- Banc of California (Menlo Park, CA)
- …team prior to loan closing to prepare for the seamless transfer of the new client into Portfolio Management. + Proactively track performance of client ... Prepare reports and summaries to keep management informed on portfolio performance, as required. + Communicate with client... portfolio performance, as required. + Communicate with client and or supervisor to anticipate potential loan issues… more
- HSBC (San Francisco, CA)
- …of clients in Tech, Media or Telecoms sectors. + Experience of managing a client portfolio and/or responsibility for a driving client cross-sell and ... management of receivables finance programs and structured finance programs across the portfolio . + Collaborate with TMT Sales Managers to identify opportunities for… more
- Unknown (Los Angeles, CA)
- …The Senior Advisor, Audit Chair will play a crucial role in supporting the client 's portfolio companies in achieving sustainable scale and growth. FALCON and its ... The client , a middle-market private equity firm focused on...seeking a Senior Advisor, Audit Chair to support multiple portfolio companies within the manufacturing space. The ideal candidate… more
- Banc of California (Escondido, CA)
- …between the loan documents and the CAM. + May require some traveling for on-site client 's calls with RM to build and support the bank- client relationship. + ... Ensures compliance with all applicable regulations, policies and procedures. Keeps up with changes to banking regulation and completes bank training courses on-line, and on time. + Has intermediate knowledge of appraisals, borrowing base reports, and… more
- Banc of California (San Diego, CA)
- …and the CAM. - May make joint customer calls with RM to assess client 's needs, business, and management team. - Ensures compliance with all applicable regulations, ... policies and procedures. Keeps up with changes to banking regulation and completes bank training courses on-line, and on time. - Has intermediate knowledge of appraisals, borrowing base reports, and collateral exams. - Completes Problem Loan Status Reports… more
- NetApp (San Jose, CA)
- **Job Summary** As a Client Executive (CE), you will be responsible for leading the sales activity in a set of accounts to achieve assigned sales quota. You will ... in growing existing install base by leveraging the complete NetApp product portfolio and building long-term partnerships + Develop, manage, and grow a pipeline… more
- NetApp (Los Angeles, CA)
- …this region will not be considered.** **JOB SUMMARY** As an **Enterprise Client Executive** covering the **Greater Los Angeles and Southern California region** , ... design, position, and deliver **NetApp's full hybrid cloud and data storage portfolio ,** including block, file, NAS, SAN, and cloud-integrated solutions. Success in… more
- Banc of California (Beverly Hills, CA)
- …all compliance certifications timely. + **Credit Support:** Works with Credit Administration/ Portfolio Management to facilitate client 's credit needs in ... WE WIN(R) **THE OPPORTUNITY** Responsible for soliciting and managing a profitable portfolio of Specialty clients in focused industries. Maintains up to date and… more
- Paycom Online (Irvine, CA)
- …investments + Identifying and developing additional revenue opportunities to add to their portfolio + Maximizing employee and client usage of Paycom software ... available benefits. The Strategic Account Manager (internally known as Client Relations Representative) is responsible for retaining existing company relationships… more
- RUEB STOLLER DANIEL LLP (Carlsbad, CA)
- …operational headquarters in Carlsbad, CA, we are committed to delivering exceptional client service, rigorous case management, and high-quality legal work across a ... leads the full lifecycle of the docketincluding case review, eligibility decisions, client communication, filing, and early discoverywhile supervising a team of Case… more
