- Intuit (Mountain View, CA)
- …to enhance user experiences and drive accelerated growth. You will drive a portfolio of strategic initiatives across critical Finance domains of Source to Report, ... & Analysis and enable capabilities such as Contract Lifecycle Management (CLM), Credit & Collections, and employee purchasing and business spend processes. This … more
- City National Bank (Los Angeles, CA)
- …Provide integrated financial services advice to these clients including: banking, credit , asset management, trust and estate planning, and brokerage. Manages overall ... relationship profitability and portfolio risk and is responsible for profitable growth of...and develop solutions across investments, trust and wealth transfer, credit , deposit, and all other appropriate services. * Utilize,… more
- Citigroup (Los Angeles, CA)
- …strategy. Leads others by example through demonstrating competence in both credit and traditional commercial banking products. Responsibilities: + Ability to earn ... new client relationships through prospecting efforts, including earning credit and other commercial banking products + Calls on clients and prospects to deepen… more
- Manulife (Los Angeles, CA)
- …seeking a real estate analytics and Quantitative Senior Associate to join the Portfolio Management team! The investment professional will play an integral role in ... of private equity real estate including acquisitions, asset management and portfolio management. **Position Responsibilities:** + Own real estate portfolio … more
- Comerica (Palo Alto, CA)
- …Lending Assistant acts as point of contact for customers, relationship managers, portfolio managers, and loan closers as appropriate to facilitate loan servicing and ... and deposit customers. Contacts or prepares correspondence to relationship and portfolio managers and customers, as appropriate. Assists officers and customers in… more
- City and County of San Francisco (San Francisco, CA)
- …of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment Division's professional ... for the position of Investment Officer ("IO") for its Real Assets portfolio , which includes real estate, infrastructure, natural resources, and other specialty… more
- Wells Fargo (Simi Valley, CA)
- …operating cycle and how business products and services can support businesses in the portfolio + Ensure the overall success and growth of an assigned portfolio ... 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual...general financial fitness and criminal background standards. A current credit report will be used to assess your financial… more
- Wells Fargo (Tustin, CA)
- …in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to ... stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and… more
- BMO Financial Group (Cupertino, CA)
- …within the community. + Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending ... and lending policies and processes. + Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending … more
- US Bank (Los Angeles, CA)
- … and minimize risk and potential loss. Develops and maintains a loan underwriting portfolio consistent with the Bank's guidelines for credit quality and Investor ... and business unit standards. Gathers, analyzes and interprets all types of credit information for existing and prospective retail banking customers in order to… more