- Bank of America (Walnut Creek, CA)
- …up to and including termination. **Responsibilities:** + Drives inflows of new business across all product lines (ie, Credit, Assets Under Management, Deposit) into ... existing book of business + Leads complex credit opportunities, including structured credit...products and client relationships + Acts as Chief Operating Officer for the client team, coordinating relationship management activities… more
- City National Bank (Los Angeles, CA)
- …status and returning the relationshiptoRelationship Managers on the Line of Business . Portfolio management includes recommendation of loan decisions on credits as ... with Head of SSG in preparing presentations for regulators, Chief Credit Officer , and/or executive management; addressing Issues; and leading SSG projects. Provide… more
- CommonSpirit Health (San Francisco, CA)
- …with investees, relationship management, portfolio monitoring, impact measurement, business development, program operations, and process improvement. In addition ... and collaborates with the Director, Investments as well as the Chief Investment Officer within the Treasury Department and other teams including Mission. This is a… more
- Bank of America (Sacramento, CA)
- …is able to underwrite credit transactions with minimal oversight from the Credit Officer (CO) and also approves complex credit transactions with some coaching from ... Requirements + Financial Forecasting and Modeling + Recording/Organizing Information + Business Acumen + Collaboration + Collateral Management + Loan Structuring +… more