- MUFG (Los Angeles, CA)
- …to amend terms and conditions or collect past-due accounts. When necessary, prepare periodic credit review reports and perform credit control duties. Policy ... will provide more details. **Job Summary** **:** As a Senior Relationship Manager ("Sr. RM"), the individual is responsible...of Defense" taking part in client diligence along the Portfolio Management Team & Credit Department in… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …to decide on the credit request that should be pursued + Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established ... well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at...area. Ability to develop trusted advisory relationships with the Senior Executives ( eg CEO, CFO, COO) of the… more
- City and County of San Francisco (San Francisco, CA)
- …which includes Treasuries, Public Credit and Investment Cash. Reporting to the Senior Portfolio Manager ("SPM") of Public Fixed Income, the Managing Director ... underlying benchmarks. + Assists in writing detailed investment recommendations and reports for review and approval from senior investment staff. + Assists in… more
- City National Bank (Los Angeles, CA)
- …and Regulatory risk ratings. Additionally, Deputy Head will lead the bank-wide quarterly portfolio review discussions and, on an ongoing basis, provide technical ... 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
- Fifth Third Bank, NA (Irvine, CA)
- …Establish, foster and maintain strong working relationships with the Commercial Bank ( portfolio managers, underwriters, credit officers, senior bankers, ... Bank. GENERAL FUNCTION:Monitors the Commercial Equipment Finance's lease and loan portfolio for portfolio quality and customer service functions. Responsible… more
- City and County of San Francisco (San Francisco, CA)
- …managers, including compiling screening memos, written investment recommendations, and reports for review by and approval from senior staff. + Assist with ... of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment Division's professional… more
- JPMorgan Chase (San Francisco, CA)
- …entrusted with the client experience and promoting results for the firm's portfolio company coverage strategy, while actively engaging with Commercial Bank, Private ... Bank, Credit , and Investment Banking product sets. **Job Responsibilities** +...product offerings to VC firms, General Partners and their portfolio companies. + Take ownership of the client experience… more
- MUFG (Los Angeles, CA)
- …with pitch books and other marketing material + Assist in the negotiation and review of legal documentation + Monitor existing portfolio for attrition and ... contribute to the Commodity & Structured Trade Finance business by working with senior Trade Finance Origination Officers in support of closing new deals and… more
- Banc of California (Menlo Park, CA)
- …+ Source high quality deals and sponsor the deals through underwriting and credit committee process. + Assist portfolio team in managing existing relationships ... employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Senior Vice President, Banker is primarily accountable for developing new client… more
- Columbia Bank (Los Angeles, CA)
- …developing new business opportunities. Secondarily, manages client relationships, monitors credit quality of loans and manages multifaceted asset management ... capabilities and develop solutions across investments, trust and wealth transfer, credit , deposit and other appropriate services. + Manage relationships by leading… more