- JPMorgan Chase (Walnut Creek, CA)
- …Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. ... deepening existing relationships. **Job Responsibilities** + Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a… more
- Wells Fargo (Newport Beach, 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
- CommonSpirit Health (San Francisco, CA)
- …underwriting, participating in meetings with investees, relationship management, portfolio monitoring, impact measurement, business development, program operations, ... and process improvement. In addition to performing credit analysis, the Analyst maintains the operational excellence of the CIP through activities such as program… more
- Wells Fargo (Pacific Palisades, 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 (Stockton, 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
- JPMorgan Chase (Loma Linda, CA)
- …their businesses through financial solutions, education and advice. You'll manage a portfolio of new and existing business clients by building relationships and ... experience and risk management. **Job** **Responsibilities** + Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5… more
- Banc of California (Santa Ana, CA)
- …are processed appropriately at the branch and/or corporate levels, or credit card operations management Performs a variety of Operations Support functions; ... or financial industry related. + If assigned to support credit cards, 3 to 5 years of credit...Actively anticipates, identifies and manages program risk and client portfolio risks within position scope and across company. +… more
- BMO Financial Group (San Ramon, CA)
- …and clients, and by cross-selling Bank products and services that include credit , trust/investment and cash management. + Participates and provides leadership in ... appropriate documentation for Approved loans. + Negotiates terms under which credit /cash management services will be extended, including costs, repayment method,… more
- City of Long Beach (Long Beach, CA)
- …Committed to transparency and efficiency, this team manages a diverse portfolio that includes accounting, budgeting, financial planning and analysis, grants ... vacation accrual may be adjusted upon hire to provide credit for previous full-time employment at a public service...for previous full-time employment at a public service agency. Credit for public service shall only be given for… more
- City of Long Beach (Long Beach, CA)
- …nation. Committed to transparency and efficiency, this team manages a diverse portfolio that includes budgeting, financial analysis, and strategic planning. With a ... vacation accrual may be adjusted upon hire to provide credit for previous full-time employment at a public service...for previous full-time employment at a public service agency. Credit for public service shall only be given for… more