- Wells Fargo (San Francisco, CA)
- …efforts + Work with teams on a variety of tasks, including compliance and risk management responsibilities + Provide information to colleagues and managers in ... roles. Interns will learn the end-to-end sales process, including portfolio management , proposal development/delivery, and collaboration with internal… more
- BMO Financial Group (San Francisco, CA)
- … analysis experience/ understanding. + Good knowledge of the organizational portfolio management policies and objectives. + Demonstrates solid deal/transaction ... client deliverables. + Understands the complexity of transactions and related risk ( credit , market, operational, legal/compliance, etc.). + Provides feedback… more
- BMO Financial Group (Palo Alto, CA)
- …all industry verticals. Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as ... execution, evaluation and sustainment of initiatives. + Manages the risk of the assigned complex portfolio in...with Sales Strategy and Sales referral process development + Risk Management - In-depth + Sales and… more
- City National Bank (Irvine, CA)
- …conduct discovery activities with existing clients to grow current book eg, deposits, investments, credit . * Business & Risk Management - maintain awareness ... and expansion of existing relationships in their own client portfolio and will actively work with other areas of...includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the… more
- Citigroup (Los Angeles, CA)
- …strategy. Leads others by example through demonstrating competence in both credit and traditional commercial banking products. Responsibilities: + Ability to earn ... new client relationships through prospecting efforts, including earning credit and other commercial banking products + Calls on clients and prospects to deepen… more
- Zions Bancorporation (Fremont, CA)
- …client portfolio to ensure ongoing profitability and conformity with credit terms. + Responsible for ensuring the successful processing, underwriting, and ... We are looking for a **Business Center Managerwith strong commercial lending and credit experience within the Middle Market** to provide top notch customer service… more
- Umpqua Bank (Irvine, CA)
- …senior and executive level professionals. + Proven business development, relationship and portfolio management , private banking, and wealth management ... credit quality of loans and manages multifaceted asset management portfolios to meet complex client financial needs. This...timely and proactive manner with clients and with all risk areas, especially the Credit team when… more
- Banc of California (Menlo Park, CA)
- …loan commitments, loan outstandings, and non-interest income, all while effectively managing the credit risk of both new and recently boarded credits. + Leverage ... + Source high quality deals and sponsor the deals through underwriting and credit committee process. + Assist portfolio team in managing existing relationships… more
- Enterprise Bank & Trust (Cerritos, CA)
- …have demonstrated skills in commercial credit underwriting, business development and portfolio management for mid-sized companies. + Minimum of seven or more ... managers within the organization and could evolve into a management or team leader role. **Essential Duties and Responsibilities:**...+ Analyzes pertinent financial information and determines whether a credit is an acceptable risk . + Approves… more
- SMBC (Encino, CA)
- …with existing customers. Cross-sell products and services including revolving lines of credit , syndicated facilities, treasury and cash management services, and ... In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Our mission is...such as such as term loans, revolving lines of credit , syndicated facilities, treasury and cash management … more