial/market ... Manager and/or Commercial Underwriter.(Required) + Proven knowledge of commercial underwriting, credit monitoring, and portfolio management . + Proven… 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
- 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
- BMO Financial Group (Newport Beach, CA)
- …divisional leadership team. They will develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as ... We are seeking a highly motivated Regional Manager to lead a team of relationship managers...for the Bank through significant business development and excellent management of key client relationships. Ensures the required internal… more
- JPMorgan Chase (El Monte, 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
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking a Mid-Corp Associate Relationship Manager (Senior Commercial Relationship Manager ) in Mid-Corp Banking as part of the ... **In this role, you will:** + Support Mid Corp Relationship Manager to attract, develop, grow, and retain client relationships within the… 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