- 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 (Irvine, CA)
- …a Commercial Banking Portfolio Manager . This position is responsible for credit portfolio management to meet the long-term financial objectives and ... well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area + Review and.../ Mid-Corp credit or specialty group relationship portfolio credit + Strong analytical skills and… 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
- BMO Financial Group (Irvine, CA)
- …combination of education and experience. + Commercial loan analysis, underwriting, and portfolio management experience - In-depth + Knowledge of commercial ... with customer facing Commercial personnel to monitor the Commercial portfolio , provide oversight of Commercial Bank internal Audit and...hoc credit risk initiatives. The Commercial Banking Credit Risk Manager acts as a trusted… more
- US Bank (Newport Beach, CA)
- …and discover what you excel at-all from Day One. **Job Description** The Portfolio Manager partners with assigned Relationship Manager (s) to successfully ... all types of credit account exposure, managing an assigned credit portfolio , successfully closing new business relationships and expanding existing… more
- JPMorgan Chase (Irvine, CA)
- …outside the box, challenging the status quo and striving to be best-in-class. As a Portfolio Manager within the Real Estate Banking team, you will play a crucial ... and accurate portfolio reporting, using advanced data management and portfolio management techniques....management , or debt financing. + In-depth knowledge of credit analysis and experience evaluating risk across multiple product… more
- Bank of America (Newport Beach, CA)
- …in commercial credit underwriting, financial analysis and commercial loan portfolio management + 3+ years of financial accounting, financial modeling ... Portfolio Management Officer II/III Dallas, Texas;Newport...complex credit transactions with coaching from the Credit Products Officer (CPO)/ Credit Products Manager… more
- City National Bank (Irvine, CA)
- …and appropriate credit guidance to Relationship Managers, Group Head and Credit Manager . * Respond to inquiries from internal and external constituents ... * WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan...etc. before it is elevated, if necessary, to the Credit Manager . * Have primary role in… more
- Umpqua Bank (Irvine, CA)
- …in the management of trust accounts + Possess strong underwriting, credit monitoring and portfolio management skills. Utilize existing financial/market ... Manager and/or Commercial Underwriter.(Required) + Proven knowledge of commercial underwriting, credit monitoring, and portfolio management . + Proven… more
- BMO Financial Group (Tustin, 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
- BMO Financial Group (Newport Beach, CA)
- …divisional leadership team. They will develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as ... We are seeking a highly motivated Regional Manager to lead a team of relationship managers...for the Bank through significant business development and excellent management of key client relationships. Ensures the required internal… 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
- Wells Fargo (Irvine, CA)
- **About this role:** Wells Fargo is seeking a Mid-Corp Associate Relationship Manager (Senior Commercial Relationship Manager ) in Mid-Corp Banking as part of the ... **In this role, you will:** + Support Mid Corp Relationship Manager to attract, develop, grow, and retain client relationships within the… more
- JPMorgan Chase (Irvine, CA)
- …Business Relationship Managers within a territory in developing new deposit, cash management , and credit business while focusing on relationship-building, client ... and clients, then a role as a Business Relationship Manager Area Manager is for you. As...and develop team on all aspects of managing a portfolio , including relationship management , prospecting, profitability, client… more
- Marriott (Newport Beach, CA)
- …**Schedule** Full Time **Located Remotely?** N **Position Type** Management **JOB SUMMARY** Hotel operations management generalist ... degree from an accredited university in Hotel and Restaurant Management , Hospitality, Business Administration, or related major; 2 years...the absence of the Director of Services or Housekeeping Manager . * Supports all areas of the Front Office… more
- BMO Financial Group (Newport Beach, CA)
- …level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the ... a new dedicated centralized resource team focused on active portfolio exposure management . Team will work with...and industry information to determine appropriate capital structure and credit solutions. + Has earned high credibility with Risk,… more
- Bank of America (Newport Beach, CA)
- …Wealth Management and facilitates client relationships with Product Specialists in Credit , Treasury Management , and Merchant Services in order to design and ... Sr. Relationship Manager /RM - Middle Market (Newport Beach, CA) Newport...location: Newport Beach, CA **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues… more
- Bank of America (Newport Beach, CA)
- …Wealth Management and facilitates client relationships with Product Specialists in Credit , Treasury Management , and Merchant Services in order to design and ... Sr. Relationship Manager - Global Commercial Banking (Middle Market) Newport...increase overall client satisfaction. **Responsibilities:** + Manages an extensive portfolio of complex clients and prospects with annual revenues… more
- BMO Financial Group (Newport Beach, CA)
- …on creating relationships across our footprint with an emphasis on deposits, cash management , commercial cards, and fee income. The ideal candidate will join a tight ... initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous… more