- Bank of America (San Francisco, CA)
- …of the CREB market team, is aligned to Line of Business region/market, working with the Credit Officer in a specific market and is assigned a portfolio of ... CREB Senior Credit Product Manager. However, the SUW/UW pairs with a Credit Officer based on assigned relationships and they work as a team to jointly… more
- Comerica (Los Angeles, CA)
- …issues. Engage business partners and communicate with customer, TM Sales Officer and/or Relationship/ Portfolio Manager. Identify, evaluate and mitigate risks ... in their operational duties. TMSAs are responsible for assisting Treasure Management Officer (TMO) with obtaining new cash management business, expansion of existing… more
- MUFG (Los Angeles, CA)
- …Act as the "First Line of Defense" taking part in client diligence along the Portfolio Management Team & Credit Department in both deal origination and ongoing ... is responsible for managing business development activities related to a portfolio of Japanese corporate clients-particularly in sectors such as real estate,… more
- City National Bank (Los Angeles, CA)
- …group. Partner with Head of SSG in preparing presentations for regulators, Chief Credit Officer , and/or executive management; addressing Issues; and leading SSG ... in the bank's workout group known as Special Situations Group or SSG. The portfolio contains C&I, Investor Commercial Real Estate, and Consumer loans The focus of… more
- Citizens (San Francisco, CA)
- …policy exceptions, and providing an initial approval decision or loan recommendation for a Credit Risk officer 's approval. + For Sr PB Lending Specialists who ... and lead the conversation with the Relationship Manager, Client Relations Team, or Credit Risk Officer to determine next steps, obtains additional needs from… more
- Zions Bancorporation (El Segundo, CA)
- …of existing credits, including monitoring borrower reporting requirements and credit /financial performance, providing portfolio profitability measures and ... has on new opportunities as well as the existing portfolio . + Applies all applicable credit policies...relationship managers are unavailable. + Acts as primary account officer on assigned transactions within the portfolio ,… 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 Director, Investments as well as the Chief Investment Officer within the Treasury Department and other teams including… more
- Cherry Bekaert (Sacramento, CA)
- …team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding ... for clients seeking funding from other funding programs, and expand the portfolio of clients. The Director will work collaboratively internally and externally to… more
- Citizens (Newport Beach, CA)
- …clients, internal/external partners from inquiry through post-closing (eg, presents loan to Credit Officer for approval, locks & submits loans, collects ... Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service. The Sr lending specialist works in… more
- Bank of America (Rancho Cordova, CA)
- …as point of contact for contract negotiations, RFP, pricing *work with Integration officer to drive solutions per relationship across the merchant solutions set - ... transarmour, equipment, IPP, etc. * Manage an existing portfolio of less complex merchant clients looking for ways... management Required Skills: 1-2 years of Core Acquiring ( Credit /Debit) industry experience * 1-2 years of direct sales… more