- 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
- Banc of California (Santa Ana, CA)
- …Company operates. **HOW YOU'LL MAKE A DIFFERENCE** + Carries out daily operational risk management and compliance activities including risk reporting, ... within Client Support & Fulfillment by adhering to the Company's Compliance Management Program (CMP). Completes routine compliance testing, risk monitoring and… 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
- 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
- BMO Financial Group (San Diego County, 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
- 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
- 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
- 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
- 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 (Tustin, 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
- 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
- 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
- Citigroup (Chino Hills, 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