- City National Bank (San Francisco, CA)
- …a proactive approach toward resolution. Escalates potential credit issues to RM, Regional Manager and/ or Credit Manager . * Works directly with the RM ... evaluates collateral performance and market trends. Pro-actively manages the portfolio to ensure the credit quality standards...Pro-actively manages the portfolio to ensure the credit quality standards of the Bank are maintained. Prepares… more
- Regions Bank (Pasadena, CA)
- …of the system. **Job Description:** At Regions, the Capital Markets Real Estate Portfolio Manager works within the Real Estate Capital Markets Project Finance ... indicators and assists with asset management and servicing of a real estate loan portfolio . The RECMPF Group is housed within the Capital Markets Group of Regions… more
- MUFG (Los Angeles, CA)
- …+ Perform due diligence and regularly scheduled credit reviews. + Analyze credit risk of the designated portfolio , determine accurate ratings and make ... escalate/consult with the manager where necessary. + Advise account officers on credit risk issues, terms and conditions to craft the best possible deal with the… more
- Bank of America (Newport Beach, CA)
- …of CPOs include specific criteria and is made at the discretion of the Credit Products Manager (CPM) in consultation with the Market Executive (ME). The ... to clients and prospects. The CPO reports to the Credit Products Manager (CPM) and will be...Manager (CPM) and will be aligned to 1-3 Portfolio Management Officers (PMO), serving as a mentor/coach. J… more
- Intuit (San Francisco, CA)
- …With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the ... finance lender or an asset management firm. + Experience with asset backed credit facilities, whole loan sales and securitizations and other bespoke structures. +… more
- BMO Financial Group (Los Angeles, CA)
- …approval for exceptions according to established policy and standards. + Monitors the credit portfolio through transaction review & approval to ensure compliance ... knowledge of industry trends and regulations. + In-depth / expert knowledge of credit portfolio management policies & procedures, and financing guidelines. +… more
- City National Bank (Los Angeles, CA)
- …and Consumer loans managed in SSG. This individual will also assess SSG's quarterly portfolio assessments as well as credit requests and make recommendations to ... obligations to CNB. * Evaluate and examine SSG quarterly portfolio reviews and credit requests to ensure...and support across the entire group. Partner with SSG Manager in preparing presentations for regulators, Chief Credit… more
- Bank of America (San Francisco, CA)
- …strategic solution for the client or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an underwriting team ... with FinTech companies is preferred. **Responsibilities:** + Manages the credit process for a portfolio of clients...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Concord, CA)
- …assignment of Sr. CPOs include specific criteria and is made at the discretion of the Credit Products Manager (CPM). The role also serves as the Credit ... clients and prospects. The Sr. CPO reports to the Credit Products Manager (CPM) and will be...aligned to and have ownership over for a specific portfolio of clients. **Sr. CPO Responsibilities:** This position has… more
- Consolidated Electrical Distributors (Folsom, CA)
- …must prioritize effectively, and work successfully with minimal supervision. Reports to: Credit Manager Minimum Qualifications: + Proficiency with MS Excel + ... candidate will use discretion and independent judgment to investigate credit granting, manage a portfolio of receivable...creating plans of action with customers and the Division Credit Manager . + Recommend best method of… more