- BMO Financial Group (Los Angeles, CA)
- …across the US The Portfolio Manager is responsible for preparing well-reasoned credit proposals in accordance with sound credit -granting principles and in ... / re-documented in a timely manner (as necessary). + Credit Assessment & Risk Management (40%) + Client Performance...cash management, etc. + Maintain awareness of all firm products and services offered and facilitate means of receiving… more
- City National Bank (Los Angeles, CA)
- …promote the revenue growth and profitability of assigned office while maintaining credit quality. Manages the ongoing sales process, including new client sales, ... ratios and manages resources to optimize client support and unit profitability. * Credit Quality and Compliance * Involved with the development of credit … more
- KeyBank (Newport Beach, CA)
- …the introduction and coordination of product partners. Structures and leads credit and non- credit product delivery while demonstrating sound risk ... financial objectives and utilize the full breadth of Key's product platform which includes traditional bank products ...with knowledge and access to the breadth of Key's product platform which includes: interim and permanent credit… more
- Intuit (San Francisco, CA)
- …people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we ... + Ability to work cross functionally across multiple teams including compliance, risk, product , credit , legal and engineering and manage projects from start to… more
- Wells Fargo (Burbank, CA)
- …selling products to business customers including business deposit accounts, business credit products , and working with partners including, but not limited to ... phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit , deposit and… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …well as Returned Items in a timely manner Consistently cross-sells all other credit union products and services while displaying a comprehensive understanding of ... With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3… more
- Navy Federal Credit Union (San Diego, CA)
- …Supervise and lead branch team to provide members the full range of Navy Federal Credit Union products and services including lending products and depository ... loans, savings and checking accounts + Working knowledge of multiple financial products such as consumer mortgage loan, credit cards, and/or savings/checking… more
- The County of Los Angeles (Los Angeles, CA)
- …business problems so that appropriate corresponding data science techniques and products can be identified and deployed. Collaborates with other department subject ... and metrics. Coordinates with various functional teams to develop and implement products , services, tools, or business process changes resulting from the analysis.… more
- JPMorgan Chase (Whittier, CA)
- …and deliver appropriate personal financial solutions + Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly ... related business lending experience + Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with… more
- Banc of California (San Luis Obispo, CA)
- …providing financial, credit , and trend analysis for the delivery of the Banks credit products and services to middle market and other business clients and ... California offers a broad range of loan and deposit products and services, with full-service branches throughout California and...prospects. Monitors assigned credit relationships for covenant compliance, collateral monitoring, and … more