- City National Bank (Los Angeles, CA)
- …staff development needs and provides educational/training opportunities. * Assists the Credit Manager in departmental reporting of past dues, portfolio reviews, ... analysis, pricing and adherence to Bank policies. * Attends client meetings at Relationship Manager , Team ...findings with the Relationship Manager and CBS Manager , where necessary. * Performs portfolio reviews… more
- City National Bank (San Francisco, CA)
- …and portfolio risk standards. * Performs financial reviews of client 's financial condition per Credit Policy guidelines including monitoring covenants and ... the loan management process by providing loan underwriting, and portfolio management expertise to a team of Relationship Managers...toward resolution. Escalates potential credit issues to RM, Regional Manager and/ or Credit Manager . * Works… more
- MUFG (Los Angeles, CA)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...our recruitment team will provide more details. **Job Summary:** Portfolio management for designated customers. Responsible for the underwriting… more
- PennyMac (Moorpark, CA)
- …daily, weekly, and monthly reviews of key performance indicators (KPIs) related to client portfolio management and operational processes + Works closely with ... relevant investor guidelines, state regulations, and other compliance requirements impacting client portfolio management + Identify opportunities for process… more
- Bank of America (Newport Beach, CA)
- …half of portfolio with guidance from TSOs; includes in person client calling + Assist TSOs in relationship planning, gathering information regarding clients and ... manage and grow both domestically and globally within an assigned portfolio . Key responsibilities include supporting all activities from sale through implementation… more
- BMO Financial Group (San Francisco, CA)
- … client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs. + Initiates contact with partners for new ... client sales. + Directly manages a diverse ...customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain… more
- KeyBank (CA)
- …commercial banking operations and supply chain management + Proven ability to manage a client portfolio and define and execute on a growth strategy + Excellent ... existing relationships through proactive identification of integrated solutions to unmet client needs. Partner with Relationship Manager 's in identifying… more
- Fifth Third Bank, NA (Los Angeles, CA)
- …a career in banking at Fifth Third Bank. GENERAL FUNCTION: Leadership, client -facing role, directing deal teams working on asset securitization transactions focusing ... loan and ABS, including public and private (144a or 4a2) securitizations, portfolio purchases, and advisory services. Individuals in this position are the leader… more
- CDM Smith (Los Angeles, CA)
- …complex to highly complex projects and discusses any observations with the project manager . Performs portfolio analysis and reviews findings with portfolio ... such as federal/government regulations. Gathers project progress information from project manager and project team members to update and monitor projects of… more
- Cushman & Wakefield (San Diego, CA)
- …tactical occupancy planning expertise in support of supply, capacity and demand of Client 's portfolio of space in a specific geographic region. The planner ... requests, project space planning and solution development, project support including client relationship manager and project coordination, site strategy support… more