- 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
- BMO Financial Group (City Of Industry, CA)
- …market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are ... needs of current clients. + Shares any information with Management received while conducting client service business that would...while conducting client service business that would indicate a risk or an opportunity to the Bank. + Provides… 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
- Umpqua Bank (Irvine, CA)
- …is properly risk rated. + Ensure the portfolio administration and risk management of each client relationshipis in compliance withestablished credit policy, ... Teamwork, Heart, Enjoyment, and Relationships. **About the Role:** Responsible for credit/ risk monitoring; CR workflow management & prioritization; and… more
- Banc of California (Woodland Hills, 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
- Wells Fargo (Woodland Hills, CA)
- …credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. This position serves as a key member ... + Research complex credit investigations and diverse credit information for loans + Identify opportunity for process improvements within scope of responsibilities… 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)
- …and addresses any issues. + Ensures proper documentations for loans and cash management services. + Reviews loan applications and cash management service ... and improves the work processes for sales and service management , risk management and compliance... loan requests, determining appropriate documentation for Approved loans . + Negotiates terms under which credit/cash management… more
- BMO Financial Group (Newport Beach, CA)
- …risk and reduce exposures to better manage risks/returns. Facilitates profitable growth, risk management and enhanced return initiatives for the Bank. Working ... lines of business and product partners, develops options to de- risk or reduce loan exposures where desirable...Contributes meaningfully to enhancement of the banks returns and risk management outcomes. + Provides training and… more
- BMO Financial Group (Sherman Oaks, 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
- Wells Fargo (Irvine, CA)
- …credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. This position serves as a key member ... as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area + Review and research business financial statements 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
- Illumination Foundation (Anaheim, CA)
- …+ 10 days holiday PTO/year + Potential eligibility for the Public Service Loan Forgiveness Program (PSFL) for federally qualified loans Powered by JazzHR ... weekly to discuss client care and assist in strategic problem solving to overcome barriers + Conduct monthly care...of the client's care team + Provide direct case management to participants as needed; supervise all case … 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 (Alhambra, 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 (Long Beach, 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 (La Habra, 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
- City National Bank (Commerce, CA)
- …attainment of branch goals, including sales, client service and proper credit quality and risk management . Responsible for all aspects of his or her assigned ... fee income growth from both new and existing portfolios, loan and line volume that includes but is not...includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the… more