- City National Bank (Los Angeles, CA)
- *Client Servicing Manager Division Operations- Private Bank * WHAT IS THE OPPORTUNITY? Incumbents in this position act strategically to guide the Private Bank ... policies and industry regulations. Acts a primary liaison representing the Private Bank units in all matters affecting operations, risk management and… more
- Umpqua Bank (Newport Beach, CA)
- Sr Private Bank Relationship Manager Wealth Management Irvine, California Encino, California Los Angeles, California Newport Beach, California **Description** ... timely and proactive manner with clients and with all risk areas, especially the Credit team when...a loan originator (Note: Except those employees of the Bank who do not discuss particular credit … more
- City National Bank (Los Angeles, CA)
- …* Assists in loan portfolio reviews and audits along with coordination and communication with Credit Operations Risk Manager , Credit Team Leads, ... Bank policies. * Attends client meetings at Credit Manager 's request to facilitate delivery of... risk standards. Restructures loans and/or lines of credit as required. Assumes accountability for minimizing Bank… more
- City National Bank (Beverly Hills, CA)
- …mentor, and inspire the team's credit colleagues and peers in the evaluation of credit risk for existing clients with a focus on serving as an early warning ... indicator of deteriorating credit quality to reduce credit risk...respond to past dues based in partnership with Relationship Manager . * Maintains up-to-date knowledge on all Bank… more
- Bank of America (Pasadena, CA)
- …business administration, finance, accounting or economics preferred Skills: *Active Listening * Credit Documentation Requirements * Credit and Risk Assessment ... Senior Credit Underwriter, Global Wealth & Investment Management Custom...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more
- City National Bank (Los Angeles, CA)
- …knowledge on all Bank lending policies and regulations. Confers with the Credit Manager and appropriate Bank personnel regarding new/existing lending ... diligence and background evaluation is complete and thorough before Credit Risk Recommendation ("CRR") is submitted. WHAT...Attends client meetings at Relationship Manager , Team Manager , or Credit Manager 's request… more
- City National Bank (Los Angeles, CA)
- …DO? * Manages workflow and priorities in conjunction with or in the absence of the Credit Manager . Determines and assigns work assignments to team of Credit ... etc. before it is elevated, if necessary, to the Credit Manager . * Monitors performance, gives on-going...to assess credit worthiness including loan quality, credit risk classification, loan structure, collateral analysis,… more
- City National Bank (Los Angeles, CA)
- …knowledge on all Bank lending policies and regulations. Confers with the Credit Manager and appropriate Bank personnel regarding new/existing lending ... diligence and background evaluation is complete and thorough before Credit Risk Recommendation ("CRR") is submitted. WHAT...* Attends client meetings at Relationship Manager , Manager , Team Lead, or Credit Manager… more
- Bank of America (Newport Beach, CA)
- …portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the ... Credit Executive, Global Wealth & Investment Management Newport...role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will… more
- City National Bank (San Francisco, CA)
- …a proactive approach toward resolution. Escalates potential credit issues to RM, Regional Manager and/ or Credit Manager . * Works directly with the RM ... market trends. Pro-actively manages the portfolio to ensure the credit quality standards of the Bank are...approval documents contain a well-supported recommendation or decision; the risk rating is correct and supported; and the data… more