- Banc of California (Escondido, CA)
- …business owners and/or sponsors, and/or operators. + In conjunction with Relationship Manager , involved in reviewing loan documents prepared by outside law firm or ... the CAM. + May require some traveling for on-site client 's calls with RM to build and support the...Completes Problem Loan Status Reports (PLSRs) with guidance from manager . + Provide ongoing monitoring of the borrower's financial… more
- Banc of California (Escondido, CA)
- …third-party reports such as property appraisals. * In conjunction with Relationship Manager , involved in drafting loan documents prepared by outside law firm or ... 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,… more
- BlackRock (San Francisco, CA)
- …and other institutional investors. **Role and Responsibilities** We are looking for a portfolio manager to join our US transition management team. The Transition ... Portfolio Manager is one of two functions...portfolio 's exposures and positions, and serving as the client 's go-to resource for understanding current market liquidity conditions,… more
- BMO Financial Group (Los Angeles, CA)
- …of accounts for team members and customers. + May act as lead relationship manager . + Supports the sales process and client experience, identifying gaps, issues ... Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of… more
- Oracle (Sacramento, CA)
- **Job Description** ** Portfolio Leader, Senior Director - Oracle Health Commercial Consulting** Are you an energetic, independent leader with deep healthcare ... and a passion for driving results? Oracle Health Consulting is seeking a Portfolio Leader, Senior Director to oversee and evolve our commercial Oracle Health… more
- Banc of California (Menlo Park, CA)
- …variety of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The VP, Client Manager is responsible for owning all aspects of client ... financing options and service offerings, and delivering an outstanding client experience. The VP, Client Manager...to prepare for the seamless transfer of the new client into Portfolio Management. + Proactively track… more
- City National Bank (El Segundo, CA)
- * CLIENT SUCCESS SENIOR MANAGER AGILLINK* WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the ... client relationship after the sale. This will include consultation,...relevant area * Financial reporting knowledge for investment & portfolio management systems including various methods of recording gain/loss,… more
- American Express Global Business Travel (Sacramento, CA)
- …culture where your voice is valued. We currently have an outstanding opportunity for a Client Solutions Manager to join the Ovation Travel Group Division of Amex ... to the Client Solutions Vice President. The Client Solutions Manager is responsible for strategic...and beneficial services. This position is also responsible for client retention, profitability of the account portfolio ,… more
- NTT America, Inc. (Sacramento, CA)
- …where you can grow, belong and thrive. **Your day at NTT DATA** As a Senior Client Manager at NTT DATA, you will be instrumental in managing and growing ... order to bring value to them from the company's portfolio of services. + Sales client engagement...and services. + Advanced experience gained in a similar client manager role. + Advanced experience working… more
- Cognizant (Sunnyvale, CA)
- ** Client Relationship Manager - High Tech (Sunnyvale, CA)** **Location: Sunnyvale, CA (Onsite / Hybrid)** **Level: Associate Director** **About the Role** We are ... seeking a seasoned Client Relationship Manager (CRM) to join our...P&L. + Experience supporting technology clients with a diverse portfolio of IT services. + Experience leading diverse teams,… more