- Deloitte (San Jose, CA)
- …Form 8993, Form 8975, and Form 1118 + Experience with foreign tax credit (FTC) planning including gathering income sourcing data and performing computations of FTC ... + CBAP - Certified Business Analysis Professional + Certified SAFe Lean Portfolio Manager + Certified SAFe Architect + Certified SAFe Agile Software Engineer… more
- Umpqua Bank (CA)
- …experience and satisfaction. Reports to Market Director + Expert level underwriting, credit monitoring and portfolio management skills. Utilize existing ... Manager and/or Commercial Underwriter. (Required) + Expert knowledge of commercial underwriting, credit monitoring, and portfolio management . + Proven… more
- BlackRock (San Francisco, CA)
- …BlackRock Institutional Trust Company, NA Job Title: Vice President, Multi-Asset Risk Management Location: 400 Howard St San Francisco, CA 94105 Job Duties: Serve ... and business leads across Multi Asset. Contribute to day-to-day risk management activities including overseeing regular risk reviews, ad-hoc analyses, and deep… more
- Umpqua Bank (Walnut Creek, CA)
- …coordinate the underwriting team in the monitoring of a large, complex CRE portfolio . Responsible for identifying and communicating credit risk by leading the ... underwriting and analyst team in managing a large, complex portfolio to identify and communicate risk and to monitor... to identify and communicate risk and to monitor credit quality. + Responsible for sourcing new CRE relationships… more
- EverBank (Roseville, CA)
- …The Underwriter will maintain relationships with internal partners, providing support on portfolio management , risk ratings, and credit structure. The ... structure. + Makes recommendations regarding structure, risk ratings, and credit decisions to management , adhering to Bank's...bank policy. + Responsible for performing ongoing review and management of the portfolio to identify and… more
- Umpqua Bank (Walnut Creek, CA)
- …Together for better. **About the Role:** Underwrites new and renewal Middle Market credit requests comprised of working capital lines of credit , asset-based ... present findings, including business rationale and risk mitigations,in order toobtain credit approval and meet customer needs. + Analyze business, industry,… more
- City and County of San Francisco (San Francisco, CA)
- …natural resources, and other specialty investments. Reporting to the Director or Associate Portfolio Manager ("APM") of Real Assets, the Managing Director ... of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment Division's professional… more
- Umpqua Bank (Walnut Creek, CA)
- …workexperience, required. + 4-7 years' experienceof field examiner or ABL risk management , managing a complex Asset Based Lending portfolio including loan ... and clients. Works closely with the ABL Operations Team on collateral management and daily workflow. The monitoring process also involves collaborations with the… more
- Umpqua Bank (Irvine, CA)
- …senior and executive level professionals. + Proven business development, relationship and portfolio management , private banking, and wealth management ... monitors credit quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This position requires expertise… more
- UMB Bank (Sacramento, CA)
- …administration and credit related processes, with a focus on loan portfolio management and reporting, including segmentation and assessment of our exposures ... The ** Credit Administration** team is responsible for company-wide ...an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund;… more