- 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)
- … loan closings. This role is responsible for the preparation of accurate loan documents for commercial loans , owner occupied commercial real estate loans ... **Commercial Loan Documentation Administrator** The Commercial Loan ...loans . + Identifies erroneous issues and escalate to management with suggestion for resolution. + Responsible for the… 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
- Banc of California (Santa Ana, 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
- 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
- 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 (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
- 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 (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
- 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
- BMO Financial Group (City Of Industry, 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
- Bank of America (Mira Loma, CA)
- …Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements ... ability to manage the full client end-to-end experience and problem resolution. + Has a proven sales track record....+ Credit and Risk Assessment + Pipeline … more
- Bank of America (Foothill Ranch, CA)
- …* Adaptability * Business Acumen * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client ... solutions that meet the financial goals. Responsibilities: * Executes the bank's risk culture and strives for operational excellence * Builds relationships with… more
- City National Bank (Woodland Hills, CA)
- …related to new accounts, including account maintenance, service requests, and risk management . Responsible for appropriately profiling clients during the ... the operational integrity of the branch as defined by management and bank policy. This colleague understands and is...procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed.… more