- City and County of San Francisco (San Francisco, CA)
- …for the position of Investment Officer ("IO") for its Public Fixed Income portfolio , which includes Treasuries, Public Credit and Investment Cash. Reporting to ... the data collection and aggregation process for the Public Fixed Income portfolio including performance, exposures, and other risk metrics. + Responsible… more
- BMO Financial Group (Modesto, CA)
- …banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal ... Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with...target profile and create a calling plan. + Review credit applications to ensure sound credit granting… more
- City and County of San Francisco (San Francisco, CA)
- …to ensure continuous improvement to the End-user Experience. They will oversee the portfolio of projects and technology services for priorities that span across the ... accountability, cost containment, and return on investment across the ITT portfolio . + Optimize capital and operational expenditures by leveraging scalable… more
- Zions Bancorporation (El Segundo, CA)
- …monitoring borrower reporting requirements and credit /financial performance, providing portfolio profitability measures and updating risk grades. + ... has on new opportunities as well as the existing portfolio . + Applies all applicable credit policies...as primary account officer on assigned transactions within the portfolio , including maintaining accurate risk ratings, executing… more
- Fifth Third Bank, NA (Los Angeles, CA)
- …loan and ABS, including public and private (144a or 4a2) securitizations, portfolio purchases, and advisory services. Individuals in this position are the leader ... complex loan and securities transactions. Perform all underwriting and work with Credit on all execution opportunities. Responsible for all components of loan, 144a,… more
- Fifth Third Bank, NA (Irvine, CA)
- …foster and maintain strong working relationships with the Commercial Bank ( portfolio managers, underwriters, credit officers, senior bankers, relationship ... Bank. GENERAL FUNCTION:Monitors the Commercial Equipment Finance's lease and loan portfolio for portfolio quality and customer service functions. Responsible… more
- BMO Financial Group (Santa Clara, CA)
- …with legal and regulatory requirements and lending policies and processes. + Applies the risk management framework to the portfolio to protect the Bank's assets ... and maintain the quality of the lending portfolio in compliance with requirements for the lending process...the lending process and established yield, quality, diversification, and risk guidelines. + Makes credit recommendations for… more
- City National Bank (Beverly Hills, CA)
- …that address client needs. Is responsible for profitable growth of the assigned portfolio as well as the corresponding risk . Requires active calling efforts, ... to be further developed or eliminated. * Prepare reports for management. * Monitor portfolio for quality, risk , and adherence to policy. * Maintain awareness of… more
- Ford Motor Company (Sacramento, CA)
- …in obtaining and following for necessary documentation for the completion of dealer credit files. Assist with the development of risk mitigation action plans ... position ** + Act as the liaison between Ford Credit and Ford and Lincoln dealers. + Manage and...and Lincoln Protect program penetration. + Collaborate with the Portfolio Analyst to complete analysis of dealership operations and… more
- JPMorgan Chase (Walnut Creek, CA)
- …Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. ... and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing… more