- Enterprise Bank & Trust (Anaheim, CA)
- … Loan Portfolio ManagerJob Description:SummaryResponsible for proactive management of a commercial loan portfolio and related commercial deposit accounts ... independent Credit Underwriters for timely loan decisions among credit approvers.Oversee loan documentation process to ensure the team's loan documents… more
- Enterprise Bank & Trust (Anaheim, CA)
- … Manager **Job Description:** **Summary** Responsible for proactive management of a commercial loan portfolio and related commercial deposit accounts ... RM team with timely and accurate completion of new commercial credit pre-screen presentations, including analysis of appropriate data... loan decisions among credit approvers. + Oversee loan documentation process to ensure the team's… more
- Enterprise Bank & Trust (Anaheim, CA)
- …other supporting departments within the Bank such as, Compliance, Deposit Operations, Loan Documentation , Loan Servicing and Post-Closing Review. ... as well as with third party vendors. The Sr. Loan Coordinator will also support the LC Manager...Associates degree preferred + Minimum 5 years' Consumer and Commercial Loan Coordinator experience required + Strong… more
- BMO Financial Group (Newport Beach, CA)
- …information to support lending decisions and processes within the bank's US Commercial Real Estate team. Maintains and promotes a client service environment to ... or existing business. + Manages and services a portfolio of existing loan relationships. + Ensures financial statements are spread and analyzed, addressing industry… more
- BMO Financial Group (City Of Industry, CA)
- Provides loan servicing and monitoring support for corporate and commercial lending portfolios in a professional and timely manner. Delivers agreed ... channels. + May act as Team Lead and assist manager in activities such as coordination and scheduling of...and sustainment of vendor solutions. + Collaborates to execute loan servicing and monitoring requests. + Prepares customer notifications… more
- Travelers Insurance Company (Diamond Bar, CA)
- …of policy information, facts or allegations of each case. Consults with Unit Manager on use of Claim Coverage Counsel. + Investigates each claim through prompt ... and fire or fraud investigators and to other experts. Requests through Unit Manager and coordinate the results of their efforts and findings. + Verifies the… more
- Travelers Insurance Company (Irvine, CA)
- …of policy information to facts or allegations of each case. + Consults with Manager on use of Claim Coverage Counsel as needed. + Directly investigate each claim ... damage by obtaining and reviewing appropriate records and damages documentation . + Maintains claim files and documents claim file...subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it… more
- Wells Fargo (Woodland Hills, CA)
- … & industrial and investor real estate credit requests + Experience negotiating loan documentation and working with attorneys and loan administrators ... you. **About this role:** Wells Fargo is seeking a Commercial Banking Portfolio Manager as part of...on closing transactions + Comprehensive knowledge and understanding of commercial or specialty group: lending, loan servicing,… more
- BMO Financial Group (Newport Beach, CA)
- …to appropriate departments for timely processing. + Evaluates and structures loan requests, determining appropriate documentation for Approved loans. + ... within Institutional Markets. We will be adding a relationship manager in both Southern and Northern California that will...expectations are met or exceeded. + Advises clients on loan products, options, rates, terms and collateral requirements. +… more
- City National Bank (Sherman Oaks, CA)
- …Bank personnel regarding new/existing lending requirements and regulations. + May coordinate loan documentation including work with legal, CLC, or other outside ... loan management process by providing credit and loan underwriting expertise to a Commercial Banking...credit approval memorandum. + Provides input to the Relationship Manager and Manager when loan … more
- Bank of America (Newport Beach, CA)
- …and reviews and assists in the preparation of Term Sheets. The PMO reviews loan documentation and participates in the closing process including coordinating with ... communication and solid analytical/technical skills. **Responsibilities:** + The PMO reviews loan documentation and participates in the closing process including… more
- Banc of California (San Diego County, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services through more than 70 full-service branches ... in New Accounts who can handle the full range of retail and commercial transactions in accordance with company guidelines. **Responsibilities** + In accordance with… more
- Banc of California (Santa Ana, CA)
- …and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services through more than 70 full-service branches ... the status of open and closed issues/recommendations as requested by the IA Manager , CAE, Senior Management, or Audit + Performs audits or field work independently… more