- Citigroup (CA)
- …+ Develop consistent sales cadence and interactive management of the existing portfolio clients with a focus on retention, credit quality and ... existing Citibank's business relationships greater than $1MM as well as supporting credit originations above $250K. The Senior Business Banker will help customers… more
- City National Bank (Los Angeles, CA)
- …is further responsible for developing a syndication strategy in support of the credit approval process. Additionally, the group is responsible for the preparation of ... and the investment considerations are used by potential lenders/investors to analyze the credit and seek their internal approvals to commit to the financing. The… more
- City National Bank (San Diego County, CA)
- …production objective attainment of branches within an assigned PBB Region * Credit Process Oversight & Managing Deal Escalations, Pricing Exceptions, Portfolio ... is ultimately responsible for the branch colleague sales production results. Credit Oversight, Client Relationship Management and Training and Development are all… more
- Columbia Bank (San Luis Obispo, 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
- Zions Bancorporation (Irvine, CA)
- …Manage client relationships from initial engagement through closing and ongoing portfolio management. + Conduct financial analysis and underwriting in partnership ... with credit and risk teams. + Collaborate with external advisors...+ Support strategic initiatives to grow the ESOP lending portfolio and enhance market visibility. + Maintain a strong… more
- Banc of California (Menlo Park, CA)
- …ownership of all aspects of the borrower relationship within the assigned portfolio . Retain quality clients through expertise in financing options and service ... Exit or remediate underperforming borrowers with minimal losses. + Lead the Portfolio Management collaboration effort with the Origination team prior to loan closing… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- …a wide variety of certificate programs and courses, including post-baccalaureate credit -bearing (400-level), continuing education (CEU) credit , and non- credit ... to meet campus approval requirements, in consultation with the UCLA Extension Portfolio Director and Portfolio Manager. * Use subject-matter expertise to… more
- UCLA Fielding School of Public Health (Los Angeles, CA)
- …a wide variety of certificate programs and courses, including post-baccalaureate credit -bearing (400-level), continuing education (CEU) credit , and non- credit ... to meet campus approval requirements, in consultation with the UCLA Extension Portfolio Director and Portfolio Manager. * Design interactive and motivational… more
- Columbia Bank (Yuba City, CA)
- …activity, production, and profitability in an assigned market, overseeing a commercial portfolio and serving clients within the market. Manages a team of Commercial ... the P&L of an assigned market and management of an assigned commercial portfolio , establishing goals and strategies to meet the strategic aspirations of the Bank.… more
- Comerica (Costa Mesa, CA)
- …and develop customer relationships, new business, and periodic risk reviews of the portfolio . Negotiate proper structure of non- credit products. Create and own ... Relationship Manager role will be responsible for new business development, onboarding, portfolio management and underwriting to support the needs of the group. This… more