- Robert Half Finance & Accounting (San Ramon, CA)
- …to evaluate financial capacity, manage portfolio risk, and collaborate with senior leadership to ensure robust credit policies are implemented and upheld. ... efficiency, and high-quality standards. + Risk Management Oversight: Support credit assessment processes, monitor portfolio risk trends... credit and collections team to solve client credit challenges, review contracts for risk, and… more
- JPMorgan Chase (Irvine, CA)
- …enjoy building relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you. As a Portfolio Banker in Emerging Middle ... of a team to introduce our comprehensive solutions to clients. As a Portfolio Banker, you are responsible for growing and retaining profitable relationships within… more
- Manulife (Los Angeles, CA)
- …internal analysis and LP reporting. + Synthesize modeling outputs in real-time for senior portfolio management team decision making. + Supervise the performance ... Management is seeking a real estate analytics and Quantitative Senior Associate to join the Portfolio Management...as required. + Help prepare investment memos for Committee review , inclusive of relevant analyses to assist in the… 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; ... understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and...recommends remedies to maintain acceptable asset and credit quality. + Executes quality customer review … more
- Zions Bancorporation (El Segundo, CA)
- …of existing credits, including monitoring borrower reporting requirements and credit /financial performance, providing portfolio profitability measures and ... Middle Market Excellence Awards. We are looking for a ** Senior Power Finance Associate** **in** **El Segundo, CA** .This...has on new opportunities as well as the existing portfolio . + Applies all applicable credit policies… more
- JPMorgan Chase (Irvine, CA)
- …a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio ... and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships… more
- Columbia Bank (Irvine, CA)
- …Director mutual approval. + May oversee the work of other commercial underwriters or credit analysts, including the timely review of credit reports prepared ... Senior Middle Market Underwriter Commercial Banking Irvine, California...**About the Role:** Underwrites new and renewal Middle Market credit requests comprised of working capital lines of … more
- JPMorgan Chase (Walnut Creek, CA)
- …a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing ... a portfolio of large profitable business clients with annual revenue...gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience… more
- Wells Fargo (Bellflower, CA)
- **About this role:** Wells Fargo is seeking a Senior Small Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This ... revenue of $1-25MM) within assigned portfolios + Assess, through review and analysis of moderately complex data, the customer's...business products and services can support businesses in the portfolio + Ensure the overall success and growth of… 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; ... mechanisms comply with standard industry practices, regulatory guidelines, and senior management's recommendations and/or directions. Performs all duties in… more