- SMBC (Torrance, CA)
- …of junior loan officers within the department in coordination with the Portfolio Manager Team Lead. * Perform duties/special projects, as necessary, and other ... part of the Diversified Industries vertical, the Sr. Portfolio Manager will play a crucial role in the execution...(C&I lending). Responsible for the evaluation, structuring, preparation, and review of credit memos for proposed and… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …ability to neutralize the competition through applying market and industry knowledge. Team Dynamics / Leadership Assists Branch Manager in delivering effective ... health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with...in San Francisco. The Position The Branch Float Assistant Manager serves as the liaison between the member and… more
- Umpqua Bank (Walnut Creek, CA)
- …financing including the identification of key risks. + Responsible for managing the underwriting team in drafting of credit committeememos . Take a hands-on role ... CRE Relationship Manager , Sr. Commercial Banking Walnut Creek, California Irvine,...in the preparation and review of credit presentations to ensure timely,… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager , Investment Services Program in the Dublin, CA ... areas. About Patelco Credit Union Patelco Credit Union is a...life-long partnership as their trusted financial advocate. As one team , we are all committed to delivering service, empowering… more
- Comerica (Costa Mesa, CA)
- Job Description Relationship Manager , US BankingThe Relationship Manager role will be responsible for new business development, portfolio management and ... Maintain and develop customer relationships, new business, and periodic review of existing loan arrangements. Negotiate proper loan structures, selling… more
- Comerica (San Francisco, CA)
- Job Description Relationship Manager , Business BankingThe Relationship Manager role will be responsible for new business development, portfolio management and ... Maintain and develop customer relationships, new business, and periodic review of existing loan arrangements. Negotiate proper loan structures, selling… more
- Comerica (La Puente, CA)
- Job Description Relationship Manager , Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting ... Maintain and develop customer relationships, new business, and periodic review of existing loan arrangements. Negotiate proper loan structures, selling… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …assigned clients and prospects. This position requires a strong understanding of credit , commercial products and financial statement analysis, in order to offer ... client or prospect. + Responsible for planning and conducting relationship strategy review meetings with internal Fifth Third Business Partners and Client's trusted… more
- Citigroup (Los Angeles, CA)
- …also well-versed in building consensus internally and managing the risk management/ credit committee discussions. The Relationship Manager has excellent ... The Mid-Corp Relationship Manager is a strategic professional who closely follows...deals with a proven ability to lead a deal team process + Oversee the credit relationship… more
- BMO Financial Group (Modesto, CA)
- …existing customers that meet the target profile and create a calling plan. + Review credit applications to ensure sound credit granting principles; ... for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned...recommends remedies to maintain acceptable asset and credit quality. + Executes quality customer review … more