- Fidelity TalentSource LLC (Boston, MA)
- …in the testing and implementation of such products.Responsible for daily portfolio accounting data to ensure accurate client reportingWorking with client ... Skills You Bring:Bachelor's Degree, plus 1-2 years of brokerage or portfolio accounting experience.FINRA Brokerage licenses 7, 63 required, 24 preferredBrokerage… more
- Amerant Bank (Plantation, FL)
- …ability to evaluate, monitor, analyze, and control overall quality of existing credit portfolio , including related depository relationships and their activity; ... The Corporate Banking Relationship Manager III maximizes share of wallet and products...maintaining, developing new relationships, increasing the deposit and loan portfolio , increasing bank revenues and identifying current and potential… more
- TD Bank (Boston, MA)
- …for Portfolio Managers in the Middle Market Credit Management. The Credit Portfolio Manager II (CPM), Middle Market performs the financial ... requirements and underwriting and risk rating policy are met. The Credit Portfolio Manager II (CPM), Middle Market oversees the overall risk profile of a… more
- BMO Financial Group (Sherman Oaks, 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
- JPMorgan Chase (San Francisco, CA)
- …Banking & Specialized Industries team, you will serve as the primary credit risk manager for a portfolio of Middle Market Banking Technology & Disruptive ... structure to the customer. As a Vice President in Middle Market Banking Specialized Industries Credit Risk,...structure new transactions and work independently on the assigned credit portfolio . + Appropriately assess risks /… more
- Fifth Third Bank, NA (Tampa, FL)
- … in region. + Define the Deal Team by identifying the credit partner ( Middle Market Portfolio Manager or vertical credit partner) and Regional ... Portfolio Manager and Portfolio Manager Team Lead responsibilities. + Advise credit ...assigned staff of Credit professionals, to include Portfolio Managers and Portfolio Manager … more
- MUFG (New York, NY)
- … Portfolio Management: * Support the management of clients within Middle Market Healthcare loan portfolio including regularly scheduled evaluation of ... member of our recruitment team will provide more details. ** Middle Market** Your Potential. Your Opportunity. MUFG is as...more details. * Overall Purpose of Job: Support the Portfolio Management Group ("PMG") within MUFG's Global Commercial &… more
- SMBC (Brea, CA)
- …International Services **Job Summary** As part of the Diversified Industries vertical, the Portfolio Manager will play a crucial role in the execution of ... training of junior loan officers within the department in coordination with the Portfolio Manager Team Lead. + Performs duties/special projects, as necessary,… more
- Wells Fargo (Los Angeles, CA)
- …is seeking a Commercial Banking Portfolio Manager as part of the Middle Market Credit Execution Team supporting the in-market credit portfolio . ... This role is responsible for credit portfolio management to meet the long-term financial objectives and...grow middle market relationships + Accountable for credit underwriting and origination, portfolio monitoring, renewals… more
- Fifth Third Bank, NA (Kansas City, MO)
- …bench strength and succession planning; recognizing and rewarding employees for accomplishments. #LI-AS1 Middle Market Portfolio Manager II LOCATION -- St. ... in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is key member of the... portfolio of accounts. + Review and recommend credit decisions. + Partners with the Relationship Manager… more
- BMO Financial Group (Sherman Oaks, CA)
- …our amazing team! We are currently searching for aC&I Commercial Portfolio Manager to join our Emerging Middle Market, Southern California Team. The main ... a comprehensive credit summary in conjunction with the Relationship Managers and Credit Manager to address all material aspect of the request. + Evaluates… more
- Umpqua Bank (Fort Collins, CO)
- …profitable revenue and growth and quality credit . At this level, the relationship manager generally supports a portfolio of middle market clients with ... Middle Market Relationship Manager III Commercial...products and underwriting policies. Exceptional working knowledge with structuring credit products to middle market business in… more
- Umpqua Bank (Lake Oswego, OR)
- …revenue and growth and quality credit . At this level, the relationship manager generally supports a portfolio of mid-size middle market clients ... Middle Market Relationship Manager II Commercial...partners.Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions. + In partnership… more
- SMBC (Sacramento, CA)
- …Review and negotiate loan documents with clients/prospects and secure needed approval from Credit Administration as needed. + Monitor the portfolio closely and ... scope is to serve the specialized needs of California middle -market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service… more
- Citizens (Los Angeles, CA)
- …The Relationship Manager (RM) is the central contact person for Middle Market and Emerging Markets clients and is responsible for representing Citizens Bank ... the client's executive management team. Must have a strong credit background and be able to represent client's needs...client and meets the Bank's risk appetite. Within the Middle Market/Emerging Markets team, the Relationship Manager … more
- Umpqua Bank (Lake Oswego, OR)
- …make formal recommendations and presentations to Commercial Relationship Manager and Credit Administration. + Ensure the loan portfolio is properly risk ... Senior Middle Market Client Solutions Manager Commercial...of relevant commercial banking and/or prior experience as a Portfolio Manager and/or Commercial Underwriter. + Expert… more
- Fifth Third Bank, NA (Warrenville, IL)
- …to decide on the credit request that should be pursued + Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established ... well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at...CRM sales tools preferred. + Regional /local travel Emerging Middle Market Relationship Manager IV LOCATION --… more
- BMO Financial Group (San Francisco, CA)
- We are seeking a highly motivated Regional Manager leading a team of relationship managers in our Emerging Middle Market Group covering the SF Bay Market which ... COIs, and key stakeholders in these geographies. The Regional Manager will be responsible for the overall growth in...recruit, develop, and coach the team around managing critical middle market relationships with the primary focus of gaining… more
- Fifth Third Bank, NA (Fort Wayne, IN)
- …call reports and pipeline management. + Partner with Credit and on credit requests and adhere to established Portfolio Management guidelines. + Analyze and ... business development and monitor the quality of an existing portfolio of companies with annual gross sales of at...screen. + Frequent travel possible depending on assignment. #LI-TC1 Middle Market Relationship Manager LOCATION -- Fort… more
- Santander US (Conshohocken, PA)
- Commercial Middle Market Relationship Manager Conshohocken, United States of America Identifies and pursues new sales prospects within existing or untapped ... impact credit quality. Prepares quarterly loan reports on existing portfolio . Assists in pitchbook generation. Qualifications: To perform this job successfully,… more