- 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)
- …management and consistently works to maintain the accuracy of the company's SBA loan management system. **Key Responsibilities and Duties** + Reviews loan ... to core system. + Assists with the closing of loans by preparing loan closing documents and...correct errors that could potentially put the Bank at risk for losing an SBA guaranty or obtaining penalties.… 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)
- …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 (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 (Chino, 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
- 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 (Aliso Viejo, 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
- Motion Recruitment Partners (Arlington, CA)
- …financial products that enhance customer satisfaction and loyalty while maintaining strong risk management and financial stability. They are hiring a Lead ... Founded in 1992, this auto finance company offers retail loan and lease programs, commercial lending services, and dealer...with **CI/CD pipelines** and automated testing frameworks. + Strong problem -solving skills and the ability to work in a… more