- BMO Financial Group (Newport Beach, 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 (Woodland Hills, CA)
- …supporting the in-market credit portfolio . This role is responsible for credit portfolio management to meet the long-term financial objectives and ... Fargo is seeking a Commercial Banking Portfolio Manager as part of the Middle Market Credit...scale, cross functional, or companywide strategies within Commercial Banking Portfolio Management functional area + Engage with… more
- 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
- 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
- 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
- BMO Financial Group (San Diego County, CA)
- …and investment management - required. + In-depth knowledge of client portfolio management . + Technical proficiency gained through education and/or business ... for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned... is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners 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 (Mission Viejo, 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
- Wells Fargo (Brea, CA)
- **About this role:** Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This ... business products and services can support businesses in the portfolio + Ensure the overall success and growth of...annual revenue + Strong knowledge of deposit and cash management products and services + Strong relationship-building and excellent… 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